Accessing Bucketing Settings on Reports pages

Edit the numeric buckets and band sizes on a field-by-field basis by clicking the gear icon to launch the Edit Buckets window.

Numeric Groupings

dv01 automatically applies default linear bucketing for every field, constructed from three parameters:

  • lower bound of the range ("Range From")
  • upper bound of the range ("Range To")
  • increment/size of each bucket ("In Increments Of").

Alternately, you can create customized nonlinear bucketing ranges; simply toggle a field from Linear Bucket to Advanced Bucket and create your custom query.

For example, if you're looking for more granularity within two specific FICO score bands, you could stack two notations into a single query by typing, "600 to 700 by 20; 700 to 800 by 10". The FICO band of 600-700 will be split into increments of 20 (resulting in 5 buckets), and the band from 700-800 will be split into increments of 10 (resulting in 10 buckets). Click the image below to enlarge.

Field Groupings

Creating grouped fields makes it easier to organize unwieldy lists of data and analyze data subsets. Use the toggle to switch to the Field Groupings view, select the options within a single field that you want to group together, then click Create Field Group. Use the Select Field dropdown to create a group for different fields.

For example, if multiple delinquency categories exist (1-29 days, 30-59 days, 60-89 days, and 90+ days), you can group them all into a single category (ALL DQ) to visualize all delinquencies as one. 

Or, if you want to analyze loans in the New York tri-state area, you can group New York, Connecticut, and New Jersey into a new category (shown below). Click the image below to enlarge.