What’s changing?
We’re excited to introduce a powerful enhancement to pooled dataset management on dv01—you can now apply and save filters directly within the Pool Selector
Filter Pooled Datasets with Ease
With this update, you can add filters to both newly created and saved pools within the Pool Selector, giving you greater control and precision when analyzing your data. This means you can refine your pools based on specific criteria before saving them, making it easier to focus on the data that matters most.
How it works:
- Navigate to the Pool Selector.
2. Click the Create a Pool button.
3. Apply your desired filters and save the refined pool for future use
4. Optional: Name and save you
r new pool.
Notes:
- Pools with filters can still be saved on the page in the existing Saved Pool and Filter Configuration flow.
Why is this important?
- Enables more customized and targeted pool analysis
- Saves time by allowing pre-filtered pools to be reused
- Reduces manual filtering each time you access a dataset
Who is impacted?
This enhancement benefits all dv01 users working with pooled datasets, including issuers, portfolio managers, and analysts looking for a more efficient and flexible data workflow.
This is just another way we’re making dv01 the go-to platform for high-quality, loan-level analysis. Start using the new filtering feature today!