Intro

When you are looking at the the debt service schedule bucket view of multiple selected issues, you will see the SHOW AS button immediately to the left of the PROFILE AS OF date selector.

This selector will switch the screen between an amortization table view and one of multiple available chart views of the selected issues.

Functionality

In chart view you have the option to change the beginning date, end date and frequency you display in the charts so that you can see exactly the data set that you want.

When you hover the mouse over any given segment of a chart, a callout box appears to show you are relevant legend details for that segment.

You can also select certain issues to omitted from the chart by clicking on the issue description in the legend below the chart.

Chart Types

Credit Type Mix Over Time

This is a 100% stacked bar chart designed to show the relative percentage of each credit type in stacked bars, where the total (cumulative) of each stacked bar always equals 100% of the debt outstanding in a given period. This chart shows what percentage of the total selected group of debt issues in a given period each credit type represents.

Credit Type Mix (Aggregate)

Similar to the debt mix over time this chart shows the percentage the total outstanding debt that each credit type represents. However, where as the previous chart uses bar charts to show the debt split in each period, this is a pie chart to show the total outstanding debt between the selected PROFILE AS OF DATE and END DATE.

Debt Mix Over Time

This is a 100% stacked bar chart designed to show the relative percentage of each selected issue in stacked bars, where the total (cumulative) of each stacked bar always equals 100% of the debt outstanding in a given period. This chart shows what percentage of the total selected group of debt issues in a given period each selected issue represents.

Debt Mix (aggregate)

Similar to the debt mix over time this chart shows the percentage the total outstanding debt that each selected issue represents. However, where as the previous chart uses bar charts to show the debt split in each period, this is a pie chart to show the total outstanding debt between the selected PROFILE AS OF DATE and END DATE.

Debt Service By Issue

This is a stacked bar chart that shows the amount of debt service due in a given period broken out by each selected issue, measured in dollars along the Y-Axis (vertical).

Interest Type Mix Over Time

This is a 100% stacked bar chart designed to show the relative percentage of each interest type in stacked bars, where the total (cumulative) of each stacked bar always equals 100% of the debt outstanding in a given period. This chart shows what percentage of the total selected group of debt issues in a given period each interest type represents.

Interest Type Mix (Aggregate)

Similar to the Interest Type Mix Over Time this chart shows the percentage the total outstanding debt that each selected issue represents. However, where as the previous chart uses bar charts to show the debt split in each period, this is a pie chart to show the total outstanding debt between the selected PROFILE AS OF DATE and END DATE.

Total Debt Service Over Time

This is a stacked bar chart that shows the amount of debt service due in a given period broken out by principal and Interest, measured in dollars along the Y-Axis (vertical).

Total Debt Service (Aggregate)

Similar to the Total Debt Service Over Time, the aggregate principal and interest of the selected issues. However, where as the previous chart uses bar charts to show the debt split in each period, this is a pie chart to show the total outstanding debt between the selected PROFILE AS OF DATE and END DATE.

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