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HFA Factbook Online: Data Visualization and Reports User Guide

Welcome & Thank You

NCSHA wishes to acknowledge the HFA executive directors and staff who contribute the extensive data that make the Factbook possible. This year, more than 20 HFA staff members also generously shared their time and expertise to help NCSHA develop this data visualization and reports platform.

The Factbook Online platform is available only to HFA and Associate members at this time.

Explore the User Guide

MemberTech Log-In Portal


Dig In

Typically, your username and password to log into the Factbook Online (powered by Insite’s MemberTech platform) are different from your ncsha.org login information. If you are already entering Factbook data annually, you are a registered user. If you need to reset your password, you can do so from the login panel.

If you are a new user, please register. The approval process for new users may take up to one business day. Please contact NCSHA at data@ncsha.org if you have trouble accessing your account or if you would like us to set up your access.

Log Into MemberTech

User Guide Outline

  1. Platform Introduction
  2. Corrections, Feedback, and Support
  3. Helpful Links
  4. Access/Disclaimer/Terms of Use and Online Privacy Policy
  5. Log In
  6. Build Your Visualization
  7. Additional Visualization Functions
  8. Year-Specific Survey Reports
  9. Available Tables

Example Video


1. Platform Introduction

Introduction
NCSHA’s State HFA Factbook is your best source of information on HFAs and their program activity. HFA and Associate members also can access and filter that valuable data online through our visualization platform to generate graphs, charts, and reports that can inform their work and decision-making. The data is drawn from NCSHA’s comprehensive annual survey of HFA program activity. (NCSHA has been gathering Factbook data since the 1980s. Data collected since 2005 is available in the online platform.) HFAs use the data to benchmark their programs and operations over time Published Factbooksand to learn from one another.

As an HFA or Associate member, you have exclusive access to the visualization platform and reports available online. Dig in and explore! This guide provides an overview of how to navigate the Factbook Online. Please email data@ncsha.org or call 202-624-7710 with questions or for assistance.

Orientation Resources

  • “How-To” videos are available 24/7 on the FAQs page.
  • NCSHA staff can provide a personal orientation for HFA and Associate members. Email Glenn Gallo at data@ncsha.org to schedule.
  • Print Edition and PDF: As an HFA or Associate member, your organization receives three printed copies of the Factbook and a PDF version every year. To request a PDF, contact data@ncsha.org.

2. Corrections, Feedback, and Support

  • Corrections: If you notice errors or missing data, please complete this form or contact NCSHA via data@ncsha.org with comments and questions. While the change will not be reflected in the published Factbook editions, changes reviewed and approved by NCSHA can be updated online.
  • Feedback: We are committed to continuously improving this resource. Please share your feedback by emailing us or completing this form.
  • Support: Please email data@ncsha.org, complete this form, or call 202-624-7710 if you need assistance.

Data Visualization and Reports Helpful Links

3. Helpful Links 

4. Access/Disclaimer/Terms of Use and Online Privacy Policy

  • Access: Currently, NCSHA’s Factbook Online is available only to active HFA and Associate members in good standing.
  • Disclaimer: NCSHA publishes the State HFA Factbook for the general information of its readers. The information contained in the published State HFA Factbook and the Factbook Online is based upon data supplied from a number of sources NCSHA believes to be reliable but cannot guarantee. Hence, NCSHA is not responsible for any errors, omissions, or inaccuracies the data may contain.
  • Terms of Use and Online Privacy Policy: All activities on NCSHA online properties are subject to NCSHA’s Terms of Use and Online Privacy Policy.

5. Log In

Graphs and Reports

Log into MemberTech

After logging in, two functions are available to you:

  1. Graphs: Data visualization tool that allows you to filter, view, and compare HFA data compiled between 2005 and 2017.
  2. Reports: Complete tables by year as published in the Factbook, with footnotes. These may be downloaded as PDFs and Excel documents.

6. Build Your Visualization

Structure

The State HFA Factbook is divided into the following sections or “Surveys”:

1. Administration and Budget
2. HOME Investment Partnership
3. The Low Income Housing Tax Credit
4. Multifamily Bonds
5. Mortgage Revenue Bonds
6. Private Activity Bonds

The visualization tool is set up in the same way. Each Survey contains multiple “Categories” or sets of related questions. Each “Name” is a specific survey question and will appear in the name of your graph or table. For example, “Annual Operating Budget” is a name of your graph or table under the “Organization Staffing and Budget” category.

HFA Factbook Online

Setting up your visualization is a matter of selecting the desired variables (Name, Region, and Year) and selecting your preferred display.

Step 1: Name

  • After clicking on the dropdown menu Name, a pop-up will display three columns: Survey, Category, and Name
  • The Survey column allows you to select the six distinct sections of the Factbook: Administration and Budget, HOME Investment Partnerships, Low Income Housing Tax Credits, Multifamily Bonds, Mortgage Revenue Bonds, and Private Activity Bonds.
  • After selecting one of the six Surveys, the second column, Category, will display the available Factbook tables. A full list of Factbook tables with descriptions of the data within each table is available below. Additionally, the search function under Category will identify all tables with the desired key word (e.g., typing “housing credit” into the search filter will display all relevant tables with the term “housing credit” in them).
  • The third column, Name, displays all the data fields available within the selected Category. These data fields correspond to the columns found in each Factbook table. It is possible to select multiple data fields to display on the same graph. However, to be displayed on the same axis, all data fields must be measured in the same unit (e.g., people, units, dollars, etc.).

Step 2: Region

  • After selecting the desired Survey, Category, and Name, the next option on the series bar is Region.
  • Region displays all available HFAs with data under the previously selected Survey, Category, and Name.
  • Multiple HFAs can be selected at the same time. There are also Select All and Deselect All buttons.
  • If the Region field is left blank, which is the default setting, all available HFAs will be automatically selected.

Step 3: Year

  • After choosing which HFAs to select, the next option is to choose which years to examine.
  • For most Factbook tables, the From dropdown will begin at 2005. For Factbook tables introduced after 2005, the From dropdown will begin at the year in which the data was first collected. The To dropdown menu will allow you to select the range of time in which the data will display. The To dropdown menu will always end with the latest year of available data.
  • It is possible to display only one year of data. To do so, select the same year in both the From and To menus.
  • If both the From and To dropdown menus are left blank, which is the default setting, the chart will automatically display over the longest available range.

Step 4: Options

  • The Options dropdown menu determines how the selected data will be displayed.
  • In the first dropdown menu, there are five different selections: Actual, Sum, Average, Maximum, and Minimum. Actual will display each of the selected HFAs separately.
  • The second dropdown menu determines whether the selected data will be displayed as a line chart or a bar chart. It is possible to use both options in the same chart.

Step 6: Y-Axis

  • The Y-Axis dropdown menu determines on which side of the chart the Y-Axis displays. Selecting Primary will cause the Y-Axis to be displayed on the right-hand side, while selecting Secondary will cause the Y-Axis to be displayed on the left-hand side.
  • This function allows the display of two different units of measurement on the same chart. For example, a data field displaying units can be selected as the Primary Y-Axis, while a different data field displaying $ can be selected as the Secondary Y-Axis.

Step 7: Add a Series (Additional Data)/Clear Chart (Start Over)

  • To the right of the Y-Axis dropdown menu are two buttons. The first button, a green addition sign, populates the data previously selected into the chart. The second button, two lines forming a circle, clears the chart.
    Sample PNG
    Sample PNG

7. Additional Visualization Functions 

There are five additional buttons below the dropdown menus described above: Save, Load, CSV, PNG, and Hide Legend/Show Legend

  1. The Save button allows you to name and save a chart for later access.
  2. The Load button recalls a previously saved chart.
  3. The CSV button downloads the underlying data used to create the chart as a Microsoft CSV file.
  4. The PNG button creates a PNG file of the displayed chart.
  5. The Hide Legend/Show Legend button temporarily removes the legend, enlarging the chart size. Clicking the button again recalls the legend.

8. Year-Specific Survey Reports

Report Screen

Benefits of the visualization tool include the ability to see data across years and mix data from multiple tables. If you would like to see the data in a year-specific table or reference the footnotes, which are not available in the visualization tool, you have two options.

First, you can reference the PDF, which can be requested from data@ncsha.org. Second, you can access the Reports function under the Surveys tab. (Please see the image to the right or the video below.) After selecting Reports, click on a specific report, and set the Report Criteria for any year between 2005 and 2017.

Individual tables can be saved as Excel documents or PDFs.

9. Available Tables

List of Available Tables

Available TablesAvailable Tables

 

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