Valuation Workbook: Using the DEMO - Demographics sheet

Step 1: Set Up the Local Area and MSA table

Summary or Full Table View At the top of the DEMO sheet, you’ll see a dropdown labeled "Summary Chart." Choose the option that best fits the scope of your report: Yes – displays a simplified summary chart No – displays the full demographic detail tables
Include MSA If you are importing a MSA demographics file, select Yes in the Include MSA drop-down. This will add the MSA columns.

Step 2: Import Your Files

Import Local Demographics Select the Import 1,3,5 Demo button In the file finder window, locate and select the Local demographic file exported from STDB Select Open The Local Area Demographics table will populate with data for the 1-, 3-, and 5-mile radius around the subject property.

Import MSA Demographics (Optional) If you choose to include MSA demographics: Select Import MSA Demo button. In the file finder window, locate and select the exported MSA demographic file from STDB Select Open The MSA column in the Local Area & Demographics table will populate automatically.

Once your data is imported, it will carry over to the Local Area Analysis section of your Valuation Report after syncing the workbook and report.

Geography & MSA Demographics (New Table)

Workbook version 1.6.1.0 introduces a new table that allows you to populate any three geographic areas of your choice; ideal for urban or high-density markets, in addition to presenting the data for Local Area and MSA Demographics. 

You can now include data for: City County State This table provides additional flexibility when a standard radius or MSA analysis isn’t sufficient.

Setup Instructions: Use the same steps as above to import your STDB data When exporting from STDB: STDB allows you to export all 3 demographic files as a zip folder. We recommend doing this and importing the entire zip folder to have all three demographics populate.  To import without the zip file, you will need to multi-select all files (up to 3) that you want imported. Currently, it is not possible to import them one at a time.  Instantly populates the Geography & MSA Demographics table in the DEMO sheet  Note: This table does not currently auto-populate the Valuation Report narrative. To include it in your report: Insert the table manually using the Insert Links function in the Valcre Ribbon of your Report Template Add your own narrative commentary as needed Auto-narrative integration is planned for a future release.

Housing Summary Table (New Table)

This table, newly added to the DEMO sheet available with workbook versions 1.6.1.0 or higher, will be populated using the data imported from Local and MSA exports for the affordable housing template allowing you to fulfil any requirements for establishing demand for population that needs new subsidized housing.
If you are using this table, enter the Median Year built in the yellow fields

DEMO sheet Troubleshooting

If you must use a workbook older than version 1.6.3.3, your STDB export will not be compatible with your workbook. This is do to significant, material changes that STDB made to their export.  

The instructions below guide you through updating your workbook to accept the changes STDB made to their export format. These instructions apply to workbooks prior to version1.6.3.3. A more recent workbook with full STDB support is available on your Downloads tab of Valcre Online.