notes/oleksiy_joe_2018-01-10.md
In databrew/portfoliodash: The IFC Portfolio Dashboard
Meeting: Oleksiy and Joe
2018-01-10
Question 1: Which fields?
The as_portfolio table has 141 columns. Which of them do we want to allow the user to filter by?
[1] "dataset_date"
[2] "project_id"
[3] "project_name"
[4] "project_stage"
[5] "project_status"
[6] "project_type"
[7] "project_classification_type"
[8] "project_tier"
[9] "region_code"
[10] "region_name"
[11] "country"
[12] "geographic_focus"
[13] "regional_project_country_names"
[14] "pipeline_12_months"
[15] "related_project_id"
[16] "primary_business_line_code"
[17] "primary_business_line_name"
[18] "primary_business_area"
[19] "business_area_level1_classification"
[20] "business_area_level2_classification"
[21] "business_area_level3_classification"
[22] "business_area_level4_classification"
[23] "business_line_product_pcts"
[24] "tertiary_sector_pct"
[25] "ifc_wbg_collaboration"
[26] "project_leader"
[27] "manager"
[28] "finance_officer"
[29] "owning_department_code"
[30] "owning_division_code"
[31] "as_concept_note_or_as_implementation_plan_approved"
[32] "as_concept_note_approval_date"
[33] "as_implementation_plan_approval_date"
[34] "fy_of_as_implementation_plan_approval"
[35] "pre_implementation_start_date"
[36] "pre_implementation_end_date"
[37] "pre_implementation_financial_close_date"
[38] "implementation_start_date"
[39] "implementation_end_date"
[40] "implementation_financial_close_date"
[41] "implementation_duration_days"
[42] "post_implementation_start_date"
[43] "post_implementation_end_date"
[44] "post_implementation_financial_close_date"
[45] "as_completion_approval_date"
[46] "fy_of_as_completion_approval"
[47] "dropped_terminated_date"
[48] "crm_go_date"
[49] "crm_decision_type"
[50] "total_project_size"
[51] "total_funds_managed_by_ifc"
[52] "total_funding"
[53] "pooled_trust_funds"
[54] "proposed_partner_donor_funding"
[55] "ifc_funding"
[56] "client_cash_contribution_funding"
[57] "unidentified_funding"
[58] "other_sources"
[59] "reimbursable_fees"
[60] "advisory_fees"
[61] "success_fees"
[62] "total_additional_contributions"
[63] "total_in_kind_contributions"
[64] "client_in_kind_contribution"
[65] "client_parallel_contribution"
[66] "total_client_additional_contributions"
[67] "third_party_in_kind_contribution"
[68] "third_party_parallel_contribution"
[69] "proposed_total_client_cash_fees"
[70] "total_client_contributions"
[71] "total_parallel_contributions"
[72] "other_cash_contribution"
[73] "secured_funding_amount"
[74] "secured_cash_contributions"
[75] "secured_parallel_contributions"
[76] "secured_in_kind_contributions"
[77] "total_fytd_actual_cash_contributions"
[78] "total_itd_actual_cash_contributions"
[79] "total_fytd_expenditures"
[80] "itd_expenditures"
[81] "fy_18_ida_lending_eligibility"
[82] "share_of_funds_managed_by_ifc_in_ida_countries"
[83] "share_of_ida_countries_in_total_countries"
[84] "share_of_sub_projects_in_ida_countries"
[85] "ida_in_fy_of_approval"
[86] "ida_pct"
[87] "ida_total_funds_managed_by_ifc"
[88] "ida_fytd_expenditure"
[89] "fy_18_fcs_flag"
[90] "fcs_in_fy_of_approval"
[91] "regional_fcs_pct"
[92] "fcs_pct"
[93] "fcs_total_funds_managed_by_ifc"
[94] "fcs_total_fytd_expenditures"
[95] "climate_adaptation_pct"
[96] "climate_mitigation_pct"
[97] "special_green_pct"
[98] "climate_change_pct"
[99] "climate_change_total_funds_managed_by_ifc"
[100] "climate_change_total_fytd_expenditures"
[101] "frontier_regions_pct_of_non_ida_country_specific"
[102] "frontier_regions_pct_of_non_ida_regional_and_country_specific"
[103] "frontier_regions_of_non_ida_countries_total_funds_managed_ifc"
[104] "frontier_regions_of_non_ida_countries_fytd_expenditures"
[105] "sme_flag"
[106] "sme_total_funds_managed_by_ifc"
[107] "sme_total_fytd_expenditures"
[108] "gender_pct"
[109] "gender_total_funds_managed_by_ifc"
[110] "gender_total_fytd_expenditures"
[111] "infra_pct"
[112] "infra_total_funds_managed_by_ifc"
[113] "infra_total_fytd_expenditures"
[114] "agri_pct"
[115] "agri_total_funds_managed_by_ifc"
[116] "agri_total_fytd_expenditures"
[117] "job_flag"
[118] "job_flag_comment"
[119] "frontier_markets_pct"
[120] "frontier_markets_total_funds_managed_by_ifc"
[121] "frontier_markets_fytd_expenditures"
[122] "health_and_education_total_funds_managed_by_ifc"
[123] "health_and_education_total_fytd_expenditures"
[124] "financial_markets_total_funds_managed_by_ifc"
[125] "financial_markets_total_fytd_expenditures"
[126] "firm_specific_pct"
[127] "individual_firms_pct"
[128] "ifc_investee_pct"
[129] "potential_investee_pct"
[130] "other_firms_pct"
[131] "groups_of_firms_pct"
[132] "priority_sector_pct"
[133] "other_groups_of_firms_pct"
[134] "enabling_environment_pct"
[135] "industry_or_sector_specific_pct"
[136] "priority_sector_specific_pct"
[137] "other_sector_pct"
[138] "economy_wide_pct"
[139] "knowledge_management_pct"
[140] "product_development_pct"
[141] "other_pdp_pct"
Question 2: Where should portfolio manipulation occur?
Should portfolio manipulation (adding/removing projects to a portfoio) have its own dedicated page, or should those controls be visible throughout the entire app?
Question 3: What is getting downloaded?
I understand that part of specs is to generate an html / pdf for download. What should the contents of that download be?
databrew/portfoliodash documentation built on May 3, 2019, 1:47 p.m.
R Package Documentation
Browse R Packages
We want your feedback!
Note that we can't provide technical support on individual packages. You should contact the package authors for that.
Meeting: Oleksiy and Joe
2018-01-10
Question 1: Which fields?
The as_portfolio table has 141 columns. Which of them do we want to allow the user to filter by?
[1] "dataset_date"
[2] "project_id"
[3] "project_name"
[4] "project_stage"
[5] "project_status"
[6] "project_type"
[7] "project_classification_type"
[8] "project_tier"
[9] "region_code"
[10] "region_name"
[11] "country"
[12] "geographic_focus"
[13] "regional_project_country_names"
[14] "pipeline_12_months"
[15] "related_project_id"
[16] "primary_business_line_code"
[17] "primary_business_line_name"
[18] "primary_business_area"
[19] "business_area_level1_classification"
[20] "business_area_level2_classification"
[21] "business_area_level3_classification"
[22] "business_area_level4_classification"
[23] "business_line_product_pcts"
[24] "tertiary_sector_pct"
[25] "ifc_wbg_collaboration"
[26] "project_leader"
[27] "manager"
[28] "finance_officer"
[29] "owning_department_code"
[30] "owning_division_code"
[31] "as_concept_note_or_as_implementation_plan_approved"
[32] "as_concept_note_approval_date"
[33] "as_implementation_plan_approval_date"
[34] "fy_of_as_implementation_plan_approval"
[35] "pre_implementation_start_date"
[36] "pre_implementation_end_date"
[37] "pre_implementation_financial_close_date"
[38] "implementation_start_date"
[39] "implementation_end_date"
[40] "implementation_financial_close_date"
[41] "implementation_duration_days"
[42] "post_implementation_start_date"
[43] "post_implementation_end_date"
[44] "post_implementation_financial_close_date"
[45] "as_completion_approval_date"
[46] "fy_of_as_completion_approval"
[47] "dropped_terminated_date"
[48] "crm_go_date"
[49] "crm_decision_type"
[50] "total_project_size"
[51] "total_funds_managed_by_ifc"
[52] "total_funding"
[53] "pooled_trust_funds"
[54] "proposed_partner_donor_funding"
[55] "ifc_funding"
[56] "client_cash_contribution_funding"
[57] "unidentified_funding"
[58] "other_sources"
[59] "reimbursable_fees"
[60] "advisory_fees"
[61] "success_fees"
[62] "total_additional_contributions"
[63] "total_in_kind_contributions"
[64] "client_in_kind_contribution"
[65] "client_parallel_contribution"
[66] "total_client_additional_contributions"
[67] "third_party_in_kind_contribution"
[68] "third_party_parallel_contribution"
[69] "proposed_total_client_cash_fees"
[70] "total_client_contributions"
[71] "total_parallel_contributions"
[72] "other_cash_contribution"
[73] "secured_funding_amount"
[74] "secured_cash_contributions"
[75] "secured_parallel_contributions"
[76] "secured_in_kind_contributions"
[77] "total_fytd_actual_cash_contributions"
[78] "total_itd_actual_cash_contributions"
[79] "total_fytd_expenditures"
[80] "itd_expenditures"
[81] "fy_18_ida_lending_eligibility"
[82] "share_of_funds_managed_by_ifc_in_ida_countries"
[83] "share_of_ida_countries_in_total_countries"
[84] "share_of_sub_projects_in_ida_countries"
[85] "ida_in_fy_of_approval"
[86] "ida_pct"
[87] "ida_total_funds_managed_by_ifc"
[88] "ida_fytd_expenditure"
[89] "fy_18_fcs_flag"
[90] "fcs_in_fy_of_approval"
[91] "regional_fcs_pct"
[92] "fcs_pct"
[93] "fcs_total_funds_managed_by_ifc"
[94] "fcs_total_fytd_expenditures"
[95] "climate_adaptation_pct"
[96] "climate_mitigation_pct"
[97] "special_green_pct"
[98] "climate_change_pct"
[99] "climate_change_total_funds_managed_by_ifc"
[100] "climate_change_total_fytd_expenditures"
[101] "frontier_regions_pct_of_non_ida_country_specific"
[102] "frontier_regions_pct_of_non_ida_regional_and_country_specific"
[103] "frontier_regions_of_non_ida_countries_total_funds_managed_ifc"
[104] "frontier_regions_of_non_ida_countries_fytd_expenditures"
[105] "sme_flag"
[106] "sme_total_funds_managed_by_ifc"
[107] "sme_total_fytd_expenditures"
[108] "gender_pct"
[109] "gender_total_funds_managed_by_ifc"
[110] "gender_total_fytd_expenditures"
[111] "infra_pct"
[112] "infra_total_funds_managed_by_ifc"
[113] "infra_total_fytd_expenditures"
[114] "agri_pct"
[115] "agri_total_funds_managed_by_ifc"
[116] "agri_total_fytd_expenditures"
[117] "job_flag"
[118] "job_flag_comment"
[119] "frontier_markets_pct"
[120] "frontier_markets_total_funds_managed_by_ifc"
[121] "frontier_markets_fytd_expenditures"
[122] "health_and_education_total_funds_managed_by_ifc"
[123] "health_and_education_total_fytd_expenditures"
[124] "financial_markets_total_funds_managed_by_ifc"
[125] "financial_markets_total_fytd_expenditures"
[126] "firm_specific_pct"
[127] "individual_firms_pct"
[128] "ifc_investee_pct"
[129] "potential_investee_pct"
[130] "other_firms_pct"
[131] "groups_of_firms_pct"
[132] "priority_sector_pct"
[133] "other_groups_of_firms_pct"
[134] "enabling_environment_pct"
[135] "industry_or_sector_specific_pct"
[136] "priority_sector_specific_pct"
[137] "other_sector_pct"
[138] "economy_wide_pct"
[139] "knowledge_management_pct"
[140] "product_development_pct"
[141] "other_pdp_pct"
Question 2: Where should portfolio manipulation occur?
Should portfolio manipulation (adding/removing projects to a portfoio) have its own dedicated page, or should those controls be visible throughout the entire app?
Question 3: What is getting downloaded?
I understand that part of specs is to generate an html / pdf for download. What should the contents of that download be?
R Package Documentation
Browse R Packages
We want your feedback!
Note that we can't provide technical support on individual packages. You should contact the package authors for that.
Embedding an R snippet on your website
Add the following code to your website.
For more information on customizing the embed code, read Embedding Snippets.