sadash: sadash: Prepare state data dashboards

In southwick-associates/sadash: Prepare Agency Dashboard Data for state-level dashboards

Description

This includes a summary of the core functions grouped by task.

Preparing License History

• use load_license to pull standardized license data from sqlite

• use data_check_sa to check formatting rules of standardized data

• use drop_na_custid to remove any records with a missing customer ID from the sale table

• use functions from salic (rank_sale, make_history) to build license history

• finally use write_history to write to sqlite

Preparing Dashboard Metrics

• use load_sqlite functions to pull in state-level customer, sales, and census population data

• use load_history and recode_history to prepare data for a specific permission

• use quarterly_filter, quarterly_lapse, and calc_metrics in sequence to produce a list that stores all metrics for a permission

• use format_metrics and write_dash in sequence to produce csv files by permission-quarter

• use run_visual to check results

southwick-associates/sadash documentation built on Jan. 6, 2022, 5:17 p.m.