R/loadDataTables.R

In yezhaoqin/morningStarAnalytics: Morning Star Mutual Fund Data Analysis & Visualization

generateDataTables <- function(rawDataCSV, benchmarkKeywords, subUniverseKeywords) {
  filePath <- "~/Desktop/morningstar.csv"
  sysKeyword <- "(Summary|Percentile|Sum|Average|Count|Maximum|Minimum|Median|Deviation)"
  msciKeyword <-"MSCI"
  ftseKeyword <-"(FTSE|Russell)"
  stoxxKeyword <-"STOXX"
  spdjKeyword <-"(S&P|Dow|DJ)"
  esgKeywords <- '(Sustain|ESG|esg|SRI|sri|Social|Governance|Catholic|Ethical)'
  envKeywords <-'(Water|Carbon|Climate|Enviro|Green|Energy|Renew|Tech|Fossil|Alternative|Clean|Fuel|Pollution|Prevention)'
  blackrockKeyword <- '(iShare|BlackRock|BLK|Blackrock)'
  sumF <- function(vec) {sum(as.numeric(gsub(",", "", as.character(vec))), na.rm=TRUE)}
  toP <- function(c,d) {paste(as.character(c), "(",as.character(round(d*100,digits=1)),"%)",sep="")}
  "^" <- function(x,y) ifelse(y==0,0,base:::"/"(x,y))
  provider <- c("MSCI","FTSE Russell","STOXX","SPDJ")
  esgIndexTotal <- c(82,5,35,67)
  envIndexTotal <- c(7,34,5,11)
  myPalette <- c("#722287","#0079C1","#009941","#002960")
  fillTheme <- scale_fill_manual(values=myPalette)
  colorTheme <- scale_color_manual(values=myPalette)
}