CCC Output tables major groupings

[jdebacker]

Major groupings for industries and assets would be helpful since the names themselves are sometimes not that descriptive without such groupings.

The idea would be to have the name of the major grouping offset - so it is left aligned and the more detailed industries/assets under that are indented.

[jdebacker]

To add to this further, the current alphabetical ordering of industries or assets makes the tables difficult to read. Industries should be ordered in accordance with NAICS code ordering, since people are familiar with that. Major asset groups should be ordered: Equipment, Structures, IP, Land, Inventories.

When adding major groupings, we should change output tables from B-Tax to include average rates for the major groupings.

In addition, it'd be helpful to have an overall rate, across all assets/industries.

[talumbau]

@PeterDSteinberg can you comment here on ideas for how this grouping would be accomplished? I'm thinking in terms of the JSON key-value pairs we get back for rendering. Perhaps we could have some kind formatting value included with every row - a string that indicates the grouping for row? then we could organize the rows by group. What do you think?

[brendancol]

@Jason Do you have a screenshot of an analogous tables like what we'd want for B-Tax output?

[jdebacker]

@brendancol Here's an example of industry groupings:

What you can take from this is that I think it's nice to have the major grouping left aligned (and perhaps in bold font) and then the group members indented.

The output tables do not currently include the major groupings. Let me know how you'd like those tables formatted (e.g. major group identified in separate column or with some notation in the industry name) and I can do that.

I think we should have similarly formatted tables for "by asset", but there just have five groups: equipment, structures, intellectual property, inventories, and land.

Also, I have a particular ordering in mind for the industries and assets. So let me know what needs to be done to the B-Tax output tables to ensure that we can order them in the web app.

[jdebacker]

@brendancol Something to think about - if we could make the tables expandable - e.g. just showing the major grouping and then the user clicks a "+" button to expand to the sub-industries, that'd be cool, but certainly not necessary.

[brendancol]

@Jason, great thanks. I'm going to come up with a proposal which retains use of DataTables. Keeping DataTables will significantly reduce the level of effort.

[brendancol]

@jdebacker yeah go ahead and add any fields which would help with groupby.

[jdebacker]

@brendancol Ok - I'll update B-Tax output tables to have an additional column, "major_grouping", which will be a text field with the name of the major industry/asset grouping.

I'm also going to include values for averages across the group. In this case, "major_grouping" will equal the industry or asset name.

[brendancol]

@jdebacker sounds good. Will major_grouping included aggregated values for all corporate/non-corporate categories?

[jdebacker]

@brendancol, yes, this is what I'm referring to in the last two sentences above.

as an example:

major_grouping  asset   mettr_c mettr_nc
equipment   equipment   0.33    0.27
equipment   computers   0.25    0.23
equipment   furniture   0.34    0.31

[brendancol]

@jdebacker is major_grouping the only groupby, or will there also be a minor_grouping?

[jdebacker]

@brendancol If you can handle it, I'd like to have a minor grouping for industry (but not asset). e.g see the manufacturing breakout above (but most major groupings will only have one minor group).

I also would like a line for the overall averages for the variables (i.e., across all assets/industries). For this, I thought it'd be put in the table as follows:

major_grouping  asset   mettr_c mettr_nc
overall     overall     0.35    0.33
equipment   equipment   0.33    0.27
equipment   computers   0.25    0.23
equipment   furniture   0.34    0.31

[brendancol]

@jdebacker will there be a mettr_c_reform, mettr_c_baseline etc.?

[jdebacker]

@brendancol All the columns of output will remain the same - just adding new columns for the major groupings. Should have been clear - example was simple to just quickly show how the major groupings would work with the asset/industry names.

Currently, baseline and reform as different tables and I plan to keep that formatting.

[brendancol]

@jdebacker @PeterDSteinberg @talumbau

At the moment, the btax/results.html now supports items which have a major_grouping property which would be a sibling to label and cells in each of the objects.

[talumbau]

closed via #377