Financial dashboard. Part 2 - Statistieken

[danrminds]

Main asssignee: @aghimpu

Context/goal:

https://www.figma.com/file/VvtIJnhenSBskmAQSrzaGx/Financial-dashboard-improvements-SDOA?node-id=333%3A17343

In the statistics page we need to display a more generic overview, statistics of the financial part.

Filtering and graph

Top bar is meant to do the filtering of the lower parts:

Filtering should happen by:

• Fund
• Provider
• Category
• Postcode

• Postcodes

  For the postcode, we need to extract the postcode from the addresses of the providers (we can place it in a separate field). The postcode will look like: 9731 BK (we need to filter only by the digits. Can be done like a search or a dropdown with multiselect from the AVAILABLE postcodes (providers under this postcode).

Also, the Dag / Week / Maand / Kwartaal / Jaar will change the bottom timeframes. See example below:

https://user-images.githubusercontent.com/33207036/115701062-a9c2b180-a367-11eb-8fbe-8c4e6f8997d8.mov

As a priority for now would be Maand / Kwaartal / Jaar

Based on this the timeframe of the graph will differentiate.

Totals

Lower, we have some totals (for the selected timeframe):

Totaal uitgegeven = total amount spent at shops Totaal transacties = number of transactions at shops

Hoogste aankoopbedrag = highest transaction Bij aanbieder = provider where this highest transaction happened

Hoodste dagtotaal = highest daily total Datum = when this happened

Providers

And the last part is the providers. The list shows ALL PROVIDERS, but numbers change according to the filtering: Totaal uitgegeven bij = total amount spent at this shop Hoogste aankoopbedrag = highest transaction Aantal transaction = number of transactions

[jamalv]

"Totaal uitgegeven = total amount spent at shops" - comment: https://www.figma.com/file/VvtIJnhenSBskmAQSrzaGx?node-id=323:7511#76092320

[LindaForus]

@jamalv @danrminds - see comment in figma

[LindaForus]

Review

Filters

1. Filtering by year is active, the others (week, month, quarter) are not working yet

   

2. Category filter is missing

3. Filter options: search bar is missing

4. Filter options: number of organizations is missing

   

Chart

5. Add euro sign to graph 'total spent'

Providers

6. Text change: Totaal uitgegeven bij = Totaal uitgegeven

   

7. Can the order of the provider list be set? What is the order based on now? Option to sort the table by name, zip code, total spent, highest purchase amount, highest amount (top ten providers)

   

8. The transactions (transactions buttons) per provider are missing (just like it works in the current dashboard) Option: Add transaction button first. Add organization information later, so that the zip code will also be visible.