OverviewSummary of core functions and sample data |
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salic: Prepare Agency Dashboard Data |
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Salic Sample Data Overview |
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Sample DataExample of state agency data |
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Sample Standardized Data: 30,000 Customers |
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Sample Standardized Data: License Types |
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Sample Standardized Data: Sales 2008 thru 2018 |
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Sample Data: License History |
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Sample Data: Dashboard Metrics |
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Sample Data: Metrics formatted for Dashboard Input |
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Data FormatttingFunctions to check formatting guidelines for standardized data |
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Check standardized data (cust, lic, sale) formatting rules |
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Check formatting rules for standardized data tables |
Check key coverage between two tables |
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License HistoryFunctions to create a license history from standardized data |
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Filter sales to 1 row per customer per year. |
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Make license history table |
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Checking license history |
Dashboard MetricsFunctions to summarize dashboard metrics from license history |
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Estimate participants by year from license history |
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Scale segmented participation counts to total (if needed) |
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Estimate churn by year from license history |
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Format estimated metrics for input to Dashboard |
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Category VariablesFunctions for coding and labelling category variables |
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Create age category based on year (of sale) and birth year |
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Convert multiple numeric variables to factors |
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Convert numeric to factor in data frame and check |
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Convert numeric variable to factor |
Southwick ProcessingFunctions/Data for Southwick-specific data preparation |
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Check for duplicates in a table |
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Count rows in a text file |
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Standardize month (for individual state dashboards) |
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Recode state abbreviations |
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Summarize churn by year |
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Summarize sales, customers, and churn by year |
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Summarize sales and customers by year |
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Data: State/Province/Territory Abbreviations for US & Canada |