Adding Cumulative giving chart.

Author: jkrrv

.documentation/CumulativeGivingYoY.png

@@ -0,0 +1,95 @@
+import json
+
+global model
+
+sql = model.SqlContent('BudgetCumulativeGivingYoY')
+
+# Initialize data structure to store percentages by year and week
+weeks = range(1, 54)  # Assuming there are 52 weeks
+years = []
+d = []  # Will store data for each year, where each entry is a list of 52 weeks
+
+# Retrieve the data from the database
+dbd = model.SqlListDynamicData(sql)
+
+# Process the data and dynamically build the year-week-percentage matrix
+year_index_map = {}
+for row in dbd:
+    # If it's a new year, initialize a new entry in the data matrix
+    if row.Year not in year_index_map:
+        year_index_map[row.Year] = len(years)  # Assign a new column index for this year
+        years.append(row.Year)  # Track the year
+        d.append([None] * 53)  # Initialize 52 weeks with 'None' for this year
+
+    # Get the column index for the current year
+    year_col = year_index_map[row.Year]
+
+    # Assign the percentage value for the corresponding week (row.Week - 1)
+    if 1 <= row.Week <= 53:  # Ensure the week is within a valid range (1-52)
+        d[year_col][row.Week - 1] = row.Percentage
+    if row.Week > 53:
+        d[year_col][52] = row.Percentage
+
+# Generate Google Chart script
+print """<script type="text/javascript" src="https://www.gstatic.com/charts/loader.js"></script>"""
+print "<script>"
+print "google.charts.load('current', {'packages':['corechart']});"
+print "google.charts.setOnLoadCallback(drawChart);"
+print "function drawChart() {"
+print "var data = new google.visualization.DataTable();"
+
+# Define columns: the first column is for the weeks, followed by one column per year
+print "data.addColumn('number', 'Week');"
+for y in years:
+    print "data.addColumn('number', '{}');".format(y)
+
+# Add rows for each week (1 to 52), with percentages for each year
+print "data.addRows("
+rows = []
+for week in range(53):  # Loop through 52 weeks
+    row_data = [week + 1]  # Start with the week number
+    for year_index in range(len(years)):
+        # Ensure the data is JSON serializable: float or None
+        value = d[year_index][week] if d[year_index][week] is not None else None
+        row_data.append(float(value/100) if value is not None else None)  # Force float if it's not None
+    rows.append(row_data)
+
+# Use json.dumps to correctly serialize Python None as JavaScript null
+print json.dumps(rows)
+print ");"
+
+# Generate colors and widths
+colors = ["'#ccc'"] * (len(years) - 2) + ["'#000'", "'#00f'"]
+widths = ['1'] * (len(years) - 2) + ['5', '5']
+
+
+# Set chart options
+print """
+var options = {
+  title: 'Cumulative Giving as Percentage of Budget',
+  curveType: 'function',
+  hAxis: {title: 'Week'},
+  vAxis: {
+    title: 'Percentage of Budget',
+    viewWindow: {min: 0, max: 1.09},
+    format: 'percent'
+  },
+  series: {"""
+for i in range(len(years)-2):
+    print str(i) + ": { lineWidth: 1 },"
+print """},
+  legend: 'none',  // Hide legend
+  colors: [""" + ", ".join(colors) + """],
+  lineWidth: 5
+};
+"""
+
+# Draw the chart
+print """
+var chart = new google.visualization.LineChart(document.getElementById('curve_chart'));
+chart.draw(data, options);
+}
+</script>
+
+<div id="curve_chart" style="width: 100%; height: 10in"></div>
+"""

Finance Reports/BudgetCumulativeComparison.py

@@ -1,14 +1,12 @@
 DECLARE @BudgetJson nvarchar(MAX);
 
--- Indicate the relevant funds by choosing a fund set.
-
 SELECT *
 INTO #relevantFunds
 FROM FundSetFunds
 WHERE FundSetId = 1;
 
 
--- Load the budget JSON
+-- Load the budget JSON (assuming it holds data for multiple years and funds)
 SET @BudgetJson = (SELECT TOP 1 Body FROM Content WHERE Name = 'Budgets.json');
 
 

Finance Reports/BudgetCumulativeGivingYoY.sql

@@ -21,3 +21,8 @@ This is a collection of simple reports used to report on giving.
 </div>
 
 - [**Cumulative Giving YoY (SQL)**](BudgetCumulativeGivingYoY.sql) - Compare giving year-over-year as a percentage of budget, week by week.
+
+- [**Cumulative Giving Comparison to Budget**](BudgetCumulativeComparison.py) - A Python script that takes the Cumulative Giving YoY SQL above and 
+  renders it into a chart that allows for comparison to previous years. 
+
+  ![Cumulative Giving Comparison to Budget Screenshot](https://github.com/TenthPres/TouchPointScripts/blob/master/.documentation/CumulativeGivingYoY.png?raw=true)

Finance Reports/README.md

@@ -42,6 +42,9 @@ their attendnance together.
 
 - [**Finance > Cumulative Giving YoY (SQL)**](Finance%20Reports) - Compare giving year-over-year as a percentage of budget, week by week.
 
+- [**Finance > Cumulative Giving Comparison to Budget YoY**](Finance%20Reports) - Compare giving year-over-year as a percentage of budget, 
+  week by week, and see if this year is trending ahead or behind previous years. 
+
 - [**Global > Birthdays & Anniversaries**](Global%20Reports) - Generate a list of partners who have birthdays or 
 anniversaries coming up, and email it to the appropriate people.  We use this to send cards to partners each month.