Project BUI & Utilization: Quarterly And Monthly Analysis

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Project BUI & Utilization: Quarterly and Monthly Analysis

Alright, guys! Let's dive deep into the project-level inventory and utilization analysis. This is all about creating a new "Inventory and Utilization" menu option in the navigation bar, right after the System Performance menu option. This new dropdown will feature "System-level" and "Project-level" options. Sounds exciting? Let's break it down!

Overview

This project focuses on delivering a comprehensive view of bed and unit inventory and utilization at the project level. We'll be creating a quarterly inventory summary table, a monthly utilization chart, and a quarterly utilization chart. These charts will be accompanied by tables, offering a detailed project-level overview of bed and unit inventory and utilization. The goal is to provide stakeholders with clear, actionable insights into how resources are being used and managed.

Development Tasks

Time to roll up our sleeves and get coding! Remember that utilization-ala-rminor branch? It has some old code in server.R and ui.R that could be super helpful. So, let's not reinvent the wheel, okay?

Create Filters: Select Project, Inventory Level

First things first, we need to create those essential filters. Think of it as setting the stage for a killer performance. The filters should include:

  • Select Project: This filter should function just like the other Select Project filters in Eva. Consistency is key!
  • Inventory Level: This should have the same functionality as the System-Level BUI Dashboard. Keep it consistent, guys. The default filter setting should be "Beds".
  • Date Range: The default date range for the report should be the latest 12 months from the uploaded export. But, hey, we're flexible, so let's allow exports with smaller date ranges too.

Inventory and Utilization Main Tabs

Next up, we're creating a new box below the Filters box, which will house our main tabs. Think of it as the control center for all things inventory and utilization.

  • Inventory: Quarterly, Information
  • Utilization: Monthly, Quarterly, Information

Important Note: If a selected project isn't participating in HMIS (Homeless Management Information System) at any point during the report period, we need to hide the Utilization tab. Keep it clean and relevant, guys!

Calculations and Data Crunching

Time to put on our math hats! We'll be using those calculations from:

  • Bed/Unit Inventory Counts and Utilization Calculations - Quarterly Snapshots: This will help us create a table with quarterly inventory counts. Remember, if a date isn't present within the export date range, that column shouldn't appear in the table. Keep it tidy!
  • Bed/Unit Inventory Counts and Utilization Calculations - Average Nightly: We need to adjust these calculations to be monthly instead. This will help us create:
    • Inventory: Quarterly: A table with quarterly inventory counts. If a project isn't ES (Emergency Shelter), then the rows for Overflow and Seasonal inventory shouldn't display. Let's keep it relevant, people.
    • Utilization: Monthly: A line chart with average monthly utilization rates, accompanied by a table for vacant beds/units, occupied beds/units, and utilization rates each month. The chart should have two static lines at 65% and 105% to indicate low and high utilization thresholds respectively. Visual cues are super helpful!
    • Utilization: Quarterly: A combo line and stacked bar chart with utilization rates for the last Wednesday in January, April, July, and October by Household Type. Again, let's include those static lines at 65% and 105% to indicate those utilization thresholds.

Diving Deeper into Inventory and Utilization

Let's break down these key components further to ensure we're all on the same page and nothing gets missed during development.

Inventory: Quarterly

This section is all about providing a clear snapshot of the inventory counts on a quarterly basis. The table should display the following information for each quarter:

  • Total Beds/Units Available
  • Permanent Beds/Units
  • Temporary Beds/Units (if applicable)
  • Seasonal Beds/Units (if applicable)
  • Overflow Beds/Units (if applicable)

It's crucial that the table dynamically adjusts based on the presence of data within the export date range. If a particular quarter lacks data, the corresponding column should be omitted to maintain data integrity and user clarity. Also, remember that for projects that are not Emergency Shelters (ES), the rows for Overflow and Seasonal inventory should not be displayed.

Utilization: Monthly

The monthly utilization section aims to provide a granular view of how beds and units are being utilized on a month-by-month basis. The centerpiece of this section is a line chart that visualizes the average monthly utilization rates. This chart should include:

  • A line representing the average utilization rate for each month.
  • Two static lines at 65% and 105% to serve as visual benchmarks for low and high utilization thresholds.
  • Color-coded dots based on the project type, mirroring the color scheme used in the System-Level BUI Dashboard for consistency.

Accompanying the line chart, a table should present the following data:

  • Vacant Beds/Units
  • Occupied Beds/Units
  • Utilization Rates

This combination of chart and table will offer users a comprehensive understanding of monthly utilization trends and key metrics.

Utilization: Quarterly

Moving on to the quarterly utilization, the goal here is to provide insights into utilization rates at specific points in time throughout the year. The primary visualization tool for this section is a combo line and stacked bar chart, which displays utilization rates for the last Wednesday in January, April, July, and October by Household Type. This chart should include:

  • A line representing the overall utilization rate for each quarter.
  • Stacked bars representing the breakdown of utilization rates by Household Type.
  • Two static lines at 65% and 105% to indicate low and high utilization thresholds.
  • Color-coded dots based on the project type, consistent with the System-Level BUI Dashboard.

Additionally, an accompanying table should present the underlying data used to generate the chart, allowing users to delve deeper into the numbers and perform their own analyses.

A Word About the Visuals

When it comes to the Average Monthly and Quarterly Snapshots charts, remember that the color of the dots should be based on the project type color from the System-Level BUI Dashboard. We want to keep things consistent and visually appealing, right?

Data Integrity and Accuracy

Ensuring data integrity and accuracy is paramount throughout this project. We need to implement robust validation checks to verify the quality of the data being processed and displayed. This includes:

  • Data Type Validation: Ensuring that data fields contain the correct data types (e.g., numeric fields only contain numbers, date fields only contain valid dates).
  • Range Checks: Verifying that data values fall within acceptable ranges (e.g., utilization rates are between 0% and 100%).
  • Consistency Checks: Ensuring consistency between related data fields (e.g., the sum of vacant and occupied beds/units equals the total number of beds/units).
  • Data Completeness: Identifying and handling missing data appropriately.

By implementing these validation checks, we can minimize the risk of errors and ensure that the data presented to users is reliable and accurate.

User Experience (UX) Considerations

Creating a positive user experience is just as important as the functionality itself. We need to ensure that the Project-Level Inventory and Utilization Dashboard is intuitive, user-friendly, and visually appealing. Some key UX considerations include:

  • Clear and Consistent Layout: Organizing the dashboard in a logical and consistent manner, with clear headings, labels, and instructions.
  • Responsive Design: Ensuring that the dashboard is responsive and adapts seamlessly to different screen sizes and devices.
  • Interactive Charts and Tables: Allowing users to interact with the charts and tables, such as hovering over data points to view additional information or sorting columns in a table.
  • Filtering and Sorting Options: Providing users with the ability to filter and sort the data to focus on specific projects, time periods, or inventory levels.
  • Accessibility: Designing the dashboard to be accessible to users with disabilities, following accessibility guidelines such as WCAG (Web Content Accessibility Guidelines).

By addressing these UX considerations, we can create a dashboard that is not only functional but also enjoyable and easy to use.

Export Mockup

Don't forget to check out the Project-Level Inventory and Utilization Report . It's a treasure trove of information and will give you a clear idea of what we're aiming for.

Alright, team! Let's make this happen! Your attention to detail and dedication will make this project a resounding success!