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All necessary scripts and Tableau files to generate the Greener Homes dashboard.

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Greener Homes Dashboard

This repo contains all the necessary files for generating your own copy of the GH Tableau Dashboard. You will need to download and locally house all data included in the dashboard.

If you have any questions, please reach out to [email protected] for assistance.

Requirements

Below is a list of necessary applications and software to generate or update the dashboard:

  • Python 3
    • including Pip
  • Tableau Prep
  • Tableau Desktop

Required Data

Below is a list of data currently used in the dashboard:

  • Application data
    • Greener Homes Application History
      • Edit the date range and download all history to Data Prep/GH Alt Dataset/. using the format GH History Dates YYYY-MM-DD YYYY-MM-DD.csv using the date range chosen in Salesforce.
    • Greener Homes Completed Applications
      • Download to Data Prep/GH Retrofit Dataset/. using the format GH All Retrofits YYYY-MM-DD.csv using todays date
  • Map files.
    • Population Aggregates by FSA
      • Place in Files for Tableau/Shapes Files/., though you may need to request for access from the repository admin.

Common Issues

Collecting all necessary data

When downloding this repository you will be required to collect all of the Greener Homes Salesforce history to fully populate the dashboard. This step is only required when first downloading this dashboard repository. You are recommended to download the ``Application data" by year, (i.e. change the filters on Salesforce to show data up until 01/01/22, then between 01/01/22-01/01/23, etc) because the entire history in a single file is very large.

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All necessary scripts and Tableau files to generate the Greener Homes dashboard.

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