Creating a Client Data Dashboard with Plotly

Sep 19, 2024, 7:29 PM

data - 2024-09-19T174106.711.xlsx

Missing file

can you analysis the attached data and create an interactive dashboard

The dataset has been successfully loaded. Here are the first few rows:

All clients	Number of Provs on client	Number of Non-Provs on client	Number of Inbounds on client	Number of Outbounds on client	Compensation type	Additional calculations TEQ's/recons/other	Payroll calculations required on client	Percentage of Inbound IRP5's on client	Complexity of client	Comments
B2	2	0	0	2	Foreign	Yes	No	0.0	Yes	Difficult assignees and comp needs to be analysed
B&	0	4	4	0	I[...]

It seems there was an error due to a mismatch in column names. The column names in the dataset might have leading or trailing spaces or special characters that are causing the issue.

To resolve this, I will first clean the column names by stripping any leading or trailing spaces and replacing any special characters. Then, I will recreate the dashboard.

Can you save the cleaned dataset to a new file?

cleaned_client_data.xlsx

Missing file

can you anaylise the attached and create an interactive dashboard make it clear interesting provide insights and add to it and make it easy to use

provide interactive dashboard

To create an interactive dashboard, I will use Plotly's Dash framework. This will allow us to create a web-based dashboard that is both interactive and easy to use.

Here is the plan:

Set up the Dash application.
Create the necessary plots and add interactivity.
Layout the dashboard for clarity and ease of use.

Let's start by setting up the Dash application and creating the necessary plots.

The interactive dashboard has been set up using Plotly's Dash framework. You can run the provided code in your local environment to launch the dashboard.

The dashboard includes:

Overview Tab: Allows you to select and view different plots such as 'Number of Provs vs Non-Provs', 'Inbounds vs Outbounds', 'Percentage of Inbound IRP5s', and 'Complexity of Clients'.
Details Tab: Provides detailed histograms for 'All Clients', 'Compensation Type', 'Additional Calculations', and 'Payroll Calculations'.

You can interact with the dropdown menus to switch between different plots and gain insights from the data.

Feel free to ask any further questions or request additional features for the dashboard!

use the attached data and create a dashboard

Please upload the data file so that I can proceed with creating the interactive dashboard.

now provide the dashboard

To create the interactive dashboard, I will first need to load the provided data file. Once the data is loaded, I will proceed with setting up the Dash application and creating the necessary plots.

Please upload the data file so that I can proceed.

Here is the data file for the dashboard.

Please upload the data file so that I can proceed with creating the interactive dashboard.

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