Public
Edited
May 15
portfolioData = d3.csv("https://docs.google.com/spreadsheets/d/e/2PACX-1vQSz2gGUW3Sgq0hrcpaKM3ToNgEGImWgwJthfp3b9OUmxiEcEN6kMZygz1HZuq1cbbPcxcWXGUicurY/pub?gid=0&single=true&output=csv")
render({
mark: "arc",
data: { values: portfolioData },
transform: [
{ calculate: "datum.Shares*datum.Price", as: "Total Value" }
],
encoding: {
row: { field: "Date", type: "T" },
column: { field: "Investor", type: "N" },
color: { field: "Symbol", type: "N" },
theta: { field: "Total Value", type: "Q" },
tooltip: [
{ field: "Symbol", type: "N" },
{ field: "Price", type: "Q" },
{ field: "Shares", type: "Q" },
{ field: "Total Value", type: "Q" }
]
},
width: 150,
height: 200
})
render({
mark: "bar",
data: { values: portfolioData },
transform: [
{ calculate: "datum.Shares * datum.Price", as: "Total Value" }
],
encoding: {
x: { field: "Investor", type: "N" },
y: { aggregate: "sum", field: "Total Value", type: "Q" },
color: { field: "Symbol", type: "N" },
tooltip: [
{ field: "Symbol", type: "N" },
{ field: "Price", type: "Q" },
{ field: "Shares", type: "Q" },
{ field: "Total Value", type: "Q" }
]
}
})
render({
mark: { type: "line", point: true },
data: { values: portfolioData },
transform: [
{ calculate: "datum.Shares * datum.Price", as: "Total Value" }
],
encoding: {
x: { field: "Date", type: "T" },
y: { aggregate: "sum", field: "Total Value", type: "Q" },
column: { field: "Investor", type: "N" },
tooltip: [
{ field: "Date", type: "T" },
{ aggregate: "sum", field: "Total Value", type: "Q" }
],
},
width: 190,
height: 200
})
// write your visualization code here
// or add a screenshot in a new cell
// write the code for your revised visualization here
// or add a screenshot in a new cell
render({
mark: { type: "line", point: true },
data: { values: portfolioData },
transform: [
{ calculate: "datum.Shares * datum.Price", as: "TotalValue" },
{
window: [
{ op: "first_value", field: "TotalValue", as: "InitialValue" }
],
groupby: ["Investor"],
sort: [{ field: "Date", order: "ascending" }]
},
{
calculate: "(datum.TotalValue - datum.InitialValue) / datum.InitialValue * 100",
as: "PercentReturn"
}
],
encoding: {
x: { field: "Date", type: "T", title: "Date" },
y: {
field: "PercentReturn",
type: "Q",
title: "Portfolio Return (%)",
axis: { format: ".1f" }
},
color: { field: "Investor", type: "N", title: "Investor" },
tooltip: [
{ field: "Investor", type: "N" },
{ field: "Date", type: "T" },
{
field: "PercentReturn",
type: "Q",
title: "Return (%)",
format: ".2f"
}
]
},
width: 500,
height: 300,
title: "Percentage Return Over Time by Investor"
})
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