Charting Module

From ExtractValue Wiki

The Charting Module refers to a set of functions designed to produce good looking, interactive charts. Although not a sub-module of the Performance Module, the Charting Module will be used by it.

Business Description

Deliver fast and interactive charts that move as fast as the markets do; compare markets and managers on the same playing field; and embed a custom chart directly into your website, blog or e-mail.

Objective

The objective is to mimic the functionality of Google Finance. See here for an example. Old specs can be seen here.

Here are some key points:

• Try not to load an entirely new chart unless you have to. This takes time. If loading an entirely new chart is absolutely required, first let us know and secondly you must do it in AJAX. You should not need to load a new chart. You should be able to hide/show datasets on the same chart.

Terminology

• Value = these are normalized values, sometimes called VAMI, not percentages. A value cannot be lower than zero.
• RoR = rate of return, which is the change in value displayed as a percentage. RoR goes from -infinity to +infinity
• Compound Rate of Return = See wikipedia

Google Visualization API

See documentation here

Defaults

Things to add to the current charting code:

• displayExactValues = true
• displayRangeSelector = false
• displayZoomButtons = false
• fill = 50

Comparisons

When a new Product is added for comparison:

• calculate the Compound Rate of Return of the two datasets starting from the earliest beginning date shared by all Products. For example, if Product A began on Jan 1, 2006 and Product B began on Mar 1, 2007, then calculate the performance from Mar 1, 2007
• draw the chart with this data beginning from 0% and the earliest shared date of performance data
• use hideDataColumns(columnIndexes) to hide the original Product's data
• Note that the y-axis scale will need to adjust to compensate for % RoR data
• remove fill when comparing

When all Products for comparison are removed, return to the default chart.

Chart RoR

Provide a link to toggle between Value data and RoR data. On click of the RoR link:

• Load the dataset of the RoR
• Hide the dataset of the Value data

Google Toolbar API

Documentation is located here

• Enable the download of either RoR data or Value data

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