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View Code? Open in Web Editor NEWR functions for bookkeeping reports
R functions for bookkeeping reports
Using aggregate()
makes things a lot simpler, but still need some functions to turn bookkeeping questions into aggregate()
queries. What are the things we need to group or query by?
class
(in the Quickbooks sense; also could be called tag
or category
)account
(in the QB/ledger sense; where the double-entry-ish part comes in)dates
rangetotal
line item (function output, not aggregate()
input)Anything else?
Comparative queries on
Text search queries on
It's also possible that table filters could be used for some of these, but those probably aren't as easy to save/export.
Will list some as they come up.
Simple explanation of the steps.
Don't leave private Shiny.io information in the project. It should be contained in config.R
or otherwise stored locally. This is so people without the link can't see actual bookkeeping info.
Since I want these reports to be used in Shiny, I should set up Shiny so I can think about the GUI.
Host for now: https://www.shinyapps.io/admin/#/dashboard
This excellent blog post by @hilaryparker explains how to do it: https://hilaryparker.com/2014/04/29/writing-an-r-package-from-scratch/
Rather than naming them individually, if possible.
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