Annual Financial Analysis

Guide to using the website

Here is a guide for how to use some of this site’s features for maximum efficiency.

Searching for text on a webpage

Firefox version

To start searching for text on a page:

  1. Open the Find bar using one of the following methods:

    • Use the Ctrl+F keyboard shortcut.
    • Click on the menu button new Alt text menu , and then click ‘Find’.
  2. Type a search phrase into the Find Bar’s Find: field. Firefox will start highlighting instances of your search phrase as you type.

    • If no instances of your search phrase occur on the page you’re viewing, the Find: field will turn red and the message Phrase not found will appear next to it.

When the Find bar is open, the following actions are available:

  • X: Close the find bar.

  • Next and Previous arrows: Finds each instance of the phrase you entered.

  • Highlight All: Highlight every instance of the search phrase you’ve entered. Click Highlight All again to turn off highlighting.

  • Match case: Make searches case sensitive. Normally if you search for search phrase, instances of Search Phrase on the page will also be found when you use the Find bar. If Match case is selected, only instances of the phrase as you’ve typed it will be found.

Google Chrome version

  1. Click the Chrome menu Menu Alt text on the browser toolbar.
  2. Select Find.
  3. Type your search term in the find bar that appears in the top-right corner of the page.
  4. Press Enter to search the page.

Google Chrome automatically searches the page as you type, highlighting potential matches in yellow. You can also quickly see where all the matches are located on a webpage, using the yellow markers on the scrollbar.

Internet Explorer version

  1. Open a website in Internet Explorer.
  2. Click the Edit menu and select Find on this page. NOTE: If you don’t see the taskbar, first press the Alt key
  3. The Find bar will appear, allowing you to enter the word or phrase you want to find on the webpage.
  4. Click the Previous and Next buttons to navigate to the next or previous instance of the text.

AFA - Interactive Report User Guide

The City of Chicago’s Annual Financial Analysis includes a collection of interactive charts and maps, which allows the user to sort and display the data to best fit their needs. These reports are published using Tableau and Esri ArcGIS software. This quick guide will cover the basics and help you start interacting!

Tableau

Tabs

Interactive reports have multiple tabs, which contain different views of the data. Select the tab that best reflects the information you are looking for. To move to a different sheet, click on the tab.

Alt text

Tooltips

Hover over the data to see more details.

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Filters

Interactive charts contain filters, which allow a user to customize the chart to fit their specific needs. These filters allow a user to drill down into specific data. Once a filter is selected, the graph will update to reflect a user’s specifications. Filters will not affect the original report and are created for the user’s benefit.

  1. Filters are located to the bottom right of a graph.
  2. Click on the filter to see all available options.
  3. Change the filter to drill down further in the data. For example, the user can select a specific year to view data for.

Other note: Clicking on the color in the legend will highlight that section in the chart.

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Other Functions: Tips and Tricks

Chart Buttons: These four buttons appear above or below an interactive chart. See below for what they do, and how you can use them:

Alt text allows user to download the report with two possible options: image or PDF

Alt text allows the user to clear all filters and view the original report

Alt text allows you to revert back to previous versions of the chart after making changes with a filter or highlighting

Alt text provides you with an embed code and a link to share the chart

How to Print

You can quickly print all or part of a set of charts using the PDF command on the Download tool button. You can select your PDF orientation, paper size, and choose whether to print the entire workbook or selected sheets.

  1. Select the PDF Option from the Download button
  2. Choose a Layout and Paper Size
  3. Choose whether to print all the charts included in the dashboard or only certain charts. Clicking the highlighted thumbnail for a sheet excludes it from a report.
  4. Click download and the chart will appear in PDF format, ready to be printed.

Frequently Asked Questions

Are there any other other Tableau-related related available ?

Yes. Tableau has several training videos and tutorials on their website available here: http://www.tableau.com/learn/training

The Tableau visualization is unavailable; is there an issue with the website ?

Not necessarily, all Tableau visualizations are hosted using the Tableau public cloud service. As a result of this the cloud service occasionally undergoes maintenance; typically during the evening. Check Tableau public service availability

Esri ArcGIS

Using Interactive Maps

Click and drag with your mouse to move around the interactive map.

Zooming In and Out

Interactive maps have zooming tools located in the top left corner.

Alt text Zoom in

Alt text Zoom out

Alt text Return to full map view

Double click on the map to zoom in to particular geographies. You can also use the scroll wheel on your mouse to zoom in and out on the map.

Side panels

The side panels contain legends or explanatory text about the map you are viewing. Click the up and down arrows to maximize and minimize side panel information.

Alt text This icon will open the map’s legend.

Filters

Filters may be activated on certain maps that will apply different information to the map you are viewing.

Alt text Clicking this button will apply selected filter to the map.

Alt text Click this to select filters from a dropdown.

Alt text Click this to zoom to the area of the map where the filter is most relevant.

Alt text This icon clears the filter.

Pop-ups

Some maps have pop-ups that allow you to view more detailed information. Click on a geography to view its pop-up.

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