ExecDash.tex

%	U.S. Economic Dashboard Example - December 29, 2016
%	Brian W. Dew (brianwdew@gmail.com)
	\PassOptionsToPackage{table}{xcolor}
	\documentclass{report}
%   Packages   %
	\usepackage[right=0.8in, left=0.55in, top=0.7in, bottom=0.9in, headsep=0.15in]{geometry}
	\usepackage{fancyhdr}	
	\usepackage{titlesec}
		\titlespacing\section{0pt}{11pt}{3pt}
	\usepackage{pgfplots, pgfplotstable}
	\usepackage[eulergreek]{sansmath}
	\usepackage{xcolor}
	\usepackage{amssymb}
	\usepackage{fontawesome}
	\usepackage[colorlinks, urlcolor=cyan!50!blue]{hyperref}
	\usepackage{csvsimple}
	\usetikzlibrary{pgfplots.dateplot, patterns, pgfplots.fillbetween} 
%   Settings    %
	% Sans serif font
		\renewcommand*\sfdefault{qhv}
		\renewcommand{\familydefault}{\sfdefault}
	% Custom chart titles
		\newcommand{\ct}[2][]{
			\noindent \color{cyan!75!blue} \footnotesize $\blacksquare$ 
				\color{black!90}\small \ \ {#1} \hfill 
				\color{cyan!75!blue} \footnotesize $\blacksquare$ \color{black!90}\small \ \ {#2}}
	% Font Awesome Icon settings
		\newcommand{\fablueset}[1]{\textcolor{cyan!80!blue}{\large{{#1}}}}
	% Main style			
		\fancypagestyle{main}{
			\headheight = 22pt		
			\fancyhf{} 
				\lhead{\LARGE{\textcolor{cyan!30!blue}{\textbf{Macro and Markets Dashboard:}} 
				United States}} 
				\rhead{\footnotesize \textcolor{cyan!80!blue}{\textbf{Updated:}} \today}
				\lfoot{\small{\textcolor{cyan!30!blue}{\textbf{Made by:}} IFP Asset Management \ 
					$\vert$  \ assetmanagement@ifpartners.com \ \href{mailto:assetmanagement@ifpartners.com}
						{\fablueset{\faEnvelope}} \ 
					$\vert$ \ @ifpwm \href{https://twitter.com/ifpwm}{\fablueset{\faTwitter}}}}
				\cfoot{}}
				
	% Custom section titles
		\titleformat{\section}{\large \bfseries \color{black!60}}{}{0cm}
			{\color{cyan!80!blue} }
	% Custom chart footer
		\newcommand{\cf}[2][]{\indent \color{black!90} \scriptsize{{#1} \hfill {#2}}} 
	% Universal plot settings
		\pgfplotsset{compat=1.13, max space between ticks=30pt,
			xticklabel style={align=center}, yticklabel style={align=left},
			axis x line*=bottom, every tick/.style={black!20},  
			every tick label/.append style={black!50,font=\sansmath\sffamily\footnotesize},
			x axis line style={black!50}, axis y line=right, y axis line style={opacity=0},
		    grid style={very thin, black!10}, height=6.8cm, axis line style={draw=none}}
		\tikzset{every node/.append style={font=\footnotesize}}
	% Line plot settings
		\newcommand{\lineplotsettings}{yticklabel style={text width=3em},
			ymajorgrids, width=9.5cm, xtick={
			{2006-01-01},{2008-01-01},{2010-01-01},{2012-01-01},{2014-01-01},{2016-01-01},{2018-01-01}},
			minor xtick={{2007-01-01},{2009-01-01},{2011-01-01},{2013-01-01},{2015-01-01}, {2017-01-01}},
			enlarge y limits={0.24}, enlarge x limits={0.03},}
	% X-Bar plot settings
		\newcommand{\xbarplotsettings}{xmajorgrids,
		    xbar=0pt, y axis line style={opacity=0},   
		    reverse legend, width=7.4cm, ymajorgrids=false, ytick=data,
		    enlarge x limits={0.14}, tickwidth=0pt,
			legend style={text=black!70, anchor=north, legend columns=1, draw=none},}
	%Load bar plot data				
		\pgfplotstableread[header=true, col sep=comma]{data/cpi_comp.csv}\cpi
		\pgfplotstableread[header=true, col sep=comma]{data/eps.csv}\eps		
	% Solid bars at significant x or y values
		\newcommand{\bbar}[2]{extra #1 ticks = {{#2}},
				extra #1 tick labels = ,
			    extra #1 tick style  = {grid=major, grid style={thick,solid,black!25}},}
%  BEGIN DOCUMENT
\begin{document}
\thispagestyle{main}

\section{Economic Growth and Employment}
	% Title: GDP Growth	
		\ct[Real gross domestic product (GDP)
		]{Civilian unemployment rate (percent)}\\
	% GDP Growth by Component
		\indent \begin{tikzpicture}
			\begin{axis}[date coordinates in=x, xticklabel={\year}, stack negative=separate, date ZERO=2006-01-01,
				legend style={text=black!70, legend columns=2,draw=none, at={(1,0.4)},
				/tikz/every even column/.append style={column sep=-0.25cm}},
				legend cell align=left, 
				\lineplotsettings
				\bbar{y}{0}
					]	
			\addlegendimage{empty legend}
			\addlegendimage{empty legend}
			\node[align=left, below, shift=({3.8cm,4.3cm}), fill=white, inner sep=1pt] 
				{(Quarterly percent change, seasonally-adjusted annual rate)};
			\addplot[ybar stacked, bar width=2.6pt, color=blue!60!black!90, 
				fill=blue!60!black!90] table [y index = 1, x=DATE, y=GCEC1, col sep=comma]
				{data/gdp_comp.csv};	
			\addplot[ybar stacked, bar width=2.6pt, color=yellow!80!orange, 
				fill=yellow!80!orange] table [y index = 2, x=DATE, y=GPDIC1, col sep=comma]
				{data/gdp_comp.csv};	
			\addplot[ybar stacked, bar width=2.6pt, draw=cyan!70, fill=cyan!70] 
				table [y index = 3, x=DATE, y=NETEXC, col sep=comma]
				{data/gdp_comp.csv};	
			\addplot[ybar stacked, bar width=2.6pt, color=blue!40!green, 
				fill=blue!40!green] table [y index = 4, x=DATE, y=PCECC96, col sep=comma]
				{data/gdp_comp.csv};			
			\addplot[thick, color=black] table [x=DATE, y=GDPC1, col sep=comma] 
				{data/gdp_comp.csv} node[pos=0.51,pin=80:{Real GDP Growth}] {};	
			\node[align=center, below, shift=({2.7cm,-0.25cm})] {
				\input{data/gdp_comp.txt}};
			\legend{Contributions to ,GDP growth, Government, Investment ,Net Exports, Consumption};			
			\end{axis} 		
		\end{tikzpicture}\hspace{1mm}
	% Unemployment rate
		\begin{tikzpicture}[trim axis right]
		  	\begin{axis}[date coordinates in=x, xticklabel={\year}, \lineplotsettings \bbar{y}{0}]
		  	\node[below, shift=({3.2cm,-0.3cm}), fill=white, inner sep=1pt] 
				{\input{data/unemp.txt} unemployed and looking for work};
		  	\addplot[name path=F, thick, no markers, color=red] 
				table [x=DATE, y=LNS14027662, col sep=comma] {data/unemp.csv}
				node[pos=0.385,pin=270:{College degree}] {};
			\addplot[name path=G, thick, no markers, color=red] 
				table [x=DATE, y=LNS14027659, col sep=comma] {data/unemp.csv}
				node[pos=0.74,pin=90:{No diploma}] {};	
			\addplot[fill=red!20]
				fill between[of=F and G];
			\addplot[ultra thick, color=black] table [x=DATE, y=UNRATE, col sep=comma] {data/unemp.csv}			
				node[right, pos=0.33, pin={[pin distance=1.4cm]90:{Unemployed and looking for work (U3 rate)}}] {};	
		  	\end{axis}
		\end{tikzpicture} \\
	% Footer: CPI 	
		\cf[FRED: \href{https://research.stlouisfed.org/fred2/series/GDPC1}{GDPC1}; 
				\href{https://research.stlouisfed.org/fred2/series/GCEC1}{GCEC1};
				\href{https://research.stlouisfed.org/fred2/series/GPDIC1}{GPDIC1};
				\href{https://research.stlouisfed.org/fred2/series/NETEXC}{NETEXC};
				\href{https://research.stlouisfed.org/fred2/series/PCECC96}{PCECC96}]
				{FRED: \href{https://research.stlouisfed.org/fred2/series/UNRATE}{UNRATE}; 
				\href{https://research.stlouisfed.org/fred2/series/LNS14027659}{LNS14027659};
				\href{https://research.stlouisfed.org/fred2/series/LNS14027662}{LNS14027662}}
\section{Inflation and Prices}

	% Title: CPI Components and CPI Growth	
		\ct[Consumer price index (CPI) (annual percent change)
		]{CPI components (annual percent change)}\\
	% Consumer Price Index - All-items and Core CPI line plot
		\indent \begin{tikzpicture}[trim axis right]
			\begin{axis}[date coordinates in=x, xticklabel={\year}, \lineplotsettings \bbar{y}{0}]
		  	\node[align=left, below, shift=({5.2cm,4.2cm}), fill=white, inner sep=1pt] 
				{5-year expected annual inflation rate: \\ \input{data/breakeven.txt}
				(FRED: \href{https://fred.stlouisfed.org/series/T5YIFR}
					{T5YIFR})};			
			\addplot[ultra thick, color=blue!70] table [x=DATE, y=CPIAUCSL, col sep=comma] 
				{data/cpi.csv} node[pos=0.226,pin=10:{All-items CPI}] {};	
			\addplot[thick, color=black!50] table [x=DATE, y=CPILFESL, col sep=comma] 
				{data/cpi.csv} node[pos=0.42,pin=275:{Core CPI (excl. food and energy)}] {};	 		
			\node[below, shift=({2.9cm,-0.1cm})] {\color{black!80} \input{data/cpi.txt}};
			\end{axis}
		\end{tikzpicture} \hfill
	% CPI Components
		\begin{tikzpicture}[trim axis right]
		  	\begin{axis}[\xbarplotsettings 
				yticklabel style={align=right, text width=3.3cm, style={black!70}, 
					text height=1.4ex},  width=7cm, 
		    	bar width=1.3ex, y=3.8ex, axis y line=left,
		    	xbar=0pt,
		    	y axis line style = { opacity = 0 },   
		    	x axis line style = { opacity = 0 }, 
		    	yticklabel style={align=right, anchor=east},
      			xmajorticks=false,
      			xmajorgrids=false,
				ymajorgrids=false,   
		    	ytick=data,
		    	tickwidth = 0pt,
		    	enlarge y limits={abs=0.35cm},
		    	every node near coord/.append style={style={black!70}, 
		    		font=\scriptsize\sffamily\sansmath},
		    \bbar{x}{0}, legend style={fill=none, at={(0.85,0.22)}}, legend cell align=left, 
				yticklabels from table={\cpi}{Item}]
		  \addplot[nodes near coords, nodes near coords align={horizontal}, fill=cyan!40, 
		  	draw=cyan,yshift=-0.5pt,] table [y expr=-\coordindex,x index=1] {\cpi};
		  \addplot[nodes near coords, nodes near coords align={horizontal}, fill=blue!70, 
		  	draw=blue] table [y expr=-\coordindex, x index=2] {\cpi};
		  \legend{\scriptsize \input{data/cpi_mo1.txt},\scriptsize \input{data/cpi_mo2.txt}}
		  \end{axis}
		\end{tikzpicture} \\
	% Footer: CPI 	
		\cf[All-items: FRED: \href{https://research.stlouisfed.org/fred2/series/CPIAUCSL}
				{CPIAUCSL}; Core: FRED: 
				\href{https://research.stlouisfed.org/fred2/series/CPILFESL}{CPIFESL}
		]{FRED: \href{https://research.stlouisfed.org/fred2/categories/9}{CPI Indexes}}
\section{Markets, Interest Rates, and Other Indicators}

	% Title: Earnings per share	
		\ct[S\&P 500 reported earnings per share by industry
		]{Recent market developments and other key indicators}\\
	% Earnings per share
		\hspace{-10mm}\begin{tikzpicture}
		  	\begin{axis}[            
		  		stack negative=separate,
		  		\xbarplotsettings 
		  		width=6.9cm, \bbar{x}{0}, legend cell align = left,
			    yticklabel style={
			    	text width=3.2cm, align=right, style={black!70}, text height=1.4ex},
			    axis y line=left, legend style={at={(0.26,0.7)}},
			    bar width=1.4ex, y=2.7ex,
		  		enlarge y limits={abs=0.3cm},
		  		enlarge x limits={0.04},
			    nodes near coords=, nodes near coords align={horizontal},
			    every node near coord/.append style={
			                    font=\scriptsize\sffamily\sansmath, style={black!70}},
				yticklabels from table={\eps}{A}
			  ]
			  \addplot[xbar stacked, bar shift=0pt, fill=none, draw=none] table [
			            y expr=-\coordindex, 
			            x index=4 
			        ] {\eps};
			  \draw[thick, black!25] 
			  	({rel axis cs:0,0.02}-|{axis cs:0,0.02}) -- ({rel axis cs:0,1}-|{axis cs:0,0});
			  \draw[very thin, black!10] 
			  	({rel axis cs:5,0.02}-|{axis cs:5,0.02}) -- ({rel axis cs:5,1}-|{axis cs:5,0});
			  \addplot[xbar stacked, bar shift=0pt, fill=orange!70!yellow, draw=orange!70!yellow] 
			  	table [y expr=-\coordindex, x index=3] {\eps};
			  \addplot[xbar stacked, bar shift=0pt, fill=orange!70!yellow, draw=orange!70!yellow] 
			 	table [y expr=-\coordindex, x index=5] {\eps};
			  \addplot[scatter, only marks, mark=square*, draw=orange!60!red, fill=white] 
			  	table [y expr=-\coordindex, x index=2] {\eps};			        
			  \addplot[scatter, only marks, mark=diamond*, draw=red!60!black, fill=red!60!black] 
			  	table [y expr=-\coordindex, x index=1] {\eps};
		  \legend{\scriptsize 5-year range, \scriptsize 1-year average, \scriptsize \input{data/eps.txt}}
			  \end{axis}
			\end{tikzpicture}\hspace{8mm}
	% Other key indicators
		\begin{minipage}[ht!]{.5\linewidth}
		\vspace{-55mm}
		\centering
		\setlength{\tabcolsep}{0.7pt}
		\scriptsize
		\color{black!80}
		\rowcolors{1}{}{black!6}
		{\renewcommand{\arraystretch}{1.65}
		\begin{tabular}{l r r r r r r}
			 & & \multicolumn{2}{c}{\normalsize\textsubscript{one month}} & \multicolumn{2}{c}{\normalsize\textsubscript{one year}} & as of:\\ \hline 
			\input{data/table1.txt}
			\hline
		\end{tabular}}
		\end{minipage}%
		 \\
	% Footer: EPS and Extras	
		\cf[S\&P Dow Jones Indices:
			\href{https://us.spindices.com/documents/additional-material/sp-500-eps-est.xlsx}
			{S\&P 500 growth forecasts (.xls)}]
				{Retrieved from \href{https://fred.stlouisfed.org/}{FRED}, 
				\href{http://www.cboe.com}{CBOE}, \href{https://www.quandl.com}{Quandl}, and 
				\href{http://www.sca.isr.umich.edu/}{University of Michigan}}
\end{document}