TAX DATA DASHBOARD
This Dashboard includes 2 tiles:
- Year over Year is a line chart showing Tax over Data Years for the filtered Region(s).
- Tax Table is a table chart showing Tax over Data Years.
When viewing a Dashboard, use the filters to change the data points displayed. Filter options include:
- Dollar Type: Real by default
- Data Year: Most recent by default
- Dollar Year: Current year by default
- Region Type: State by default
- State: by default North Carolina, South Carolina, and Georgia
- County: no county filter is set by default
The gear in the upper right provides more options such as downloading the Dashboard to a PDF. On each tile, click the Table Menu (a series of three vertical dots that appears in the upper right of a tile when hovering over it with your cursor) for the option to download the data within that tile. Choose “Explore from here” within the Table Menu to access more data query options. Exploring from the Dashboard allows you to dig into the data starting from the settings within the Dashboard tile.
EXPLORING TAX DATA
Explore the Tax Data by choosing Tax Data from the Explore dropdown menu, or by choosing “Explore from here” from an Tax Data Dashboard Tile or Look.
By default in Explore > Tax Data, the Dollar Type is Real, the Dollar Year is the current year, and the Data Year is the most recent Data Year. With this setting, all dollar values included in a data query will be adjusted for inflation and displayed in current year dollars. It is recommended to always either filter or pivot on Data Year. Otherwise, data measures will be summed over Data Years. Region Type is by default State. Data queries will include State level tax data with this setting.
EXPLORE: FILTER-ONLY FIELDS
Dollar Type
When Dollar Type is Real, Nominal dollar values are adjusted for inflation/deflation such that each dollar value Measures will be displayed in the selected Dollar Year(s). Dollar Year only applies when Dollar Type is Real.
When Dollar Type is Nominal, dollar value Measures will be unadjusted, therefore they will be displayed in the same Dollar Year as the Data Year.
Region Type
View State level taxes by choosing State as the Region Type. Choosing County as the Region level will list County level taxes in the query.
EXPLORE: NOTE ON FILTERING REGIONS
Filtering on a Region within the Tax Data Explore can get a little weird. Essentially, you need to select the geographic level that you wish to see results for within the default filter “Region Type.” Let’s say for example, that you want to see results for all 50 states and DC; to do this simply add State as a Dimension, select State as the Region Type, select whichever Measure you would like, and then update. In this scenario, you would see results for each State broken out as rows. If you wish to filter for a given State, you can select State as a filter and filter on the State you want to see. After pressing Run you should only see one row for the state that you filtered on.
Due to the nature of how this data is structured, it is not possible to filter and/or include two different Region Types within a query in the standard way. This can get murky when you are attempting to see results by County, for a Filtered State, which is a common thing to do for all Explores in Data Library. Let’s say that I want to see Taxes for all counties in California. In other Explores, you could add County as a Dimension, State as a filter, and Tax as a measure. Simply filter on the State of California, and you would get results for each County as a row. In the screenshot below, we can see that after hitting run, we actually get a Data Window that gives us essentially no results:
Even though we selected County as the Region Type, we still got no results because we filtered on a State. Again, this is because of how data is structured within this Explore, where the State Dimension is not tied to the County Dimension. To successfully see Taxes for each County in California, there is a necessary workaround. We would actually need to add County as a filter and remove State. Then, within the filter window, change the qualifying field dropdown for County, that by default is “is equal to” to “contains” from the dropdown. After doing this, we then input “California” into the County filter to only return results for County names that contain California. After pressing run, in the data window we see Taxes by County for the State of California only:
EXPLORE: DIMENSIONS
Select a Dimension to include as a column with all Dimension possibilities. Filter a Dimension to specify which Dimension possibilities appear in the data query. Pivot a Dimension to transpose the Dimension rows into columns.
Dimensions |
Details |
|
County |
All U.S. counties are possible Dimensions. |
|
Data Year |
All IMPLAN Data Years are possible Dimensions. |
|
Description |
All tax descriptions are possible Dimensions. |
|
Dollar Year |
Years 1997 through 2060 are possible Dimensions. Dollar Year only applies when Dollar Type is Real. When Dollar Type is Real, Nominal dollar values are adjusted to be in the selected Dollar Year(s). When Filtering by multiple Dollar Years, select or pivot on Dollar Year to prevent potential double counting. |
|
Five Digit Fips |
A Five Digit Fips is a county code. The first two digits indicate the state and the following three digits indicate the county. All U.S. Five Digit Fips codes are possible Dimensions. This Dimension is used to map the data in the County View Map Chart found on the Dashboard. A list of FIPS codes can be found at the following link: https://www.census.gov/geographies/referenc |
|
Region |
All 50 States plus the District of Columbia are possible Dimensions. Pivoting or selecting Region will display filtered states when filtering on state and will display filtered counties when filtering on county. |
|
State |
All 50 States plus the District of Columbia are possible Dimensions. |
|
Unit of Government Name |
The Unit of Government indicates the recipient of the tax. Possible Dimensions are region specific. |
EXPLORE: MEASURES
Measures are displayed based on Dimension settings. Select a Measure to include as a column in the data query.
Measures |
Details |
|
Tax |
Tax dollar value. |
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Updated September 27, 2021
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