Docs: Portfolio Clarifications

[edasmalchi]

Reference: docs.calitp.org/data-infra/

What type of changes need to be made?
Select all that apply

• Edits
• Additions

Describe the changes
https://docs.calitp.org/data-infra/publishing/sections/5_notebooks_styling.html
https://docs.calitp.org/data-infra/publishing/sections/4_analytics_portfolio_site.html

Make these sections easier to follow, including without requiring reference to external links where possible. Link/integrate example notebook content in starter_kit

Some specifics:

• Clarify that page titles come from notebook H1, not yml
• May need to create a local index dir, if running index (also describe why/when to do this, consider tweaking script)

Files Affected:
List the files added or edited by these changes.
Ex.

• Introduction to Analytics Tools/Notebooks

Additional context
Add any other context.
#1122

[edasmalchi]

index command to document: #977

[amandaha8]

DONE

1. Clarify that page titles come from notebook H1, not yml
   -SB125_route_illustrations.yml
   -You might assume that page titles are from YML
   -Titles in our website come from the headers of a notebook.
   -Portfolio Script is taking something from the notebook and using it to build a table of contents.
   -H1 is the boldest header.

2. Put deploy back to the analytics_portfolio

3. Swap order of the pages: notebooks_styling and analytics_portfolio. Styling the notebook should come before building your YML/parameterizing/etc.

4. May need to create a local index dir, if running index (also describe why/when to do this, consider tweaking script)
   -There’s a second command to run that will build that index page
   -PR redeploy all portfolio, except speedmaps #977 has details. (Amanda: added this to 5_analytics_portfolio_site under "Deploy your Report."

5. Cal-ITP Analytics Portfolio: dla.yml
   Add more districts as an example to showcase how parameterization is happening

6. Do a PR and Eric will add his stuff (Netlify key, Other Specifications, clarifying some of the markdown language).

7. AH (new idea as of 6/25): add tips and tricks section.

• Charts: make sure legend isn't cut off horizontally and vertically.
• Analyze your legend.
• View your portfolio on different screens. Things look different on a small laptop versus a large monitor.
• Make sure all acronyms are defined.
• Check your color palette and see if you can incorporate color blind friendly ones.
• Check the titles of your graph.
• Are values formatted correctly? Currencies have $ and percentages have %?
• Any typos in your narrative?
• As few hard coded values as possible.
• Style your pandas dataframe
• Can make cells of your notebook wider/narrower.
• Are the bars of your chart arranged properly? Such as years/months are chronological (sometimes Altair sorts values differently, so January, February, March is alphabetized).

[amandaha8]

Closed, all changes are merged into d