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Open Budget, Open Expenditures, And Open Payroll Release Notes: 6/28

As part of our commitment to continually updating and improving the tools we offer to our partners, today we released a new set of features and updates for the Socrata for Finance applications. This period of work included major updates to all three applications. 

Open Payroll

This release included a major update to the Open Payroll application, making it dramatically more flexible, customizable, and powerful to deliver insight into this high-value data.

Paycheck Level Datasets

The Open Payroll application has, until now, been built around annual, W-2 style information about government employees' compensation and the components of their pay. Now, by popular demand, we have added in the ability to support paycheck-level details, allowing far more granular insight into the compensation of government employees and utility for program administrators, who can use it to track employee earnings pay period by pay period and identify potential anomalies.

We also support blended datasets - for example, if some employees have check-level data, and some employees only have annual data, all of the charts and graphs throughout the site will still work seamlessly.

Open Budget

Pie Chart Embeds

To pair with our release of the ability to navigate the Open Budget application via an interactive pie chart, we have also added the ability to take that chart and embed it into a 3rd party website or social media post. Similar to the previously released embed for the bar chart, just click the "share" button at the top of the page, and select the HTML to see a preview.

Improved Pin Behavior for Capital Budget

In some cases, for partners who have been using the "pins" option to show projects in the Capital Budget module, it has been difficult to see projects that are very closeby or in the same location. We've added clustering behavior to this map to help citizens more easily scan the map, see where projects are distributed, and drill in to the specific project that they are interested in learning more about.

Fixed Axes

Currently, in the Open Budget application, when a user paginates to see the next set of items in the list, the axis re-scales automatically to make the chart more readable.

Now, users can select the option to make the axes for the chart "fixed," to more easily see the relationship between smaller values and the total for a category.

As a note, these updates do not apply to the pre-April 2015 version of Open Budget, only to the version announced here.

Open Expenditures

Pie Chart Embeds

To pair with our release of the ability to navigate the Open Expenditures application via an interactive pie chart, we have also added the ability to take that chart and embed it into a 3rd party website or social media post. Similar to the previously released embed for the bar chart, just click the "share" button at the top of the page, and select the HTML to see a preview.

Fixed Axes

Currently, in the Open Expenditures application, when a user paginates to see the next set of items in the list, the axis re-scales automatically to make the chart more readable.

Now, users can select the option to make the axes for the chart "fixed," to more easily see the relationship between smaller values and the total for a category.

Social Share

As part of our mission to create a truly social and interactive experience throughout our tools, we've provided a major enhancement to the social features of the Open Expenditures application.

Now, in the administrative panel, site administrators can add a default share image for Facebook or Twitter, and when sharing from a specific view of the hierarchy within the application, the site will automatically generate a preview image of the content on the page to make your social media posts more engaging and informative.

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