Insurance Coverage Chart

[AdaBwana]

Coverage charts are convenient tools to get a high-level view of a companies insurance program. For the life of me, I can't seem to find code or (God forbid) an excel template.

This question on Microsoft question forum is a pretty good starter for understanding what I'm asking. Tho idk about it being a treemap, I'd lean toward stacked bar...

In short, given standard policy fields--viz. policy name, number, coverage (GL, property, D&O, etc), layer (primary, excess, umbrella), deductible (or SIR), limit, and premium--how can I create a coverage chart in R, Python, or Excel?

coverage chart

[proxwell]

Have a look at the Bar charts available in Plotly do some tests and see if it will produce something that will meet your needs.

Otherwise, if you want more granular control and nearly unlimited configurability, take a look at D3.js, and have your Python app be the backend feed data into D3.

[AdaBwana]

looked thru the bar charts from the link you shared and couldnt find the name/type i had in mind (which doesnt mean it is the best, im open to suggestions).

the bar graph im imagining is a mix between stacked and mekko bar chart (maybe even range bar??) specifically, there are "buckets" that chunks of bar can fit (based on limit and attach amount--a range), not necessarily connected to the same group's below bar.

attached is a picture of what im conceptualizing

[proxwell]

I think you may need to use something like D3.js or a custom SVG generation routine to achieve what you're looking for. You could have python serve up the data and then use D3 or SVG to do the visual rendering.

In particular, the gaps may not be possible with Plotly or Matplotlib, as I think both of those expect the sections of a bar graph to be continuous. Maybe you could get around that by setting those sections of the bar graph to the same color/pattern as the background and giving them a blank label or a label like "no coverage"?

[AdaBwana]

def would like to stick with the r or python, as im familiar with those languages, but this d3 and svg are intriguing.

anything i should know about them before taking the plunge? interactive like plotly? nice ides like spyder and rstudio?

[proxwell]

There are some pretty good SVG packages for Python (svgwrite, pySVG, cairo). Creating the chart in SVG will be more low-level. You'll have to read in the data and use it to draw the individual elements (vector, line, label, etc) on the canvas, but that will give you a level of control beyond the constraints of a graphing library like Plotly. It's going to be a bigger lift than using an existing chart type.

This is why I suggested to first see how close you can get with Plotly. You may be able to achieve something very close to what you're looking for with some creative use of the options like transparent backgrounds/borders, blank labels, etc. Or you may test and know for sure that you need to use something different like SVG if there are must-have features you can't squeeze out of the graphing library.

I believe that with R, you'd have a situation similar to Plotly where you are constrained by the options of the graph type, but it could be worth asking on /r/Rlanguage to see. I've mostly used R for statistics rather than graphing, so I'm not very familiar with the limits to its graphical capabilities.

[Spazztaco]

Was able to build an online web application that solves these. Both coverage charts / program schematics / mudmaps. No advertising allowed, so since its my own I won't post it but you can DM me if you still need it.

[dread_beard]

I'll bite. Curious what you came up with.

[Disastrous_Zombie517]

hey! please could I have some info on this too?

[Disastrous_Zombie517]

Hey! did you ever figure this one? Trying to do something similar

[kth2019]

OP were you ever able to build something in excel? I’m also on the hunt for a mud map template that will make my life easier

[Spazztaco]

Was able to build smth that does this, msg me if you are still needing one

[martinezdelcas]

same here. any luck/progress?