Parse Submitted date from Survey ID and update CreationDate where applicable; add key findings metrics for reporting.

report.Rmd

@@ -39,6 +39,7 @@ library(tigris)
 library(scales)
 library(RColorBrewer)
 library(viridis)
+library(lubridate)
 
 # Define file paths
 survey_path <- "data/_25_Million_Trees_Initiative_Survey_0.csv"
@@ -66,26 +67,45 @@ vendors <- read_csv(vendors_path)
 
 # Convert character dates to POSIXct
 survey_data <- survey_data %>%
-  mutate(CreationDate = mdy_hms(CreationDate))
+  mutate(CreationDate = mdy_hms(CreationDate)) %>%
+  mutate(`Start Date of Planting (Required)` = mdy_hms(`Start Date of Planting (Required)`)) %>%
+  mutate(`End Date of Planting (Required)` = mdy_hms(`End Date of Planting (Required)`)) %>%
+  mutate(`Who Planted The Tree(s)? (Required)` = recode(`Who Planted The Tree(s)? (Required)`,
+    "agency" = "State Agency",
+    "community" = "Community Organization",
+    "landowner" = "Private Landowner",
+    "municipality" = "Municipal Government",
+    "professional" = "Paid Professional"))
+
+survey_data <- survey_data %>%
+  mutate(
+    Submitted_Date_Str = str_extract(`Survey ID`, "Submitted: \\d{2}-\\d{2}-\\d{2}") %>%
+                         str_remove("Submitted: "),
+    
+    Submitted_Date_Str = if_else(
+      !is.na(Submitted_Date_Str),
+      paste0("20", Submitted_Date_Str),  # add "20" prefix to "24-11-07"
+      NA_character_
+    ),
+
+    Submitted_Date = as.Date(Submitted_Date_Str, format = "%Y-%m-%d"),
+
+    CreationDate = if_else(
+      !is.na(`Survey ID`) & str_trim(`Survey ID`) != "",
+      Submitted_Date,
+      CreationDate
+    )
+  ) %>%
+  select(-Submitted_Date_Str, -Submitted_Date)
 
 # Count and filter records based on exclusion flag
-start_date <- format(min(survey_data$CreationDate, na.rm = TRUE), "%B %d, %Y")
+survey_data <- survey_data %>%
-end_date <- format(max(survey_data$CreationDate, na.rm = TRUE), "%B %d, %Y")
+  filter(`Exclude Result` == 0)
+start_date_submission <- format(min(survey_data$CreationDate, na.rm = TRUE), "%B %d, %Y")
+end_date_submission <- format(max(survey_data$CreationDate, na.rm = TRUE), "%B %d, %Y")
 excluded_count <- survey_data %>% filter(`Exclude Result` == 1) %>% nrow()
 used_count <- survey_data %>% filter(`Exclude Result` == 0) %>% nrow()
 total_records <- excluded_count + used_count
-
-
-survey_data <- survey_data %>%
-  filter(`Exclude Result` == 0)
-
-# Join related datasets by GlobalID
-combined_data <- survey_data %>%
-  left_join(location_points, by = c("GlobalID" = "ParentGlobalID")) %>%
-  left_join(location_polygons, by = c("GlobalID" = "ParentGlobalID")) %>%
-  left_join(participant_organizations, by = c("GlobalID" = "ParentGlobalID")) %>%
-  left_join(species_planted, by = c("GlobalID" = "ParentGlobalID")) %>%
-  left_join(vendors, by = c("GlobalID" = "ParentGlobalID"))
 ```
 
 ---
@@ -96,9 +116,58 @@ subtitle: "`r format(min(survey_data$CreationDate, na.rm = TRUE), "%B %d, %Y")`
 
 [Back to Top](#)
 
-## Background
+## Key Findings
+```{r key-findings-summary}
+kf_date_planting_start <- format(min(survey_data$`Start Date of Planting (Required)`, na.rm = TRUE), "%B %d, %Y")
+kf_date_planting_end   <- format(max(survey_data$`End Date of Planting (Required)`, na.rm = TRUE), "%B %d, %Y")
+kf_total_trees <- format(sum(survey_data$`Number of Trees Planted (Required)`), big.mark = ",")
 
-The **25 Million Trees Initiative** is a major environmental commitment announced by **Governor Kathy Hochul** in the 2024 State of the State Address. Its goal is to plant 25 million trees across New York State by 2033 to support climate resilience, improve community well-being, and enhance biodiversity.
+kf_region_total_trees_ranked <- survey_data %>%
+  group_by(Region) %>%
+  summarise(Total_Trees = sum(`Number of Trees Planted (Required)`, na.rm = TRUE)) %>%
+  arrange(desc(Total_Trees))
+
+kf_participant_total_trees_ranked <- survey_data %>%
+  group_by(`Who Planted The Tree(s)? (Required)`) %>%
+  summarise(Total_Trees = sum(`Number of Trees Planted (Required)`, na.rm = TRUE)) %>%
+  arrange(desc(Total_Trees))
+
+kf_dac_total_trees <- sum(survey_data$`Number of Trees Planted (Required)`[!is.na(survey_data$`Disadvantaged Communities Indicator`)], na.rm = TRUE)
+kf_dac_percent <- (kf_dac_total_trees / sum(survey_data$`Number of Trees Planted (Required)`, na.rm = TRUE)) * 100
+kf_dac_percent_display <- round(kf_dac_percent, 1)
+
+kf_generic_tree_type_ranked <- species_planted %>%
+  filter(!is.na(`Generic Type of Tree (Optional)`)) %>%
+  count(`Generic Type of Tree (Optional)`, name = "Survey_Count") %>%
+  arrange(desc(Survey_Count))
+
+kf_most_common_generic_tree_type <- kf_generic_tree_type_ranked$`Generic Type of Tree (Optional)`[1]
+kf_most_common_generic_tree_type_count <- kf_generic_tree_type_ranked$Survey_Count[1]
+kf_most_common_generic_tree_type_count_formatted <- format(kf_most_common_generic_tree_type_count, big.mark = ",")
+
+kf_total_surveys <- nrow(survey_data)
+kf_total_surveys_formatted <- format(kf_total_surveys, big.mark = ",")
+
+kf_unique_counties <- n_distinct(survey_data$County)
+kf_unique_counties_formatted <- format(kf_unique_counties, big.mark = ",")
+
+kf_unique_municipalities <- n_distinct(survey_data$Municipality)
+kf_unique_municipalities_formatted <- format(kf_unique_municipalities, big.mark = ",")
+```
+
+Between **`r kf_date_planting_start` and `r kf_date_planting_end`**, a total of **`r kf_total_trees` trees** were reported planted across **New York State** through the 25 Million Trees by 2033 Initiative.
+
+These efforts reflect broad collaboration between **municipal governments**, **community organizations**, **private landowners**, and other stakeholders.
+
+- **Most Trees Planted**: The highest number of trees were reported in **`r kf_region_total_trees_ranked$Region[1]`**, followed by **`r kf_region_total_trees_ranked$Region[2]`**.
+- **Top Planting Groups**: The most trees, approximately **`r scales::comma(kf_participant_total_trees_ranked$Total_Trees[1])`**, were planted by **`r kf_participant_total_trees_ranked$"Who Planted The Tree(s)? (Required)"[1]`**, followed by **`r kf_participant_total_trees_ranked$"Who Planted The Tree(s)? (Required)"[2]`**, which contributed **`r scales::comma(kf_participant_total_trees_ranked$Total_Trees[2])`** trees.
+- **Disadvantaged Communities**: Approximately **`r kf_dac_percent_display`%** of all trees were planted in **Disadvantaged Communities**, as defined by New York State’s Climate Act.
+- **Most Reported Tree Genus**: **`r kf_most_common_generic_tree_type`** appeared most frequently, reported in **`r kf_most_common_generic_tree_type_count_formatted`** surveys.
+- The project received data from **`r kf_total_surveys_formatted` unique surveys**, representing **`r kf_unique_counties_formatted` counties** and **`r kf_unique_municipalities_formatted` municipalities**.
+
+These findings help track progress toward equity-centered climate goals, highlight areas of strong participation, and support data-driven planning for future tree planting across the state.
+
+## Background
 
 To track progress, the **New York State Department of Environmental Conservation (DEC)** launched the **Tree Tracker**, a public-facing survey tool built on the  ***ArcGIS Survey123***. It allows individuals and organizations to submit information about tree planting efforts, including species, quantity, and location. These submissions feed into a real-time dashboard that maps tree planting activities across the state.
 
@@ -116,7 +185,7 @@ By understanding planting behavior statewide, DEC can better allocate resources
 
 ## Survey Period & Exclusions
 
-This analysis covers submissions from **`r start_date`** to **`r end_date`**, totaling **`r total_records`** records. Of these, **`r used_count`** records were deemed valid and included in the analysis.
+This analysis covers submissions from **`r start_date_submission`** to **`r end_date_submission`**, totaling **`r total_records`** records. Of these, **`r used_count`** records were deemed valid and included in the analysis.
 
 ### Excluded Records
 
@@ -516,12 +585,6 @@ This table presents a detailed summary of tree planting activity by participant
 
 ```{r participant-type-table, echo=TRUE}
 survey_data %>%
-  mutate(`Who Planted The Tree(s)? (Required)` = recode(`Who Planted The Tree(s)? (Required)`,
-    "agency" = "State Agency",
-    "community" = "Community Organization",
-    "landowner" = "Private Landowner",
-    "municipality" = "Municipal Government",
-    "professional" = "Paid Professional")) %>%
   create_summary_table("Who Planted The Tree(s)? (Required)", "Number of Trees Planted (Required)", remove_na = FALSE, table_font_size = 16)
 ```