Finance Pivot Table - WordPress Plugin

Interactive pivot table for displaying parish council financial data from CSV files.

Live URL: https://alburyparishcouncil.gov.uk/finance/

Features

• Year tabs (newest first) with current year selected by default
• Drill-down hierarchy: Type → Centre Name → Account Name → Transaction details
• Summary statistics: Income, Expenditure, Net Position, Transaction count
• Data currency indicator showing how up-to-date partial year data is
• Download data as CSV
• Responsive design for mobile/tablet
• Print-friendly styles

Installation

1. Copy plugin folder to /wp-content/plugins/finance-pivot-table/
2. Activate in WordPress Admin → Plugins
3. Configure data directory in Settings → Finance Pivot Table
4. Add [finance_pivot_table] shortcode to any page

Usage

Add the shortcode to any page or post:

[finance_pivot_table]

Data Directory

Configure the path to your CSV files in Settings → Finance Pivot Table.

Default: /var/www/html/wp-content/uploads/public-docs/Finance/data

CSV File Format

Expected columns:

type, date, payee, reference, vat, centre, centre_name, account, account_name, amount, total_amount, detail

Filename Conventions

The fiscal year and data currency are extracted from filenames:

File Structure

finance-pivot-table/
├── finance-pivot-table.php          # Main plugin file
├── includes/
│   ├── class-finance-pivot-table.php    # Shortcode, admin, assets
│   └── class-finance-data-loader.php    # CSV parsing
├── assets/
│   ├── css/
│   │   └── styles.css
│   └── js/
│       ├── pivot-table.js           # Pivot table component
│       └── app.js                   # Application controller
└── templates/
    └── shortcode-output.php         # Shortcode HTML

Updates

The plugin checks GitHub for new releases automatically. When an update is available:

1. WordPress will show the update notification on the Plugins page
2. Click "Update Now" to update directly from GitHub

To manually check for updates, click "Check for updates" link on the plugin row.

Creating a New Release

1. Update FINANCE_PIVOT_TABLE_VERSION in finance-pivot-table.php
2. Commit changes
3. Create a tag: git tag -a v1.0.1 -m "Release notes"
4. Push: git push && git push --tags

Development

Repository: https://github.com/nonatech-uk/wordpress-finance-pivot-table