Caradoc

Python utilities for doing data analysis. Named for Caradoc Vreichvras, a knight of the round table.

Currently includes two utilities:

FinancialYear

Represents a Financial Year, from a string in the format "2020-21".

Usage:

from caradoc import FinancialYear

fy = FinancialYear("2020-21")

fy + 1  # FinancialYear("2021-22")
fy - 1  # FinancialYear("2019-20")

str(fy)  # "2020-21"
int(fy)  # 2020

Create from date or year

from datetime import date
from caradoc import FinancialYear

fy = FinancialYear.from_date(date(2020, 1, 1))
str(fy)  # "2019-20"

fy = FinancialYear.from_int(2020)
str(fy)  # "2020-21"

Useful utilities:

from caradoc import FinancialYear

fy = FinancialYear("2020-21")

fy.previous_n_years(4)  # [
#    FinancialYear("2016-17"),
#    FinancialYear("2017-18"),
#    FinancialYear("2018-19"),
#    FinancialYear("2019-20"),
#    FinancialYear("2020-21")
# ]

FinancialYear.range("2018-19", "2020-21")  # [
#    FinancialYear("2018-19"),
#    FinancialYear("2019-20"),
#    FinancialYear("2020-21"),
# ]

d = date(2021, 6, 1)
d in FinancialYear("2021-22")  # True
d in FinancialYear("2020-22")  # False

Currently years are hardcoded to end on 31st March but this will be changed.

ExcelTable

Represents a table in an Excel workbook.

The table itself is a pandas DataFrame. The DataFrame index is not written to the Excel file.

Allows for specifying a title, summary and notes for the table.

Parameters

• df: pandas DataFrame
• title: Optional title for the table
• summary: Optional summary for the table
• notes: Optional notes for the table

Methods

• to_excel_table(): Writes just the datatable (df) to an Excel file as a Table (with filters)
• to_excel(): Writes the table to an Excel file as a Table, with the title and summary as a header and the notes as a footer.

Usage

from caradoc import ExcelTable
import pandas as pd

df = pd.DataFrame({"alice": [1, 2, 3], "bob": [4, 5, 6]})
et = ExcelTable(
    df,
    title="Test Table"
)
with pd.ExcelWriter("test_file.xlsx", engine="xlsxwriter") as writer:
    et.to_excel(writer, "test_sheet")

Output looks something like:

	A	B
1	Test Table
2
3	Alice	Bob
4	1	4
5	2	5
6	3	6

You can also include a summary (underneath the title) and notes (underneath the table) using summary= and notes=

DataOutput

Represents a collection of ExcelTables to be written to an Excel file.

Methods

• add_table(df, sheet_name): Adds a table to the DataOutput
• write(filename): Writes the DataOutput to an Excel file

Usage

from caradoc import DataOutput, ExcelTable
import pandas as pd

output = DataOutput()

df1 = pd.DataFrame({"alice": [1, 2, 3], "bob": [4, 5, 6]})
table1 = ExcelTable(
    df1,
    title="Test Table"
)

output.add_table(table1, "test_sheet")

df2 = pd.DataFrame({"alice": [1, 2, 3], "bob": [4, 5, 6]})
output.add_table(df2, "test_sheet", title="Test Table 2")

output.write("test_file.xlsx")

Output of test_file.xlsx will be an excel workbook with a sheet called "test_sheet". The sheet will have two tables, each table with a title and spacing between them.

Development

Run tests

Tests can be run with pytest:

hatch run test

Test coverage

hatch run cov-html

Run typing checks

hatch run lint:typing

Linting

Black and ruff should be run before committing any changes.

hatch run lint:style

Run all checks at once

hatch run lint:all

Publish to pypi

hatch build
hatch publish

Install development version

Caradoc uses the hatch project manager. Install hatch using pip install hatch.

Hatch will manage the requirements for you. Any additional dependencies should be added to pyproject.toml.