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Report For Project Python

This document discusses how to use the python-pptx library to automate the creation of PowerPoint slides from Python. It explains the basics of PowerPoint layouts and placeholders that need to be understood to programmatically insert content. The document then walks through an example of reading data from Excel using pandas, creating a pivot table and chart, and inserting them into a PowerPoint template using predefined layouts and placeholders. It demonstrates inserting titles, images, and tables into slides using the library. With python-pptx, PowerPoint slide creation can be automated to remove drudgery and consistently generate reports from data.

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Aniket Choudhary
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© © All Rights Reserved
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Download as TXT, PDF, TXT or read online on Scribd
60 views

Report For Project Python

This document discusses how to use the python-pptx library to automate the creation of PowerPoint slides from Python. It explains the basics of PowerPoint layouts and placeholders that need to be understood to programmatically insert content. The document then walks through an example of reading data from Excel using pandas, creating a pivot table and chart, and inserting them into a PowerPoint template using predefined layouts and placeholders. It demonstrates inserting titles, images, and tables into slides using the library. With python-pptx, PowerPoint slide creation can be automated to remove drudgery and consistently generate reports from data.

Uploaded by

Aniket Choudhary
Copyright
© © All Rights Reserved
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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Introduction

Love it or loathe it, PowerPoint is widely used in most business settings. This
article will not debate the merits of PowerPoint but will show you how to use
python to remove some of the drudgery of PowerPoint by automating the creation of
PowerPoint slides using python.

Fortunately for us, there is an excellent python library for creating and updating
PowerPoint files: python-pptx. The API is very well documented so it is pretty easy
to use. The only tricky part is understanding the PowerPoint document structure
including the various master layouts and elements. Once you understand the basics,
it is relatively simple to automate the creation of your own PowerPoint slides.
This article will walk through an example of reading in and analyzing some Excel
data with pandas, creating tables and building a graph that can be embedded in a
PowerPoint file.

PowerPoint File Basics


Python-pptx can create blank PowerPoint files but most people are going to prefer
working with a predefined template that you can customize with your own content.
Python-pptx’s API supports this process quite simply as long as you know a few
things about your template.

Before diving into some code samples, there are two key components you need to
understand: Slide Layouts and Placeholders. In the images below you can see an
example of two different layouts as well as the template’s placeholders where you
can populate your content.

In the image below, you can see that we are using Layout 0 and there is one
placeholder on the slide at index 1.

PowerPoint Layout 0
In this image, we use Layout 1 for a completely different look.

PowerPoint Layout 1
In order to make your life easier with your own templates, I created a simple
standalone script that takes a template and marks it up with the various elements.

I won’t explain all the code line by line but you can see analyze_ppt.py on github.
Here is the function that does the bulk of the work:

def analyze_ppt(input, output):


""" Take the input file and analyze the structure.
The output file contains marked up information to make it easier
for generating future powerpoint templates.
"""
prs = Presentation(input)
# Each powerpoint file has multiple layouts
# Loop through them all and see where the various elements are
for index, _ in enumerate(prs.slide_layouts):
slide = prs.slides.add_slide(prs.slide_layouts[index])
# Not every slide has to have a title
try:
title = slide.shapes.title
title.text = 'Title for Layout {}'.format(index)
except AttributeError:
print("No Title for Layout {}".format(index))
# Go through all the placeholders and identify them by index and type
for shape in slide.placeholders:
if shape.is_placeholder:
phf = shape.placeholder_format
# Do not overwrite the title which is just a special placeholder
try:
if 'Title' not in shape.text:
shape.text = 'Placeholder index:{} type:{}'.format(phf.idx,
shape.name)
except AttributeError:
print("{} has no text attribute".format(phf.type))
print('{} {}'.format(phf.idx, shape.name))
prs.save(output)
The basic flow of this function is to loop through and create an example of every
layout included in the source PowerPoint file. Then on each slide, it will populate
the title (if it exists). Finally, it will iterate through all of the placeholders
included in the template and show the index of the placeholder as well as the type.

If you want to try it yourself:

python analyze_ppt.py simple-template.ppt simple-template-markup.ppt


Refer to the input and output files to see what you get.

Creating your own PowerPoint


For the dataset and analysis, I will be replicating the analysis in Generating
Excel Reports from a Pandas Pivot Table. The article explains the pandas data
manipulation in more detail so it will be helpful to make sure you are comfortable
with it before going too much deeper into the code.

Let’s get things started with the inputs and basic shell of the program:

from __future__ import print_function


from pptx import Presentation
from pptx.util import Inches
import argparse
import pandas as pd
import numpy as np
from datetime import date
import matplotlib.pyplot as plt
import seaborn as sns

# Functions go here

if __name__ == "__main__":
args = parse_args()
df = pd.read_excel(args.report.name)
report_data = create_pivot(df)
create_chart(df, "report-image.png")
create_ppt(args.infile.name, args.outfile.name, report_data, "report-
image.png")
After we create our command line args, we read the source Excel file into a pandas
DataFrame. Next, we use that DataFrame as an input to create the Pivot_table
summary of the data:

def create_pivot(df, index_list=["Manager", "Rep", "Product"],


value_list=["Price", "Quantity"]):
"""
Take a DataFrame and create a pivot table
Return it as a DataFrame pivot table
"""
table = pd.pivot_table(df, index=index_list,
values=value_list,
aggfunc=[np.sum, np.mean], fill_value=0)
return table
Consult the Generating Excel Reports from a Pandas Pivot Table if this does not
make sense to you.

The next piece of the analysis is creating a simple bar chart of sales performance
by account:

def create_chart(df, filename):


""" Create a simple bar chart saved to the filename based on the dataframe
passed to the function
"""
df['total'] = df['Quantity'] * df['Price']
final_plot = df.groupby('Name')['total'].sum().order().plot(kind='barh')
fig = final_plot.get_figure()
# Size is the same as the PowerPoint placeholder
fig.set_size_inches(6, 4.5)
fig.savefig(filename, bbox_inches='tight', dpi=600)
Here is a scaled down version of the image:

PowerPoint Graph
We have a chart and a pivot table completed. Now we are going to embed that
information into a new PowerPoint file based on a given PowerPoint template file.

Before I go any farther, there are a couple of things to note. You need to know
what layout you would like to use as well as where you want to populate your
content. In looking at the output of analyze_ppt.py we know that the title slide is
layout 0 and that it has a title attribute and a subtitle at placeholder 1.

Here is the start of the function that we use to create our output PowerPoint:
x
def create_ppt(input, output, report_data, chart):
""" Take the input powerpoint file and use it as the template for the output
file.
"""
prs = Presentation(input)
# Use the output from analyze_ppt to understand which layouts and placeholders
# to use
# Create a title slide first
title_slide_layout = prs.slide_layouts[0]
slide = prs.slides.add_slide(title_slide_layout)
title = slide.shapes.title
subtitle = slide.placeholders[1]
title.text = "Quarterly Report"
opssx subtitle.text = "Generated on {:%m-%d-%Y}".format(date.today())
This code creates a new presentation based on our input file, adds a single slide
and populates the title and subtitle on the slide. It looks like this:

PowerPoint Title Slide


Pretty cool huh?

The next step is to embed our picture into a slide.

From our previous analysis, we know that the graph slide we want to use is layout
index 8, so we create a new slide, add a title then add a picture into placeholder
1. The final step adds a subtitle at placeholder 2.

# Create the summary graph


graph_slide_layout = prs.slide_layouts[8]
slide = prs.slides.add_slide(graph_slide_layout)
title = slide.shapes.title
title.text = "Sales by account"
placeholder = slide.placeholders[1]
pic = placeholder.insert_picture(chart)
subtitle = slide.placeholders[2]
subtitle.text = "Results consistent with last quarter"
Here is our masterpiece:

PowerPoint Chart
For the final portion of the presentation, we will create a table for each manager
with their sales performance.

Here is an image of what we’re going to achieve:

PowerPoint Table
Creating tables in PowerPoint is a good news / bad news story. The good news is
that there is an API to create one. The bad news is that you can’t easily convert a
pandas DataFrame to a table using the built in API. However, we are very fortunate
that someone has already done all the hard work for us and created
PandasToPowerPoint.

This excellent piece of code takes a DataFrame and converts it to a PowerPoint


compatible table. I have taken the liberty of including a portion of it in my
script. The original has more functionality that I am not using so I encourage you
to check out the repo and use it in your own code.

# Create a slide for each manager


for manager in report_data.index.get_level_values(0).unique():
slide = prs.slides.add_slide(prs.slide_layouts[2])
title = slide.shapes.title
title.text = "Report for {}".format(manager)
top = Inches(1.5)
left = Inches(0.25)
width = Inches(9.25)
height = Inches(5.0)
# Flatten the pivot table by resetting the index
# Create a table on the slide
df_to_table(slide, report_data.xs(manager, level=0).reset_index(),
left, top, width, height)
prs.save(output)
The code takes each manager out of the pivot table and builds a simple DataFrame
that contains the summary data. Then uses the df_to_table to convert the DataFrame
into a PowerPoint compatible table.

If you want to run this on your own, the full code would look something like this:

python create_ppt.py simple-template.pptx sales-funnel.xlsx myreport.pptx


All of the relevant files are available in the github repository.

Conclusion
One of the things I really enjoy about using python to solve real world business
problems is that I am frequently pleasantly surprised at the rich ecosystem of very
well thought out python tools already available to help with my problems. In this
specific case, PowerPoint is rarely a joy to use but it is a necessity in many
environments.

After reading this article, you should know that there is some hope for you next
time you are asked to create a bunch of reports in PowerPoint. Keep this article in
mind and see if you can find a way to automate away some of the tedium!

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