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How To Create A Dashboard in Python With Jupyter Notebook

The document outlines the process of creating a financial dashboard using 9 lines of Python code in Jupyter Notebook, which can be published as an interactive web application using the Mercury framework. It provides step-by-step instructions for setting up the environment, writing the code, and deploying the application on Heroku. The dashboard allows users to select stock tickers and view financial data without needing technical knowledge.

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7 views9 pages

How To Create A Dashboard in Python With Jupyter Notebook

The document outlines the process of creating a financial dashboard using 9 lines of Python code in Jupyter Notebook, which can be published as an interactive web application using the Mercury framework. It provides step-by-step instructions for setting up the environment, writing the code, and deploying the application on Heroku. The dashboard allows users to select stock tickers and view financial data without needing technical knowledge.

Uploaded by

nafis.fouad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Would you like to build a data dashboard in 9 lines of Python code?

I will show you how to create


a dashboard in Python with Jupyter Notebook. The dashboard will present information about
stock for selected ticker (data table and chart). The notebook will be published as a web
application. I will use an open-source Mercury framework to convert Python notebook to
interactive web application.

The demo of the financial dashboard created in Python with Jupyter Notebook and published
with Mercury :

The dashboard is available online at dashboard-jupyter-notebook.herokuapp.com/ (free Heroku


dyno). The code repository: github.com/pplonski/dashboard-python-jupyter-notebook.

Build dashboard with 9 lines of Python code


Let’s start by creating an empty repository and cloning it:

git clone [email protected]:pplonski/dashboard-python-jupyter-notebook.git

Please setup the virtual environment:


virtualenv djenv
source djenv/bin/activate

I choose djenv as a name for virtual environment. I keep all required packages in
the requirements.txt file:

mljar-mercury
mplfinance
yfinance

The mljar-mercury is a Python package with Mercury framework. The mplfinance is a


package to plot financial data using matplotlib . The yfinance is a package to download
market data from Yahoo Finance API. Let’s install required packages and set our environment as
Jupyter kernel:

pip install -r requirements.txt

# add kernel
python -m ipykernel install --user --name djenv

We have environment ready, the next step is to start a Jupyter Notebook and create a new
notebook. Please remember to select kernel with djenv name when creating a new notebook:

# starts Jupyter Notebook


jupyter notebook

The code in notebook


We start the code with imports:

import yfinance as yf
import mplfinance as mpf

The stock data will be displayed for selected ticker. Let’s create a variable for that:

ticker = "TSLA"

The market data for selected ticker can be fetched with 1 line of code, thanks to
amazing yfinance package:

history = yf.Ticker(ticker).history(period="3mo")

We can print some statistics about data:

print(f"3 months low: {history.Low.min().astype(int)}")


print(f"3 months high: {history.High.max().astype(int)}")
Display the last 5 rows in the data (last 5 trading days):

history.tail()

The history variable is a Pandas DataFrame. The financial data can be easily plotted
with mplfinance package:

mpf.plot(history, type='candle', mav=(7),figratio=(18,10))

The candle plot with 7-days moving average (1 line of code):

The whole notebook is preseted below, it has only 9 lines of Python code:
Share dashboard with non-technical users
OK, the notebooks is ready. You can change the ticker variable (for example set to "MSFT" )
and execute the notebook to get new data. However, it is not convenient to share the notebook
with code, it is sometime impossible, if your users are non-technical and can’t install Python and
required packages. Please don’t worry! 😊 There is an open-source framework
called Mercury for converting Python notebooks into interactive web applications. You can hide
the code in the notebook and show only outputs (table and chart). The web app can be deployed
to the cloud. You will share the link to the web application. The ticker variable can be
converted into interactive widget. Sounds interesting?

What is more, you don’t need to change any code in your notebook. Just add the YAML header
in the first raw cell:

---
title: Finance dashboard
description: Dashboard with financial data
show-code: False
params:
ticker:
input: select
value: TSLA
label: Select ticker
choices: [TSLA, COIN, MSFT, PLTR, SNOW, NFLX]
---

The YAML will tell the Mercury framework how to display the notebook. It defines
the title and app’s description . The code is hidden with show-code paramter.
The ticker variable is defined as a select widget. The whole notebook is presented below:

OK, but how to run the web app? It is very simple, just run the command:

mercury run

That’s all! The Mercury will detect the notebooks in the directory and will serve them as web
applications.

Deploy to the cloud


I recommend Heroku service for deployment. It offers free dynos and the deployment can be
done with one command! We need to define the Procfile that will tell Heroku how to run our
code:

web: mercury run 0.0.0.0:$PORT

Let’s commit all files to the repo:

git add dashboard.ipynb


git add requirements.txt
git add Procfile
git commit -am "create dashboard in Python"
git push

We are ready for deployment. The first step is to create the app in the Heroku. I’m using Heroku
CLI tool for app creation:

heroku create dashboard-jupyter-notebook

The deployment command:

git push heroku main

Really?! Yes, that’s all. Just wait a minute and your server will be running 😊 My dashboard is
running at dashboard-jupyter-notebook.herokuapp.com/. The demo of the dashboard is below:
If you update the notebook and would like to deploy a newer version of the notebook, please just
use the same command:

git push heroku main

Export notebook to PDF


The Mercury has an option to export executed notebook as PDF file. The typical workflow is:

user tweaks widgets values,


user clicks Run button to execute the notebook with new parameters,
user clicks Download button to get executed notebook as PDF.

You need to add a Heroku buildpack to make it work. It can be done in the Heroku dashboard:

https://github.com/jontewks/puppeteer-heroku-buildpack
After adding a buildpack with puppeteer you need to re-deploy the app. Please add do
changes in the code or add welcome.md file ( welcome.md message docs) and deploy with:

git push heroku main

The exporting notebook to PDF with one click:


Summary
The finance dashboard was created with only 9 lines of the Python code. The Jupyter Notebook
was used for development. The notebook was published as interactive dashboard thanks
to Mercury framework.

The Python code is available in my repository: github.com/pplonski/dashboard-python-


jupyter-notebook.
The dashboard is available online at dashboard-jupyter-notebook.herokuapp.com/.

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