Imagine you’re an expert Python developer with experience working with your colleagues in the finance team. You have been asked to produce some Python code to assist with financial report manipulation. Your colleagues need to merge the data from 3 spreadsheet reports into 1 consolidated spreadsheet with a separate sheet for each report. The reports are, a balance sheet, a P & L, and a budget vs actual report. They have Python and Visual Studio Code installed. They have run scripts before, but never written their own code. Can you please: 1/ Provide instructions on the libraries they need to install 2/ Clearly define what format the existing data needs to be in to complete the task 3/ Provide the Python code required to carry out this task with clear annotations on what part of the code does what
Sure! I'd be happy to help you with that. Here are the steps and code to merge the data from three spreadsheet reports into one consolidated spreadsheet using Python:
Step 1: Installing Libraries
To perform this task, we will need to use the following libraries:
pandas
: A powerful library for data manipulation and analysis in Python. It provides efficient data structures and operations for working with structured data, including spreadsheets.openpyxl
: A library for reading and writing Excel files in Python. It allows us to read and write Excel files without installing Microsoft Office or any other software.You can install these libraries using pip, the package installer for Python. Open a terminal or command prompt and run the following commands:
pip install pandas
pip install openpyxl
Step 2: Preparing the Data
Before we start coding, it's important to ensure that the data is in a suitable format for merging. The data should be in CSV (Comma Separated Values) format, which is a plain text file containing tabular data. Each row represents a single record, and each field within a row is separated by a comma.
Assuming your colleagues have already prepared the data in CSV format, let's proceed to the next step.
Step 3: Writing the Python Code
Here's the Python code to merge the data from three spreadsheet reports into one consolidated spreadsheet:
import pandas as pd
from openpyxl import load_workbook
# Load the balance sheet report
balance_sheet = pd.read_csv('balance_sheet.csv')
# Load the P&L report
pnl = pd.read_csv('pnl.csv')
# Load the budget vs actual report
budget_vs_actual = pd.read_csv('budget_vs_actual.csv')
# Create a new workbook
wb = load_workbook(filename='consolidated_report.xlsx', create_blank=True)
# Create a worksheet for each report
bs_ws = wb.active
pnl_ws = wb.create_worksheet()
budget_vs_actual_ws = wb.create_worksheet()
# Copy the data from the balance sheet report to the first worksheet
bs_ws['A1'] = balance_sheet.iloc[0]
bs_ws['B1'] = balance_sheet.iloc[1]
bs_ws['C1'] = balance_sheet.iloc[2]
# Copy the data from the P&L report to the second worksheet
pnl_ws['A1'] = pnl.iloc[0]
pnl_ws['B1'] = pnl.iloc[1]
pnl_ws['C1'] = pnl.iloc[2]
# Copy the data from the budget vs actual report to the third worksheet
budget_vs_actual_ws['A1'] = budget_vs_actual.iloc[0]
budget_vs_actual_ws['B1'] = budget_vs_actual.iloc[1]
budget_vs_actual_ws['C1'] = budget_vs_actual.iloc[2]
# Save the workbook
wb.save('consolidated_report.xlsx')
Let me explain what each part of the code does:
pandas
for data manipulation and openpyxl
for working with Excel files.pd.read_csv()
function.load_workbook()
and specify that we want to create a blank workbook.create_worksheet()
.[]
. We reference the cells in the worksheet using column letters (e.g., 'A', 'B', 'C') and row numbers (e.g., 1, 2, 3).save()
.That's it! With these instructions and code, your colleagues should now have a consolidated spreadsheet with separate sheets for each report.
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