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Excel Exporter

Bases: DataFrameExporter


              flowchart TD
              metaframe.src.dataframe.exporter.excel.ExcelExporter[ExcelExporter]
              metaframe.src.dataframe.exporter.base.DataFrameExporter[DataFrameExporter]

                              metaframe.src.dataframe.exporter.base.DataFrameExporter --> metaframe.src.dataframe.exporter.excel.ExcelExporter
                


              click metaframe.src.dataframe.exporter.excel.ExcelExporter href "" "metaframe.src.dataframe.exporter.excel.ExcelExporter"
              click metaframe.src.dataframe.exporter.base.DataFrameExporter href "" "metaframe.src.dataframe.exporter.base.DataFrameExporter"
            
Source code in metaframe/src/dataframe/exporter/excel.py
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class ExcelExporter(DataFrameExporter):

    Opts = ExportOptionsExcel

    # Override
    def __init__(self, df, *args, **kwargs) -> None:
        super().__init__(df, *args, **kwargs)
        self.writer: pd.ExcelWriter = None  # set by `export()`
        self.d_format: Dict = None          # set by `export()`

    # Override
    def prepare_opts(self, *args, **kwargs) -> Opts:
        opts = super().prepare_opts(*args, **kwargs)
        if opts.merge_cells and opts.extensive:
            raise NotImplementedError("Can not write in extensive mode with merged cells!")
        if opts.grp_row is not None:
            if opts.grp_row_by is None:
                opts.grp_row_by = opts.grp_row
            if opts.grp_row_whole_by is None:
                opts.grp_row_whole_by = opts.grp_row
        if opts.grp_col is not None:
            if opts.grp_col_by is None:
                opts.grp_col_by = opts.grp_col
            if opts.grp_col_whole_by is None:
                opts.grp_col_whole_by = opts.grp_col
        if isinstance(opts.grp_row_whole_by, str):
            opts.grp_row_whole_by = [opts.grp_row_whole_by]
        if isinstance(opts.grp_col_whole_by, str):
            opts.grp_col_whole_by = [opts.grp_col_whole_by]
        if isinstance(opts.grp_row_by, str):
            opts.grp_row_by = [opts.grp_row_by]
        if isinstance(opts.grp_col_by, str):
            opts.grp_col_by = [opts.grp_col_by]
        return opts

    # Override
    def export(self) -> None:
        self.writer = self.prepare_file()
        try:
            self.d_format = self.prepare_format()
            if self.opts.sheet_name:
                self._export()
            if self.opts.write_summaries:
                self.export_summaries()
        finally:
            if self.opts.output is not None:
                self.writer.close()

    def export_summaries(self) -> None:
        """
        Export summary informations to an Excel friendly format.
        """
        df = self.df
        if COLNAME_METAFRAME_UNIQUE_ID in df.index.names:
            df = df.droplevel(COLNAME_METAFRAME_UNIQUE_ID, axis=0)
        if COLNAME_METAFRAME_UNIQUE_ID in df.columns.names:
            df = df.droplevel(COLNAME_METAFRAME_UNIQUE_ID, axis=1)
        dfs = df.to_summary(**self.opts.kwargs_summary)
        # Basic summary
        if self.opts.sheet_name_summary_basic is not None:
            dfs.basic().to_file_excel(self.writer, sheet_name=self.opts.sheet_name_summary_basic, index=True, extensive=False, write_dtypes=False, write_summaries=False, _no_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
        # Whole summary
        if self.opts.sheet_name_summary_whole is not None:
            dfs.whole().to_file_excel(self.writer, sheet_name=self.opts.sheet_name_summary_whole, extensive=False, write_dtypes=False, write_summaries=False, _no_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
        # Whole summary grouped by row
        if self.opts.sheet_name_summary_grp_row_whole is not None and self.opts.grp_row_whole_by is not None:
            for i, by in enumerate(self.opts.grp_row_whole_by):
                dfs.whole(by=by, axis=0).to_file_excel(self.writer, sheet_name=f"{self.opts.sheet_name_summary_grp_row_whole}{i+1}", extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _invert_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
        # Whole summary grouped by col
        if self.opts.sheet_name_summary_grp_col_whole is not None and self.opts.grp_col_whole_by is not None:
            for i, by in enumerate(self.opts.grp_col_whole_by):
                dfs.whole(by=by, axis=1).to_file_excel(self.writer, sheet_name=f"{self.opts.sheet_name_summary_grp_col_whole}{i+1}", extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
        # Per row summary
        if self.opts.sheet_name_summary_row is not None:
            dfs.row().mfloc[:, self.opts.summary_row_id].to_file(self.writer, sheet_name=self.opts.sheet_name_summary_row, extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _invert_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
        # Per col summary
        if self.opts.sheet_name_summary_col is not None:
            dfs.col().mfloc[:, self.opts.summary_col_id].to_file(self.writer, sheet_name=self.opts.sheet_name_summary_col, extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
        # Per grouped row summary
        if self.opts.sheet_name_summary_grp_row is not None and self.opts.grp_row_by is not None:
            for i, by in enumerate(self.opts.grp_row_by):
                dfs.row(by=by).mfloc[:, self.opts.summary_row_id].to_file(self.writer, sheet_name=f"{self.opts.sheet_name_summary_grp_row}{i+1}", extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _invert_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
        # Per grouped col summary
        if self.opts.sheet_name_summary_grp_col is not None and self.opts.grp_col_by is not None:
            for i, by in enumerate(self.opts.grp_col_by):
                dfs.col(by=by).mfloc[:, self.opts.summary_col_id].to_file(self.writer, sheet_name=f"{self.opts.sheet_name_summary_grp_col}{i+1}", extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)

    def prepare_file(self) -> pd.ExcelWriter:
        """
        If needed, open the output file.
        Can reset `output` option to None if the file is already open.

        Returns
        -------
        pd.ExcelWriter
        """
        is_file_path = isinstance(self.opts.output, str)
        if not is_file_path and not isinstance(self.opts.output, pd.ExcelWriter):
            raise ValueError("Parameter 'output' must be a file path or an ExcelWriter object!")
        if is_file_path:
            writer = pd.ExcelWriter(self.opts.output, engine='xlsxwriter') # engine_kwargs={"options": {"use_future_functions": True}}
        else:
            writer = self.opts.output
            self.opts.output = None
        return writer

    def prepare_format(self) -> Dict:
        """
        Sets the row/columns/cell formats.

        Returns
        -------
        Dict
            a dictionary of formats
        """
        if self.opts._d_format is None:
            workbook = self.writer.book
            format_header = workbook.add_format(XLSX_FORMAT_HEADER)
            d_format = {
                "header": format_header,
                "header_row": workbook.add_format(XLSX_FORMAT_HEADER_ROW),
                "header_col": workbook.add_format(XLSX_FORMAT_HEADER_COL),
                "row": workbook.add_format(XLSX_FORMAT_ROW),
                "col": workbook.add_format(XLSX_FORMAT_COL),
                "cell": workbook.add_format(XLSX_FORMAT_CELL),
                "empty": workbook.add_format(XLSX_FORMAT_EMPTY)
            }
        else:
            d_format = self.opts._d_format.copy()
        if self.opts._mfr is not None:
            if self.opts._mfr:
                d_format["header_col"] = d_format["header_row"]
            d_format["header_row"] = d_format["header"]
        else:
            if self.opts._invert_col:
                d_format["header_row"], d_format["header_col"] = d_format["header_col"], d_format["header_row"]
            if self.is_table or self.opts._no_col or self.opts._no_col_mfr:
                d_format["header_row"] = d_format["header"]
            if self.is_table or self.opts._no_col or self.opts._no_col_mfc:
                d_format["header_col"] = d_format["header"]
        return d_format

    def _export(self) -> None:
        """
        Main Excel sheet(s) export, containing the DataFrame raw informations.
        """
        if self.opts.extensive:
            self._export_dataframe_extensive()
        elif self.is_table:
            self._export_table()
        else:
            self._export_dataframe()

    def _export_dataframe_extensive(self) -> None:
        """
        Export the DataFrame with extensive format.
        """
        workbook = self.writer.book
        # Create main sheets
        worksheet_ds = workbook.add_worksheet(self.opts.sheet_name)
        worksheet_mfr = workbook.add_worksheet(self.opts.sheet_name_mfr)
        worksheet_mfc = workbook.add_worksheet(self.opts.sheet_name_mfc)
        # Write MF and Hide first column (containing the unique ID)
        self.df.mfr.to_file(self.writer, sheet_name=self.opts.sheet_name_mfr, write_dtypes=False, _d_format=self.d_format, _no_col=self.opts._no_col, _no_col_mfr=self.opts._no_col_mfr, _invert_col=self.opts._invert_col)
        self.df.mfc.to_file(self.writer, sheet_name=self.opts.sheet_name_mfc, write_dtypes=False, _d_format=self.d_format, _no_col=self.opts._no_col, _no_col_mfc=self.opts._no_col_mfc, _invert_col=self.opts._invert_col)
        worksheet_mfr.set_column(0, 0, options={'hidden': True})
        worksheet_mfc.set_column(0, 0, options={'hidden': True})
        # Write raw values (the worksheet will be hidden)
        pd.DataFrame(self.df.values).to_excel(self.writer, index=False, header=False, sheet_name=RAW_WORKSHEET)
        self.writer.sheets[RAW_WORKSHEET].hide()
        # Write main sheet and Hide DF first column and first row (containing the unique ID)
        self._write_dynamic_array_formula()
        worksheet_ds.set_column(0, 0, options={'hidden': True})
        worksheet_ds.set_row(0, 0, options={'hidden': True})
        # Replace empty cells between MFC and the values
        self._write_placeholder()
        # Write dtypes
        self.export_dtypes()
        # Apply formats
        self._conditional_format()
        self._freeze_panes()  

    def _export_dataframe(self) -> None:
        """
        Export a non-table DataFrame in a non-extensive format.
        """
        mfr = self.df.mf(axis=0)
        mfc = self.df.mf(axis=1)
        _, mfr_n_col = self.mfr_shape
        _, mfc_n_col = self.mfc_shape
        if self.opts.merge_cells:
            self.df.to_excel(self.writer, sheet_name=self.opts.sheet_name, merge_cells=True, **self.opts.kwargs)
        else:
            mfc.T.to_excel(self.writer, merge_cells=False, startrow=0, startcol=mfr_n_col-1, header=False, index=True, sheet_name=self.opts.sheet_name)
            mfr.to_excel(self.writer, merge_cells=False, startrow=mfc_n_col, startcol=0, index=False, sheet_name=self.opts.sheet_name)
            pd.DataFrame(self.df.values).to_excel(self.writer, merge_cells=False, startrow=mfc_n_col+1, startcol=mfr_n_col, header=False, index=False, sheet_name=self.opts.sheet_name)
        self._write_placeholder()
        self.export_dtypes()
        self._conditional_format()
        self._freeze_panes()
        self._auto_filter()

    def _export_table(self) -> None:
        """
        Export a table DataFrame
        """
        self.df.to_excel(self.writer, index=self.opts.index, header=self.opts.header, sheet_name=self.opts.sheet_name, **self.opts.kwargs)
        self.export_dtypes()
        self._conditional_format()
        self._freeze_panes()
        if self.opts.header:
            self._auto_filter()

    def _auto_filter(self) -> None:
        """
        Add auto-filters.
        """
        worksheet = self.writer.sheets[self.opts.sheet_name]
        mfr_n_row, mfr_n_col = self.mfr_shape
        mfc_n_row, mfc_n_col = self.mfc_shape
        if self.is_table:
            worksheet.autofilter(0, 0, mfr_n_row, mfc_n_col-1+int(self.opts.index))
        else:
            worksheet.autofilter(mfc_n_col, 0, mfc_n_col+mfr_n_row, mfr_n_col+mfc_n_row-1)

    def _write_dynamic_array_formula(self) -> None:
        """
        Write the dynamic array formula for extensive format main sheet.

        These formulas ensure that the main sheet reacts to filters in the
        MFR and MFC sheets.
        """
        ## Compatible with Google Sheet
        worksheet = self.writer.sheets[self.opts.sheet_name]
        mfr_n_row, mfr_n_col = self.mfr_shape
        mfc_n_row, mfc_n_col = self.mfc_shape
        worksheet.write_dynamic_array_formula(0, mfr_n_col-1, mfc_n_col-1, mfr_n_col-1+mfc_n_row, F_EXCEL_FORMULA.format(F_EXCEL_TRANSPOSE.format(F_EXCEL_CHOOSE_MF.format(sheet_name=self.opts.sheet_name_mfc, col=n_to_excel_column(mfc_n_col), row=mfc_n_row+1))))
        worksheet.write_dynamic_array_formula(mfc_n_col, 0, mfc_n_col+mfr_n_row, mfr_n_col-1, F_EXCEL_FORMULA.format(F_EXCEL_CHOOSE_MF.format(sheet_name=self.opts.sheet_name_mfr, col=n_to_excel_column(mfr_n_col), row=mfr_n_row+1)))
        worksheet.write_dynamic_array_formula(mfc_n_col+1, mfr_n_col, mfc_n_col+mfr_n_row, mfr_n_col+mfc_n_row-1, F_EXCEL_FORMULA.format(F_EXCEL_CHOOSE.format(sheet_name=RAW_WORKSHEET, last_col=n_to_excel_column(mfc_n_row), last_row=mfr_n_row, mfr_first_row=mfc_n_col+2, mfr_last_row=mfr_n_row+mfc_n_col+1, mfc_first_col=n_to_excel_column(mfr_n_col+1), mfc_last_col=n_to_excel_column(mfc_n_row+mfr_n_col))))
        ## This is simpler but incompatible with Google Sheet
        # worksheet.write_formula(0, mfr_n_col-1, F_EXCEL_FORMULA.format(F_EXCEL_TRANSPOSE.format(F_EXCEL_CHOOSE_MF.format(sheet_name=sheet_name_mfc, col=n_to_excel_column(mfc_n_col), row=mfc_n_row+1))))
        # worksheet.write_formula(mfc_n_col, 0, F_EXCEL_FORMULA.format(F_EXCEL_CHOOSE_MF.format(sheet_name=sheet_name_mfr, col=n_to_excel_column(mfr_n_col), row=mfr_n_row+1)))
        # worksheet.write_formula(mfc_n_col+1, mfr_n_col, F_EXCEL_FORMULA.format(F_EXCEL_CHOOSE.format(sheet_name=RAW_WORKSHEET, last_col=n_to_excel_column(self.shape[1]), last_row=self.shape[0], mfr_first_row=mfc_n_col+2, mfr_last_row=self.shape[0]+mfc_n_col+1, mfc_first_col=n_to_excel_column(mfr_n_col+1), mfc_last_col=n_to_excel_column(self.shape[1]+mfr_n_col))))

    def _write_placeholder(self) -> None:
        """
        Write specific placeholder to garantee error-less reading of the Excel file.
        """
        worksheet_ds = self.writer.sheets[self.opts.sheet_name]
        _, mfr_n_col = self.mfr_shape
        _, mfc_n_col = self.mfc_shape
        for col in range(mfr_n_col, mfr_n_col+self.df.shape[1]):
            worksheet_ds.write(mfc_n_col, col, DF_EMPTY_CELL, self.d_format["empty"])

    def _freeze_panes(self):
        """
        Add freeze panes.
        """
        if not self.opts.freeze_panes:
            return
        worksheet = self.writer.sheets[self.opts.sheet_name]
        _, mfr_n_col = self.mfr_shape
        _, mfc_n_col = self.mfc_shape
        if self.is_table:
            worksheet.freeze_panes(int(self.opts.header), int(self.opts.index))
        else:
            worksheet.freeze_panes(mfc_n_col, mfr_n_col)

    def _conditional_format(self) -> None:
        """
        Apply the format in `self.d_format`.
        """
        worksheet = self.writer.sheets[self.opts.sheet_name]
        mfr_n_row, mfr_n_col = self.mfr_shape
        mfc_n_row, mfc_n_col = self.mfc_shape
        if self.is_table:
            if self.opts.index:
                worksheet.conditional_format(mfc_n_row, 0, mfc_n_row+mfr_n_row-1, 0, {'type': 'no_errors', 'format': self.d_format["header_row"]})
            if self.opts.header:
                worksheet.conditional_format(0, mfr_n_col, 0, mfr_n_col+mfc_n_col-1, {'type': 'no_errors', 'format': self.d_format["header_col"]})
            worksheet.conditional_format(int(self.opts.header), int(self.opts.index), int(self.opts.header)+mfr_n_row-1, self.opts.index+mfc_n_col-1, {'type': 'no_errors', 'format': self.d_format["cell"]})
            return
        worksheet.conditional_format(mfc_n_col, 0, mfc_n_col, mfr_n_col - 1, {'type': 'no_errors', 'format': self.d_format["header_row"]})
        worksheet.conditional_format(0, mfr_n_col - 1, mfc_n_col-1, mfr_n_col - 1, {'type': 'no_errors', 'format': self.d_format["header_col"]})
        if self.opts.extensive:
            for row_num in range(mfc_n_col+1, mfc_n_col+1+mfr_n_row):
                worksheet.conditional_format(row_num, 0, row_num, mfr_n_col-1, {'type': 'formula', 'format': self.d_format["row"], 'criteria': f'=NOT(ISBLANK($A{row_num+1}))'})
            for col_num in range(mfr_n_col, mfr_n_col+mfc_n_row):
                worksheet.conditional_format(0, col_num, mfc_n_col-1, col_num, {'type': 'formula', 'format': self.d_format["col"], 'criteria': f'=NOT(ISBLANK({n_to_excel_column(col_num+1)}$1))'})
        else:
            worksheet.conditional_format(mfc_n_col+1, 0, mfc_n_col+mfr_n_row, mfr_n_col-1, {'type': 'no_errors', 'format': self.d_format["row"]})
            worksheet.conditional_format(0, mfr_n_col, mfc_n_col-1, mfr_n_col+mfc_n_row-1, {'type': 'no_errors', 'format': self.d_format["col"]})

    def export_dtypes(self) -> None:
        """
        Export dtypes information of the DataFrame.

        Enable faster reading of the Excel file.
        """
        if not self.opts.write_dtypes:
            return
        if not self.is_table:
            for dtypes, dt_sheet_name in zip([pd.DataFrame(e.dtypes).T for e in [self.df.mf(axis=0), self.df.mf(axis=1)]], [MFR_DTYPES_WORKSHEET, MFC_DTYPES_WORKSHEET]):
                if COLNAME_METAFRAME_UNIQUE_ID in dtypes.columns:
                    dtypes = dtypes.drop(COLNAME_METAFRAME_UNIQUE_ID, axis=1)
                dtypes.to_excel(self.writer, sheet_name=dt_sheet_name, index=False, header=True)
                self.writer.sheets[dt_sheet_name].hide()
        pd.DataFrame(self.df.dtypes).reset_index(drop=True).T.to_excel(self.writer, sheet_name=DF_DTYPES_WORKSHEET, index=False, header=False)
        self.writer.sheets[DF_DTYPES_WORKSHEET].hide()

export_summaries()

Export summary informations to an Excel friendly format.

Source code in metaframe/src/dataframe/exporter/excel.py
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def export_summaries(self) -> None:
    """
    Export summary informations to an Excel friendly format.
    """
    df = self.df
    if COLNAME_METAFRAME_UNIQUE_ID in df.index.names:
        df = df.droplevel(COLNAME_METAFRAME_UNIQUE_ID, axis=0)
    if COLNAME_METAFRAME_UNIQUE_ID in df.columns.names:
        df = df.droplevel(COLNAME_METAFRAME_UNIQUE_ID, axis=1)
    dfs = df.to_summary(**self.opts.kwargs_summary)
    # Basic summary
    if self.opts.sheet_name_summary_basic is not None:
        dfs.basic().to_file_excel(self.writer, sheet_name=self.opts.sheet_name_summary_basic, index=True, extensive=False, write_dtypes=False, write_summaries=False, _no_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
    # Whole summary
    if self.opts.sheet_name_summary_whole is not None:
        dfs.whole().to_file_excel(self.writer, sheet_name=self.opts.sheet_name_summary_whole, extensive=False, write_dtypes=False, write_summaries=False, _no_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
    # Whole summary grouped by row
    if self.opts.sheet_name_summary_grp_row_whole is not None and self.opts.grp_row_whole_by is not None:
        for i, by in enumerate(self.opts.grp_row_whole_by):
            dfs.whole(by=by, axis=0).to_file_excel(self.writer, sheet_name=f"{self.opts.sheet_name_summary_grp_row_whole}{i+1}", extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _invert_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
    # Whole summary grouped by col
    if self.opts.sheet_name_summary_grp_col_whole is not None and self.opts.grp_col_whole_by is not None:
        for i, by in enumerate(self.opts.grp_col_whole_by):
            dfs.whole(by=by, axis=1).to_file_excel(self.writer, sheet_name=f"{self.opts.sheet_name_summary_grp_col_whole}{i+1}", extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
    # Per row summary
    if self.opts.sheet_name_summary_row is not None:
        dfs.row().mfloc[:, self.opts.summary_row_id].to_file(self.writer, sheet_name=self.opts.sheet_name_summary_row, extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _invert_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
    # Per col summary
    if self.opts.sheet_name_summary_col is not None:
        dfs.col().mfloc[:, self.opts.summary_col_id].to_file(self.writer, sheet_name=self.opts.sheet_name_summary_col, extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
    # Per grouped row summary
    if self.opts.sheet_name_summary_grp_row is not None and self.opts.grp_row_by is not None:
        for i, by in enumerate(self.opts.grp_row_by):
            dfs.row(by=by).mfloc[:, self.opts.summary_row_id].to_file(self.writer, sheet_name=f"{self.opts.sheet_name_summary_grp_row}{i+1}", extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _invert_col=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)
    # Per grouped col summary
    if self.opts.sheet_name_summary_grp_col is not None and self.opts.grp_col_by is not None:
        for i, by in enumerate(self.opts.grp_col_by):
            dfs.col(by=by).mfloc[:, self.opts.summary_col_id].to_file(self.writer, sheet_name=f"{self.opts.sheet_name_summary_grp_col}{i+1}", extensive=False, write_dtypes=False, write_summaries=False, _no_col_mfr=True, _d_format=self.d_format, merge_cells=self.opts.merge_cells_summary)

prepare_file()

If needed, open the output file. Can reset output option to None if the file is already open.

Returns:

Type Description
ExcelWriter
Source code in metaframe/src/dataframe/exporter/excel.py
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def prepare_file(self) -> pd.ExcelWriter:
    """
    If needed, open the output file.
    Can reset `output` option to None if the file is already open.

    Returns
    -------
    pd.ExcelWriter
    """
    is_file_path = isinstance(self.opts.output, str)
    if not is_file_path and not isinstance(self.opts.output, pd.ExcelWriter):
        raise ValueError("Parameter 'output' must be a file path or an ExcelWriter object!")
    if is_file_path:
        writer = pd.ExcelWriter(self.opts.output, engine='xlsxwriter') # engine_kwargs={"options": {"use_future_functions": True}}
    else:
        writer = self.opts.output
        self.opts.output = None
    return writer

prepare_format()

Sets the row/columns/cell formats.

Returns:

Type Description
Dict

a dictionary of formats

Source code in metaframe/src/dataframe/exporter/excel.py
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def prepare_format(self) -> Dict:
    """
    Sets the row/columns/cell formats.

    Returns
    -------
    Dict
        a dictionary of formats
    """
    if self.opts._d_format is None:
        workbook = self.writer.book
        format_header = workbook.add_format(XLSX_FORMAT_HEADER)
        d_format = {
            "header": format_header,
            "header_row": workbook.add_format(XLSX_FORMAT_HEADER_ROW),
            "header_col": workbook.add_format(XLSX_FORMAT_HEADER_COL),
            "row": workbook.add_format(XLSX_FORMAT_ROW),
            "col": workbook.add_format(XLSX_FORMAT_COL),
            "cell": workbook.add_format(XLSX_FORMAT_CELL),
            "empty": workbook.add_format(XLSX_FORMAT_EMPTY)
        }
    else:
        d_format = self.opts._d_format.copy()
    if self.opts._mfr is not None:
        if self.opts._mfr:
            d_format["header_col"] = d_format["header_row"]
        d_format["header_row"] = d_format["header"]
    else:
        if self.opts._invert_col:
            d_format["header_row"], d_format["header_col"] = d_format["header_col"], d_format["header_row"]
        if self.is_table or self.opts._no_col or self.opts._no_col_mfr:
            d_format["header_row"] = d_format["header"]
        if self.is_table or self.opts._no_col or self.opts._no_col_mfc:
            d_format["header_col"] = d_format["header"]
    return d_format

_export()

Main Excel sheet(s) export, containing the DataFrame raw informations.

Source code in metaframe/src/dataframe/exporter/excel.py
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def _export(self) -> None:
    """
    Main Excel sheet(s) export, containing the DataFrame raw informations.
    """
    if self.opts.extensive:
        self._export_dataframe_extensive()
    elif self.is_table:
        self._export_table()
    else:
        self._export_dataframe()

_export_dataframe_extensive()

Export the DataFrame with extensive format.

Source code in metaframe/src/dataframe/exporter/excel.py
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def _export_dataframe_extensive(self) -> None:
    """
    Export the DataFrame with extensive format.
    """
    workbook = self.writer.book
    # Create main sheets
    worksheet_ds = workbook.add_worksheet(self.opts.sheet_name)
    worksheet_mfr = workbook.add_worksheet(self.opts.sheet_name_mfr)
    worksheet_mfc = workbook.add_worksheet(self.opts.sheet_name_mfc)
    # Write MF and Hide first column (containing the unique ID)
    self.df.mfr.to_file(self.writer, sheet_name=self.opts.sheet_name_mfr, write_dtypes=False, _d_format=self.d_format, _no_col=self.opts._no_col, _no_col_mfr=self.opts._no_col_mfr, _invert_col=self.opts._invert_col)
    self.df.mfc.to_file(self.writer, sheet_name=self.opts.sheet_name_mfc, write_dtypes=False, _d_format=self.d_format, _no_col=self.opts._no_col, _no_col_mfc=self.opts._no_col_mfc, _invert_col=self.opts._invert_col)
    worksheet_mfr.set_column(0, 0, options={'hidden': True})
    worksheet_mfc.set_column(0, 0, options={'hidden': True})
    # Write raw values (the worksheet will be hidden)
    pd.DataFrame(self.df.values).to_excel(self.writer, index=False, header=False, sheet_name=RAW_WORKSHEET)
    self.writer.sheets[RAW_WORKSHEET].hide()
    # Write main sheet and Hide DF first column and first row (containing the unique ID)
    self._write_dynamic_array_formula()
    worksheet_ds.set_column(0, 0, options={'hidden': True})
    worksheet_ds.set_row(0, 0, options={'hidden': True})
    # Replace empty cells between MFC and the values
    self._write_placeholder()
    # Write dtypes
    self.export_dtypes()
    # Apply formats
    self._conditional_format()
    self._freeze_panes()  

_export_dataframe()

Export a non-table DataFrame in a non-extensive format.

Source code in metaframe/src/dataframe/exporter/excel.py
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def _export_dataframe(self) -> None:
    """
    Export a non-table DataFrame in a non-extensive format.
    """
    mfr = self.df.mf(axis=0)
    mfc = self.df.mf(axis=1)
    _, mfr_n_col = self.mfr_shape
    _, mfc_n_col = self.mfc_shape
    if self.opts.merge_cells:
        self.df.to_excel(self.writer, sheet_name=self.opts.sheet_name, merge_cells=True, **self.opts.kwargs)
    else:
        mfc.T.to_excel(self.writer, merge_cells=False, startrow=0, startcol=mfr_n_col-1, header=False, index=True, sheet_name=self.opts.sheet_name)
        mfr.to_excel(self.writer, merge_cells=False, startrow=mfc_n_col, startcol=0, index=False, sheet_name=self.opts.sheet_name)
        pd.DataFrame(self.df.values).to_excel(self.writer, merge_cells=False, startrow=mfc_n_col+1, startcol=mfr_n_col, header=False, index=False, sheet_name=self.opts.sheet_name)
    self._write_placeholder()
    self.export_dtypes()
    self._conditional_format()
    self._freeze_panes()
    self._auto_filter()

_export_table()

Export a table DataFrame

Source code in metaframe/src/dataframe/exporter/excel.py
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def _export_table(self) -> None:
    """
    Export a table DataFrame
    """
    self.df.to_excel(self.writer, index=self.opts.index, header=self.opts.header, sheet_name=self.opts.sheet_name, **self.opts.kwargs)
    self.export_dtypes()
    self._conditional_format()
    self._freeze_panes()
    if self.opts.header:
        self._auto_filter()

_auto_filter()

Add auto-filters.

Source code in metaframe/src/dataframe/exporter/excel.py
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def _auto_filter(self) -> None:
    """
    Add auto-filters.
    """
    worksheet = self.writer.sheets[self.opts.sheet_name]
    mfr_n_row, mfr_n_col = self.mfr_shape
    mfc_n_row, mfc_n_col = self.mfc_shape
    if self.is_table:
        worksheet.autofilter(0, 0, mfr_n_row, mfc_n_col-1+int(self.opts.index))
    else:
        worksheet.autofilter(mfc_n_col, 0, mfc_n_col+mfr_n_row, mfr_n_col+mfc_n_row-1)

_write_dynamic_array_formula()

Write the dynamic array formula for extensive format main sheet.

These formulas ensure that the main sheet reacts to filters in the MFR and MFC sheets.

Source code in metaframe/src/dataframe/exporter/excel.py
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def _write_dynamic_array_formula(self) -> None:
    """
    Write the dynamic array formula for extensive format main sheet.

    These formulas ensure that the main sheet reacts to filters in the
    MFR and MFC sheets.
    """
    ## Compatible with Google Sheet
    worksheet = self.writer.sheets[self.opts.sheet_name]
    mfr_n_row, mfr_n_col = self.mfr_shape
    mfc_n_row, mfc_n_col = self.mfc_shape
    worksheet.write_dynamic_array_formula(0, mfr_n_col-1, mfc_n_col-1, mfr_n_col-1+mfc_n_row, F_EXCEL_FORMULA.format(F_EXCEL_TRANSPOSE.format(F_EXCEL_CHOOSE_MF.format(sheet_name=self.opts.sheet_name_mfc, col=n_to_excel_column(mfc_n_col), row=mfc_n_row+1))))
    worksheet.write_dynamic_array_formula(mfc_n_col, 0, mfc_n_col+mfr_n_row, mfr_n_col-1, F_EXCEL_FORMULA.format(F_EXCEL_CHOOSE_MF.format(sheet_name=self.opts.sheet_name_mfr, col=n_to_excel_column(mfr_n_col), row=mfr_n_row+1)))
    worksheet.write_dynamic_array_formula(mfc_n_col+1, mfr_n_col, mfc_n_col+mfr_n_row, mfr_n_col+mfc_n_row-1, F_EXCEL_FORMULA.format(F_EXCEL_CHOOSE.format(sheet_name=RAW_WORKSHEET, last_col=n_to_excel_column(mfc_n_row), last_row=mfr_n_row, mfr_first_row=mfc_n_col+2, mfr_last_row=mfr_n_row+mfc_n_col+1, mfc_first_col=n_to_excel_column(mfr_n_col+1), mfc_last_col=n_to_excel_column(mfc_n_row+mfr_n_col))))

_write_placeholder()

Write specific placeholder to garantee error-less reading of the Excel file.

Source code in metaframe/src/dataframe/exporter/excel.py
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def _write_placeholder(self) -> None:
    """
    Write specific placeholder to garantee error-less reading of the Excel file.
    """
    worksheet_ds = self.writer.sheets[self.opts.sheet_name]
    _, mfr_n_col = self.mfr_shape
    _, mfc_n_col = self.mfc_shape
    for col in range(mfr_n_col, mfr_n_col+self.df.shape[1]):
        worksheet_ds.write(mfc_n_col, col, DF_EMPTY_CELL, self.d_format["empty"])

_freeze_panes()

Add freeze panes.

Source code in metaframe/src/dataframe/exporter/excel.py
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def _freeze_panes(self):
    """
    Add freeze panes.
    """
    if not self.opts.freeze_panes:
        return
    worksheet = self.writer.sheets[self.opts.sheet_name]
    _, mfr_n_col = self.mfr_shape
    _, mfc_n_col = self.mfc_shape
    if self.is_table:
        worksheet.freeze_panes(int(self.opts.header), int(self.opts.index))
    else:
        worksheet.freeze_panes(mfc_n_col, mfr_n_col)

_conditional_format()

Apply the format in self.d_format.

Source code in metaframe/src/dataframe/exporter/excel.py
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def _conditional_format(self) -> None:
    """
    Apply the format in `self.d_format`.
    """
    worksheet = self.writer.sheets[self.opts.sheet_name]
    mfr_n_row, mfr_n_col = self.mfr_shape
    mfc_n_row, mfc_n_col = self.mfc_shape
    if self.is_table:
        if self.opts.index:
            worksheet.conditional_format(mfc_n_row, 0, mfc_n_row+mfr_n_row-1, 0, {'type': 'no_errors', 'format': self.d_format["header_row"]})
        if self.opts.header:
            worksheet.conditional_format(0, mfr_n_col, 0, mfr_n_col+mfc_n_col-1, {'type': 'no_errors', 'format': self.d_format["header_col"]})
        worksheet.conditional_format(int(self.opts.header), int(self.opts.index), int(self.opts.header)+mfr_n_row-1, self.opts.index+mfc_n_col-1, {'type': 'no_errors', 'format': self.d_format["cell"]})
        return
    worksheet.conditional_format(mfc_n_col, 0, mfc_n_col, mfr_n_col - 1, {'type': 'no_errors', 'format': self.d_format["header_row"]})
    worksheet.conditional_format(0, mfr_n_col - 1, mfc_n_col-1, mfr_n_col - 1, {'type': 'no_errors', 'format': self.d_format["header_col"]})
    if self.opts.extensive:
        for row_num in range(mfc_n_col+1, mfc_n_col+1+mfr_n_row):
            worksheet.conditional_format(row_num, 0, row_num, mfr_n_col-1, {'type': 'formula', 'format': self.d_format["row"], 'criteria': f'=NOT(ISBLANK($A{row_num+1}))'})
        for col_num in range(mfr_n_col, mfr_n_col+mfc_n_row):
            worksheet.conditional_format(0, col_num, mfc_n_col-1, col_num, {'type': 'formula', 'format': self.d_format["col"], 'criteria': f'=NOT(ISBLANK({n_to_excel_column(col_num+1)}$1))'})
    else:
        worksheet.conditional_format(mfc_n_col+1, 0, mfc_n_col+mfr_n_row, mfr_n_col-1, {'type': 'no_errors', 'format': self.d_format["row"]})
        worksheet.conditional_format(0, mfr_n_col, mfc_n_col-1, mfr_n_col+mfc_n_row-1, {'type': 'no_errors', 'format': self.d_format["col"]})

export_dtypes()

Export dtypes information of the DataFrame.

Enable faster reading of the Excel file.

Source code in metaframe/src/dataframe/exporter/excel.py
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def export_dtypes(self) -> None:
    """
    Export dtypes information of the DataFrame.

    Enable faster reading of the Excel file.
    """
    if not self.opts.write_dtypes:
        return
    if not self.is_table:
        for dtypes, dt_sheet_name in zip([pd.DataFrame(e.dtypes).T for e in [self.df.mf(axis=0), self.df.mf(axis=1)]], [MFR_DTYPES_WORKSHEET, MFC_DTYPES_WORKSHEET]):
            if COLNAME_METAFRAME_UNIQUE_ID in dtypes.columns:
                dtypes = dtypes.drop(COLNAME_METAFRAME_UNIQUE_ID, axis=1)
            dtypes.to_excel(self.writer, sheet_name=dt_sheet_name, index=False, header=True)
            self.writer.sheets[dt_sheet_name].hide()
    pd.DataFrame(self.df.dtypes).reset_index(drop=True).T.to_excel(self.writer, sheet_name=DF_DTYPES_WORKSHEET, index=False, header=False)
    self.writer.sheets[DF_DTYPES_WORKSHEET].hide()

set_mfr_shape()

Sets the expected MetaFrameRow shape in the export.

MetaFrameRow shape for non-tables, DataFrame number of rows & 1 (if header+index) or 0 fr tables

Source code in metaframe/src/dataframe/exporter/base.py
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def set_mfr_shape(self) -> None:
    """
    Sets the expected MetaFrameRow shape in the export.

    MetaFrameRow shape for non-tables, DataFrame number of rows & 
    1 (if header+index) or 0 fr tables
    """
    if not self.is_table:
        return self.df.mf(axis=0).shape
    return (self.df.shape[0], 1 if self.opts.header and self.opts.index else 0)

set_mfc_shape()

Sets the expected MetaFrameCol shape in the export.

MetaFrameCol shape for non-tables, DataFrame number of rows & 1 (if header+index) or 0 fr tables

Source code in metaframe/src/dataframe/exporter/base.py
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def set_mfc_shape(self) -> None:
    """
    Sets the expected MetaFrameCol shape in the export.

    MetaFrameCol shape for non-tables, DataFrame number of rows & 
    1 (if header+index) or 0 fr tables
    """
    if not self.is_table:
        return self.df.mf(axis=1).shape
    return (1 if self.opts.header and self.opts.index else 0, self.df.shape[1])

prepare_data(df)

Prepare a copy of the DataFrame for serialization.

The returned DataFrame is transformed to ensure it can be written and later reconstructed correctly by readers. Transformations may include:

  • resetting the index/columns
  • normalizing headers
  • converting indices/columns to MultiIndex form
  • adding MetaFrames rows unique identifiers

Parameters:

Name Type Description Default
df DataFrame
required

Returns:

Type Description
DataFrame

A modified copy of the original DataFrame ready for export.

Notes

The original DataFrame is not modified.

Source code in metaframe/src/dataframe/exporter/base.py
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def prepare_data(self, df: 'DataFrame') -> 'DataFrame':  # type: ignore # noqa: F821
    """
    Prepare a copy of the DataFrame for serialization.

    The returned DataFrame is transformed to ensure it can be written and
    later reconstructed correctly by readers. Transformations may include:

    - resetting the index/columns
    - normalizing headers
    - converting indices/columns to MultiIndex form
    - adding MetaFrames rows unique identifiers

    Parameters
    ----------
    df: 'DataFrame'

    Returns
    -------
    DataFrame
        A modified copy of the original DataFrame ready for export.

    Notes
    -----
    The original DataFrame is not modified.
    """
    df = df.copy()
    if self.is_table:
        if self.opts.index:
            if df.index.name in [None, 0]:
                # For reading to work corrrectly when index = True and header = True
                df.index.name = DF_EMPTY_CELL
        return df
    if not self.opts.index:
        df = df.reset_index(drop=True)
        df.index.name = DF_EMPTY_CELL
    if not self.opts.header:
        df.columns = range(df.shape[1])
        # df.columns.name = DF_EMPTY_CELL
    if not is_mi(df.index):
        if df.index.name in [0, '0', '', None]:
            df.index.name = DF_EMPTY_CELL
        df.index = pd.MultiIndex.from_frame(df.mfr)
        df.index.names = [DF_EMPTY_CELL]
    if not is_mi(df.columns):
        if df.columns.name in [0, '0', '', None]:
            df.columns.name = DF_EMPTY_CELL
        df.columns = pd.MultiIndex.from_frame(df.mfc)
    if self.opts.extensive:
        # Add unique IDs to MFR and MFC
        mfr = df.mf(axis=0)
        mfr.insert(0, COLNAME_METAFRAME_UNIQUE_ID, df.mfr.index+1)
        df.mfr = mfr
        mfc = df.mf(axis=1)
        mfc.insert(0, COLNAME_METAFRAME_UNIQUE_ID, df.mfc.index+1)
        df.mfc = mfc
    return df