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Revamping the "Understanding GUI" tutorial
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--- | ||
title: Creating a Sales Dashboard | ||
category: fundamentals | ||
data-keywords: gui vizelement chart navbar table layout part menu state multi-page callback | ||
short-description: Understand basic knowledge of Taipy by creating a multi-page sales dashboard. | ||
order: 1.5 | ||
img: sales_dashboard/images/thumbnail.png | ||
--- | ||
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!!! note "Supported Python versions" | ||
Taipy requires **Python 3.9** or newer. | ||
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This tutorial focuses on creating a simple sales dashboard application. You'll learn about visual elements, | ||
interaction, styling, and multi-page applications. | ||
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![Final Application](images/final_app.png){width=90% .tp-image-border} | ||
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### Why Taipy? | ||
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- **Speed:** Quickly develop robust applications. | ||
- **Simplicity:** Easy management of variables and events. | ||
- **Visualization:** Intuitive and clear visual elements. | ||
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Each step in this **Tutorial** builds on the previous one. By the end, you'll be ready to | ||
create your own Taipy applications. | ||
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This tutorial is also available in video format: | ||
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<p align="center"> | ||
<a href="https://youtu.be/phhnakHSNEE?si=QfcTpfJ0bHEbv8Mp" target="_blank"> | ||
<img src="images/yt-thumbnail.png" alt="Youtube Tutorial" width="50%"/> | ||
</a> | ||
</p> | ||
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### Installation | ||
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Ensure you have Python 3.9 or newer, then install Taipy and Plotly: | ||
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```bash | ||
pip install taipy plotly | ||
``` | ||
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!!! info | ||
Use `pip install taipy` for the latest stable version. Need help with pip? Check out | ||
the [installation guide](http://docs.python-guide.org/en/latest/starting/installation/). | ||
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The dataset used in this tutorial is the | ||
[SuperStore Sales dataset](https://www.kaggle.com/datasets/rohitsahoo/sales-forecasting) | ||
available [here](https://github.com/Avaiga/taipy-course-gui/blob/develop/data.csv). | ||
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## Tutorial Steps | ||
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1. [Visual Elements](step_01/step_01.md) | ||
2. [Styling](step_02/step_02.md) | ||
3. [Charts](step_03/step_03.md) | ||
4. [Multipage](step_04/step_04.md) |
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docs/tutorials/articles/sales_dashboard/step_01/step_01.md
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--- | ||
hide: | ||
- toc | ||
--- | ||
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The full code for this step is available | ||
[here](https://github.com/Avaiga/taipy-course-gui/blob/develop/2_visual_elements/main.py){: .tp-btn target='blank' } | ||
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Let's start by creating a simple page with 3 components: a selector to select a category of items, | ||
a bar chart which displays the sales of the top 10 countries for this category and | ||
a table which displays data for the selected category | ||
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![Step 1 Application](images/simple_app.png){ width=90% : .tp-image-border } | ||
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Let's start by importing the necessary libraries: | ||
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=== "Python" | ||
```python | ||
from taipy.gui import Gui | ||
import taipy.gui.builder as tgb | ||
import pandas as pd | ||
``` | ||
=== "Markdown" | ||
```python | ||
from taipy.gui import Gui | ||
import pandas as pd | ||
``` | ||
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We can now start creating the page. We will first add a [selector](../../../../refmans/gui/viselements/generic/selector.md). | ||
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=== "Python" | ||
```python | ||
with tgb.Page() as page: | ||
tgb.selector(value="{selected_category}", lov="{categories}", on_change=change_category) | ||
``` | ||
=== "Markdown" | ||
```python | ||
page = """ | ||
<|{selected_category}|selector|lov={categories}|on_change=change_category|> | ||
""" | ||
``` | ||
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Taipy [visual elements](../../../../refmans/gui/viselements/index.md) take many properties. | ||
Note that dynamic properties use a quote and brackets syntax. We use `value="{selected_category}"` | ||
to signal to Taipy that `selected_category` should change when the user uses the selector. | ||
Likewise, if `categories` changes, the selector will get updated with the new values. | ||
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Here, selector needs an associated string variable which will change when a user selects a value, | ||
a list of values (lov) to choose from, and a callback function to call when the value changes. | ||
We can define them above: | ||
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```python | ||
data = pd.read_csv("data.csv") | ||
selected_category = "Furniture" | ||
categories = list(data["Category"].unique()) | ||
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def change_category(state): | ||
# Do nothing for now, we will implement this later | ||
return None | ||
``` | ||
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We can now add a chart to display the sales of the top 10 countries for the selected category. | ||
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=== "Python" | ||
```python | ||
tgb.chart( | ||
data="{chart_data}", | ||
x="State", | ||
y="Sales", | ||
type="bar", | ||
layout="{layout}", | ||
) | ||
``` | ||
=== "Markdown" | ||
``` | ||
<|{chart_data}|chart|x=State|y=Sales|type=bar|layout={layout}|> | ||
``` | ||
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Taipy charts have many properties. You can create multiple traces, add styling, change the type of chart, etc. | ||
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=== "Python" | ||
```python | ||
data = {"x_col": [0, 1, 2], "y_col1": [4, 1, 2], "y_col_2": [3, 1, 2]} | ||
with tgb.Page() as page: | ||
tgb.chart("{data}", x="x_col", y__1="y_col1", y__2="y_col_2", type__1="bar", color__2="red") | ||
``` | ||
=== "Markdown" | ||
```python | ||
data = {"x_col": [0, 1, 2], "y_col_1": [4, 2, 1], "y_col_2":[3, 1, 2]} | ||
Gui("<|{data}|chart|x=x_col|y[1]=y_col_1|y[2]=y_col_2|type[1]=bar|color[2]=red|>").run() | ||
``` | ||
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You can check the syntax for charts [here](../../../../refmans/gui/viselements/generic/chart.md). | ||
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You | ||
can also directly embed Plotly charts using the `figure` property as we will do in [Step 3](../step_03/step_03.md). | ||
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Here we need to provide a Pandas Dataframe with the data to display, the x and y columns to use, the type of chart, | ||
and a layout dictionary with additional properties. | ||
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```python | ||
chart_data = ( | ||
data.groupby("State")["Sales"] | ||
.sum() | ||
.sort_values(ascending=False) | ||
.head(10) | ||
.reset_index() | ||
) | ||
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layout = {"yaxis": {"title": "Revenue (USD)"}, "title": "Sales by State"} | ||
``` | ||
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Lastly, we can add a table to display the data for the selected category. | ||
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=== "Python" | ||
```python | ||
tgb.table(data="{data}") | ||
``` | ||
=== "Markdown" | ||
``` | ||
<|{data}|table|> | ||
``` | ||
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We can now run the application using: | ||
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```python | ||
if __name__ == "__main__": | ||
Gui(page=page).run(title="Sales", dark_mode=False, debug=True) | ||
``` | ||
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`debug=True` will display a stack trace of the errors if any occur. | ||
You can also set `use_reloader=True` to automatically reload the page | ||
when you save changes to the code and `port=XXXX` to change the server port. | ||
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The application runs but has no interaction. We need to code the callback function | ||
to update the chart and table when the user selects a category. | ||
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```python | ||
def change_category(state): | ||
state.data = data[data["Category"] == state.selected_category] | ||
state.chart_data = ( | ||
state.data.groupby("State")["Sales"] | ||
.sum() | ||
.sort_values(ascending=False) | ||
.head(10) | ||
.reset_index() | ||
) | ||
state.layout = { | ||
"yaxis": {"title": "Revenue (USD)"}, | ||
"title": f"Sales by State for {state.selected_category}", | ||
} | ||
``` | ||
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## State | ||
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Taipy uses a `state` object to store the variables per client. | ||
The syntax to update a variable will always be `state.variable = new_value`. | ||
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State holds the value of all the variables used in the user interface for one specific connection. | ||
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Modifying `state.data` will update data for one specific user, without modifying `state.data` for other users | ||
or the global `data` variable. You can test this by opening the application in a separate incognito window. |
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