FEC_Visualiser_Bilan_Treemap.ipynb

Kernel: Python 3

FEC - Visualiser Bilan Treemap

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Tags: #fec #plotly #treemap #snippet #dataviz

Author: Florent Ravenel

Last update: 2023-04-12 (Created: 2023-01-31)

Description: Ce notebook affiche les éléments du bilan sous forme de graphique treemap. Le graphique "treemap" est très utile pour montrer la répartition des actifs et des passifs.

References:

• https://plotly.com/python/treemaps/

Input

Import libraries

import plotly.graph_objects as go
from plotly.subplots import make_subplots
import pandas as pd
import naas

Setup Variables

# Inputs
# Create sample financial data
data_asset = {
    "ENTITY": ["Société X"] * 5,
    "SCENARIO": ["2022-12"] * 5,
    "LABEL": [
        "Total Actif",
        "Créances clients",
        "Stocks",
        "Immobilisations",
        "Trésorerie",
    ],
    "PARENT": ["", "Total Actif", "Total Actif", "Total Actif", "Total Actif"],
    "CATEGORY": ["Actif"] * 5,
    "VALUE": [35.4, 10.2, 2.5, 17.1, 5.6],
}

data_liability = {
    "ENTITY": ["Société X"] * 5,
    "SCENARIO": ["2022-12"] * 5,
    "LABEL": ["Total Passif", "Capitaux propres", "Dettes", "Emprunts", "Provisions"],
    "PARENT": ["", "Total Passif", "Total Passif", "Total Passif", "Total Passif"],
    "CATEGORY": ["Actif"] * 5,
    "VALUE": [35.4, 16.8, 14.8, 1.2, 2.6],
}

# Outputs
html_output = "Bilan_Treemap.html"
png_output = "Bilan_Treemap.png"

Model

Get "Assets" data

df_asset = pd.DataFrame(data_asset)
df_asset

Get "Liabilities" data

df_liability = pd.DataFrame(data_liability)
df_liability

Create Treemap

fig = make_subplots(
    cols=2,
    rows=1,
    horizontal_spacing=0.02,
    specs=[[{"type": "treemap", "rowspan": 1}, {"type": "treemap"}]],
)

fig.add_trace(
    go.Treemap(
        labels=df_asset["LABEL"],
        parents=df_asset["PARENT"],
        values=df_asset["VALUE"],
        textinfo="label+value+percent parent",
        marker_colorscale="Blues",
        hoverinfo="label+value+percent parent",
        branchvalues="total",
    ),
    row=1,
    col=1,
)

fig.add_trace(
    go.Treemap(
        labels=df_liability["LABEL"],
        parents=df_liability["PARENT"],
        values=df_liability["VALUE"],
        textinfo="label+value+percent parent",
        marker_colorscale="oranges",
        hoverinfo="label+value+percent parent",
        branchvalues="total",
    ),
    row=1,
    col=2,
)

fig.update_layout(
    title="Décomposition du Bilan", title_x=0.01, margin=dict(t=50, l=10, r=10, b=25)
)
fig.show()

Output

Save and share your graph as PNG

fig.write_image(png_output)

# Share output with naas
naas.asset.add(png_output)

# -> Uncomment the line below to remove your asset
# naas.asset.delete(html_output)

Save and share your graph as HTML

fig.write_html(html_output)

# Share output with naas
naas.asset.add(html_output, params={"inline": True})

# -> Uncomment the line below to remove your asset
# naas.asset.delete(html_output)