import numpy as np import pandas as pd import matplotlib.pyplot as plt %matplotlib inline
index = ['sales','returns','credit fees','rebates','late charges','shipping']
data = {'amount': [350000,-30000,-7500,-25000,95000,-7000]}
trans = pd.DataFrame(data=data,index=index)
from IPython.display import display display(trans)
display(trans.amount.cumsum()) sales 350000 returns 320000 credit fees 312500 rebates 287500 late charges 382500 shipping 375500 Name: amount, dtype: int64
blank=trans.amount.cumsum().shift(1).fillna(0) display(blank) sales 0 returns 350000 credit fees 320000 rebates 312500 late charges 287500 shipping 382500 Name: amount, dtype: float64
total = trans.sum().amount trans.loc["net"] = total blank.loc["net"] = total display(trans) display(blank)
sales 0 returns 350000 credit fees 320000 rebates 312500 late charges 287500 shipping 382500 net 375500 Name: amount, dtype: float64
step = blank.reset_index(drop=True).repeat(3).shift(-1) step[1::3] = np.nan display(step) 0 0 0 NaN 0 350000 1 350000 1 NaN 1 320000 2 320000 2 NaN 2 312500 3 312500 3 NaN 3 287500 4 287500 4 NaN 4 382500 5 382500 5 NaN 5 375500 6 375500 6 NaN 6 NaN Name: amount, dtype: float64
blank.loc["net"] = 0
my_plot = trans.plot(kind='bar', stacked=True, bottom=blank,legend=None, title="2014 Sales Waterfall") my_plot.plot(step.index, step.values,'k')
def money(x, pos):
'The two args are the value and tick position'
return "${:,.0f}".format(x)
from matplotlib.ticker import FuncFormatter
formatter = FuncFormatter(money)
my_plot = trans.plot(kind='bar', stacked=True, bottom=blank,legend=None, title="2014 Sales Waterfall")
my_plot.plot(step.index, step.values,'k')
my_plot.set_xlabel("Transaction Types")
my_plot.yaxis.set_major_formatter(formatter)
import numpy as np
import pandas as pd
import matplotlib.pyplot as plt
from matplotlib.ticker import FuncFormatter
#Use python 2.7+ syntax to format currency
def money(x, pos):
'The two args are the value and tick position'
return "${:,.0f}".format(x)
formatter = FuncFormatter(money)
#Data to plot. Do not include a total, it will be calculated
index = ['sales','returns','credit fees','rebates','late charges','shipping']
data = {'amount': [350000,-30000,-7500,-25000,95000,-7000]}
#Store data and create a blank series to use for the waterfall
trans = pd.DataFrame(data=data,index=index)
blank = trans.amount.cumsum().shift(1).fillna(0)
#Get the net total number for the final element in the waterfall
total = trans.sum().amount
trans.loc["net"]= total
blank.loc["net"] = total
#The steps graphically show the levels as well as used for label placement
step = blank.reset_index(drop=True).repeat(3).shift(-1)
step[1::3] = np.nan
#When plotting the last element, we want to show the full bar,
#Set the blank to 0
blank.loc["net"] = 0
#Plot and label
my_plot = trans.plot(kind='bar', stacked=True, bottom=blank,legend=None, figsize=(10, 5), title="2014 Sales Waterfall")
my_plot.plot(step.index, step.values,'k')
my_plot.set_xlabel("Transaction Types")
#Format the axis for dollars
my_plot.yaxis.set_major_formatter(formatter)
#Get the y-axis position for the labels
y_height = trans.amount.cumsum().shift(1).fillna(0)
#Get an offset so labels don't sit right on top of the bar
max = trans.max()
neg_offset = max / 25
pos_offset = max / 50
plot_offset = int(max / 15)
#Start label loop
loop = 0
for index, row in trans.iterrows():
# For the last item in the list, we don't want to double count
if row['amount'] == total:
y = y_height[loop]
else:
y = y_height[loop] + row['amount']
# Determine if we want a neg or pos offset
if row['amount'] > 0:
y += pos_offset
else:
y -= neg_offset
my_plot.annotate("{:,.0f}".format(row['amount']),(loop,y),ha="center")
loop+=1
#Scale up the y axis so there is room for the labels
my_plot.set_ylim(0,blank.max()+int(plot_offset))
#Rotate the labels
my_plot.set_xticklabels(trans.index,rotation=0)
my_plot.get_figure().savefig("waterfall.png",dpi=200,bbox_inches='tight')
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