Automated Reports: Ushering in a New Era of Data Visualization
Harness the power of Trinity JCS for automated scheduling and integrate it with Python to automatically generate visual reports, giving you an easy way to stay in control of your most important daily metrics.
The Challenge
Your current workflows for creating Excel-based charts depend heavily on repetitive manual tasks every day. This effort takes up valuable time and slows you down, reducing both productivity and efficiency.
The Solution
By automating your entire report generation process, you can consistently read regularly collected data with the Reader component. The Python Extract Transformer uses external packages to generate charts and convert them into Base64 format, while the Writer component outputs the results as an HTML file that you can open with a single click to instantly view your charts.
Workflow Overview and Steps
Step 0
The entire automation framework is visually structured as shown below.
The entire automation framework is visually structured as shown below.
Step 1 – Configure Reader
Select “File Reader – CSV Format” from the Plugin dropdown menu to read the HTML content within the HTML file.
Select “File Reader – CSV Format” from the Plugin dropdown menu to read the HTML content within the HTML file.
Step 2 – Python Extract Transformer
Utilize Python packages such as Pandas and Matplotlib within the Python Extract Transformer to read the data and generate bar charts. The output is encoded in Base64 for seamless embedding.
Utilize Python packages such as Pandas and Matplotlib within the Python Extract Transformer to read the data and generate bar charts. The output is encoded in Base64 for seamless embedding.
Step 3 – Configure Writer
Select “File Reader – CSV Format” from the plugin dropdown menu to write the Base64-encoded output into a newly created XML file.
Note: If the XML Template does not match the required format, refer to the Practical Tip article “Bridging HTML and XML: Seamlessly Overcome Format Conversion Barriers” for automated conversion instructions.
Select “File Reader – CSV Format” from the plugin dropdown menu to write the Base64-encoded output into a newly created XML file.
Note: If the XML Template does not match the required format, refer to the Practical Tip article “Bridging HTML and XML: Seamlessly Overcome Format Conversion Barriers” for automated conversion instructions.
Step 4 – Schedule with Trinity JCS
Finally, leverage Trinity JCS’s automated scheduling functionality to configure the job for recurring execution. This ensures that visual reports are automatically generated and updated every day—no manual intervention required.
Finally, leverage Trinity JCS’s automated scheduling functionality to configure the job for recurring execution. This ensures that visual reports are automatically generated and updated every day—no manual intervention required.