Tutorial

This tutorial will walk you through the main features of atoti by creating an application to analyze the sales of a company.

We’ll see how to:

• Load normalized data in multiple tables to create a multidimensional cube.

• Define aggregated measures to provide application-specific and high-level insights.

• Build no-code interactive charts and tables in JupyterLab.

• Create dashboards in the built-in web app.

We encourage you to play this notebook in JupyterLab:

• Copy the tutorial: python -m atoti.copy_tutorial tutorial

• Open JupyterLab: jupyter lab

• Open the created tutorial directory and start playing its notebook.

For more information about a functionality, you can use the API reference or Shift ⇧ + Tab ⇥ on a Python symbol in JupyterLab.

Getting started

From CSV to Cube

In this part of the tutorial, you will create your first cube from a CSV file and learn multidimensional concepts such as cube, dimension, hierarchy, measure.

Let’s start by creating a session:

import atoti as tt

session = tt.Session()

We can now load the data from a CSV file into an in-memory table called a table:

sales_table = session.read_csv("data/sales.csv", keys=["Sale ID"])

We can have a look at the loaded data. They are sales from a company:

sales_table.head()

	Date	Shop	Product	Quantity	Unit price
Sale ID
S000000000	2021-02-04	shop_0	TAB_0	1.0	210.0
S000000002	2021-02-02	shop_2	CHA_2	2.0	60.0
S000000026	2021-01-09	shop_26	BED_26	1.0	395.0
S000000034	2021-01-31	shop_34	HOO_34	1.0	48.0
S000000038	2021-01-27	shop_38	SHO_38	1.0	60.0

We will come back to tables in details later, for now we will use the one we have to create a cube:

cube = session.create_cube(sales_table)

That’s it, you have created your first cube! But what’s a cube exactly and how to use it?

Multidimensional concepts

A cube is a multidimensional view of some data, making it easy to explore, aggregate, filter and compare. It’s called a cube because each attribute of the data can be represented as a dimension of the cube:

The axes of the cube are called hierarchies. The purpose of multidimensional analysis is to visualize some numeric indicators at specific coordinates of the cube. These indicators are called measures. An example of measure would be the quantity of products sold.

We can list the hierarchies in our cube:

# Aliasing the hierarchies property to a shorter variable name because we will use it a lot.
h = cube.hierarchies
h

• Dimensions
  • Sales
    • Date
      1. Date
    • Product
      1. Product
    • Sale ID
      1. Sale ID
    • Shop
      1. Shop

The cube has automatically created a hierarchy for each non numeric column: Date, Product, Sale ID and Shop.

You can see that the hierarchy are grouped into dimensions. Here we have a single dimension called Sales, which is the name of the table the columns come from. We will see how to move hierarchies between dimensions later.

Hierarchies are also made of levels. Levels of the same hierarchy are attributes with a parent-child relationship. For instance, a city belongs to a country so Country and City could be the two levels of a Geography hierarchy.

At the moment, to keep it simple, we only have single-level hierarchies.

l = cube.levels

Let’s have a look at the measures of the cube that have been inferred from the data:

m = cube.measures
m

• Measures
  • Quantity.MEAN
    • formatter: DOUBLE[#,###.00]
  • Quantity.SUM
    • formatter: DOUBLE[#,###.00]
  • Unit price.MEAN
    • formatter: DOUBLE[#,###.00]
  • Unit price.SUM
    • formatter: DOUBLE[#,###.00]
  • contributors.COUNT
    • formatter: INT[#,###]

The cube has automatically created the sum and mean aggregations for all the numeric columns of the dataset.

Note that a measure isn’t a single result number, it’s more a formula that can be evaluated for any coordinates of the cube.

For instance, we can query the grand total of Quantity.SUM, which means summing the sold quantities over the whole dataset:

cube.query(m["Quantity.SUM"])

	Quantity.SUM
0	8,077.00

But we can also dice the cube to get the quantity for each Shop, which means taking one slice of the cube for each Shop:

cube.query(m["Quantity.SUM"], levels=[l["Shop"]])

	Quantity.SUM
Shop
shop_0	202.00
shop_1	202.00
shop_10	203.00
shop_11	203.00
shop_12	201.00
shop_13	202.00
shop_14	202.00
shop_15	202.00
shop_16	201.00
shop_17	204.00
shop_18	202.00
shop_19	202.00
shop_2	202.00
shop_20	201.00
shop_21	201.00
shop_22	201.00
shop_23	203.00
shop_24	203.00
shop_25	201.00
shop_26	202.00
shop_27	202.00
shop_28	202.00
shop_29	201.00
shop_3	201.00
shop_30	204.00
shop_31	202.00
shop_32	202.00
shop_33	201.00
shop_34	201.00
shop_35	201.00
shop_36	203.00
shop_37	203.00
shop_38	201.00
shop_39	202.00
shop_4	204.00
shop_5	202.00
shop_6	202.00
shop_7	201.00
shop_8	201.00
shop_9	201.00

We can slice on a single Shop:

cube.query(
    m["Quantity.SUM"],
    filter=l["Shop"] == "shop_0",
)

	Quantity.SUM
0	202.00

We can dice along 2 different axes and take the quantity per product and date.

cube.query(m["Quantity.SUM"], levels=[l["Date"], l["Product"]])

		Quantity.SUM
Date	Product
2021-01-06	BED_24	8.00
	BED_25	4.00
	BED_26	6.00
	BED_27	4.00
	BED_3	2.00
...	...	...
2021-02-04	TSH_52	6.00
	TSH_53	4.00
	TSH_7	3.00
	TSH_8	5.00
	TSH_9	3.00

1830 rows × 1 columns

We can even combine these operations to slice on one hierarchy and dice on the two others:

cube.query(
    m["Quantity.SUM"],
    levels=[l["Date"], l["Product"]],
    filter=l["Shop"] == "shop_0",
)

		Quantity.SUM
Date	Product
2021-01-15	BED_24	1.00
	BED_26	1.00
	BED_3	1.00
	BED_4	1.00
	BED_46	1.00
...	...	...
2021-02-04	TSH_51	2.00
	TSH_52	1.00
	TSH_53	1.00
	TSH_7	1.00
	TSH_9	1.00

125 rows × 1 columns

First visualization

So far we have used cube.query() which returns a table as a pandas DataFrame but a better way to visualize multidimensional data is a pivot table. With atoti’s JupyterLab extension, you can do advanced and interactive visualizations such as pivot tables and charts directly into your notebook by calling session.visualize().

This will create a widget and open the atoti tab on the left with tools to manipulate the widget.

Let’s start by creating a pivot table:

• Run session.visualize().

• In the left panel, click on a measure such as Quantity.SUM to add it.

• Click on a hierarchy such as Date to get the quantity per date.

• Drag and drop another hierarchy such as Product to the Columns section to get the quantity sold per day and per product.

session.visualize()

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A pivot table can be switched to a chart.

For instance let’s switch to a simple line chart.

session.visualize()

Open the notebook in JupyterLab with the atoti extension enabled to build this widget.

session.link()

Open the notebook in JupyterLab with the atoti extension enabled to see this link.

Drilldown and filters

Multidimensional analysis is meant to be done from top to bottom: start by visualizing the indicators at the top level then drilldown to explain the top figures with more details.

For instance, we can visualize some measures per date then drilldown on Shop for a specific date, then see the products sold by a specific shop on this date.

Using the previous cube representation, this is like zooming more and more on a part of the cube.

session.visualize()

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Hierarchies can be filtered when building widgets. Let’s apply a filter on the previous chart and only visualize the quantity for a group of selected products.

session.visualize()

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Dashboarding application

Being able to quickly build widgets inside a notebook without coding is nice to rapidly explore the data, iterate on your model and share some results. However, to provide richer insights, dashboards are even better. That’s why atoti comes with a web application that can be accessed outside of the notebook and where widgets can be laid out to form dashboards.

The application can be accessed with this link:

session.link()

Open the notebook in JupyterLab with the atoti extension enabled to see this link.

It’s possible to publish widgets built in the notebook to the application by right clicking on them and selecting “Publish widget in app”. They will then be available in the “Saved widgets” section.

Enriching the cube

In the previous section, you have learned how to create a basic cube and manipulate it. We will now enrich this cube with additional attributes and more interesting measures.

Join

Currently, we have very limited information about our products: only the ID. We can load a CSV containing more details into a new table:

products_table = session.read_csv("data/products.csv", keys=["Product"])

Note that a table can have a set of keys. These keys are the columns which make each line unique. Here, it’s the product ID.

If you try to insert a new row with the same keys as an existing row, it will override the existing one.

products_table.head()

	Category	Sub category	Size	Purchase price	Color	Brand
Product
BED_6	Furniture	Bed	King	375.0	white	Basic
HOO_14	Cloth	Hoodie	L	39.0	brown	Over
TAB_22	Furniture	Table	2m40	280.0	blue	Basic
TSH_30	Cloth	T-shirt	M	19.0	black	Over
SHO_38	Cloth	Shoes	9	44.0	red	Over

This table contains the category, subcategory, size, color, purchase price and brand of the product. Both tables have a Product column we can use to join them.

sales_table.join(products_table, sales_table["Product"] == products_table["Product"])

Note that this is a database-like join and not a pandas-like join. All the details from products_table won’t be inlined into sales_table. Instead, this just declares a reference between these two tables that the cube can use to provide more analytical axes.

You can visualize the structure of the session’s tables:

session.tables.schema

The new columns have been automatically added to the cube as hierarchies, in a dimension with the same name as the new table:

h

• Dimensions
  • Products
    • Brand
      1. Brand
    • Category
      1. Category
    • Color
      1. Color
    • Size
      1. Size
    • Sub category
      1. Sub category
  • Sales
    • Date
      1. Date
    • Product
      1. Product
    • Sale ID
      1. Sale ID
    • Shop
      1. Shop

You can use them directly in a new widget. For instance, let’s create a bar chart to visualize the mean price per subcategory of product:

session.visualize()

Open the notebook in JupyterLab with the atoti extension enabled to build this widget.

We can also make a donut chart to see how all the sales are distributed between brands:

session.visualize()

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Note that after the join we can add a new measure called Purchase price.VALUE based on the corresponding column of the joined table. This measure represents the value of the column so it is only defined when all the keys of the joined table are expressed in the query.

m["Purchase price.VALUE"] = tt.agg.single_value(products_table["Purchase price"])

For instance we can check the purchase price per Product:

cube.query(m["Purchase price.VALUE"], levels=[l["Product"]])

	Purchase price.VALUE
Product
BED_24	127.00
BED_25	252.00
BED_26	333.00
BED_27	375.00
BED_3	127.00
...	...
TSH_52	20.00
TSH_53	21.00
TSH_7	17.00
TSH_8	18.00
TSH_9	19.00

61 rows × 1 columns

In a similar way, we can enrich the data about the shops:

shops_table = session.read_csv("data/shops.csv", keys=["Shop ID"])
shops_table.head()

	City	State or region	Country	Shop size
Shop ID
shop_6	San Antonio	Texas	USA	small
shop_14	Los Angeles	California	USA	small
shop_22	Marseille	Provence-Alpes-Côte d'Azur	France	small
shop_30	San Francisco	California	USA	medium
shop_38	Saint-Étienne	Auvergne-Rhône-Alpes	France	medium

sales_table.join(shops_table, sales_table["Shop"] == shops_table["Shop ID"])
session.tables.schema

New measures

So far we have only used the default measures which are basic aggregations of the numeric columns. We can add new custom measures to our cube.

Max

We’ll start with a simple aggregation taking the maximum price of the sales table:

m["Max price"] = tt.agg.max(sales_table["Unit price"])

This new measure is directly available:

cube.query(m["Max price"], include_totals=True, levels=[l["Category"]])

	Max price
Category
Total	440.00
Cloth	60.00
Furniture	440.00

Fact-level operations

To compute aggregates based of data which comes directly from the columns of a table, you can pass the calculation directly to the desired aggregation function. This is more efficient than first converting the columns to measures before the aggregation.

Let’s use this to compute the total amount earned from the sale of the products, as well as the average.

m["Amount.SUM"] = tt.agg.sum(sales_table["Quantity"] * sales_table["Unit price"])
m["Amount.MEAN"] = tt.agg.mean(
    sales_table["Quantity"] * sales_table["Unit price"],
)

We can now plot the evolution of the sales per country over time:

session.visualize()

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Margin

Now that the price of each product is available from the products table, we can compute the margin.

We use the OriginScope to perform the multiplication of the quantity sold by the purchase price for each Product and then do the sum.

cost = tt.agg.sum(
    m["Quantity.SUM"] * tt.agg.single_value(products_table["Purchase price"]),
    scope=tt.OriginScope(l["Product"]),
)

m["Margin"] = m["Amount.SUM"] - cost

We can also define the margin rate which is the ratio of the margin by the the sold amount:

m["Margin rate"] = m["Margin"] / m["Amount.SUM"]

cube.query(m["Margin"], m["Margin rate"], levels=[l["Product"]])

	Margin	Margin rate
Product
BED_24	3,082.00	.15
BED_25	6,336.00	.16
BED_26	8,060.00	.16
BED_27	8,580.00	.15
BED_3	3,036.00	.15
...	...	...
TSH_52	520.00	.17
TSH_53	396.00	.12
TSH_7	393.00	.15
TSH_8	264.00	.10
TSH_9	390.00	.14

61 rows × 2 columns

Let’s use this margin rate to do a Top 10 filter to see the products with the best rate.

Note that you don’t need to put the rate measure and the product level in the pivot table to apply the filter.

session.visualize()

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Cumulative sum over time

A cumulative sum is the partial sum of the data up to the current value. For instance, a cumulative sum over time can be used to show how some measure changes over time.

m["Cumulative amount"] = tt.agg.sum(
    m["Amount.SUM"], scope=tt.CumulativeScope(level=l["Date"])
)

session.visualize()

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Average per shop

Aggregations can also be combined. For instance, we can sum inside a Shop: then take the average of this to see how much a table sales on average:

m["Average amount per shop"] = tt.agg.mean(
    m["Amount.SUM"], scope=tt.OriginScope(l["Shop"])
)

cube.query(
    m["Average amount per shop"], include_totals=True, levels=[l["Sub category"]]
)

	Average amount per shop
Sub category
Total	24,036.58
Bed	12,728.88
Chair	601.50
Hoodie	1,403.20
Shoes	3,184.50
T-shirt	1,095.00
Table	5,023.50

Multilevel hierarchies

So far, all our hierarchies only had one level but it’s best to regroup attributes with a parent-child relationship in the same hierarchy.

For example, we can group the Category, SubCategory and Product ID levels into a Product hierarchy:

h["Product"] = [l["Category"], l["Sub category"], l["Product"]]

And let’s remove the old hierarchies:

del h["Category"]
del h["Sub category"]

h

• Dimensions
  • Products
    • Brand
      1. Brand
    • Color
      1. Color
    • Product
      1. Category
      2. Sub category
      3. Product
    • Size
      1. Size
  • Sales
    • Date
      1. Date
    • Product
      1. Product
    • Sale ID
      1. Sale ID
    • Shop
      1. Shop
  • Shops
    • City
      1. City
    • Country
      1. Country
    • Shop size
      1. Shop size
    • State or region
      1. State or region

We can also do it with City, State or Region and Country to build a Geography hierarchy.

Note that instead of using existing levels you can also define a hierarchy with the columns of the table the levels will be based on:

h["Geography"] = [
    shops_table["Country"],
    shops_table["State or region"],
    shops_table["City"],
]
del h["Country"]
del h["State or region"]
del h["City"]

As we are restructuring the hierarchies, let’s use this opportunity to also change the dimensions.

A dimension regroups hierarchies of the same concept.

To keep it simple here, we will simply move the new Geography hierarchy to its own dimension:

h["Geography"].dimension = "Location"
h

• Dimensions
  • Location
    • Geography
      1. Country
      2. State or region
      3. City
  • Products
    • Brand
      1. Brand
    • Color
      1. Color
    • Product
      1. Category
      2. Sub category
      3. Product
    • Size
      1. Size
  • Sales
    • Date
      1. Date
    • Product
      1. Product
    • Sale ID
      1. Sale ID
    • Shop
      1. Shop
  • Shops
    • Shop size
      1. Shop size

With that, we can define new measures taking advantage of the multilevel structure. For instance, we can create a measure indicating how much a product contributes to its subcategory:

m["Parent category amount"] = tt.parent_value(
    m["Amount.SUM"], degrees={h[("Products", "Product")]: 1}
)

m["Percent of parent amount"] = m["Amount.SUM"] / m["Parent category amount"]

session.visualize()

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Polishing the cube

Deleting or hiding measures

Some measures have been automatically created from numeric columns but are not useful. For instance, Unit Price.SUM does not really make sense as we never want to sum the unit prices. We can delete it:

del m["Unit price.SUM"]

Other measures have been used while building the project only as intermediary steps but are not useful to the end users in the application. We can hide them from the UI (they will remain accessible in Python):

m["Parent category amount"].visible = False

Measure folders

Measures can be rearranged into folders.

for measure in [
    m["Amount.MEAN"],
    m["Amount.SUM"],
    m["Average amount per shop"],
    m["Cumulative amount"],
    m["Percent of parent amount"],
]:
    measure.folder = "Amount"

m

• Measures
  • 📁 Amount
    • Amount.MEAN
      • formatter: DOUBLE[#,###.00]
    • Amount.SUM
      • formatter: DOUBLE[#,###.00]
    • Average amount per shop
      • formatter: DOUBLE[#,###.00]
    • Cumulative amount
      • formatter: DOUBLE[#,###.00]
    • Percent of parent amount
      • formatter: DOUBLE[#,###.00]
  • Margin
    • formatter: DOUBLE[#,###.00]
  • Margin rate
    • formatter: DOUBLE[#,###.00]
  • Max price
    • formatter: DOUBLE[#,###.00]
  • Purchase price.VALUE
    • formatter: DOUBLE[#,###.00]
  • Quantity.MEAN
    • formatter: DOUBLE[#,###.00]
  • Quantity.SUM
    • formatter: DOUBLE[#,###.00]
  • Unit price.MEAN
    • formatter: DOUBLE[#,###.00]
  • contributors.COUNT
    • formatter: INT[#,###]

Measure formatters

Some measures can be formatted for a nicer display. Classic examples of this is changing the number of decimals or adding a percent or a currency symbol.

Let’s do this for our percent of parent amount and margin rate:

Before

cube.query(m["Percent of parent amount"], m["Margin rate"], levels=[l["Category"]])

	Percent of parent amount	Margin rate
Category
Cloth	.24	.23
Furniture	.76	.13

m["Percent of parent amount"].formatter = "DOUBLE[0.00%]"
m["Margin rate"].formatter = "DOUBLE[0.00%]"

After

cube.query(m["Percent of parent amount"], m["Margin rate"], levels=[l["Category"]])

	Percent of parent amount	Margin rate
Category
Cloth	23.64%	22.56%
Furniture	76.36%	13.49%

Simulations

Simulations are a way to compare several scenarios and do what-if analysis. This helps understanding how changing the source data or a piece of the model impact the key indicators.

In atoti, the data model is made of measures chained together. A simulation can be seen as changing one part of the model, either its source data or one of its measure definitions, and then evaluating how it impacts the following measures.

Source simulation

Let’s start by changing the source. With pandas or Spark, if you want to compare two results for a different versions of the entry dataset you have to reapply all the transformations to your dataset. With atoti, you only have to provide the new data and all the measures will be automatically available for both versions of the data.

We will create a new scenario using pandas to modify the original dataset.

import pandas as pd

For instance, we can simulate what would happen if we had managed to purchase some products at a cheaper price.

products_df = pd.read_csv("data/products.csv")
products_df.head()

	Product	Category	Sub category	Size	Purchase price	Color	Brand
0	TAB_0	Furniture	Table	1m80	190.0	black	Basic
1	TAB_1	Furniture	Table	2m40	280.0	white	Mega
2	CHA_2	Furniture	Chair	NaN	48.0	blue	Basic
3	BED_3	Furniture	Bed	Single	127.0	red	Mega
4	BED_4	Furniture	Bed	Double	252.0	brown	Basic

better_prices = {
    "TAB_0": 180.0,
    "TAB_1": 250.0,
    "CHA_2": 40.0,
    "BED_3": 110.0,
    "BED_4": 210.0,
}

for product, purchase_price in better_prices.items():
    products_df.loc[
        products_df["Product"] == product, "Purchase price"
    ] = purchase_price
products_df.head()

	Product	Category	Sub category	Size	Purchase price	Color	Brand
0	TAB_0	Furniture	Table	1m80	180.0	black	Basic
1	TAB_1	Furniture	Table	2m40	250.0	white	Mega
2	CHA_2	Furniture	Chair	NaN	40.0	blue	Basic
3	BED_3	Furniture	Bed	Single	110.0	red	Mega
4	BED_4	Furniture	Bed	Double	210.0	brown	Basic

We can now load this new dataframe into a new scenarios of the products table.

products_table.scenarios["Cheaper purchase prices"].load_pandas(products_df)

The session now has two scenarios and the only differences between them are the lines corresponding to the products with better prices, everything else is shared between the scenarios and has not been duplicated: source scenarios in atoti are memory-efficient.

Using the Source Simulation hierarchy we can display the margin of the scenario and compare it to the base case.

session.visualize()

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Note that all the existing measures are immediately available on the new data. For instance, the margin rate still exists, and we can see that in this scenario we would have a better margin for the Furniture products.

session.visualize()

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Parameter simulations

The other simulation technique is to create a parameter measure whose value can be changed for some coordinates.

When creating the simulation, you can choose at which granularity the modification applies. For instance we can create a parameter measure whose value will change depending on the country. Doing that, we can answer questions such as “What happens if there is a crisis in France and we sell 20% less?”

country_simulation = cube.create_parameter_simulation(
    "Country Simulation",
    levels=[l["Country"]],
    measures={"Country parameter": 1.0},
)

This has created a measure named Country parameter and added it to the cube. For now, its value is 1 everywhere, but using the country_simulation we can change that.

By adding values in the table you can change the value of the parameter measure depending on the levels used in the simulation and the scenario.

country_simulation += ("France Crisis", "France", 0.80)
country_simulation.head()

		Country parameter
Scenario	Country
France Crisis	France	0.8

Let’s replace the existing Quantity.SUM and Amount.SUM measures with new ones using the parameter measure from the simulation.

m["Quantity.SUM"] = tt.agg.sum(
    tt.agg.sum(sales_table["Quantity"]) * m["Country parameter"],
    scope=tt.OriginScope(l["Country"]),
)
m["Amount.SUM"] = tt.agg.sum(
    tt.agg.sum(sales_table["Unit price"] * sales_table["Quantity"])
    * m["Country parameter"],
    scope=tt.OriginScope(l["Country"]),
)

We can query the cube using the new Country Simulation level to compare the quantity and amount between the base case and our new scenario:

cube.query(
    m["Quantity.SUM"],
    m["Amount.SUM"],
    include_totals=True,
    levels=[l["Country Simulation"], l["Country"]],
)

		Quantity.SUM	Amount.SUM
Country Simulation	Country
Base		8,077.00	961,463.00
	France	3,027.00	358,042.00
	USA	5,050.00	603,421.00
France Crisis		7,471.60	889,854.60
	France	2,421.60	286,433.60
	USA	5,050.00	603,421.00

Here for example, as the amount has been modified, the measures depending on it such as the cumulative amount are also impacted:

cube.query(m["Cumulative amount"], levels=[l["Country Simulation"], l["Country"]])

		Cumulative amount
Country Simulation	Country
Base	France	358,042.00
	USA	603,421.00
France Crisis	France	286,433.60
	USA	603,421.00

Let’s try adding a different scenario:

country_simulation += ("US boost", "USA", 1.15)

cube.query(m["Quantity.SUM"], levels=[l["Country Simulation"], l["Country"]])

		Quantity.SUM
Country Simulation	Country
Base	France	3,027.00
	USA	5,050.00
France Crisis	France	2,421.60
	USA	5,050.00
US boost	France	3,027.00
	USA	5,807.50

The two scenarios can be visualized in the same widget:

session.visualize()

Open the notebook in JupyterLab with the atoti extension enabled to build this widget.

Finally, we can even combine the different simulations (the source one and the measure one) to create a matrix of scenarios:

session.visualize()

Open the notebook in JupyterLab with the atoti extension enabled to build this widget.

Going further

You’ve learned all the basics to build a project with atoti, from the concept of multidimensional analysis to powerful simulations.

We now encourage you to try the library with your own data. You can also start to learn more advanced features such as session configuration, custom endpoints, querying, and arrays.