""" Example: Annual Revenue Trend Analysis Simple example showing annual revenue with LTM support This is a working example that demonstrates: - Loading data using data_loader - Calculating annual metrics with LTM - Creating a revenue trend chart - Following template best practices """ import pandas as pd import matplotlib.pyplot as plt from pathlib import Path # Import utilities from data_loader import load_sales_data, validate_data_structure from validate_revenue import validate_revenue from analysis_utils import ( get_ltm_period_config, calculate_annual_metrics, setup_revenue_chart, save_chart, format_currency, print_annual_summary, sort_mixed_years, apply_exclusion_filters ) from config import ( OUTPUT_DIR, ANALYSIS_YEARS, MAX_DATE, CHART_SIZES, ensure_directories, get_data_path, COMPANY_NAME, REVENUE_COLUMN, MIN_YEAR, DATE_COLUMN ) # ============================================================================ # CONFIGURATION # ============================================================================ ANALYSIS_NAME = "Annual Revenue Trend" DESCRIPTION = "Simple annual revenue trend analysis with LTM support" # ============================================================================ # MAIN ANALYSIS FUNCTION # ============================================================================ def main(): """Main analysis function""" print(f"\n{'='*60}") print(f"{ANALYSIS_NAME}") print(f"{'='*60}\n") # 1. Load data print("Loading data...") try: df = load_sales_data(get_data_path()) print(f"Loaded {len(df):,} transactions") except Exception as e: print(f"ERROR loading data: {e}") return # 2. Validate data structure is_valid, msg = validate_data_structure(df) if not is_valid: print(f"ERROR: {msg}") return print("Data validation passed") # 3. Apply exclusion filters (if configured) df = apply_exclusion_filters(df) # 4. Filter by date range df = df[df['Year'] >= MIN_YEAR] if DATE_COLUMN in df.columns: df = df[df[DATE_COLUMN] <= MAX_DATE] # 5. Setup LTM period (if enabled) ltm_start, ltm_end = get_ltm_period_config() if ltm_start and ltm_end: print(f"LTM period: {ltm_start} to {ltm_end}") # 6. Calculate annual metrics print("\nCalculating annual metrics...") def calculate_metrics(year_data): """Calculate metrics for a single year""" return { 'Revenue': year_data[REVENUE_COLUMN].sum(), } annual_df = calculate_annual_metrics(df, calculate_metrics, ltm_start, ltm_end) # 7. Print summary print_annual_summary(annual_df, 'Revenue', 'Revenue') # 8. Create visualization print("Generating chart...") ensure_directories() # Annual revenue trend chart fig, ax = plt.subplots(figsize=CHART_SIZES['medium']) # Prepare data for plotting (handle mixed types) annual_df_sorted = sort_mixed_years(annual_df.reset_index(), 'Year') years = annual_df_sorted['Year'].tolist() revenue = annual_df_sorted['Revenue'].values / 1e6 # Convert to millions # Create chart ax.plot(range(len(years)), revenue, marker='o', linewidth=2, markersize=8, color='#2E86AB') ax.set_xticks(range(len(years))) ax.set_xticklabels(years, rotation=45, ha='right') setup_revenue_chart(ax) # Add LTM notation to title if applicable title = f'Annual Revenue Trend - {COMPANY_NAME}' if ltm_start and ltm_end: from config import get_ltm_label ltm_label = get_ltm_label() if ltm_label: title += f'\n({ltm_label})' ax.set_title(title, fontsize=14, fontweight='bold') plt.tight_layout() save_chart(fig, 'annual_revenue_trend.png') plt.close() # 9. Validate revenue print("\nValidating revenue...") validate_revenue(df, ANALYSIS_NAME) print(f"\n{ANALYSIS_NAME} complete!") print(f"Chart saved to: {OUTPUT_DIR}") # ============================================================================ # RUN ANALYSIS # ============================================================================ if __name__ == "__main__": main()