How to Generate Word Reports with Embedded Charts Using Python, pychartdir, and Jinja2
This tutorial walks through creating Word reports with dynamic charts by generating images with pychartdir, converting them to byte data, designing a Word XML template, and rendering it with Jinja2 to produce a final .doc file, complete with installation tips and code snippets.
Overview
Recently I implemented a feature to generate and export Word reports that include charts, and I am sharing the complete solution.
Solution Overview
Generate charts with pychartdir, save as images, and convert to byte data.
Create a Word template using Office software and save it as an XML file.
Render the XML template with Jinja2 and write the result to a .doc file.
1. Generate a Bar Chart with pychartdir
First, import the pychartdir library and create a bar chart. The chart is saved as an image file.
After saving the image, convert it to byte data using the provided function so that the Word document can embed the image directly.
The resulting byte data can be used in the Word document.
2. Create a Word Template and Save as XML
Use Office software to design the required Word template, then choose "Save As" and select the XML format.
Open the XML file with a text editor (e.g., Sublime) and replace placeholders with Jinja2 syntax, which is similar to Django templates.
3. Render the Template with Jinja2 and Write the .doc File
Import the Jinja2 module and load the edited XML template.
Render the template with the data model and write the output to a .doc file. Ensure that each image in the Word document has unique w_id and w_pname attributes.
Running the script produces the desired Word report with embedded charts.
References
Jinja2 installation guide.
pychartdir installation instructions (download from advsofteng.com , copy files to site-packages/chartdirector, create chartdirector.pth, and test with from pychartdir import *).
pychartdir API documentation: http://www.advsofteng.com/doc/cdcfdoc/#cover.htm
Jinja2 documentation: http://docs.jinkan.org/docs/jinja2/
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