Python, Org Mode, and writing Org tables to CSVs so that I can read them back

| emacs, org, writing, babel, python

I’ve been getting deeper into Python so that I can model our personal finances. I really like using the pandas library to manipulate data. All those years I spent trying to juggle increasing complex spreadsheets… Working with Python code in Org Babel blocks is just so much more fun. I like being able to keep my assumptions in tables without having to fuss around with naming cells for easy-to-read formulas, slice and summarize parts of my data frames, organize my notes in outlines and add commentary, and define more complicated functions that I don’t have to squeeze into a single line.

I haven’t quite been able to tempt W- into the world of Org Babel Python blocks. Still, I don’t want to give up the awesomeness of having pretty tables that I can easily edit and use. So I have a bunch of named tables (using #+NAME:), and some code that exports my tables to CSVs:

#+NAME: tables
| Table         | Key                 |
|---------------+---------------------|
| assets_w      | Description         |
| assets_s      | Description         |
| tax_rates     |                     |
| disposition   | Asset               |
| probate_rates | Asset               |
| basic         | Client information  |
| base_expenses | Category            |
| general       | General assumptions |

#+begin_src emacs-lisp :results silent :var tables=tables :tangle no
  (defun my-tbl-export (row)
    "Search for table named `NAME` and export."
    (interactive "s")
    (save-excursion
      (goto-char (point-min))
      (let ((case-fold-search t))
        (when (search-forward-regexp (concat "#\\+NAME: +" (car row)) nil t)
          (next-line)
          (org-table-export (format "%s.csv" (car row)) "orgtbl-to-csv")))))
  (mapc 'my-tbl-export tables)
#+end_src

and some code that imports them back in, and formats tables nicely if I’m displaying them in Org. The in_org block doesn’t get tangled into index.py, so I don’t clutter command-line use with Org table markup.

#+begin_src python :results silent :tangle no
  in_org=1
#+end_src

#+begin_src python :results silent :exports code
  import pandas as pd
  import numpy as np
  import orgbabelhelper as ob
  def out(df, **kwargs):
    if 'in_org' in globals():
      print(ob.dataframe_to_orgtable(df, **kwargs))
    else:
      print(df)
    return df
#+end_src

#+begin_src python :results silent :var tables=tables :colnames yes
  for row in tables:
    table = row[0]
    index = row[1] 
    if row[1] == '':
      index = None
    globals()[table] = pd.read_csv(table + '.csv', index_col=index).apply(pd.to_numeric, errors='ignore')
    # print(globals()[table])
#+end_src

Then I can use C-c C-v C-b (org-babel-execute-buffer) to update everything if I change the table in my Org file, and I can use C-c C-v C-t (org-babel-tangle) to create an index.py that W- can read through or run without needing Org.

You can view 2 comments or e-mail me at sacha@sachachua.com.

2 comments

I love to hear more about how you are modelling your finances, what other tools are you using? What are you hoping to model?

Doing estate planning at the moment. We want to make sure we can cover final expenses, ideally without having to sell the house at a difficult time, that the survivor has enough to support themselves and A- until A- is old enough, and that J- also gets a fair share. Blended families mean complex planning. :) I also track my finances with the command-line Ledger program, which is awesome.