How to Visualize Excel Data in Python with pandas

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Python Connector for Microsoft Excel, the pandas & Matplotlib modules, and the SQLAlchemy toolkit, you can build Excel-connected Python applications and scripts for visualizing Excel data. This article shows how to use the pandas, SQLAlchemy, and Matplotlib built-in functions to connect to Excel data, execute queries, and visualize the results.

With built-in optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Excel data in Python. When you issue complex SQL queries from Excel, the driver pushes supported SQL operations, like filters and aggregations, directly to Excel and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Excel Data

Connecting to Excel data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) Excel Files

CData Drivers let you work with Excel files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

Setting connection properties for local files

Set the URI property to local folder path.

Setting connection properties for files stored in Amazon S3

To connect to Excel file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended Excel files exist. In addition, at least set these properties:

• AWSAccessKey: AWS Access Key (username)
• AWSSecretKey: AWS Secret Key

Setting connection properties for files stored in Box

To connect to Excel file(s) within Box, set the URI property to the URI of the folder that includes the intended Excel file(s). Use the OAuth authentication method to connect to Box.

Dropbox

To connect to Excel file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended Excel file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

SharePoint Online (SOAP)

To connect to Excel file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended Excel file. Set User, Password, and StorageBaseURL.

SharePoint Online REST

To connect to Excel file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended Excel file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

Google Drive

To connect to Excel file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended Excel file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

Follow the procedure below to install the required modules and start accessing Excel through Python objects.

Install Required Modules

Use the pip utility to install the pandas & Matplotlib modules and the SQLAlchemy toolkit:

pip install pandas
pip install matplotlib
pip install sqlalchemy

Be sure to import the module with the following:

import pandas
import matplotlib.pyplot as plt
from sqlalchemy import create_engine

Visualize Excel Data in Python

You can now connect with a connection string. Use the create_engine function to create an Engine for working with Excel data.

engine = create_engine("excel:///?URI='C:/MyExcelWorkbooks/SampleWorkbook.xlsx'")

Execute SQL to Excel

Use the read_sql function from pandas to execute any SQL statement and store the resultset in a DataFrame.

df = pandas.read_sql("SELECT Name, Revenue FROM Sheet WHERE Name = 'Bob'", engine)

Visualize Excel Data

With the query results stored in a DataFrame, use the plot function to build a chart to display the Excel data. The show method displays the chart in a new window.

df.plot(kind="bar", x="Name", y="Revenue")
plt.show()

👁 Excel data in a Python plot (Salesforce is shown).

Free Trial & More Information

Download a free, 30-day trial of the CData Python Connector for Microsoft Excel to start building Python apps and scripts with connectivity to Excel data. Reach out to our Support Team if you have any questions.

---

Full Source Code

import pandas
import matplotlib.pyplot as plt
from sqlalchemy import create_engin

engine = create_engine("excel:///?URI='C:/MyExcelWorkbooks/SampleWorkbook.xlsx'")
df = pandas.read_sql("SELECT Name, Revenue FROM Sheet WHERE Name = 'Bob'", engine)

df.plot(kind="bar", x="Name", y="Revenue")
plt.show()