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import openpyxl
from docx import Document

# Load the Excel file
wb = openpyxl.load_workbook('input_file.xlsx')
sheet = wb.active

# Create the Word document
doc = Document()

# Add report title
doc.add_heading('Q1 2024 Sales Performance Report', 0)

# Create table (including column headers)
table = doc.add_table(rows=1, cols=5)
table.style = 'Table Grid'

# Set column headers
hdr_cells = table.rows[0].cells
hdr_cells[0].text = 'Month'
hdr_cells[1].text = 'Product'
hdr_cells[2].text = 'Quantity Sold'
hdr_cells[3].text = 'Unit Price'
hdr_cells[4].text = 'Revenue'

# Initialize dictionary to store total sales by product
total_sales_by_product = {'Camera': 0, 'Computer': 0, 'Smartphone': 0}
highest_monthly_sales = 0
best_selling_product = ""

# Add Excel data and analyze sales
for row in sheet.iter_rows(min_row=2, values_only=True):
    month, product, sales, price, revenue = row
    
    row_cells = table.add_row().cells

    row_cells[0].text = str(month)
    row_cells[1].text = product
    row_cells[2].text = str(sales)
    row_cells[3].text = str(price)
    row_cells[4].text = str(revenue)

    # Calculate total sales for each product
    total_sales_by_product[product] += revenue

    # Identify the highest monthly sales and the best-selling product
    if revenue > highest_monthly_sales:
        highest_monthly_sales = revenue
        best_selling_product = product

# Add analysis results to the document
doc.add_heading('Sales Analysis and Insights', level=1)

# Summary of total sales
for product, total_sales in total_sales_by_product.items():
    doc.add_paragraph(f"Total Q1 sales for {product}: ${total_sales:,}")

# Best-selling product
doc.add_paragraph(f"Best-selling product: {best_selling_product} (Monthly sales: ${highest_monthly_sales:,})")

# Save the Word document
doc.save('output_file.docx')

# Automating Word Document Creation

For simple documents, it is often quicker to create them directly in a word processing program.

But what if you need to:

- **Insert data from an Excel file** into a Word document, especially when dealing with large datasets?
- **Generate recurring reports**, such as `monthly sales reports`, using the same document template?

In such cases, automating document creation with **Python** is a much more efficient solution.

Click the green `▶︎ Run` button in the code editor to generate a table inside a Word document!

 

## Easy-to-Understand Code Explanation

There’s no need to feel overwhelmed by complex-looking code.

By learning **Python basics** and leveraging **AI-assisted coding**, you’ll gain a solid understanding of how the code in the practice screen works.

> Let AI handle the coding—you just need to understand the concepts.

 

### 1. Importing Required Libraries

```python title="Importing openpyxl and python-docx Libraries"
# Library for handling Excel files
import openpyxl

# Library for creating and editing Word documents
from docx import Document
```

 

### 2. Loading the Excel File

```python title="Loading an Excel File with load_workbook"
# Load the Excel file containing data
wb = openpyxl.load_workbook('input_file.xlsx')

# Get the currently active sheet
sheet = wb.active
```

 

### 3. Creating a Word Document

```python title="Creating a Word Document with the Document Class"
# Create a new Word document
doc = Document()
```

 

### 4. Adding a Report Title

```python title="Adding a Title with the add_heading Function"
# Add a title to the Word document
doc.add_heading('2024 Q1 Sales Performance Report', 0)
```

 

### 5. Creating a Table and Setting Column Headers

```python title="Creating a Table and Setting Column Headers"
# Create a table with 1 row and 5 columns
table = doc.add_table(rows=1, cols=5)

# Add a border style to the table
table.style = 'Table Grid'

# Set the first row (column headers)
hdr_cells = table.rows[0].cells

# Set column headers
hdr_cells[0].text = 'Month'
hdr_cells[1].text = 'Product'
hdr_cells[2].text = 'Quantity Sold'
hdr_cells[3].text = 'Unit Price'
hdr_cells[4].text = 'Revenue'
```

 

### 6. Adding Excel Data and Saving the Word Document

```python title="Adding Excel Data and Saving the Word Document"
# Read data from the second row and add it to the table
for row in sheet.iter_rows(min_row=2, values_only=True):
 # Save each column's data into variables
 month, product, sales, price, revenue = row
 
 # Add a new row to the table
 row_cells = table.add_row().cells
 row_cells[0].text = str(month) # Convert 'Month' data to text and add it
 row_cells[1].text = product # Add 'Product' data
 row_cells[2].text = str(sales) # Convert 'Quantity Sold' data to text and add it
 row_cells[3].text = str(price) # Convert 'Unit Price' data to text and add it
 row_cells[4].text = str(revenue) # Convert 'Revenue' data to text and add it

# Save the Word document as 'output_file.docx'
doc.save('output_file.docx')
```

 

The process of creating `.xlsx`, `.pptx`, and `.docx` files with Python will be covered more in detail in Chapters **1 and 2** of the **Essential Knowledge Course for Automating Tasks to Get Off Work Early**.

For now, try running the code and get a feel for what you’ll be learning! 🚀