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all right welcome to this exciting r tip um i can't wait to teach this one this one's really cool um it's double07 pdf reporting so what we're going to be doing is automating pdf reporting in this and this is a really powerful technique that can save you a lot of time so first what you want to do is click do a get pool of your rtips github repo and make sure you're up to date it should pull down this double07 pdf reporting folder and this contains the contents of what we're going to be working on today so there's a few different folders in here the first one is this output and output is where is going to be the products so these are going to be the reports that we automate with just some parameters and then the next one is the templates so the template is primarily this rmd file that i'm going to showcase so we'll talk a little bit more about that in a second and then the automation script which is this double07 pdf reporting.r file so first what i'm actually going to do is open up the output i want to show you what what we're producing um our what we're producing looks a little bit like this it's a pdf report that has parameters and these parameters can change so there's visa mastercard paypal this is a financial report and you can see it has the returns by each year for each of these and this is uh for a financial portfolio and what we also have is uh we can do the same thing for a technology portfolio and these are just parameters so you can see in bold is where the parameters are changing and we have apple google netflix and nvidia and we have the stock returns each year so this is what we're going to be striving to create today um so that's the output and the templates of what we're going to be working out of is this dot rmd file so let's open this up i'm actually going to open up the side there's no outline to this one this is what's called a rmd file if you've never seen one of these before they have this stuff called yaml that's up here at the top and the key about this one so there's always going to be a title and author um and then the output type and and whatever's in the first position is the method that it's going to be outputting so it's a pdf document and then this this is basically meta information about this document and then there's params this is something that's probably pretty new to you even if you've used our markdown before and what params are are parameters that you can pass to your our markdown document to change it and we can utilize these parameters elsewhere so let's first just run this document i'm going to hit the nip button and what it's going to do down here is it's running some information in the our markdown tab and you can see it's building some reports and then i just got a report that was created and you can see it's doing the stock returns for apple so if we take a look at this um what we can see here is we've got apple which shows up right here we have portfolio name it's technology portfolio and you can see the start and the end date which is right here and then i have show code set equal to yes so showing the code so these are things that we can actually toggle so these are the the parameters so i'm going to x out of this and then we'll talk about the code here the code is actually if you go back up to 006 pivot tables this is code that we've already previously run through what we're doing in here in this our markdown document is loading a few libraries where this this is a little bit new we've got some parameters in here that are being uh pulled from these parameter names so like portfolio name goes right here it's params dollar sign portfolio name you can see it's params portfolio name and that's how a parameterized or markdown document works and then we've got some code all this code actually comes from this 006 pivot table so i just pulled it over simplified it a little bit and then i output this table here at the bottom so basically what we're doing is we're taking our parameters and instead of doing the pivot table with actually um putting like apple google and netflix in here in in this location we're using the parameters to get passed through from the document and this is really cool you'll see why this is important here in a minute when we go to automate it and you can see that it's just doing a simple calculation a pivot table and then what we're doing down here is just kind of formatting that pivot table um giving it the params portfolio name and if i run this this little bit here so i run this piece and if i run this piece uh you can see what it outputs it outputs just a table stock returns apple google netflix so it basically pulled in that data formatted it as a pivot table and then produced what's called a gt plot or a gt table and that's what gets output down here okay so that's how the document works and this is a template.rmd file um if i go back in here to double o seven pdf reporting so that template was in here that's this rmd file how i can use it to automate pdfs it's really cool so if i open up this 007 pdfreporting.r file this is where the magic happens also just real quick if you want these r tips weekly to your email inbox make sure you sign up for the the the rtips newsletter i've got a link here and i have a link in the notes so make sure you get that set up um the libraries that you need for this are going to be our markdown and then you're also going to need any any of the libraries that we list over here in the rmd template file what you're going to want to do is also make sure to automate pdf reporting that you have tiny text installed if you don't have tiny text just run this and it'll get installed for you so i'm going to put that back in the comment and then there's parameters here technology portfolio which is going to have a portfolio name of technology portfolio symbols apple google netflix nvidia and then i'm going to have an output file it's going to save it into my output folder and it's going to be called technologyportfolio.pdf so let me run this line this line and this line in my environment what that does is it saves the um the portfolio and the values here the portfolio name the output file and the uh symbols that i'm going to be looking up then i'm actually going to skip this section here i'm just going to skip it for a second and i'm going to go down here to this arm markdown render so this render function is going to take that template that we have stored here this dot rmd file so it pulls that file out so that's the input and then the output format we're telling it pdf so what it's going to do is basically in this spot over here tell it to use pdf and then what we're going to do is set name the output file so the output file is going to be technologyportfolio.pdf so if i go up here to my output folder it's going to be technologyportfolio.pdf and then what i'm going to do is put it in this directory and then pass through these parameters and this is where the magic happens again so these parameters get passed to portfolio name and that's going to be technology portfolio symbols which is going to be my apple google netflix nvidia start date end date and then show code false because i don't want it to show the code so what that's going to hap what's going to happen is these parameters are going to pass through to this template document that i have saved so let's watch when i run this i'm going to actually delete these two and what we'll do is we'll run this first and what it's going to do is basically run the template and it's uh let me refresh here we've got the the technology portfolio.pdf and it just made this so i've got apple google netflix nvidia here and i've got all the stock returns and it's you can see it's technology portfolio and so on so it's got all the parameters that it just passed through and what's really cool is if i go back up here if i want to make a financial portfolio i just pass through my my tickers that i want to put in and let me let me just add one i'll do jp morgan i'll add visa mastercard paypal and jpmorgan here if i run this this and this and you'll see here we will get a financial portfolio so pdf let me refresh it and we've got the fortnite financial portfolio and just like that we've got jpmorgan mastercard visa paypal so pretty cool we've now just automated creating pdfs it are if you like this video don't forget to sign up for the tuesday free r tips newsletter you can just click this link here and it'll send you here put your email address in and every tuesday you'll get these videos you'll get the code and you'll get the tutorial right in your inbox