📊 Snowflake Automated PDF Report Generator 📊

The Snowflake Automated PDF Report Generator is a proof-of-concept project designed to showcase the functionality and power of Snowflake Notebooks. This project demonstrates how to create a fully automated reporting pipeline for a fictional company, WidgetCo, using only Snowflake Notebook features.

The result? A dynamic, daily PDF report of sales performance for three product lines (A, B, and C), personalized for three different managers. These reports are sent automatically via email with failure altering and archived for future reference.

report-demo-short.mp4

🔧 Key Features

• Dynamic PDF Report Generation:
  • Generate PDF reports for product lines A, B, and C.
  • Custom data tailored for each manager.

• Email Failure Alerts:

  • Automatic email notifications in case of report generation or delivery failures.

    

• Customizable Dynamic Emails:

  • Each manager receives a personalized email with their respective report.

  

• Visualize Reports During Development:

  • View the report directly within the notebook environment without needing to save it to a stage.

  

• Archive Management:

  • All PDF reports are securely archived to an internal stage for easy future reference.

  

• Simplified Workflow Management:

  • A single orchestration notebook handles the entire process, supporting both ad-hoc runs and scheduled automation.

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🏗️ Requirements

• A Snowflake account with access to Snowflake Notebooks.

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⚖️ Step-by-Step Walkthrough

1. Setup

1. Copy all the notebooks provided into your Snowflake environment.

2. Data Engineering

• Run the _00_REPORT_GEN__ENG notebook to prepare the data for the project.
  • This notebook generates a sales fact table with randomized sales data for three fictional widgets.
  • It also creates a stage to store the generated PDF reports.

3. Report Development

• Run the 01_REPORT_GEN__REPORT notebook to view and test the demo report.
  • Add the logo file to the notebook from \resources]\logo.pgn or create your own logo
  • Customize the report as needed.
  • Preview the report as a JPG directly within the notebook.

4. Email Integration Setup

• Run the _02_REPORT_GEN__EMAIL_CONFIG notebook to configure email integration.
  • Update the notebook with your email addresses.

5. Email Development

• Run the _03_REPORT_GEN__SEND_EMAIL notebook to preview email content.
  • Note: Email formatting preview may have limitations due to Streamlit.

6. Automate Report Generation and Delivery

• Run the _04_REPORT_GEN__PIPELINE notebook to generate and send the reports.
  • Schedule this notebook for daily execution to automate the reporting process.

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🚀 Reach out if you have any questions or want to chat about the project. I'd love to hear your thoughts!