1. Lighthouse

Level 1 · Orders by channel and status, as a grid

The request

From Megan Collins, Head of Sales

“For Monday's sales meeting I want one small grid: our three channels down the side, each order status across the top, and the number of orders in every cell.”

Your goal

Set result to a DataFrame with one row per channel and the columns channel, cancelled, completed, pending, refunded, where each status column holds the number of orders with that channel and status (an int, 0 when there are none). Sort by channel A to Z.

  • Use the orders DataFramenot done yet
  • Show exactly channel cancelled completed pending refundednot done yet
  • 3 rows, sorted as askednot done yet

Your code

Python

Loading the editor…

    ResultPreview of orders · press Run to see yours
    Preview of orders
    order_idcustomer_idorder_datestatuschannel
    10011252023-01-01 20:51:19completedweb
    10021562023-01-02 07:58:46completedweb
    1003222023-01-02 10:25:27completedmarketplace
    1004482023-01-02 11:21:51completedmarketplace

    Mote checks your result

    Press Run. Each row that matches the goal becomes a firefly in your lantern.

    DataFrames

    Loaded for you as pandas DataFrames, plus pd and np.

    orders12,000 rows · 7 columns
    • order_idinteger
    • customer_idinteger
    • order_datetimestamp
    • statusvarchar
    • channelvarchar
    • shipping_feedecimal
    • coupon_codevarchar
    First 5 rows of orders
    order_idcustomer_idorder_datestatuschannelshipping_feecoupon_code
    10011252023-01-01 20:51:19completedweb0.00NaN
    10021562023-01-02 07:58:46completedweb0.00NaN
    1003222023-01-02 10:25:27completedmarketplace4.99WELCOME10
    1004482023-01-02 11:21:51completedmarketplace4.99WELCOME10
    1005822023-01-02 11:43:36completedweb0.00WELCOME10
    customers2,018 rows · 9 columns
    • customer_idinteger
    • first_namevarchar
    • last_namevarchar
    • emailvarchar
    • cityvarchar
    • statevarchar
    • signup_datedate
    • segmentvarchar
    • referral_sourcevarchar
    First 5 rows of customers
    customer_idfirst_namelast_nameemailcitystatesignup_datesegmentreferral_source
    1OwenHudsonowen.hudson@icloud.comSan FranciscoCA2022-06-02consumersearch
    2DouglasMendozadmendoza69@gmail.comAtlantaGA2022-06-02consumerNaN
    3HenryBrookshbrooks@lakesidecafe.comLos AngelesCA2022-06-04businessNaN
    4BrianGrahambgraham@bluecedarhomes.comSeattleWA2022-06-06businesspinterest
    5KyleJimenezkjimenez27@yahoo.comIndianapolisIN2022-06-07consumerNaN
    products120 rows · 8 columns
    • product_idinteger
    • namevarchar
    • categoryvarchar
    • subcategoryvarchar
    • unit_pricedecimal
    • unit_costdecimal
    • launched_ondate
    • is_activeboolean
    First 5 rows of products
    product_idnamecategorysubcategoryunit_priceunit_costlaunched_onis_active
    101Vale Velvet LoveseatFurnitureSofas1659.00NaN2023-09-11true
    102Alder Oak Coffee TableFurnitureTables919.00503.502024-05-16true
    103Orchard Rattan Dining ChairFurnitureChairs789.00429.872023-05-27true
    104Upland Oak BookcaseFurnitureStorage429.00214.702022-12-20true
    105Avery Leather Bed FrameFurnitureBeds449.00232.702021-08-31true
    order_items30,338 rows · 6 columns
    • order_item_idinteger
    • order_idinteger
    • product_idinteger
    • quantityinteger
    • unit_pricedecimal
    • discount_pctdecimal
    First 5 rows of order_items
    order_item_idorder_idproduct_idquantityunit_pricediscount_pct
    11001121931.990.00
    21001154311.990.00
    31002154411.990.00
    410021941149.000.00
    51002193219.990.00
    returns1,673 rows · 5 columns
    • return_idinteger
    • order_item_idinteger
    • returned_ondate
    • reasonvarchar
    • refund_amountdecimal
    First 5 rows of returns
    return_idorder_item_idreturned_onreasonrefund_amount
    1142023-01-10damaged83.69
    2422023-01-10wrong_item19.99
    31052023-01-14wrong_item10.99
    4242023-01-16changed_mind26.99
    51262023-01-16late20.99
    employees60 rows · 8 columns
    • employee_idinteger
    • first_namevarchar
    • last_namevarchar
    • departmentvarchar
    • titlevarchar
    • manager_idinteger
    • hire_datedate
    • salaryinteger
    First 5 rows of employees
    employee_idfirst_namelast_namedepartmenttitlemanager_idhire_datesalary
    1CatherineHaleExecutiveChief Executive OfficerNaN2016-03-01285000
    2RobertKimExecutiveChief Operating Officer12017-01-09235000
    3MeganCollinsSalesHead of Sales12018-04-16172000
    4ChloeGutierrezSalesAccount Executive32020-01-2172000
    5FrankBellSalesAccount Executive32023-05-2173000
    web_sessions40,000 rows · 7 columns
    • session_idinteger
    • customer_idinteger
    • started_attimestamp
    • devicevarchar
    • sourcevarchar
    • pages_viewedinteger
    • convertedboolean
    First 5 rows of web_sessions
    session_idcustomer_idstarted_atdevicesourcepages_viewedconverted
    1NaN2023-01-01 23:02:24mobilepaid1false
    2182023-01-01 15:07:49desktoppaid1false
    3NaN2023-01-01 16:55:46desktopdirect7false
    4NaN2023-01-01 12:43:28mobileorganic3false
    5NaN2023-01-01 13:06:21mobilesocial2false
    marketing_spend3,276 rows · 3 columns
    • spend_datedate
    • channelvarchar
    • amountdecimal
    First 5 rows of marketing_spend
    spend_datechannelamount
    2023-01-01paid492.99
    2023-01-01email37.38
    2023-01-01social200.53
    2023-01-02paid709.13
    2023-01-02email64.13

    The lesson

    Long tables and wide grids

    A groupby on two keys gives you a long table: one row per combination.

    orders.groupby(["channel", "status"]).size()
    # channel      status
    # app          cancelled     265
    #              completed    3885
    #              pending        50
    #              refunded      120
    # marketplace  cancelled     108
    # ...                       (12 rows)

    Every number is there, but it’s hard to compare across channels. A wide grid puts one key down the side and the other across the top, so each cell is one combination. That is what people mean by a pivot table in a spreadsheet, and pandas has the same tool: pivot_table.

    Four arguments, four questions

    Each argument answers one question about the grid you want:

    orders.pivot_table(
        values="order_id",     # WHAT do I measure?
        index="channel",       # what goes DOWN the side (one row each)?
        columns="status",      # what goes ACROSS the top (one column each)?
        aggfunc="count",       # WHICH operation combines the rows in a cell?
    )
    • values is the column you aggregate. For counting rows, an ID column with no gaps is clearest.
    • index becomes the row labels, sorted A to Z; columns the column labels, also sorted.
    • aggfunc is the calculation: "count", "sum", "mean", "median", "max", "nunique". aggfunc="size" counts rows without needing values at all.

    Leave out columns and you get a one-dimensional summary: one row per channel, one column.

    The result has channel as its index and the statuses as columns. When you check the table or export it, the index name channel travels along as the first column.

    Empty cells and fill_value

    When a combination never happens, the cell is empty, and pandas shows it as NaN. Products by category and active flag is a good example: every Lighting product is still active.

    products.pivot_table(index="category", columns="is_active",
                         values="product_id", aggfunc="count")
    # is_active  False  True
    # category
    # Decor        3.0   17.0
    # ...
    # Lighting     NaN   20.0

    The NaN also turns the counts into floats (3.0, 17.0). For a count, “no rows” means 0, so pass fill_value=0: the empty cell becomes 0 and the counts stay whole numbers.

    products.pivot_table(index="category", columns="is_active",
                         values="product_id", aggfunc="count", fill_value=0)
    # Lighting       0    20

    Only fill with 0 when zero is the truth. For an average price in a cell with no products, 0 would be a lie; leave it NaN.

    pivot_table or groupby?

    Both compute the same numbers. Pick by the shape you need next:

    • pivot_table when the result is a report: rows × columns for a person to read, export or chart on two dimensions. On the full orders table, completed orders read 5,367 for web, 3,885 for the app and 1,597 for the marketplace, side by side in one column.
    • groupby when the result is a calculation: one value per group that you’ll filter, merge or feed into the next step.

    Common mistakes

    • Leaving out aggfunc. The default is "mean", which averages order_id values: numbers, but nonsense.
    • Swapping index and columns, which gives statuses as rows and channels across the top.
    • Counting a column that has missing values. "count" skips NaN, so use an ID column or aggfunc="size".
    • Filling with 0 when the aggregate is an average or a rate: an empty cell is unknown, not zero.

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