Tutorial | Shared code#

Developers benefit from collective knowledge when they code with others developing projects on the same Dataiku instance. One of the most common ways to access and share frequently-used code in Dataiku is project libraries. When the code you need is available in a Git repository, you can import it into your project library and share that library with other projects for maximum reusability.

In this tutorial, we’ll create a single project library that you can share among projects.

Objectives#

In this tutorial, you will learn how to:

  • Create a shareable project library.

  • Add a file by importing it from a remote Git repository into a project’s library.

  • Import the project library into a second project.

  • Make use of a shared code module.

Prerequisites#

To complete this tutorial, you’ll need the following:

  • Dataiku 12.0 or later.

  • A Full Designer user profile.

  • A Python environment that includes the package openpyxl.

    Note

    • The 14-Day Free Online Trial contains a code environment, dash, that includes everything you need to complete the courses in the Developer learning path.

    • This tutorial was tested using a Python 3.6 code environment. Other Python versions may be compatible.

  • A GitHub account with a public SSH key. This is needed so that you can download a Python file from the Dataiku Academy Samples repository using SSH.

    Note

    Visit GitHub Docs to find out how to sign up for a GitHub account. For more information about adding a public SSH key to your account, visit GitHub Docs: Connecting to GitHub with SSH.

Create the starter projects#

Let’s first create the starter projects: Project A and Project B.

  1. From the Dataiku homepage, click +New Project > DSS tutorials > Developer > Project A.

  2. Click +New Project > DSS tutorials > Developer > Project B.

Note

You can also download Project A and Project B from the downloads page and import them as zip files.

Here is the starting Flow for Project A.

Screenshot of the Flow of Project A.

Note

The data quality issues in the ecommerce_transactions dataset will not impact the steps needed to complete this tutorial.

And the same for Project B.

Screenshot of the Flow of Project B.

Create a code library in Project A#

In this section, we’ll add a Pandas Dataframe to Excel function to our shared code library in Project A by cloning a library from a remote Git repository. To find out more, visit Working with Git.

Note

A Project Library is the place to store code that you plan to reuse in code-based objects (e.g., code recipes and notebooks) in your project. You can define objects, functions, etc., in a project library.

Project libraries should be used for code that is project-specific. However, libraries also leverage shared GitHub repositories, allowing you to retrieve your classes and functions.

You can import libraries from other Dataiku projects to use in your project. See the reference documentation to learn about reusing Python code and reusing R code.

Access the remote Git repo#

The first step is to access the remote Git repo and copy the SSH URL. We’ll need this URL to import the Python file from the remote repo into our project library.

Note

When importing from Git, use SSH for a secure connection. Visit GitHub reference documentation to find out more about using SSH with GitHub. Visit Working with Git for more information about working with Git in your Dataiku project.

  1. Sign in to your GitHub account, then go to the Dataiku Academy samples repository.

  2. Click Code, then copy the SSH URL to the clipboard. If you do not have SSH configured, you can copy the HTTPS URL instead.

We’ll use this URL in the next section.

Import the file from Git#

Let’s import the remote Git repository into the library for Project A.

  1. Open Project A.

  2. In the top navigation bar, click Libraries in the Code dropdown menu or use the keyboard shortcut G+L.

  3. In the left panel, click Git > Import from Git.

  4. Paste the SSH URL of the Git repository you copied (git@github.com:dataiku/academy-samples.git). Alternatively, paste the HTTPS URL ( https://github.com/dataiku/academy-samples.git).

  5. In Checkout, click the retrieve icon to retrieve the branches, then choose the main branch. This branch contains the content we want to import.

    Note

    If you encounter an error when trying to retrieve the branches, try using the HTTPS URL.

  6. Enter shared-code as the Path in repository. We only want to import a part of the repository–the shared-code directory.

  7. Enter the /python/ Target path. This tells Dataiku to import the repository into the Python folder in our project library. If left blank, Dataiku will replace the entire Python library in the project, removing any existing files and code. Note that the syntax starts and ends with /.

    Screenshot of the Git import dialogue.

  8. Click Save and Retrieve to fetch the repository.

Dataiku displays a success message letting you know the Git reference update was successful. Our Python library now contains the file, to_xlsx.py.

This Python file contains a Pandas Dataframe to Excel function that is now available to use in code capacities within Dataiku, including recipes and notebooks.

About the pandas dataframe to xlsx function#

The Pandas Dataframe to Excel function writes a specified DataFrame to an XLSX file and stores it in an output folder in the Flow.

It requires three inputs:

Screenshot of dataframe to excel function.

Later, we’ll provide these inputs via a Python recipe.

Note

The DataFrame to Excel function demonstrates the use of shared code. However, you do not have to import a function to export a dataset as an Excel file in Dataiku. You can use the built-in export function when working with a dataset.

Turn the project library into a shared code library#

How could other teams on the same Dataiku instance use the code from Project A in their projects? They can import the code library from another project on the same Dataiku instance into their projects.

In this section, we’ll:

  • Turn the code library from Project A into a shared library by importing it into Project B.

  • Use the dataframe to XLSX function in a Python recipe to export a dataset as a XLSX file.

To import the code library from one project to another, you’ll need to add the parent project’s key (each project in Dataiku has a unique project key) to the external-libraries.json file of the child project.

Let’s add the project key of Project A to the external-libraries.json file in Project B.

To do this:

  1. Open Project A.

  2. Copy the project key from the URL. You can find the project key in the URL of the project.

    Find a project key in the URL.

  3. Open Project B and go to the library editor.

  4. Open the external-libraries.json file.

  5. Add the project key you just copied to the import Libraries From Projects list, putting the project key in quotes and wrapping it in square brackets.

    Screenshot of the project key pasted into the JSON file.

  6. Click Save All.

The project library from Project A is now imported into Project B.

Set the code environment#

To ensure our code runs successfully, we’ll need to designate a code environment for Project B–one that has the package openpyxl. The function we are importing from Project A requires this package.

  1. From the More Options (…) menu in the top navigation bar, select Settings > Code env selection.

  2. Change the default Python code env by setting the Mode to Select an environment and selecting a designated Environment.

  3. Click Save.

Screenshot of the code environment.

Build the Flow#

The dataset, online_retail_dataset_filtered is not yet built. This is the DataFrame we want to export as a XLSX file using the Dataframe to XLSX function. We’ll need to make sure this dataset is built in our Flow.

  1. Go to the Flow.

  2. Click Flow Actions from the bottom-right corner of your window.

  3. Select Build all and keep the default selection for handling dependencies.

  4. Click Build.

  5. Wait for the build to finish, and then refresh the page to see the built Flow.

Create a Python recipe and a managed folder#

Let’s create our Python recipe where we’ll use the function DataFrame to XLSX. Recall that our function uses a folder named output_test.

We’ll make this managed folder when we create the recipe.

Create the recipe#

  1. From the Flow of Project B, open the Filter recipe and Run it to build the dataset, online_retail_dataset_filtered.

  2. Still from the Flow of Project B, select the online_retail_dataset_filtered dataset.

  3. From the Actions tab, in the right panel, select Python recipe under the Code recipes section.

    Add a Python recipe to the Flow.

  4. In the New python recipe window, set the Input to online_retail_dataset_filtered.

  5. Set the Output as follows:

    • Click + Add.

    • Click New Folder to add a folder instead of a dataset and name it output_test.

    • Create the folder, and store it into the filesystem folders.

      Screenshot of the Python recipe configuration.

  6. Click Create Recipe.

Configure the recipe#

Now that we have created the recipe, let’s configure and run it.

  1. Delete the sample code and replace it with the following code that provides the Dataframe to XLSX function with the required inputs.

# -------------------------------------------------------------------------------- NOTEBOOK-CELL: CODE
import dataiku
from dataiku import pandasutils as pdu
import pandas as pd
from to_xlsx import dataframe_to_xlsx

# -------------------------------------------------------------------------------- NOTEBOOK-CELL: CODE
# Example: load a DSS dataset as a Pandas dataframe
transactions_filtered = dataiku.Dataset("online_retail_dataset_filtered")
transactions_filtered_df = transactions_filtered.get_dataframe()

# -------------------------------------------------------------------------------- NOTEBOOK-CELL: CODE
#dataframe_to_xlsx(input dataframe, folder where output file will be written, name of the output file)
dataframe_to_xlsx(transactions_filtered_df,'output_test', 'Transactions')

Note

In this notebook:

  • The first cell tells Dataiku to import the function, dataframe_to_xlsx from the Python file, to_xlsx (which exists in the code library in Project A).

  • The second cell tells Dataiku which DataFrame we want to convert to output as a XLSX file–online_retail_dataset_filtered.

  • The third cell references the managed folder where we want to store our XLSX file and the Excel sheet name.

  1. Save and Run the recipe.

  2. When the job is over, return to the Flow. The output_test managed folder now contains Transactions.xlsx.

Important

When we share libraries between projects and deploy our project to the Automation node, we must also deploy the parent project so that the project library is available.

What’s next?#

Now that you have two projects sharing the same project library, you can try adding a shared notebook by importing it from Git. To do this, you could:

  1. Create a notebook from the Python recipe in Project B.

  2. Export the notebook to your own GitHub repo.

Experiment with the different ways you can import the notebook into your project’s library - using both SSH and HTTPS URLs. If you want to save local modifications back into the remote repository, you can experiment with manually pushing your changes to the referenced Git repo.

Visit the Dataiku reference documentation, Importing Jupyter Notebooks from Git to learn more.