How to build a business report using Quarto ?

Workflow Demo - 27/03/2024

Christophe Dervieux

  1. Generic introduction to Quarto

  2. Building a business report with Quarto

What is Quarto ?

Quarto is a new, open-source, scientific, and technical publishing system

  • Computations: Python, R, Julia, Observable JS
  • Markdown: Pandoc with many enhancements
  • Output: Documents, presentations, websites, books, blogs

A schematic representing the multi-language input (e.g. Python, R, Observable, Julia) and multi-format output (e.g. PDF, html, Word documents, and more) versatility of Quarto.

Artwork from “Hello, Quarto” keynote by Julia Lowndes and Mine Çetinkaya-Rundel, presented at RStudio Conference 2022. Illustrated by Allison Horst.

How it works ?

  • Leverages multiple computation engines
  • Uses .md, .qmd or .ipynb as source files
  • Extends Pandoc universal converter
  • Produces several output formats

How to start?

Look at Quarto Documentation website:

screenshot of quarto website at quarto.org

screenshot of quarto website get started section at quarto.org

How to use?

Quarto CLI

Core component that drives Quarto rendering. This is the only thing you need to render plain markdown (it includes Pandoc).

  • Add knitr to render documents with R
  • Add jupyter to render with Jupyter kernels

This is a system level component that can be used with any tooling.

How to use?

RStudio IDE

RStudio IDE bundles Quarto and integrates with it.

How to use?

VS Code Extension

https://quarto.org/docs/tools/vscode.html

How to use?

Jupyter Lab

  • As an extension

How to use?

Visual Editor

WYSIWYM editor
for Quarto

  • VS CODE

  • RStudio IDE

Demo

Let’s dive now into a demo of Quarto !

Our Use Case

🎯 Build a business report for stakeholders in enterprise context.

Steps

  • Starting from a standard HTML document

  • Adding some Quarto specific features to improve it

  • Styling to match some style guide

  • Publishing and sharing results

  • Customizing some scheduled email updates

Watch Demo

Live report demo published on Posit Connect (preview on next slide)