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How to build business reports with Quarto

Posit PBC 6,938 1 year ago
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How do you create the report look and feel that your leadership team expects? Christophe Dervieux at Posit joined us on Wednesday, March 27th to share how to style Quarto docs and send scheduled email updates to required stakeholders. Helpful resources: 🖇️ Getting started with Quarto: https://quarto.org/docs/get-started 🖇️ User guide: https://quarto.org/docs/guide 🖇️ Github repo with this example: https://github.com/quarto-examples/quarto-business-report 🖇️ Q&A Recording: https://youtube.com/live/bqk75igHo8M?feature=share 🖇️ If you're interested in learning more about Posit Connect, pos.it/chat-with-us ✨ Timestamps: 02:00 - What is Quarto? 02:40 - How does Quarto work? (.md, .qmd or .ipynb as source files) 03:45 - How to get started with Quarto if you're new to it? 04:51 - Using Quarto from within RStudio 05:00 - Using Quarto within VSCode with extension & Jupyter Lab extension 05:37 - Visual Editor for Quarto 07:22 - Customer Tracker Report in RStudio IDE (using source code: https://github.com/quarto-examples/quarto-business-report) 10:39 - Making Quarto report downloadable as Excel doc (adding download button) 11:37 - Adding a table of contents to your Quarto report 12:23 - Spread Quarto graphics across page so that they go into margin 13:10 - Customizing theme in Quarto (Bootstrap 5) https://quarto.org/docs/output-formats/html-themes.html 14:45 - Increasing font size in Quarto report 17:10 - Customizing theme rules 21:16 - Publishing Quarto report to Posit Connect 22:35 - Scheduling Quarto report to automatically run 23:35 - Preview of default / non-customized email 23:58 - Customizing your Quarto email 26:52 - Customized email preview that Posit Connect can send 27:56 - Setting access controls for Quarto report on Connect and when you want emails to send 📚 Resources shared in Q&A session: Community discussion for ongoing Quarto questions: https://forum.posit.co/tag/quarto Quarto document language: https://quarto.org/docs/authoring/language.html babelquarto (for multilingual project, book, or website): https://docs.ropensci.org/babelquarto/ Quarto Manuscripts: https://quarto.org/docs/manuscripts/ Managing Execution in Quarto: https://quarto.org/docs/projects/code-execution.html Quarto Extensions: https://quarto.org/docs/extensions/ Project Profiles in Quarto: https://quarto.org/docs/projects/profiles.html Custom branding deeper dive: https://www.youtube.com/watch?v=V82BBU9ldcM Quarto Parameters: https://quarto.org/docs/computations/parameters.html Lua Development: https://quarto.org/docs/extensions/lua.html Quarto CLI Discussions on Github: https://github.com/quarto-dev/quarto-cli/discussions Data Science Hangout every Thursday at 12 ET: https://posit.co/data-science-hangout/ Get connected with others at your org using Posit: pos.it/connect-us There is no need to register; join us here on YouTube at the time above or you can add to your calendar using the link below: pos.it/team-demo We host these Workflow Demos on the last Wednesday of every month, so you can use the link above to add the recurring event as well. If you ever have ideas for topics or questions about them, you can comment below in YouTube!

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