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bantykh/cashflow-dashboard

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App README

Partner Institution Cashflow & Sponsorship Dashboard

An interactive, premium Streamlit dashboard for monitoring partner institution budget allocations, actual monthly disbursements, student sponsorships, and Monitoring & Evaluation (M&E) guidelines. Sourced dynamically from Google Sheets with offline backup support.

๐Ÿš€ Key Features

  • โ€”Live Google Sheet Sync: Reads the latest data directly from the online spreadsheet at runtime with an Offline Fallback to a local Excel file if internet connectivity is unavailable. Includes a Sync to Local Disk utility to update the local backup cache.
  • โ€”Context-Propagating Aggregation Pipeline: Resolves multi-row school approvals and demographic breakdowns correctly (aggregating unique student counts to 7,270 and total budgets to โ‚น4,20,01,600 without doubling).
  • โ€”Dynamic Pivot Builder: Allows users to dynamically configure pivot rows, columns, metrics, and aggregation functions (sum, mean, count) to slice and dice datasets, accompanied by automatic data-labeled Plotly bar charts.
  • โ€”Institution Factsheet Explorer: View individual institution details, payout cycles, and category-specific remaining balances.
  • โ€”Interactive Master Registry: Built on streamlit-aggrid with column sorting, resizing, pagination, and advanced conditional formatting rules (highlighting high budgets in blue, high balances in red, and large cohorts in green).
  • โ€”Monitoring & Evaluation (M&E) SOPs: Standardized guidelines, auditing questionnaires, and data logging templates to ensure offline audit records sync cleanly with the dashboard data structure.
  • โ€”Soft Pastel Gradient Theme: Styled with custom CSS utilizing Outfit typography, glassmorphism filters, and a soft yellow-green-blue gradient.

๐Ÿ“ฆ Project Structure

  • โ€”app.py: Main Streamlit application codebase.
  • โ€”requirements.txt: Python library dependencies required for deployment.
  • โ€”Partner Institution Cashflow_FY 2026-2027.xlsx: Offline backup data cache.
  • โ€”README.md: Application documentation and instructions.
  • โ€”LICENSE: MIT License terms.

๐Ÿ› ๏ธ Local Installation

  1. 1.Clone or extract the project files.
  2. 2.Install the required dependencies:
bash
    pip install -r requirements.txt
  1. 1.Run the Streamlit application:
bash
    streamlit run app.py

๐ŸŒ Streamlit Cloud Deployment

  1. 1.Push the project directory (including app.py, requirements.txt, README.md, LICENSE, and the .xlsx data file) to a new GitHub repository.
  2. 2.Log in to Streamlit Community Cloud.
  3. 3.Click New app, select your repository and branch, configure the Main file path to app.py, and click Deploy!

๐Ÿ“„ License

This project is licensed under the MIT License. See the LICENSE file for details.