.. DO NOT EDIT.
.. THIS FILE WAS AUTOMATICALLY GENERATED BY SPHINX-GALLERY.
.. TO MAKE CHANGES, EDIT THE SOURCE PYTHON FILE:
.. "generated_examples\ifrs17sim\plot_ifrs_waterfall.py"
.. LINE NUMBERS ARE GIVEN BELOW.

.. only:: html

    .. note::
        :class: sphx-glr-download-link-note

        Click :ref:`here <sphx_glr_download_generated_examples_ifrs17sim_plot_ifrs_waterfall.py>`
        to download the full example code

.. rst-class:: sphx-glr-example-title

.. _sphx_glr_generated_examples_ifrs17sim_plot_ifrs_waterfall.py:


IFRS waterfall chart
=====================================

The script draws multiple waterfall charts,
each of which depict sources of changes in balances related to IFRS17.
The script is broken down into pieces of code, and explained in a Jupyter notebook,
:doc:`/projects/ifrs17sim_charts_baseline`.

The live version of the notebook is available online.

*Launch this notebook online!* |binder ifrs17sim_charts_baseline|

.. include:: /banners.rst
   :start-after: Begin binder ifrs17sim_charts_baseline
   :end-before: End binder ifrs17sim_charts_baseline

.. seealso::
    * The :mod:`~ifrs17sim` library

.. GENERATED FROM PYTHON SOURCE LINES 22-88



.. rst-class:: sphx-glr-horizontal


    *

      .. image-sg:: /generated_examples/ifrs17sim/images/sphx_glr_plot_ifrs_waterfall_001.png
         :alt: CSM Amortization
         :srcset: /generated_examples/ifrs17sim/images/sphx_glr_plot_ifrs_waterfall_001.png
         :class: sphx-glr-multi-img

    *

      .. image-sg:: /generated_examples/ifrs17sim/images/sphx_glr_plot_ifrs_waterfall_002.png
         :alt: Expected Cashflows
         :srcset: /generated_examples/ifrs17sim/images/sphx_glr_plot_ifrs_waterfall_002.png
         :class: sphx-glr-multi-img

    *

      .. image-sg:: /generated_examples/ifrs17sim/images/sphx_glr_plot_ifrs_waterfall_003.png
         :alt: Actual Cashflows
         :srcset: /generated_examples/ifrs17sim/images/sphx_glr_plot_ifrs_waterfall_003.png
         :class: sphx-glr-multi-img

    *

      .. image-sg:: /generated_examples/ifrs17sim/images/sphx_glr_plot_ifrs_waterfall_004.png
         :alt: IFRS17 Profit/Loss
         :srcset: /generated_examples/ifrs17sim/images/sphx_glr_plot_ifrs_waterfall_004.png
         :class: sphx-glr-multi-img





.. code-block:: default

    from draw_charts import draw_waterfall, get_waterfalldata
    import modelx as mx
    import seaborn as sns
    sns.set_theme(style="darkgrid")

    model = mx.read_model("model")
    proj = model.OuterProj[1]

    # CSM Amortization

    csmrf = get_waterfalldata(
                proj, 
                items=['CSM',
                       'IntAccrCSM',
                       'AdjCSM_FlufCF',
                       'TransServices'],
                length=3,
                reverseitems=['TransServices'])

    draw_waterfall(csmrf, title='CSM Amortization')

    # Expected Cashflow Rollforwad

    estcf = get_waterfalldata(
                proj,
                items=['PV_FutureCF',
                       'EstPremIncome',
                       'EstIntOnCF',
                       'EstAcqCashflow',
                       'EstClaim',
                       'EstExps'],
                length=3,
                reverseitems=['EstPremIncome'])

    draw_waterfall(estcf, title='Expected Cashflows')
    
    # Actual Cashflow Rollforward
    
    actcf = get_waterfalldata(
                proj,
                items=['PremIncome',
                       'IntAccumCF',
                       'ExpsAcqTotal',
                       'BenefitTotal',
                       'ExpsMaintTotal',
                       'ActualNetCF'],
                length=3,
                reverseitems=['ExpsAcqTotal',
                              'BenefitTotal',
                              'ExpsMaintTotal'])

    draw_waterfall(actcf, stocks=[0, 5], title='Actual Cashflows')

    # IFRS17 Financial Performance

    ifrspl = get_waterfalldata(
                proj,
                items=['InsurRevenue',
                       'InsurServiceExps',
                       'InsurFinIncomeExps',
                       'ProfitBefTax'],
                length=5,
                reverseitems=['InsurServiceExps'])

    draw_waterfall(ifrspl, stocks=[0, 3], title='IFRS17 Profit/Loss')



.. rst-class:: sphx-glr-timing

   **Total running time of the script:** ( 0 minutes  1.271 seconds)


.. _sphx_glr_download_generated_examples_ifrs17sim_plot_ifrs_waterfall.py:

.. only:: html

  .. container:: sphx-glr-footer sphx-glr-footer-example


    .. container:: sphx-glr-download sphx-glr-download-python

      :download:`Download Python source code: plot_ifrs_waterfall.py <plot_ifrs_waterfall.py>`

    .. container:: sphx-glr-download sphx-glr-download-jupyter

      :download:`Download Jupyter notebook: plot_ifrs_waterfall.ipynb <plot_ifrs_waterfall.ipynb>`


.. only:: html

 .. rst-class:: sphx-glr-signature

    `Gallery generated by Sphinx-Gallery <https://sphinx-gallery.github.io>`_