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Virtual Environments

When you work in Python projects you probably should use a virtual environment (or a similar mechanism) to isolate the packages you install for each project.

Info

If you already know about virtual environments, how to create them and use them, you might want to skip this section. 🤓

Tip

A virtual environment is different than an environment variable.

An environment variable is a variable in the system that can be used by programs.

A virtual environment is a directory with some files in it.

Info

This page will teach you how to use virtual environments and how they work.

If you are ready to adopt a tool that manages everything for you (including installing Python), try uv.

Create a Project

First, create a directory for your project.

What I normally do is that I create a directory named code inside my home/user directory.

And inside of that I create one directory per project.

// Go to the home directory
$ cd
// Create a directory for all your code projects
$ mkdir code
// Enter into that code directory
$ cd code
// Create a directory for this project
$ mkdir awesome-project
// Enter into that project directory
$ cd awesome-project

Create a Virtual Environment

When you start working on a Python project for the first time, create a virtual environment inside your project.

Tip

You only need to do this once per project, not every time you work.

To create a virtual environment, you can use the venv module that comes with Python.

$ python -m venv .venv
What that command means
  • python: use the program called python
  • -m: call a module as a script, we'll tell it which module next
  • venv: use the module called venv that normally comes installed with Python
  • .venv: create the virtual environment in the new directory .venv

If you have uv installed, you can use it to create a virtual environment.

$ uv venv

Tip

By default, uv will create a virtual environment in a directory called .venv.

But you could customize it passing an additional argument with the directory name.

That command creates a new virtual environment in a directory called .venv.

.venv or other name

You could create the virtual environment in a different directory, but there's a convention of calling it .venv.

Activate the Virtual Environment

Activate the new virtual environment so that any Python command you run or package you install uses it.

Tip

Do this every time you start a new terminal session to work on the project.

$ source .venv/bin/activate
$ .venv\Scripts\Activate.ps1

Or if you use Bash for Windows (e.g. Git Bash):

$ source .venv/Scripts/activate

Tip

Every time you install a new package in that environment, activate the environment again.

This makes sure that if you use a terminal (CLI) program installed by that package, you use the one from your virtual environment and not any other that could be installed globally, probably with a different version than what you need.

Check the Virtual Environment is Active

Check that the virtual environment is active (the previous command worked).

Tip

This is optional, but it's a good way to check that everything is working as expected and you are using the virtual environment you intended.

$ which python

/home/user/code/awesome-project/.venv/bin/python

If it shows the python binary at .venv/bin/python, inside of your project (in this case awesome-project), then it worked. 🎉

$ Get-Command python

C:\Users\user\code\awesome-project\.venv\Scripts\python

If it shows the python binary at .venv\Scripts\python, inside of your project (in this case awesome-project), then it worked. 🎉

Upgrade pip

Tip

If you use uv you would use it to install things instead of pip, so you don't need to upgrade pip. 😎

If you are using pip to install packages (it comes by default with Python), you should upgrade it to the latest version.

Many exotic errors while installing a package are solved by just upgrading pip first.

Tip

You would normally do this once, right after you create the virtual environment.

Make sure the virtual environment is active (with the command above) and then run:

$ python -m pip install --upgrade pip

---> 100%

Add .gitignore

If you are using Git (you should), add a .gitignore file to exclude everything in your .venv from Git.

Tip

If you used uv to create the virtual environment, it already did this for you, you can skip this step. 😎

Tip

Do this once, right after you create the virtual environment.

$ echo "*" > .venv/.gitignore
What that command means
  • echo "*": will "print" the text * in the terminal (the next part changes that a bit)
  • >: anything printed to the terminal by the command to the left of > should not be printed but instead written to the file that goes to the right of >
  • .gitignore: the name of the file where the text should be written

And * for Git means "everything". So, it will ignore everything in the .venv directory.

That command will create a file .gitignore with the content:

*

Install Packages

After activating the environment, you can install packages in it.

Tip

Do this once when installing or upgrading the packages your project needs.

If you need to upgrade a version or add a new package you would do this again.

Install Packages Directly

If you're in a hurry and don't want to use a file to declare your project's package requirements, you can install them directly.

Tip

It's a (very) good idea to put the packages and versions your program needs in a file (for example requirements.txt or pyproject.toml).

$ pip install typer

---> 100%

If you have uv:

$ uv pip install typer
---> 100%

Install from requirements.txt

If you have a requirements.txt, you can now use it to install its packages.

$ pip install -r requirements.txt
---> 100%

If you have uv:

$ uv pip install -r requirements.txt
---> 100%
requirements.txt

A requirements.txt with some packages could look like:

typer==0.13.0
rich==13.7.1

Run Your Program

After you activated the virtual environment, you can run your program, and it will use the Python inside of your virtual environment with the packages you installed there.

$ python main.py

Hello World

Configure Your Editor

You would probably use an editor, make sure you configure it to use the same virtual environment you created (it will probably autodetect it) so that you can get autocompletion and inline errors.

For example:

Tip

You normally have to do this only once, when you create the virtual environment.

Deactivate the Virtual Environment

Once you are done working on your project you can deactivate the virtual environment.

$ deactivate

This way, when you run python it won't try to run it from that virtual environment with the packages installed there.

Ready to Work

Now you're ready to start working on your project.

Tip

Do you want to understand what's all that above?

Continue reading. 👇🤓

Why Virtual Environments

To work with Typer you need to install Python.

After that, you would need to install Typer and any other packages you want to use.

To install packages you would normally use the pip command that comes with Python (or similar alternatives).

Nevertheless, if you just use pip directly, the packages would be installed in your global Python environment (the global installation of Python).

The Problem

So, what's the problem with installing packages in the global Python environment?

At some point, you will probably end up writing many different programs that depend on different packages. And some of these projects you work on will depend on different versions of the same package. 😱

For example, you could create a project called philosophers-stone, this program depends on another package called harry, using the version 1. So, you need to install harry.

flowchart LR
    stone(philosophers-stone) -->|requires| harry-1[harry v1]

Then, at some point later, you create another project called prisoner-of-azkaban, and this project also depends on harry, but this project needs harry version 3.

flowchart LR
    azkaban(prisoner-of-azkaban) --> |requires| harry-3[harry v3]

But now the problem is, if you install the packages globally (in the global environment) instead of in a local virtual environment, you will have to choose which version of harry to install.

If you want to run philosophers-stone you will need to first install harry version 1, for example with:

$ pip install "harry==1"

And then you would end up with harry version 1 installed in your global Python environment.

flowchart LR
    subgraph global[global env]
        harry-1[harry v1]
    end
    subgraph stone-project[philosophers-stone project]
        stone(philosophers-stone) -->|requires| harry-1
    end

But then if you want to run prisoner-of-azkaban, you will need to uninstall harry version 1 and install harry version 3 (or just installing version 3 would automatically uninstall version 1).

$ pip install "harry==3"

And then you would end up with harry version 3 installed in your global Python environment.

And if you try to run philosophers-stone again, there's a chance it would not work because it needs harry version 1.

flowchart LR
    subgraph global[global env]
        harry-1[<strike>harry v1</strike>]
        style harry-1 fill:#ccc,stroke-dasharray: 5 5
        harry-3[harry v3]
    end
    subgraph stone-project[philosophers-stone project]
        stone(philosophers-stone) -.-x|⛔️| harry-1
    end
    subgraph azkaban-project[prisoner-of-azkaban project]
        azkaban(prisoner-of-azkaban) --> |requires| harry-3
    end

Tip

It's very common in Python packages to try the best to avoid breaking changes in new versions, but it's better to be safe, and install newer versions intentionally and when you can run the tests to check everything is working correctly.

Now, imagine that with many other packages that all your projects depend on. That's very difficult to manage. And you would probably end up running some projects with some incompatible versions of the packages, and not knowing why something isn't working.

Also, depending on your operating system (e.g. Linux, Windows, macOS), it could have come with Python already installed. And in that case it probably had some packages pre-installed with some specific versions needed by your system. If you install packages in the global Python environment, you could end up breaking some of the programs that came with your operating system.

Where are Packages Installed

When you install Python, it creates some directories with some files in your computer.

Some of these directories are the ones in charge of having all the packages you install.

When you run:

// Don't run this now, it's just an example 🤓
$ pip install typer
---> 100%

That will download a compressed file with the Typer code, normally from PyPI.

It will also download files for other packages that Typer depends on.

Then it will extract all those files and put them in a directory in your computer.

By default, it will put those files downloaded and extracted in the directory that comes with your Python installation, that's the global environment.

What are Virtual Environments

The solution to the problems of having all the packages in the global environment is to use a virtual environment for each project you work on.

A virtual environment is a directory, very similar to the global one, where you can install the packages for a project.

This way, each project will have its own virtual environment (.venv directory) with its own packages.

flowchart TB
    subgraph stone-project[philosophers-stone project]
        stone(philosophers-stone) --->|requires| harry-1
        subgraph venv1[.venv]
            harry-1[harry v1]
        end
    end
    subgraph azkaban-project[prisoner-of-azkaban project]
        azkaban(prisoner-of-azkaban) --->|requires| harry-3
        subgraph venv2[.venv]
            harry-3[harry v3]
        end
    end
    stone-project ~~~ azkaban-project

What Does Activating a Virtual Environment Mean

When you activate a virtual environment, for example with:

$ source .venv/bin/activate
$ .venv\Scripts\Activate.ps1

Or if you use Bash for Windows (e.g. Git Bash):

$ source .venv/Scripts/activate

That command will create or modify some environment variables that will be available for the next commands.

One of those variables is the PATH variable.

Tip

You can learn more about the PATH environment variable in the Environment Variables section.

Activating a virtual environment adds its path .venv/bin (on Linux and macOS) or .venv\Scripts (on Windows) to the PATH environment variable.

Let's say that before activating the environment, the PATH variable looked like this:

/usr/bin:/bin:/usr/sbin:/sbin

That means that the system would look for programs in:

  • /usr/bin
  • /bin
  • /usr/sbin
  • /sbin
C:\Windows\System32

That means that the system would look for programs in:

  • C:\Windows\System32

After activating the virtual environment, the PATH variable would look something like this:

/home/user/code/awesome-project/.venv/bin:/usr/bin:/bin:/usr/sbin:/sbin

That means that the system will now start looking first look for programs in:

/home/user/code/awesome-project/.venv/bin

before looking in the other directories.

So, when you type python in the terminal, the system will find the Python program in

/home/user/code/awesome-project/.venv/bin/python

and use that one.

C:\Users\user\code\awesome-project\.venv\Scripts;C:\Windows\System32

That means that the system will now start looking first look for programs in:

C:\Users\user\code\awesome-project\.venv\Scripts

before looking in the other directories.

So, when you type python in the terminal, the system will find the Python program in

C:\Users\user\code\awesome-project\.venv\Scripts\python

and use that one.

An important detail is that it will put the virtual environment path at the beginning of the PATH variable. The system will find it before finding any other Python available. This way, when you run python, it will use the Python from the virtual environment instead of any other python (for example, a python from a global environment).

Activating a virtual environment also changes a couple of other things, but this is one of the most important things it does.

Checking a Virtual Environment

When you check if a virtual environment is active, for example with:

$ which python

/home/user/code/awesome-project/.venv/bin/python
$ Get-Command python

C:\Users\user\code\awesome-project\.venv\Scripts\python

That means that the python program that will be used is the one in the virtual environment.

you use which in Linux and macOS and Get-Command in Windows PowerShell.

The way that command works is that it will go and check in the PATH environment variable, going through each path in order, looking for the program called python. Once it finds it, it will show you the path to that program.

The most important part is that when you call python, that is the exact "python" that will be executed.

So, you can confirm if you are in the correct virtual environment.

Tip

It's easy to activate one virtual environment, get one Python, and then go to another project.

And the second project wouldn't work because you are using the incorrect Python, from a virtual environment for another project.

It's useful being able to check what python is being used. 🤓

Why Deactivate a Virtual Environment

For example, you could be working on a project philosophers-stone, activate that virtual environment, install packages and work with that environment.

And then you want to work on another project prisoner-of-azkaban.

You go to that project:

$ cd ~/code/prisoner-of-azkaban

If you don't deactivate the virtual environment for philosophers-stone, when you run python in the terminal, it will try to use the Python from philosophers-stone.

$ cd ~/code/prisoner-of-azkaban

$ python main.py

// Error importing sirius, it's not installed 😱
Traceback (most recent call last):
    File "main.py", line 1, in <module>
        import sirius

But if you deactivate the virtual environment and activate the new one for prisoner-of-askaban then when you run python it will use the Python from the virtual environment in prisoner-of-azkaban.

$ cd ~/code/prisoner-of-azkaban

// You don't need to be in the old directory to deactivate, you can do it wherever you are, even after going to the other project 😎
$ deactivate

// Activate the virtual environment in prisoner-of-azkaban/.venv 🚀
$ source .venv/bin/activate

// Now when you run python, it will find the package sirius installed in this virtual environment ✨
$ python main.py

I solemnly swear 🐺

Alternatives

This is a simple guide to get you started and teach you how everything works underneath.

There are many alternatives to managing virtual environments, package dependencies (requirements), projects.

Once you are ready and want to use a tool to manage the entire project, packages dependencies, virtual environments, etc. I would suggest you try uv.

uv can do a lot of things, it can:

  • Install Python for you, including different versions
  • Manage the virtual environment for your projects
  • Install packages
  • Manage package dependencies and versions for your project
  • Make sure you have an exact set of packages and versions to install, including their dependencies, so that you can be sure that you can run your project in production exactly the same as in your computer while developing, this is called locking
  • And many other things

Conclusion

If you read and understood all this, now you know much more about virtual environments than many developers out there. 🤓

Knowing these details will most probably be useful in a future time when you are debugging something that seems complex, but you will know how it all works underneath. 😎