Course Outline
Transitioning from Manual Reports to Automated Processes
- Mapping existing manual report workflows
- Identifying automation candidates based on frequency, effort, and risk
Establishing the Automation Environment
- Setting up Python, editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripts
- Core concepts: variables, conditions, loops, and lists
- Developing small functions and sequential script steps
- Interpreting and addressing error messages
Managing Files, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Standardizing naming conventions, archiving, and date stamping outputs
Data Processing with pandas
- Loading sources into dataframes
- Filtering, joining, and aggregating datasets
- Cleaning dates, amounts, and removing duplicates
Generating Reports with openpyxl
- Writing results to Excel workbooks
- Applying formatting, formulas, and charts
- Generating output driven by Excel templates
Validating and Reconciling Results
- Implementing control totals and row count checks
- Identifying duplicates and outliers
- Establishing quality gates before release
Using Claude for Code Creation and Reusable Skills
- Prompting for automation code generation
- Reviewing and correcting AI-generated code
- Packaging reusable skills for team use
Web Automation using Selenium and Chrome
- Element location, waits, and navigation
- Securely signing in to internal portals
- Handling pagination, downloads, and file management
Working with Power BI and Internal Excel Sources
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to layout and column changes
Distributing Reports via Email and WhatsApp
- Sending via Gmail using app passwords
- Managing attachments, summaries, and recipient lists
- Using business messaging templates and opt-in protocols
Orchestration with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Chaining steps into a single pipeline
Unattended Scheduling via Task Scheduler
- Creating and configuring scheduled tasks
- Managing service accounts and run-as permissions
- Monitoring executions and retry behaviors
Troubleshooting, Logging, and Security
- Structured logging and error capture
- Secure credential storage and least privilege principles
- Handling personal and regulated data
Documentation, Handover, and the Automation Capstone
- Creating process documentation and runbooks
- Capstone: Building a departmental report
- Executing the first scheduled run and conducting a review
Requirements
- No previous programming experience is necessary.
- Proficiency with Windows, Microsoft Excel, and web browsers.
- A solid understanding of the specific report or process intended for automation.
Target Audience
- Staff in business, operations, finance, and administration who handle recurring reports.
- Team leads and supervisors looking to delegate these skills to their teams.
- Analysts transitioning from manual reporting to automated data pipelines.
Testimonials (3)
I understand the basic flow of building a bot from start to finish
Dita Aura Febrian - PT Glostar Indonesia
Course - Integrated RPA for SAP Automation
the template provided. they will come in handy on my day to day duties
Lineo Nchaba - Revenue Services Lesotho
Course - UiPath for Business Analysts
He is very competent, organized, and he loves his job.
