Course Outline
From Manual Reports to Automated Processes
- Mapping the current manual report workflow
- Selecting candidates by frequency, effort and risk
Setting Up the Automation Workbench
- Python, editor and virtual environments
- Installing pandas, openpyxl and Selenium
Python Essentials and Reusable Scripts
- Variables, conditions, loops and lists
- Small functions and sequential script steps
- Reading and acting on error messages
Files, Paths and Data Formats
- Reading and writing CSV and Excel files
- Naming, archiving and date stamping outputs
Data Preparation with pandas
- Loading sources into dataframes
- Filtering, joining and aggregating data
- Cleaning dates, amounts and duplicates
Report Generation with openpyxl
- Writing results into Excel workbooks
- Formatting, formulas and charts
- Driving output from an Excel template
Validation and Reconciliation of Results
- Control totals and row count checks
- Detecting duplicates and outliers
- Quality gates before release
Claude for Script Creation and Reusable Skills
- Prompting for automation code
- Reviewing and correcting generated code
- Packaging reusable skills for the team
Web Automation with Selenium and Chrome
- Locating elements, waits and navigation
- Signing in to internal portals safely
- Pagination, downloads and file handling
Power BI and Excel Internal Sources
- Accessing published reports and exports
- Shared folders and file lock conflicts
- Coping with changed layouts and columns
Report Distribution by Email and WhatsApp
- Gmail sending with app passwords
- Attachments, summaries and recipient lists
- Business messaging templates and opt-in
Orchestration with PowerShell
- Running scripts and capturing output
- Parameters, logging and exit codes
- Chaining steps into one pipeline
Unattended Scheduling with Task Scheduler
- Creating and configuring scheduled tasks
- Service accounts and run-as permissions
- Monitoring runs and retry behaviour
Troubleshooting, Logging and Security
- Structured logs and error capture
- Credential storage and least privilege
- Personal and regulated data handling
Documentation, Handover and the Automation Capstone
- Process documentation and runbooks
- Capstone: building a departmental report
- First scheduled execution and review
Requirements
- No prior programming experience is required.
- Confidence using Windows, Microsoft Excel and a web browser.
- Working knowledge of the report or process that is to be automated.
Audience
- Business, operations, finance and administrative staff responsible for recurring reports.
- Team leads and supervisors who will pass these skills on to their own teams.
- Analysts moving from manual reporting to automated data pipelines.
Testimonials (3)
gaining new knowledge. It enabled me to broaden my skills and discover key concepts that are directly applicable
Mohammed FAZAZI - Groupe Randstad France
Course - UiPath Automation Solution Architect
Machine Translated
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
