Course Outline
Transitioning from Manual Reporting to Automated Processes
- Mapping existing manual report workflows
- Identifying automation candidates based on frequency, effort, and risk
Establishing the Automation Workspace
- Python setup, code editors, and virtual environments
- Installation of pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripting
- Core concepts: variables, conditionals, loops, and lists
- Creating small functions and sequential script logic
- Interpreting and acting on error messages
File Management, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Standardizing naming conventions, archiving, and date stamping
Data Processing with pandas
- Loading source data into dataframes
- Filtering, joining, and aggregating datasets
- Cleaning dates, numerical values, and duplicate entries
Generating Reports with openpyxl
- Populating Excel workbooks with results
- Applying formatting, formulas, and charts
- Generating outputs from Excel templates
Validating and Reconciling Results
- Implementing control totals and row count verifications
- Identifying duplicates and outliers
- Establishing quality checkpoints before release
Leveraging Claude for Script Development and Reusable Skills
- Prompting techniques for automation code
- Auditing and refining generated code
- Packaging skills for team reuse
Web Automation using Selenium and Chrome
- Element location, waits, and navigation strategies
- Secure sign-in to internal portals
- Handling pagination, downloads, and file management
Utilizing Power BI and Excel as Internal Sources
- Accessing published reports and data exports
- Managing shared folders and file lock issues
- Adapting to layout and column changes
Distributing Reports via Email and WhatsApp
- Sending via Gmail using app passwords
- Managing attachments, summaries, and recipient lists
- Creating business messaging templates and handling opt-ins
Orchestrating with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Linking steps into a unified pipeline
Scheduling Unattended Tasks with Task Scheduler
- Setting up and configuring scheduled tasks
- Using service accounts and run-as permissions
- Monitoring executions and retry mechanisms
Troubleshooting, Logging, and Security
- Implementing structured logs and error capture
- Storing credentials and applying least privilege principles
- Handling personal and regulated data responsibly
Documentation, Handover, and the Automation Capstone
- Creating process documentation and runbooks
- Capstone project: developing a departmental report
- Performing the first scheduled execution and review
Requirements
- No previous programming experience is necessary.
- Familiarity with Windows, Microsoft Excel, and web browsers.
- A solid understanding of the specific reports or processes intended for automation.
Target Audience
- Business, operations, finance, and administrative personnel managing recurring reports.
- Team leaders and supervisors planning to disseminate these skills within their teams.
- Analysts transitioning from manual reporting methods 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
