Course Outline
Transitioning from Manual Reporting to Automated Systems
- Mapping existing manual reporting workflows
- Identifying automation candidates based on frequency, operational effort, and risk
Configuring the Automation Development Environment
- Python interpreter, code editor, and virtual environment setup
- Installation of pandas, openpyxl, and Selenium libraries
Python Fundamentals and Script Development
- Core concepts: variables, conditional logic, loops, and lists
- Function definition and sequential script execution
- Interpreting and responding to system error messages
File Management, Pathing, and Data Formats
- Reading and writing CSV and Excel files
- Standardizing naming conventions, archiving protocols, and date stamping for outputs
Data Processing and Manipulation with pandas
- Loading source data into dataframes
- Filtering, joining, and aggregating datasets
- Standardizing dates, financial amounts, and removing duplicates
Report Generation and Formatting with openpyxl
- Populating Excel workbooks with processed results
- Applying formatting, formulas, and chart generation
- Driving report output from standardized Excel templates
Validation and Reconciliation of Output Data
- Verifying control totals and row counts
- Detecting data duplicates and statistical outliers
- Implementing quality assurance gates prior to release
Utilizing Claude for Script Generation and Skill Development
- Prompt engineering for automation code
- Reviewing and correcting AI-generated code
- Packaging reusable skills and standards for team use
Web Automation using Selenium and Chrome
- Element location, wait strategies, and navigation controls
- Secure authentication to internal portals
- Handling pagination, downloads, and file management
Integration with Power BI and Excel Internal Sources
- Accessing published reports and data exports
- Managing shared folders and resolving file lock conflicts
- Adapting to layout changes and column modifications
Automated Report Distribution via Email and Messaging
- Gmail integration using application passwords
- Managing attachments, summaries, and recipient lists
- Standardizing business messaging templates and opt-in protocols
Process Orchestration with PowerShell
- Executing scripts and capturing output logs
- Managing parameters, logging, and exit codes
- Chaining discrete steps into a unified pipeline
Unattended Scheduling with Task Scheduler
- Creating and configuring scheduled tasks
- Utilizing service accounts and run-as permissions
- Monitoring execution and configuring retry behavior
Troubleshooting, Logging, and Security Compliance
- Implementing structured logs and error capture
- Secure credential storage and principle of least privilege
- Handling personal and regulated data in compliance with standards
Documentation, Transition, and Automation Capstone
- Creating process documentation and operational runbooks
- Capstone: Developing an end-to-end departmental report
- Initial scheduled execution and performance review
Requirements
- No prior programming experience is required.
- Proficiency in using Windows, Microsoft Excel, and a web browser.
- Working knowledge of the specific report or process intended for automation.
Intended Audience
- Business, operations, finance, and administrative staff responsible for recurring reporting tasks.
- Team leads and supervisors preparing to disseminate these skills within 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.
