Course Outline
Transitioning from Manual to Automated Reporting
- Analyzing the existing manual reporting workflow
- Identifying automation candidates based on frequency, effort, and risk
Establishing the Automation Environment
- Configuring Python, code editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Core Python Concepts and Script Reusability
- Variables, conditional logic, loops, and lists
- Defining small functions and sequential script steps
- Interpreting and addressing error messages
File Management and Data Formats
- Reading and writing CSV and Excel files
- Standardizing naming conventions, archiving, and date stamping outputs
Data Processing with pandas
- Importing data sources into dataframes
- Filtering, joining, and aggregating datasets
- Cleaning dates, monetary values, and duplicate entries
Report Creation with openpyxl
- Populating Excel workbooks with results
- Applying formatting, formulas, and charts
- Generating output based on Excel templates
Result Validation and Reconciliation
- Performing control total and row count verifications
- Identifying duplicates and statistical outliers
- Implementing quality checks before release
Utilizing Claude for Code Generation and Skill Reuse
- Crafting prompts for automation code generation
- Reviewing and refining AI-generated code
- Packaging reusable skills for team adoption
Web Automation via Selenium and Chrome
- Element identification, wait conditions, and navigation
- Securely accessing internal portals
- Handling pagination, downloads, and file operations
Integrating Power BI and Excel Data Sources
- Accessing published reports and data exports
- Managing shared folders and file lock issues
- Adapting to changes in layouts and column structures
Distributing Reports via Email and WhatsApp
- Sending Gmail messages using app passwords
- Managing attachments, summaries, and recipient lists
- Utilizing business messaging templates and opt-in settings
Workflow Orchestration with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Chaining processes into a single pipeline
Unattended Execution via Task Scheduler
- Creating and configuring scheduled tasks
- Managing service accounts and execution permissions
- Monitoring execution runs and retry logic
Debugging, Logging, and Security
- Implementing structured logging and error tracking
- Secure credential storage and principle of least privilege
- Handling personal and regulated data compliantly
Documentation, Handover, and Capstone Project
- Creating process documentation and runbooks
- Capstone project: constructing a departmental report
- Executing the first scheduled run and conducting a review
Requirements
- Previous programming experience is not necessary.
- Proficiency in using Windows, Microsoft Excel, and a web browser.
- A solid understanding of the specific report or process to be automated.
Target Audience
- Staff in business, operations, finance, and administration who manage recurring reports.
- Team leaders and supervisors looking to transfer 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.
