CONTACT ONS
 Duur 28 uren

Cursusaanbod

Transitioning from Manual to Automated Reporting

  • Mapping the existing manual reporting workflow
  • Identifying automation candidates based on frequency, effort, and risk

Configuring the Automation Environment

  • Setting up Python, editors, and virtual environments
  • Installing pandas, openpyxl, and Selenium

Python Fundamentals and Reusable Scripts

  • Variables, conditional logic, loops, and lists
  • Simple functions and sequential script execution
  • Interpreting and responding to error messages

Managing Files, Paths, and Data Formats

  • Reading and writing CSV and Excel files
  • Standardizing naming conventions, archiving, and date stamping outputs

Data Preparation using pandas

  • Importing sources into dataframes
  • Filtering, joining, and aggregating datasets
  • Cleaning dates, financial figures, and duplicate entries

Generating Reports with openpyxl

  • Populating Excel workbooks with results
  • Applying formatting, formulas, and charts
  • Generating output based on Excel templates

Validating and Reconciling Results

  • Checking control totals and row counts
  • Identifying duplicates and outliers
  • Implementing quality gates prior to release

Using Claude for Scripting and Reusable Skills

  • Crafting prompts for automation code
  • Reviewing and refining generated code
  • Creating reusable skills for team sharing

Web Automation via Selenium and Chrome

  • Element identification, wait conditions, and navigation
  • Secure sign-in to internal portals
  • Handling pagination, downloads, and file management

Leveraging Power BI and Excel Internal Sources

  • Accessing published reports and exports
  • Managing shared folders and file lock issues
  • Adapting to changes in layouts and columns

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 strategies

Orchestrating with PowerShell

  • Executing scripts and capturing output
  • Managing parameters, logging, and exit codes
  • Linking steps into a single pipeline

Scheduling Unattended Tasks

  • Creating 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
  • Securing credentials and applying least privilege principles
  • Handling personal and regulated data

Documentation, Handover, and the Automation Capstone

  • Creating process documentation and runbooks
  • Capstone: Developing a departmental report
  • Executing and reviewing the first scheduled run

Vereisten

  • Eerdere programmeervaring is niet vereist.
  • Zekerheid in het gebruik van Windows, Microsoft Excel en een webbrowser.
  • Praktijkkennis van het rapport of het proces dat geautomatiseerd moet worden.

Doelgroep

  • Medewerkers in zaken, operaties, financiën en administratie die verantwoordelijk zijn voor herhalende rapportages.
  • Teamleiders en superviseurs die deze vaardigheden door zullen geven aan hun eigen teams.
  • Analysten die overgaan van handmatige rapportage naar geautomatiseerde data-pipelines.

Aangepaste bedrijfsopleiding

Opleidingsoplossingen ontworpen exclusief voor bedrijven.

  • Aangepaste inhoud: We passen de syllabus en praktijkopdrachten aan naar de echte doelen en behoeften van uw project.
  • Voor flexibel schema: Datums en tijden aangepast aan het rooster van uw team.
  • Formaat: Online (live), In-company (bij uw kantoren) of Hybride.
Investering

Prijs per privégroep, online live training, startend vanaf 6400 € + BTW*

Neem contact met ons op voor een exacte offerte en om onze laatste promoties te horen

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