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Course Outline
Establishing the Business Automation Environment
- Setting up Python 3.12+ for business automation workflows.
- Managing dependencies using pip and virtual environments.
- Overview and installation of essential libraries: pandas, openpyxl, xlwings, requests, schedule.
- Structuring Python projects to ensure maintainable business scripts.
Excel Integration and Workbook Automation
- Reading and writing Excel files using openpyxl.
- Programmatically formatting cells, adding formulas, and creating charts.
- Leveraging xlwings for real-time Excel interaction and macro replacement.
- Integrating pandas with Excel for large-scale data import and export operations.
- Automating multi-sheet report generation and template population.
Developing Automated Quota and Target Systems
- Modeling sales territories, quotas, and performance targets in Python.
- Calculating attainment, variance, and forecasting using pandas.
- Generating quota assignment matrices and distributing them via Excel.
- Creating dashboards and summary reports for sales leadership.
- Validating data integrity within quota systems and handling edge cases.
Data Analysis Optimization
- Optimizing data loading and memory management with pandas.
- Employing vectorized operations to avoid slow, iterative row-by-row processing.
- Using NumPy for numerical optimization and aggregation tasks.
- Aggregating and pivoting business data to derive actionable insights.
- Connecting to databases and APIs for real-time data retrieval.
Advanced String Processing and Regex for Business Data
- Performing pattern matching and data extraction using regular expressions.
- Cleaning and standardizing business text data, such as names, addresses, and identifiers.
- Validating formats including emails, phone numbers, and invoice codes.
- Applying regex to log files and unstructured business documents.
File and Document Automation
- Processing CSV and JSON data for ETL and reporting pipelines.
- Reading and extracting data from PDFs for invoice and statement processing.
- Automating the generation of Word documents for contracts and proposals.
- Organizing, renaming, and archiving files based on predefined business rules.
Web Data Extraction for Business Intelligence
- Fetching and parsing HTML content using requests and BeautifulSoup.
- Extracting pricing, competitor, and market data from public sources.
- Managing pagination, authentication, and API rate limits.
- Storing scraped data into structured formats for downstream analysis.
Automating Reports and Communication
- Generating formatted HTML and Excel reports from analysis results.
- Sending automated emails with attachments using SMTP.
- Creating scheduled summary reports for stakeholders.
- Templating dynamic content based on business logic and thresholds.
Scheduling and Orchestrating Business Processes
- Automating script execution with schedule and cron.
- Chaining dependent tasks into end-to-end workflows.
- Managing execution logs and output directories.
- Implementing error handling and retry strategies for production automation.
Debugging, Testing, and Performance Tuning
- Utilizing Python debugging tools to trace automation failures.
- Writing assertions and unit tests for business logic components.
- Profiling script performance and identifying bottlenecks.
- Adhering to best practices for writing reliable and maintainable automation code.
Capstone: End-to-End Business Automation Workflow
- Designing a complete automation pipeline from raw data to final report.
- Integrating Excel, pandas, email, and scheduling into a single project.
- Applying quota logic, data analysis, and report generation to a real-world scenario.
- Review, feedback, and next steps for continued automation development.
Requirements
- A solid understanding of Python fundamentals, including variables, loops, functions, and basic data structures.
- Experience with file handling and basic data manipulation in Python.
- Familiarity with spreadsheet concepts and fundamental business reporting processes.
Audience
- Business analysts and operations professionals with intermediate Python skills.
- Data analysts looking to automate reporting and Excel integration workflows.
- Sales operations teams aiming to build and manage quota systems programmatically.
- Professionals tasked with optimizing repetitive data analysis and reporting tasks.
21 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 4800 € + VAT*
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Testimonials (2)
Hands-on exercises related to content really helps to understand more about each topic. Also, style of start class with lecture and continue with hands-on exercise is good and helpful to relate with the lecture that presented earlier.
Nazeera Mohamad - Ministry of Science, Technology and Innovation
Course - Introduction to Data Science and AI using Python
The trainer was very available to answer all te kind of question I did
