Course Outline
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
Requirements
- No previous programming experience is necessary.
- Basic proficiency with Windows, Microsoft Excel, and a web browser.
- A solid understanding of the specific report or process targeted for automation.
Target Audience
- Business, operations, finance, and administrative personnel managing recurring reports.
- Team leads and supervisors looking to transfer these skills to their teams.
- Analysts transitioning from manual reporting to automated data pipelines.
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 6400 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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.
