Course Outline
Transitioning from Manual Reports to Automated Processes
- Mapping existing manual report workflows
- Identifying automation candidates based on frequency, effort, and risk
Establishing the Automation Environment
- Python setup, code editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripts
- Variables, conditions, loops, and lists
- Creating small functions and sequential script steps
- Interpreting and addressing error messages
Managing Files, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Naming conventions, archiving, and date stamping outputs
Data Preparation with pandas
- Loading sources into dataframes
- Filtering, joining, and aggregating data
- Cleaning dates, monetary amounts, and duplicates
Report Generation with openpyxl
- Writing results into Excel workbooks
- Applying formatting, formulas, and charts
- Generating output from Excel templates
Validation and Reconciliation of Results
- Implementing control totals and row count checks
- Detecting duplicates and outliers
- Establishing quality gates before release
Using Claude for Script Creation and Reusable Skills
- Prompting for automation code
- Reviewing and correcting generated code
- Packaging reusable skills for the team
Web Automation with Selenium and Chrome
- Locating elements, managing waits, and navigation
- Safely signing in to internal portals
- Handling pagination, downloads, and file management
Power BI and Excel Internal Sources
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to changed layouts and columns
Distributing Reports via Email and WhatsApp
- Sending via Gmail with app passwords
- Managing attachments, summaries, and recipient lists
- Utilising business messaging templates and opt-in protocols
Orchestration with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Chaining steps into a unified pipeline
Unattended Scheduling with Task Scheduler
- Creating and configuring scheduled tasks
- Setting up service accounts and run-as permissions
- Monitoring executions and retry behaviour
Troubleshooting, Logging, and Security
- Implementing structured logs and error capture
- Securing credential storage and enforcing least privilege
- Handling personal and regulated data
Documentation, Handover, and the Automation Capstone
- Creating process documentation and runbooks
- Capstone: building a departmental report
- Executing and reviewing the first scheduled run
Requirements
- No previous programming experience is necessary.
- Proficiency with Windows, Microsoft Excel, and a web browser.
- A solid understanding of the specific report or process intended for automation.
Target Audience
- Business, operations, finance, and administrative staff responsible for recurring reports.
- Team leaders and supervisors planning 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.
