Course Outline
From Manual Reports to Automated Processes
- Mapping the current manual report workflow
- Selecting candidates by frequency, effort and risk
Setting Up the Automation Workbench
- Python, editor and virtual environments
- Installing pandas, openpyxl and Selenium
Python Essentials and Reusable Scripts
- Variables, conditions, loops and lists
- Small functions and sequential script steps
- Reading and acting on error messages
Files, Paths and Data Formats
- Reading and writing CSV and Excel files
- Naming, archiving and date stamping outputs
Data Preparation with pandas
- Loading sources into dataframes
- Filtering, joining and aggregating data
- Cleaning dates, amounts and duplicates
Report Generation with openpyxl
- Writing results into Excel workbooks
- Formatting, formulas and charts
- Driving output from an Excel template
Validation and Reconciliation of Results
- Control totals and row count checks
- Detecting duplicates and outliers
- Quality gates before release
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, waits and navigation
- Signing in to internal portals safely
- Pagination, downloads and file handling
Power BI and Excel Internal Sources
- Accessing published reports and exports
- Shared folders and file lock conflicts
- Coping with changed layouts and columns
Report Distribution by Email and WhatsApp
- Gmail sending with app passwords
- Attachments, summaries and recipient lists
- Business messaging templates and opt-in
Orchestration with PowerShell
- Running scripts and capturing output
- Parameters, logging and exit codes
- Chaining steps into one pipeline
Unattended Scheduling with Task Scheduler
- Creating and configuring scheduled tasks
- Service accounts and run-as permissions
- Monitoring runs and retry behaviour
Troubleshooting, Logging and Security
- Structured logs and error capture
- Credential storage and least privilege
- Personal and regulated data handling
Documentation, Handover and the Automation Capstone
- Process documentation and runbooks
- Capstone: building a departmental report
- First scheduled execution and review
Requirements
- No prior programming experience is required.
- Confidence using Windows, Microsoft Excel and a web browser.
- Working knowledge of the report or process that is to be automated.
Audience
- Business, operations, finance and administrative staff responsible for recurring reports.
- Team leads and supervisors who will pass these skills on to their own teams.
- Analysts moving 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.
