Course Outline
Transitioning from Manual to Automated Reporting
- Mapping existing manual report workflows
- Selecting automation candidates based on frequency, effort, and risk
Configuring the Automation Environment
- Python, 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 acting on error messages
File Management and Data Formats
- Reading and writing CSV and Excel files
- Naming conventions, archiving, and date stamping outputs
Data Preparation using pandas
- Loading data sources into dataframes
- Filtering, joining, and aggregating data
- Cleaning dates, monetary values, and duplicates
Report Generation using openpyxl
- Populating Excel workbooks with results
- Applying formatting, formulas, and charts
- Driving output from Excel templates
Result Validation and Reconciliation
- Verifying control totals and row counts
- Identifying duplicates and outliers
- Implementing quality gates prior to release
Utilizing Claude for Scripting and Reusable Skills
- Prompt engineering for automation code
- Reviewing and refining generated code
- Package reusable skills for team use
Web Automation with Selenium and Chrome
- Element locating, waiting strategies, and navigation
- Secure sign-in to internal portals
- Handling pagination, downloads, and file operations
Power BI and Excel Internal Sources
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to layout and column changes
Distributing Reports via Email and WhatsApp
- Sending via Gmail using app passwords
- Managing attachments, summaries, and recipient lists
- Creating business messaging templates and managing opt-ins
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
- Managing service accounts and run-as permissions
- Monitoring executions and retry mechanisms
Troubleshooting, Logging, and Security
- Structured logging and error capture
- Credential storage and principle of least privilege
- Handling personal and regulated data
Documentation, Handover, and the Automation Capstone
- Creating process documentation and runbooks
- Capstone: Developing a departmental report
- Executing the first scheduled run and conducting a review
Requirements
- No prior programming experience is necessary.
- Proficiency in using Windows, Microsoft Excel, and a web browser.
- Practical understanding of the report or process intended for automation.
Target Audience
- Business, operations, finance, and administrative staff managing recurring reports.
- Team leads and supervisors planning to upskill 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.
