Course Outline
Transitioning from Manual Reports to Automated Workflows
- Analyzing the current manual reporting process
- Selecting automation candidates based on frequency, effort, and risk
Preparing the Automation Workspace
- Setting up Python, editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Script Reusability
- Variables, conditional logic, loops, and lists
- Small 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 Processing with pandas
- Loading data sources into dataframes
- Filtering, merging, and aggregating datasets
- Sanitizing dates, amounts, and removing duplicates
Generating Reports with openpyxl
- Populating Excel workbooks with results
- Applying formatting, formulas, and charts
- Using Excel templates to drive output generation
Validating and Reconciling Outcomes
- Checking control totals and row counts
- Identifying duplicates and outliers
- Implementing quality checks before distribution
Using Claude for Code Generation and Skill Development
- Prompting for automation code creation
- Reviewing and refining generated code
- Packaging reusable skills for team adoption
Web Automation via Selenium and Chrome
- Element selection, waiting mechanisms, and navigation
- Securely logging into internal portals
- Handling pagination, downloads, and file management
Integrating 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 emails using Gmail app passwords
- Managing attachments, summaries, and recipient lists
- Using business messaging templates and managing opt-ins
Orchestrating Workflows with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Connecting steps into a unified pipeline
Scheduling Unattended Tasks
- Creating and configuring scheduled tasks
- Using service accounts and managing run-as permissions
- Monitoring executions and retry logic
Troubleshooting, Logging, and Security
- Implementing structured logging and error capture
- Secure credential storage and least privilege principles
- Handling personal and regulated data responsibly
Documentation, Handover, and the Capstone Project
- Creating process documentation and runbooks
- Capstone: Developing a complete departmental report
- Executing the first scheduled run and conducting a review
Requirements
- No previous programming experience is necessary.
- Proficiency with Windows, Microsoft Excel, and web browsers is expected.
- A solid understanding of the specific report or process targeted for automation.
Target Audience
- Business, operations, finance, and administrative professionals managing recurring reports.
- Team leads and supervisors looking to upskill their teams with these capabilities.
- Analysts transitioning from manual reporting to automated data pipelines.
Testimonials (4)
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.
Limpho - Revenue Services Lesotho
Course - UiPath Automation Solution Architect
The power to understand the foundations of automation
Emilio Alejandro Vargas Gonzalez - TDR Transportes
Course - Automation Anywhere A360
Machine Translated
The trainer was very available to answer all te kind of question I did
