Course Outline
Transitioning from Manual Reports to Automated Processes
- Mapping the existing manual reporting workflow
- Selecting automation candidates based on frequency, effort, and risk
Establishing the Automation Workbench
- Setting up Python, editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripting
- Variables, conditions, loops, and lists
- Creating small functions and sequential script steps
- Interpreting and addressing error messages
File Management, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Standardizing naming, archiving, and date-stamping outputs
Data Preparation using pandas
- Loading data sources into dataframes
- Filtering, joining, and aggregating data
- Cleaning dates, financial amounts, and removing duplicates
Generating Reports with openpyxl
- Writing results into Excel workbooks
- Applying formatting, formulas, and charts
- Generating output driven by Excel templates
Validation and Reconciliation of Results
- Checking control totals and row counts
- Identifying duplicates and outliers
- Implementing quality gates prior to release
Utilizing Claude for Script Creation and Reusable Skills
- Prompting techniques for automation code
- Reviewing and correcting generated code
- Packaging reusable skills for team sharing
Web Automation with Selenium and Chrome
- Locating elements, managing waits, and navigation
- Secure sign-in to internal portals
- Handling pagination, downloads, and files
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 Gmail messages using app passwords
- Managing attachments, summaries, and recipient lists
- Business messaging templates and opt-in protocols
Orchestration using 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 behaviors
Troubleshooting, Logging, and Security
- Structured logging and error capture
- Credential storage and least privilege principles
- Handling personal and regulated data
Documentation, Handover, and the Automation Capstone
- Creating process documentation and runbooks
- Capstone: building a departmental report
- First scheduled execution and review
Requirements
- No previous programming background is necessary.
- Proficiency with Windows, Microsoft Excel, and standard web browsers.
- A solid understanding of the specific report or process intended for automation.
Target Audience
- Staff in business operations, finance, and administration responsible for recurring reports.
- Team leads and supervisors who plan to upskill their teams.
- Analysts transitioning from manual reporting to automated data pipelines.
Testimonials (3)
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 trainer was very available to answer all te kind of question I did
