Open source automation – Live

Description

In this live in person course, you’ll write your own Python program to  automate daily accounting task, such as reconciliations. Then learn how to schedule autonomous execution of Python programs on a Windows PC using Windows TaskScheduler.  Learn how to truly automate the boring and mundane with Python while understanding the why and how of what you did.

Python is the most popular and most in demand programming language in the world (https://www.tiobe.com/tiobe-index/). Python is used by large institutions, such as BlackRock and Accenture, to startups. It is used to in everything from automation, Excel macros, web development, machine learning, and everything in between.

Participants will:

• Program a reconciliation program using popular open-source packages
• Schedule the python reconciliation program to automatically run on a set schedule using a Windows PC and Windows Task Scheduler whether the user is logged on or not

In order to be awarded the full credits, you must correctly answer three out of the four polling questions asked during each hour.

Participants will earn 8.0 CPE credit

Field of Study: Computer Software & App

Additional Information

Prerequisites: Basic computer knowledge

Who Should Attend: Everyone

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received in writing by TBD  and will be subject to a cancellation fee. No refunds will be granted after TBD minus 1. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 484-935-3476. Py4 is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Agenda

Module	Time in Minutes	Objectives   By the end of the session participants will be able to:	Instructional Method Description & Key Learning Points
A –Introduction & Python Install	15	1. Install Python on Windows PC 2. Install individual Python packages on Windows PC	M: Demonstration KLP : Install Python and Python packages
B – Jupyter	50	1. Open, edit and save Jupyter Notebooks 2. Recognize the benefits and limitations of Jupyter Notebooks	M: Demonstration, Project, Group Discussion KLP : Edit Code
C – Markdown	50	1. Document code, processes, and conclusions using Markdown in Jupyter Notebooks 2. Recognize the benefits and limitations of Markdown	M : Demonstration, Project, Group Discussion KLP : Document Code
D – Pandas	50	1.   Load pandas library into Jupyter Notebook 2.   Read Excel file using pandas library 3.   Display pandas dataframe in Jupyter Notebook 4.   Understand how to create and identify a variable in Python	M : Demonstration, Project KLP: Load data for analysis
E – Panda Functions	50	1. Use Python operators to create new columns in pandas dataframes 2. Save pandas dataframe as excel or csv files to specified folders	M : Direct instruction, Demonstration, Project KLP : Manipulate Data
F – Reconciliation	50	1. Combine two panda dataframes using joins or concatenate 2. Remove duplicates in dataframe using panda functions	M : Direct instruction, Demonstration, Project KLP : Expand and shrink datasets
G – Sharing	50	1. Convert Jupyter notebook to .py, html, pdf and other formats 2. Best practices for storing and sharing code	M : Direct instruction, Demonstration, Project, Group Discussion KLP : Share your code
H – Task Scheduler	50	1. Create a task in Windows Task scheduler to run a python program on a user defined  schedule 2. Create a Python Scheduler program	M : Demonstration, Project KLP : Automatically schedule your code to run
I – Conclusion	50	1. How to calculate and document time savings from automation on resume 2. How to implement continuous auditing program 3. Recognize costs and benefits to automation	M : Demonstration, Direct Instruction, Group Discussion KLP : Get credit for automation