Excel Report Automation with Python

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Sean McOwen

1:25:35

115 View

1. Introduction

1. Introduction.html

2. Yield Curve Data

1. Treasury Curve Data Introduction.mp4

03:59

2. Handling Dates.mp4

04:34

3. Yield Table Creation.mp4

02:27

4. Visualization.mp4

06:52

3. Treasury Curve Report

1. Creating our Table Writing Function.mp4

06:51

2. Treasury Curve Report.mp4

02:57

3. More Modifications for Our Excel Worksheet.mp4

08:39

4. Borders and Images.mp4

07:27

4. Real Estate Data

1. Data Processing.mp4

01:58

2. Index Operations.mp4

05:38

3. Plotting the Real Estate Data.mp4

03:36

4. Adjusting for Inflation.mp4

02:16

5. Real Estate Report

1. Writing the First Report Versions.mp4

06:50

2. Adding Color Mapping.mp4

09:10

6. Final Report

1. Getting Started.mp4

02:45

2. Data Creation.mp4

05:03

3. Data Processing.mp4

01:23

4. Finalizing the Report.mp4

03:10

Description

Learn to build end to end scripts for turning data into convenient excel reports

What You'll Learn?

Manipulate Excel data programmatically with Python: filter, sort, summarize, select cells/ranges
Automate the curation of economic data in preparation of reporting
Create scripts that facilitate automatic building of beautiful excel reports for a flexible range of inputs
Apply best design practices for python including using type hints, error checking, and more

Who is this for?

Business Analysts looking to automate their workflow

Quants trying to build reports from their models

Hobbyists who want to be able to build excel reports

What You Need to Know?

Basic-Intermediate Experience with Python

Basic-Intermediate Experience with Pandas

No excel knowledge necessary

More details

Description
Welcome to the Excel Report Automation with Python course! This course is meant to be a more advanced course taken after some of the basic FinanceAndPython courses are complete. Within this course, you will learn exactly how to build scripts to automatically parse data into excel reports. Before beginning, please down the course files through github. The notebooks are also there as well if you want to follow along through them.

Throughout the course, you will work on a real world project of producing an economic report on the real estate and treasury markets automatically. This project will give you hands-on experience with all the concepts and tools covered in the course, and help you develop a better understanding of how to apply them in practice.Â There are many industries with which this kind of skill can be applied, but especially so in the world of finance.

By the end of this course, you will have a strong understanding of how to automate Excel report generation with Python, and be able to apply this knowledge to your own projects and workflows. So let's get started and dive into the world of Excel report automation with Python! You'll be amazed at what you can build!
Who this course is for:
Business Analysts looking to automate their workflow
Quants trying to build reports from their models
Hobbyists who want to be able to build excel reports

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Sean McOwen is the founder of FinanceAndPython, a website where he releases free lessons for learning about the intersection of python with finance, economics and mathematics. Professionally he works as a quantitative analyst focused on equities and also holds a bachelor's in finance/economics from Boston College, a master's in analytics from Georgia Tech, and is working towards a master's in Applied Mathematics from Columbia University.

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