Automate an Excel report with Python

Three lessons to turn an Excel-compatible CSV into a verifiable sales summary, without modifying the original.

You will work with a CSV file that opens in Excel. The original is preserved and the result is validated before presentation.

  • 3lessons
  • 5exercises
  • 1lab
  • £0free access
Professional analysing a spreadsheet and charts
Synthetic dataset: contains no real personal information.

Three complete lessons

Understand the report, transform the data and validate the result.

01Understand the report

Define columns, types, questions and output before programming. The dataset is synthetic.

Check

Write down the inputs, expected output, an edge case and the evidence you would accept.

02Group sales

Use csv and Python structures in the lab. Pandas is covered later in a local environment.

Check

Write down the inputs, expected output, an edge case and the evidence you would accept.

03Present and validate

Sort results, check totals and generate a simple visual result.

Check

Write down the inputs, expected output, an edge case and the evidence you would accept.

Python lab

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Pyodide 314.0.3

Ready to run.

Console

Five exercises

Solve them using a copy of the dataset and explain each decision.

  1. 01

    Identify types and missing values

    Include a positive check, a negative check and a summary without sensitive data.

  2. 02

    Calculate the amount for each row

    Include a positive check, a negative check and a summary without sensitive data.

  3. 03

    Group by product

    Include a positive check, a negative check and a summary without sensitive data.

  4. 04

    Check the total

    Include a positive check, a negative check and a summary without sensitive data.

  5. 05

    Sort the summary and explain one decision

    Include a positive check, a negative check and a summary without sensitive data.

Visual result

A good report communicates the main comparison without decoration that obscures the data.

Diagnostic test

Five decisions about validation, copies, tests, secrets and AI.

1. How would you validate a column?
2. How would you preserve the original?
3. How would you check a total?
4. Where would you store a key?
5. What would you do with AI-generated code?

Continue with a 12-week pathway.

If you get 3 or more answers right, begin with module 3; otherwise, begin with modules 1 and 2.

Private training. Our own unofficial certificate. Employment or income is not guaranteed.

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