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For Automation Masters

Workflow Automation + Integrated Systems
The Future of Process Automation.

For professionals ready to take workflow automation to the next level. Automate workflows, integrate systems, and optimize processes using next-gen tools like Power Apps, Power Automate, VBA, and Python—"no IT background needed."

Tools You'll Learn

Business App Development Tools

Power Apps

Automation & Workflow Tools

Power Automate, Python

Data Modeling & Querying Tools

SQL

Data Transformation Tools

Power Query, Python

Data Integration & Storage Tools

MS-SQL, API Integration

In just 7 weeks, you'll be able to:

Automate processes across cloud and on-prem platforms for scalable, efficient solutions.

Integrate workflows between systems like CRM, ERP, and databases to streamline operations.

Design real-time automation for dynamic reporting and data-driven decision-making.

Create low-code/no-code workflows, enabling automation access for both technical and non-technical users.

Leverage Python for advanced automation, data manipulation, and web scraping.

Automate end-to-end business processes, improving productivity and efficiency across departments.

Optimize workflows for better collaboration, accuracy, and responsiveness in daily operations.

In just 7 weeks, you'll be able to:

Automate processes across cloud and on-prem platforms for scalable, efficient solutions.

Integrate workflows between systems like CRM, ERP, and databases to streamline operations.

Design real-time automation for dynamic reporting and data-driven decision-making.

Create low-code/no-code workflows, enabling automation access for both technical and non-technical users.

Leverage Python for advanced automation, data manipulation, and web scraping.

Automate end-to-end business processes, improving productivity and efficiency across departments.

Optimize workflows for better collaboration, accuracy, and responsiveness in daily operations.

Ideal For:

Business Analysts & Operations Managers

seeking to automate workflows for efficiency.

Data Analysts & IT Professionals

enhancing automation for real-time reporting and integration.

Process Improvement Professionals

implementing scalable automation solutions

Non-Technical Professionals

learning low-code/no-code automation for process optimization.

Digital Transformation Teams

modernizing operations with hybrid automation tools.

Project Managers

leading cross-functional teams to implement business process automation.

A snapshot of what you'll be learning in 7-weeks.

Course Syllabus Overview

Advanced Charting Techniques

The Science of Chart Choice

Decode the intent behind visuals: comparison, distribution, trend, or composition
Know when to use Clustered vs Stacked vs 100% Column Charts
Choose the right axis, scale, and layout based on your message
Avoid misleading visuals and cluttered dashboards

Smart Charting Techniques

Master column, bar, line, area, and combo charts with use-case depth
Conditional charts to highlight exceptions, variances, or risk points
Use formulas to drive attention: Top N, outliers, or KPI status

Data Storytelling Framework

Learn the 3-layer structure: Data → Insight → Impactful Visual
Build visuals that answer business questions, not just decorate reports
Turn dry tables into executive-ready visuals

Interactive & Dynamic Charting

Drop-down-driven visuals for user-led exploration
Pivot-linked visuals for real-time insights
Use slicers and timelines like a pro

Design for Interpretation

Clean layout, minimal ink, maximum clarity
Design tricks: focus colors, white space, custom labels, layering
Chart templates for consistency across reports

Quick Excel brush-up

Fundamentals Of Functions & Formulas Quick techniques to work with formulas & functions DATE AND TIME FUNCTIONS For data and time calculations

Today, Now
Day, Month, Year
Date, DateDif, DateAdd
EOMonth, Weekday
Workdays, NetWorkdays, Edate

TEXT FUNCTIONS For data transformations

Upper, Lower, Proper
Left, Mid, Right
Trim, Len
Concatenate
Find, Substitute

LOGICAL FUNCTIONS For conditional statement development

Nested If ( And Conditions , Or Conditions )
Alternative Solutions for Complex IF Conditions to make work simple
And, Or, Not

MATHEMATICAL FUNCTIONS For fundamental analysis

Sum, Count, CountA, Average, AverageA, Max & Min
SumIf, SumIfs
CountIf, CountIfs
AverageIf, AverageIfs
MaxIfs, MinIFs

LOOKUP FUNCTIONS For joins with multiple tables

Vlookup / HLookup
Match
Dynamic Two Way Lookup
Creating Smooth User Interface Using Lookup
Offset
Index
Dynamic Worksheet linking using Indirect

ERROR HANDLING FUNCTIONS For handling errors in functions

VBA

Understanding VBA Programming Environment

Overview

Project
Project Explorer
Menubar
Toolbar
Code Window
Module
UserForm

Programming Fundamentals Using VBA

Procedures
User Defined Functions
InputBox Function
MsgBox Function
Variables
Constants
Data Types
Working with Logical Operators
IF Statement
Nested IF Statement
IF with And Or Scenarios
Select Case
VBA Functions
Problem Solving Techniques Required for Programming
Saving Macro Enabled Files
For Loops
Do Loops
While...Wend Statement
Protecting Code
Error Handling

Running Code

Run mode as a developer
Running Code as end user
Running Code to debug procedures & Functions

Connecting to MS-SQL via VBA

Working with MS-SQL Applications

Creating a Database
Understanding Tables and Creating Tables
Querying Data
Filtering Data
Grouping Data
Ordering Data
Column Aliases
Table Aliases
Retrieving data with VBA
Inserting, Updating and Deleting Data with VBA

Web Scrapping With VBA

Web Scrapping with VBA

Understanding & Installing Chrome Driver
Understanding HTML Tags
Understanding IDs, Class & Elements
Understanding basic Javascripts
Reading & Updating Websites using Element IDs, Class & Names
Reading Dynamic Elements in websites using VBA
Auto Filling Complex WebForms with VBA
Performing Web based actions using VBA

System Integration Using RPA

Integrating with other web based applications using API

Understanding APIs
Understanding JSON File Types and XML Files
Creating API calls with VBA
Reading, updating & deleting data with API
Working with Google APIs, Microsoft APIs, SalesForce APIs, etc

SQL Querying

Introduction to MS-SQL

Creating a Database
Understanding Tables and Creating Tables
Inserting, Updating and Deleting Data
Querying Data
Filtering Data
Grouping Data
Ordering Data
Column Aliases
Table Aliases

DDL INSIGHTS

CREATE TABLE
Dropping Objects
CREATE INDEX
TEMPORARY OBJECTS
Object Naming and Dependencies

SELECT STATEMENTS

Simple SELECTs
Calculated and Derived Fields
SELECT TOP / BOTTOM Records
Derived Tables
Joins
Predicates
Subqueries
Aggregate Functions
GROUP BY and HAVING
UNION
ORDER BY

SQL Programming

DDL INSIGHTS

CREATE TABLE
Dropping Objects
TEMPORARY OBJECTS
Object Naming and Dependencies

INTRODUCTION TO SQL PROGRAMMING (T-SQL)

What is T-SQL?
Differences between SQL Querying and SQL Programming
Benefits of procedural SQL
Use cases in reporting, automation, and ETL

VARIABLES AND CONTROL STRUCTURES

Declaring and Using Variables (DECLARE, SET)
Conditional Logic: IF…ELSE
Loops: WHILE, BREAK, CONTINUE
Error Handling: TRY…CATCH, THROW
GOTO statement (rare but useful for certain scenarios)

USER-DEFINED FUNCTIONS (UDFs)

Scalar-Valued Functions
Table-Valued Functions (Inline and Multi-statement)
Best practices for performance
Use in SELECT, WHERE, JOIN clauses

STORED PROCEDURES

Creating and Executing Stored Procedures
Input Parameters, Output Parameters
Reusability and Modularity
Nested Stored Procedures
Use in ETL and Reporting pipelines

TEMPORARY AND TABLE VARIABLES

Temporary Tables (#Temp, ##GlobalTemp)
Table Variables (DECLARE @TableVar TABLE)
Differences, Use Cases, and Scope
CTEs (Common Table Expressions)

CURSORS

Introduction to Cursors
Declaring and Using Cursors
Static vs Dynamic Cursors
Use Cases and Performance Considerations

DYNAMIC SQL

Constructing SQL Statements on the Fly
Executing with EXEC() and sp_executesql

TRANSACTIONS AND ERROR HANDLING

Introduction to Transactions
BEGIN TRAN, COMMIT, ROLLBACK
Nesting Transactions
Isolation Levels
Locking and Blocking

TRIGGERS

AFTER INSERT, AFTER UPDATE, AFTER DELETE
INSTEAD OF Triggers
Auditing Changes
Performance considerations

TESTING AND DEBUGGING

PRINT Statements
RAISERROR for debugging
SQL Server Profiler / Extended Events (if applicable)
Debugging in SQL Server Management Studio (SSMS)

Power Apps

INTRODUCTION TO POWER APPS

Overview of Power Apps

What is Power Apps?
Benefits and use cases
Types of Power Apps: Canvas, Model-Driven, and Portal Apps

Getting Started

Setting up your Power Apps environment
Navigating the Power Apps interface

DATA INTEGRATION AND MANAGEMENT

Connecting to Data Sources

Introduction to connectors
Connecting to common data sources (SharePoint, Excel, SQL Server, etc.)

Managing Data

Understanding data tables and collections

BUILDING YOUR FIRST CANVAS APP

Basics of Canvas Apps

Understanding Canvas Apps
Creating a simple Canvas App
Adding screens and navigation
Creating simple app to view details from data source.
Using simple forms to display and edit data

ADVANCED CANVAS APP FEATURES

User Experience Design

Designing responsive layouts
Using themes and templates
Best practices for user interface design

Working with Controls

Using different types of controls like
Button
Text input
Drop down
Combo Box
Date picker
List box
Radio
Text label
Vertical gallery
Horizontal gallery
Flexible height gallery
Blank Vertical gallery
Blank Horizontal gallery
Blank Flexible height gallery
Data table
Horizontal container
Vertical container
Container
Image
Icons
Shapes
Working with control properties

Working with Variables

Global variables
Context variable
Collections

Using formulas for dynamic form management

Functions to be used in forms
SubmitForm
EditForm
Clear
ClearCollect
Collect
Filter
If
Navigate
NewForm
Notify
Patch
Refresh
Search
Set
Text
ThisItem
Value

Advanced Controls and Features

Working with media (images, videos)
Implementing charts and graphs
Using Power Automate for workflows

Understanding the Common Data Service (Dataverse)

Creating entities and relationships
Building a simple Model-Driven App

SECURITY AND ADMINISTRATION

Security in Power Apps

Understanding security roles and permissions

Implementing data security

App Management

Managing app versions
Publishing and sharing apps

BEST PRACTICES AND ADVANCED TOPICS

Performance Optimization
Tips for improving app performance
Debugging and troubleshooting techniques
Real-World Use Cases

REALTIME PROJECTS

Project 1: Employee Leave Request App
Project 2: Inventory Management App
Project 3: Customer Feedback App
Project 4: Project Management Dashboard
Project 5: Sales Order Processing App

Power Automate

INTRODUCTION TO POWER AUTOMATE

Overview of Power Automate

What is Power Automate?
Benefits and use cases
Types of flows: Cloud Flows, Desktop Flows, and Business Process Flows

Getting Started

Setting up your Power Automate environment
Navigating the Power Automate interface

CREATING YOUR FIRST FLOW

Basics of Flow Creation

Understanding triggers and actions
Creating a simple flow
Running and testing flows

Flow Templates

Using predefined templates
Customizing template flows
Best practices for using templates

WORKING WITH CONNECTORS

Introduction to Connectors

Understanding connectors and their roles
Connecting to common data sources (SharePoint, OneDrive, Outlook, etc.)

Advanced Data Integration

Using premium connectors
Connecting to SQL Server, Azure, and other advanced data sources

ADVANCED FLOW FEATURES

Conditions and Loops

Implementing conditional logic
Using loops for repetitive tasks

Approvals and Notifications

Creating approval workflows
Sending email and mobile notifications
Error Handling and Troubleshooting

Managing errors in flows

Debugging and troubleshooting techniques

DESKTOP FLOWS (RPA)

Introduction to Desktop Flows

Understanding Robotic Process Automation (RPA)
Setting up Power Automate Desktop

Building Desktop Flows

Recording desktop actions
Automating desktop applications

Advanced Desktop Flow Features

Using conditions and loops in desktop flows
Integrating with cloud flows

BUSINESS PROCESS FLOWS

Introduction to Business Process Flows

Understanding business process automation
Creating a simple business process flow

Customizing Business Process Flows

Defining stages and steps
Implementing business rules and logic

Advanced Business Process Flow Features

Using custom entities and fields
Integrating with Power Apps

PROJECTS

Power Automate Projects

Project 1: Automated Invoice Approval Workflow
Project 2: Employee Onboarding Automation
Project 3: Social Media Post Scheduler
Project 4: Customer Support Ticketing System
Project 5: Monthly Sales Report Automation

Desktop Flows (RPA)

Project 1: Automated Data Entry from Emails
Project 2: Invoice Processing and Archiving
Project 3: Automated Report Generation
Project 4: Customer Account Reconciliation
Project 5: Automated Data Migration

Python for Automation

System Requirements

System Requirements:

Power BI Desktop

Free & Downloadable from Microsoft Store App

https://www.microsoft.com/store/productid/9NTXR16HNW1T?ocid=pdpshare
Excel 2016 & above with PowerPivot

Available with Office 365 subscriptions that include desktop versions of Excel for Windows.
MS-SQL Server

https://www.microsoft.com/en-in/sql-server/sql-server-downloads

Kindly install Developer Edition as it is full-featured free edition, licensed for use as a development and test database in a non-production environment.
SQL Server Management Studio (SSMS)

Download and install SSMS from https://learn.microsoft.com/en-us/sql/ssms/download-sql-server-management-studio-ssms?view=sql-server-ver16
Secondary Monitor (optional, but recommended)

Having a secondary monitor will greatly assist in following the pace of the trainer. It allows you to view instructions and your own workspace simultaneously, enhancing your learning experience.

Taught by Microsoft Certified Trainers

All our classes are live,
hands-on and with
real-trainers.

Business Process Automation Projects.

Real-time Projects (Practical Application)

Power Apps

Power Automate

VBA & Python

Employee Leave Request App

Design a user-friendly app for employees to submit leave requests. Automate approval workflows, track balances, and integrate with SQL databases for real-time leave management.

Sales Order Management App

Build an interactive app for sales teams to create, update, and track orders. Integrate with SQL to retrieve customer data and Power Automate to generate invoices and email confirmations.

Helpdesk System

Develop a mobile-friendly app where customers can log support tickets. Use Power Automate to assign cases, send updates, and generate Power BI reports for service performance tracking.

Expense Reimbursement Tracker

Create an app for employees to submit expense claims with receipt uploads. Automate approval workflows, validate entries against company policies, and generate real-time reimbursement status updates.

Inventory & Asset Management App

Design a system to track inventory and company assets, with barcode scanning capabilities. Connect to a SQL database for real-time stock updates and automate notifications for low inventory levels.

Automated Report Distribution

Schedule and distribute Power BI reports to stakeholders via email or Microsoft Teams. Trigger updates based on data refresh cycles or predefined conditions.

Customer Onboarding Workflow

Streamline new customer onboarding by automating email confirmations, database entry creation in SQL, and document approvals through SharePoint integration.

Invoice Processing & Approval

Extract data from email attachments, validate invoice details against SQL records, and automate approval requests via Teams or Outlook.

Automated Data Entry & Sync

Integrate multiple data sources (Excel, SharePoint, SQL) to automate data entry and keep records synchronized across different systems.

Real-Time Alerts & Notifications

Set up automated alerts for critical business events, such as exceeding sales targets, system downtime, or low inventory, with notifications sent via Teams, email, or mobile push alerts.

Automated Excel Report Generation

Automate the creation of complex reports with VBA macros and Python scripts. Generate dynamic pivot tables, charts, and formatted summaries at the click of a button.

Email Automation & Report Distribution

Use VBA and Outlook automation to send scheduled reports based on data conditions. Ensure timely delivery of financial, sales, or operational updates.

Web Scraping & Data Collection

Automate data extraction from websites using Python (BeautifulSoup, Selenium) to collect real-time insights for competitive analysis and trend tracking.

Data Cleaning & Transformation

Leverage Python and VBA to clean and standardize raw data, automate missing value handling, and prepare datasets for reporting.

Automated Financial Statement Generator

Use VBA and Python to extract financial data, consolidate income statements, and generate automated balance sheets with dynamic updates.