Automating Excel Reporting

Description

Many organizations are generating complex excel reporting that combines multiple standard reports from Kyriba, performing additional calculations and producing a custom layout. They usually do it manually, which is time consuming and error prone. 

In this tutorial, we will automate the generation of such reports by leveraging an excel template logic and APIs.  At the end of this tutorial, you will be able to generate reports on your own and understand the logic of working with Process Templates. The tool that we are using is Google Colab with Python programming language.

Automating Excel Reporting sample

Examples of Excel Reporting Automation :

• Building Company reports based on the merging and combining extracted data from Kyriba Process Templates/reports.
• Visualize the Company data on the bar chart.

Step by step instruction of Excel Reporting Automation :

• MS Excel. Prepare Excel file with dataset sheets names corresponding to Process Template code.
• Google Colab. Import config.csv file with your demo sandbox credentials.
• Google Colab. Retrieve the auth token.
• Google Colab. Extract all the process templates prepared in Excel file.
• Google Colab. Run all the process templates prepared in Excel file.
• Google Colab. Format the Excel file by adding the new generated reports.
• Google Colab. Export the new Excel report file.