This course is tailor-made for e-commerce finance professionals, focusing on high-frequency daily data processing pain points. Using advanced Excel features and YingDao RPA as core tools, it guides you to build a complete financial automation workflow from scratch. E-commerce finance teams need to process massive order and fund transaction data every day; manually cleaning reports and reconciling accounts is not only hugely time-consuming but also error-prone. Many practitioners only know basic Excel operations and are inefficient when facing large volumes of data; although they want to use RPA tools to achieve automation, they lack systematic hands-on tutorials tailored to e-commerce finance scenarios. This course will thoroughly solve these problems, so that repetitive mechanical work no longer consumes your core energy.

Course Content starts with the basic installation of YingDao RPA tools and gradually goes deeper into core stages such as building data cleaning robots, creating report models, and implementing a one-click reconciliation system. You will systematically learn how to build order report data cleaning robots and fund report cleaning robots, and learn to use Excel Power Query and Power Pivot to create reusable data models. The course also includes advanced methods combining Python commands with YingDao to help you adapt to more complex financial automation scenarios. Each lesson includes hands-on demonstrations based on real scenarios, guiding you step by step through the complete process from tool usage to system building.

After completing this course, you will master the basic operations of YingDao RPA and be able to independently build data cleaning robots for order and fund reports; learn advanced features of Excel Power Query and Power Pivot to build reusable report data models; master the method for building a one-click reconciliation automation system to achieve full automation of the reconciliation process; understand advanced techniques combining Python with YingDao to expand your ability to solve complex problems. Ultimately, you will have your own e-commerce finance automation workflow, greatly improving data processing efficiency and freeing valuable time from repetitive labor.

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• 1.Core course content and target audience
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• 2.Download and install YingDao
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• 3.Introduction to YingDao data cleaning robots
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• 4.Build an order report data cleaning robot
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• 5.Optimize the order report data cleaning robot
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• 6.Build a YingDao robot to automatically clean fund reports
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• 7.Optimize the YingDao robot for automatic fund report cleaning (extract key fields)
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• 8.Tools and process analysis for building models
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• 9.Create a Power Query template (Part 1)
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• 10.Create a Power Query template (Part 2)
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• 11.Create a Power Pivot model (Part 1)
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• 12.Create a Power Pivot model (Part 2)
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• 13.Create a Power Pivot model (Part 3)
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• 14.Configure Power Query dynamic paths
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• 15.Introduction to the reconciliation system
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• 16.Use YingDao to convert data formats
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• 17.Python code and YingDao commands for building an order report cleaning robot (Part 1)
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• 18.Python code and YingDao commands for building an order report cleaning robot (Part 2)
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• 19.Python code and YingDao commands for building a fund report cleaning robot
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• 20.Python code and YingDao commands for building a one-click reconciliation robot
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💡 Learning Tip:Content reflects industry practices at time of publication. Please refer to the latest platform rules when learning.