Project Goal.md

🧑‍💻 Project Goal Automate a routine on a Windows 11 machine that:

1. Launches Refinitiv Workspace (data bridge)
2. Opens Excel with a pre-built macro for data processing
3. Executes a Python script to process/export CSV files
4. Uploads the CSVs into a browser-based custom web application via a web form

📚 Tech Stack & Tools Used

Component	Technology/Tool
Desktop Automation	Power Automate Desktop / Task Scheduler
Data Processing	Excel + VBA macros
Script Execution	Python (with subprocess, pandas)
File Upload to Web App	Python + selenium (headless browser)
Error Logging & Retry Logic	Python logging + conditional flows
Scheduling	Windows Task Scheduler

🧭 Step-by-Step Process

1. Launch Data Bridge Use Power Automate Desktop or Python + os.system to start the Refinitiv Workspace .exe:

import os
os.startfile("C:\\Program Files\\Refinitiv\\Workspace\\workspace.exe")

2. Launch Excel and Run Macro Launch Excel and open the .xlsm file with a macro:

import win32com.client
excel = win32com.client.Dispatch("Excel.Application")
wb = excel.Workbooks.Open(r"C:\Automation\Reports\macro_report.xlsm")
excel.Visible = False
excel.Application.Run("macro_report.xlsm!Module1.MainMacro")
wb.Save()
wb.Close()
excel.Quit()

3. Run Python Script for Data Handling Script reads from the Excel-generated file, processes data using pandas, and exports CSV:

import pandas as pd

df = pd.read_excel("report_output.xlsx")
df_filtered = df[df['Status'] == 'Active']
df_filtered.to_csv("final_output.csv", index=False)

4. Automate Web Upload Use selenium to log in and upload the CSV:

from selenium import webdriver
from selenium.webdriver.common.by import By
from selenium.webdriver.common.keys import Keys
import time

driver = webdriver.Chrome()
driver.get("https://your-web-app.com/login")

driver.find_element(By.ID, "username").send_keys("youruser")
driver.find_element(By.ID, "password").send_keys("yourpass")
driver.find_element(By.ID, "login-btn").click()

time.sleep(2)
driver.get("https://your-web-app.com/upload")

upload_field = driver.find_element(By.NAME, "file")
upload_field.send_keys(r"C:\Automation\final_output.csv")
driver.find_element(By.ID, "submit-btn").click()

driver.quit()

5. Optional Logging Add logging to track the process:

import logging
logging.basicConfig(filename='automation_log.txt', level=logging.INFO)
logging.info("Upload completed successfully.")

✅ Outcome This project:

• Automates multi-app workflows on a dedicated Windows 11 machine
• Requires no user interaction once triggered
• Handles failure cases with retry logic and logging