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Complete Guide to Programming Automation with R and RStudio

Arkadi Avanesyan

Lean how to Automate every Office and Business task with R

This course will give you a complete overview of a set of tools and packages that can help you to automate any office and business task.

Read more

Lean how to Automate every Office and Business task with R

This course will give you a complete overview of a set of tools and packages that can help you to automate any office and business task.

With Udemy's 30-day money-back guarantee in place, there's no need to worry if the class doesn't meet your expectations.

The learning material does not contain any analytics or data science lessons.

We will not study statistics or machine learning.

We will not write complex algorithms and solve coding puzzles.

Instead, we focus on how to make your life easier, and save time for yourself and money for your company.

This course is the most complete automation course you will find online

After completing this course you will be able to schedule any repetitive task

  • read and write files dynamically from various sources (local drive, web, google sheets, dropbox, amazon)

  • store results without complex SQL databases

  • parse emails and attachments for further manipulations

  • produce custom Excel, PowerPoint and Word documents

  • send results by email and files as attachments

  • export your scripts to cloud, schedule automatic runs or on demand

  • create a cloud dashboard to control automated tasks

Automation is a very dynamic skill and I am learning new skills every day.

This course will be updated with new skills, packages and features.

My experience

During my banking career I had to program hundreds of automatic mailing reports to track stock market information and portfolio performance on daily basis. By automating these tasks I became very efficient with my time.

Currently as a consultant I help dozens of companies to automate their recurring tasks. Often hundreds of hours of manual work per month are saved once a complex recurring task is automated.

I teach R, C# and Excel/VBA on daily basis and after 600 mentoring sessions I know precisely which tools are necessary for most of people who learn programming.

As a consultant, you can very quickly acquire new clients who desperately need to improve their business.

Why R?

R has been chosen since it is one of the simplest languages to learn and is very friendly with data manipulation. After all, every office task is about manipulating and transforming data on daily basis.

R is open source and is part of a large community of developers that create and maintain packages we will explore during this course.

RStudio is probably the best IDE there is for programmers (also supports C++, Python, SQL and other languages).

Which Packages will be covered?

Base R functions will be covered as much as possible however they are very limited.

Therefore we will learn a set of packages necessary for the automation tasks.

  • dplyr: data manipulation with very user-friendly syntax

  • tidyr: data clean-up, remove duplicates, NA's etc.

  • stringr: string and regex manipulation

  • lubridate: work with Date class objects

  • pdftools: parse content from PDF files

  • htmltab: parse html tables from web

  • gsheet: download files from Google Sheets

  • mRpostman: connect to email box and read data from Emails

  • emayili: connect to email box and send emails

  • tableHTML: create custom format HTML tables

  • openxlsxl: read and write Excel files

  • officer: read and write Word and PowerPoint documents

  • flextable: create formated tables as content for officer

  • rdrop2: connect to dropbox as cloud source

Enroll now

What's inside

Learning objectives

  • Automate tasks with r
  • Manipulate data from local, web and cloud sources
  • Read and write csv, txt, xlsx
  • Create formatted excel spreadsheets
  • Create dynamic reports (powerpoint, word, pdf, html)
  • Parse web and pdf files
  • Parse email content and attachments
  • Schedule automation - cloud or local
  • Send automated emails
  • Cloud solutions - dropbox and amazon s3
  • Github repository management
  • Linux server and aws ec2
  • Show more
  • Show less

Syllabus

Introduction
Course Structure Overview
Install the necessary software to program in R

R

  • https://www.r-project.org/

Rstudio

  • https://www.rstudio.com/

Read more
R and RStudio: Base Commands and Interface

It is time to learn about packages in R and install some very useful ones necessary for this course.

Attached is a script which can help to install all packages at once.


Note for MAC OS

Please run brew install poppler before installing the package pdftools

Read and Transform Files using R and RStudio Programming
  • Overview of RStudio and Folder Navigation

The lecture covers basics functions that list files in folders, retrieve names, paths and perform sanity checks.

In this lecture we learn how to write simple loops to read all files and aggregate data:

  • For loop with itterations

  • Bind data by rows

In this lecture we learn how to work with data frames:

  • Remove duplicate lines

  • Extract information on content, type, data structures

  • Use pipe operator for clean code

  • Data type conversions (from String to Date)

  • Add or edit column data in a data frame

In this lecture we learn how to Analyze, Subset and Write Data:

  • Count by categories

  • Subset and filter by categories or by values

  • Create Folders

  • Write CSV files

In this lecture we learn how to Extract and Calculate Metrics from Data:

  • Subset by year/month

  • Pull values from a column

  • Compute sum, mean, median, max, min

Read Files of Different Formats

In this lecture we cover in detail the csv and txt formats, encodings, arguments to the functions.

In this lecture we learn how to read XLSX files:

  • Load Workbook and retrive Information

  • Load Data from Sheets


In this lesson we learn how to parse PDF files:

  • Parse content as text

  • Parse text using regex tools

Data from Web

In this lecture we learn how to Download Files from Web:

  • Download from URL

  • Read directly from URL

In this lecture we learn how to scrap tables from public webpages without any complex html tools.

In this lecture we learn how to read public files from Cloud locations:

  • Read open Google Sheets

  • Read open Dropbox Files

For private files please see the Extra lessons.

Parse Emails

In this lecture we learn how to configure the connection to the Email box:

  • IMAP configuration

  • Gmail security settings

  • List folders of an Email box

In this lecture we learn how to search emails:

  • Filtering by dates

  • Filtering by sender, recipients, keywords

In this lecture we learn how to manipulate the content of an email with Text Manipulation Tools

  • Retrive content using Text Patterns

  • Extract Values with String Manipulation functions

In this lecture we learn how to fetch the attachments from an Email.

Write Emails

In this lecture we learn how to configure the connection to an Email box.

In this lecture we learn how to create emails and send them:

  • Create Body and Title

  • Add styles to Body with HTML

  • Add attachments

Use all skills learned previously in one script

In this lecture we create a complex project in which we cover the skills we learned previously:

  • Create a Config file

  • Setup the Script

In this lecture we read and aggregate the data.

We also learn how to manipulate Date objects in R.

In this lecture we learn how to create a custom email:

  • Automatic subject text

  • Add text content to body

  • Add HTML table with CSS formatting

Formatted MS Excel Report

In this lecture we learn how to work with XLSX files:

  • Load or Create Excel Workbook

  • Save the files as XLSX

  • Write basic Data

In this lecture we learn how to Style content in a XLSX file:

  • Custom position of a Table

  • Format of Numbers and Dates

  • Custom Borders

  • Cell Font Size, Colors, Background, Alignment

  • Apply styles to specific Cells

  • Cell Height, Width

In this lecture we learn the Conditional Formatting feature:

  • Rule based on Value

  • Databar with custom Color

In this lecture we learn how to Create Excel with Multiple Pages and we go through some functions that aren't covered in details in this course.

  • Loop and Backward Loop

  • Sheet Visibility

  • File Paths

Extra functions.

Introduction to MS Powerpoint Reporting

In this lecture we learn how to create Powerpoint documents:

  • Read and Write Slide

  • Add slide with Content

  • Temporary Files


In this lecture we learn how to create nicely Formatted Content in our PowerPoint:

  • Add Title and Body Text

  • Format Text: Font, Size, Color

  • Paragraphs Formatting

  • Add Default Table

  • Add Flextable in Body

Introduction to MS Word Reporting

In this lecture we learn how to create nicely Formatted Content in our Word:

  • Format Text: Font, Size, Color

  • Paragraphs Formatting

  • Add Flextable in Body

  • Add Multiple Pages

Github

In this lecture we learn how to use Github and Git:

  • Create an Account

  • Create a Token

  • Install Git and connect to RStudio

  • Create a Repository


In this lecture we learn how to manage a Repository with Code:

  • Clone Repo to RStudio

  • Add Code, Commit and Push

Dropbox as Cloud Data Source

In this lecture we learn how to use Dropbox as a Cloud Data source:

  • Connect Account and Create Token

  • List Files and Download Locally

  • Upload Files from Local Drive



Complex Reporting Tool and Automation

In this lecture we aggregate previously learned skills and create a complex report with Email Body, Attachments and Dropbox as Data Source.

Automate and Schedule Job Locally

In this lecture we learn how to Schedule Tasks on a Windows machine:

  • Configure Scripts

  • Schedule Timed Tasks

  • Windows Options

Schedule Automation Job on Cloud - Advanced

In this lecture we learn how to work with Amazon Web Services:

  • Region Configuration

  • Free Tier Solutions

  • Overview of Services

  • Putty Software https://www.putty.org/



In this lecture we learn how to create a EC2 Instance:

  • Ubuntu Server

  • Overview of Instance Types

  • Configure New Instance

  • Create .pem Key

  • Convert Key using Puttyy

  • Connect using SSH

  • Install R Demo (optimal way covered in next lesson)

In this lecture we learn how to Configure R on a Server Automatically:

  • Install Ubuntu and R Libraries on Launch

In this lecture we learn how to work with the Linux Terminal:

  • Run R and R commands

  • Linux Commands to Navigate through Folders and Files

  • Clone Repo from Github

  • Run Rscripts

  • Update Folder with Git Pull

In this lecture we learn how to run complex script on the Server:

  • Install a Package Manually on Linux

  • Repository For Linux

  • Gmail Security on Linux

  • Configure Correctly the Paths to Folders

  • Amend Script and Push-Pull

In this lecture we learn how to schedule a CRON (scheduled repetitive tasks) in Linux:

  • Configure path to home

  • Create CRON Job

  • Configure schedule using crontab.guru

  • Task in Crontab

  • Linux Commands

  • Read Logs



Commands and Tricks
Store your Files on AWS
Create Formatted PDF Files
More Learning
Bonus Article - Learn More with Arkadi

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Taught by Arkadi Avanesyan, who is recognized for their work in automation, R programming, and finance
Develops core skills for finance, consulting, and banking
Teaches R programming, which is highly relevant in the finance
Covers a wide range of topics, including data manipulation, automation, and reporting
Provides hands-on practice through exercises and projects
Requires no prior knowledge of programming or R

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Activities

Coming soon We're preparing activities for Complete Guide to Programming Automation with R and RStudio. These are activities you can do either before, during, or after a course.

Career center

Learners who complete Complete Guide to Programming Automation with R and RStudio will develop knowledge and skills that may be useful to these careers:
Data Analyst
Data Analysts are responsible for collecting, cleaning, and analyzing data to help businesses make informed decisions. This course can help you develop the skills needed to be a successful Data Analyst, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Data Analysts.
Business Analyst
Business Analysts help businesses improve their performance by analyzing data and making recommendations. This course can help you develop the skills needed to be a successful Business Analyst, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Business Analysts.
Operations Research Analyst
Operations Research Analysts use mathematical and analytical techniques to solve problems in business and industry. This course can help you develop the skills needed to be a successful Operations Research Analyst, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Operations Research Analysts.
Market Research Analyst
Market Research Analysts collect and analyze data to help businesses understand their customers and make better decisions. This course can help you develop the skills needed to be a successful Market Research Analyst, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Market Research Analysts.
Financial Analyst
Financial Analysts use data to make recommendations on investments and financial decisions. This course can help you develop the skills needed to be a successful Financial Analyst, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Financial Analysts.
Software Engineer
Software Engineers design, develop, and maintain software applications. This course can help you develop the skills needed to be a successful Software Engineer, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Software Engineers.
Data Scientist
Data Scientists use data to solve problems and make predictions. This course can help you develop the skills needed to be a successful Data Scientist, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Data Scientists.
Web Developer
Web Developers design and develop websites. This course can help you develop the skills needed to be a successful Web Developer, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Web Developers.
Database Administrator
Database Administrators manage and maintain databases. This course can help you develop the skills needed to be a successful Database Administrator, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Database Administrators.
Technical Writer
Technical Writers create documentation for software and other technical products. This course can help you develop the skills needed to be a successful Technical Writer, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Technical Writers.
Project Manager
Project Managers plan and execute projects. This course can help you develop the skills needed to be a successful Project Manager, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Project Managers.
Systems Analyst
Systems Analysts analyze and design computer systems. This course can help you develop the skills needed to be a successful Systems Analyst, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Systems Analysts.
Computer Programmer
Computer Programmers write and maintain computer programs. This course can help you develop the skills needed to be a successful Computer Programmer, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Computer Programmers.
Quality Assurance Analyst
Quality Assurance Analysts test and evaluate software and other products to ensure they meet quality standards. This course can help you develop the skills needed to be a successful Quality Assurance Analyst, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Quality Assurance Analysts.
Technical Support Specialist
Technical Support Specialists provide technical support to users of software and other products. This course can help you develop the skills needed to be a successful Technical Support Specialist, including how to read and write files from various sources, manipulate data, and create formatted reports. Additionally, you will learn how to use R and RStudio, which are popular tools used by Technical Support Specialists.

Reading list

We've selected ten books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Complete Guide to Programming Automation with R and RStudio.
Provides a comprehensive introduction to R, a popular programming language for data science. It covers the basics of R, including data manipulation, visualization, and statistical modeling. This book is helpful for learners who are new to R or who want to brush up on their skills.
Provides an in-depth look at advanced R topics, such as data manipulation, visualization, and statistical modeling. It covers more advanced topics than the R for Data Science book, and it is helpful for learners who want to learn more about R's capabilities.
Provides a comprehensive guide to R programming. It covers a wide range of topics, from the basics of R to advanced topics such as data manipulation, visualization, and statistical modeling. This book is helpful for learners who want to learn more about R.
Provides a collection of recipes for common R tasks. It covers a wide range of topics, from data manipulation to visualization to statistical modeling. This book is helpful for learners who want to learn how to solve specific R problems.
Provides a hands-on introduction to R. It covers a wide range of topics, from the basics of R to advanced topics such as data manipulation, visualization, and statistical modeling. This book is helpful for learners who want to learn how to use R for real-world problems.
Provides a comprehensive introduction to R for finance. It covers the basics of R, including data manipulation, visualization, and statistical modeling. This book is helpful for learners who want to learn how to use R for finance projects.
Provides a hands-on introduction to R for data science. It covers the basics of R, including data manipulation, visualization, and statistical modeling. This book is helpful for learners who want to learn how to use R for data science projects.
Provides a comprehensive introduction to R for big data. It covers the basics of R, including data manipulation, visualization, and statistical modeling. This book is helpful for learners who want to learn how to use R for big data projects.
Provides a beginner-friendly introduction to R. It covers the basics of R, including data manipulation, visualization, and statistical modeling. This book is helpful for learners who are new to R or who want to learn more about its capabilities.
Provides a gentle introduction to R. It covers the basics of R, including data manipulation, visualization, and statistical modeling. This book is helpful for learners who are new to R or who want to learn more about its capabilities.

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