- Overview
- Excel
- Release Notes
- About the Excel activity package
- Project Compatibility
- Supported character encoding
- Project Settings
- Add or Update Excel Sensitivity Label
- Append Range
- Auto Fill
- Autofit Range
- Change Pivot Data Source
- Clear Sheet/Range/Table
- Copy/Paste Range
- Create Pivot Table
- Delete Column
- Delete Rows
- Delete Sheet
- Duplicate Sheet
- Export to CSV
- Fill Range
- Filter
- Filter Pivot Table
- Find First/Last Data Row
- Find/Replace Value
- For Each Excel Row
- For Each Excel Sheet
- Format As Table
- Format Cells
- Get Cell Color
- Get Excel Chart
- Get Excel Sensitivity Label
- Get Selected Range
- Insert Column
- Insert Chart
- Insert Rows
- Insert Sheet
- Invoke VBA
- Lookup
- Match Function
- Protect Sheet
- Read Cell Formula
- Read Cell Value
- Read Range
- Refresh Excel Data Connections
- Refresh Pivot Table
- Remove Duplicates
- Rename Sheet
- Run Spreadsheet Macro
- Save Excel File
- Save Excel File As
- Save Excel File As PDF
- Select Range
- Sort Range
- Text to Columns
- Unprotect Sheet
- Update Excel Chart
- Use Excel File
- VLookup
- Write Cell
- Write CSV
- Write DataTable to Excel
- Excel Application Scope
- Append To CSV
- Read CSV
- Write CSV
- Delete Column
- Filter Table
- Get Table Range
- Insert Column
- Sort Table
- Append Range
- Close Workbook
- Get Cell Color
- Read Cell
- Read Cell Formula
- Read Column
- Read Range
- Read Row
- Select Range
- Set Range Color
- Write Cell
- Write Range
- Save Workbook
- Create Table
- Get Workbook Sheet
- Get Workbook Sheets
- Refresh Pivot Table
- Create Pivot Table
- Get Selected Range
- Copy Sheet
- Delete Range
- Auto Fill Range
- Copy Paste Range
- Execute Macro
- Insert/Delete Columns
- Insert/Delete Rows
- Invoke VBA
- LookUp Range
- Remove Duplicates Range
- Excel Process Scope
- Manage CSV Files
- Filter CSV Files
- Verify CSV Files
- Table Functions
- Manage Multiple Excel Files
- Interpret Excel Results
- Manage Pivot Tables
- Manage Range Selection
- Read From Excel Files
- Manage Databases in Excel
- Compare CSV Files
- Compare Numeric Values
- Sort Data in Excel Files
- Filter and Delete Rows in Excel Files
- Manipulate Range Selections
- Verify Excel Workbook Data
- Read, Write, and Append Data in Excel
- Google Workspace
- Release notes
- About the Google Workspace activities package
- Project compatibility
- Add Attendee
- Create Event
- Delete Event
- Modify Event
- Search Events
- Use Google Drive
- Share File
- Delete File Permission
- Get File Permissions
- Update File Permission
- Copy File
- Create Folder
- Delete File
- Download File
- Find Files and Folders
- Get File Info
- Move File
- Upload File
- Create Document
- Create New Spreadsheet
- Get Mail Messages
- Send Mail Messages
- Change Labels
- Use Google Spreadsheet
- Add Delete Columns
- Add Delete Rows
- Auto Fill Range
- Add New Sheet
- Append Row
- Batch Spreadsheet Updates
- Copy Sheet
- Copy Paste Range
- Delete Range
- Delete Sheet
- Get Cell Color
- Get Sheets
- Read Cell
- Read Column
- Read Range
- Read Row
- Rename Sheet
- Write Cell
- Write Range
- Clear Range
- Download Spreadsheet
- Use Google Document
- Batch Document Updates
- Get Document
- Get Text Index
- Insert Text
- Replace Text
- Read All Text
- Create Script Project
- Get Project Content
- Upload Script File
- Create Deployment
- Run Script
- Mail
- Microsoft 365
- Release notes
- About the Microsoft 365 activity package
- Project compatibility
- Connections
- AddEmailCategories
- ArchiveEmail
- DeleteEmail
- DownloadEmail
- DownloadEmailAttachment
- DownloadEmailAttachments
- ForwardEmail
- GetEmail
- GetEmailAttachmentsInfo
- GetEmails
- GetMailFolders
- GetNewestEmail
- MarkEmailAsRead
- MarkEmailAsUnread
- MoveEmail
- RemoveEmailCategories
- ReplyToEmail
- SendEmail
- TurnOffAutomaticReplies
- TurnOnAutomaticReplies
- Merge multiple sheets into a new summary Excel sheet
- Automatically accept calendar invites from your manager
- Move files to dedicated folders by type
- Verify if new employment documents (I9 and ID) match
- Add new customers to a SharePoint List
- Delete SharePoint List items newer than yesterday
- Notify me on Slack when an important Outlook Email is received
- Include creation date in new OneDrive file names
- Notify me by email when a new file is created
- Microsoft 365 Scope
- Add Sheet
- Append Range
- Clear Range
- Copy Range
- Copy Sheet
- Create Workbook
- Delete Range
- Delete Sheet
- Get Cell Color
- Get Sheets
- Read Cell
- Read Column
- Read Range
- Read Row
- Rename Sheet
- Write Cell
- Write Range
- Set Range Color
- Create Table
- Get Table Range
- Insert Column
- Delete Column
- Insert Rows
- Delete Rows
- VLookup Range
- Use OneDrive & SharePoint
- Copy File/Folder
- Create Folder
- Delete File/Folder
- Download File
- Export File as PDF
- Find Files And Folders
- Get File/Folder
- Move File/Folder
- Upload File
- Share File/Folder
- For Each File/Folder
- Forward Mail
- Get Mail
- Move Mail
- Send Mail
- Reply to Mail
- Delete Mail
- Set Mail Categories
- Add Attachment
- Add Attendee
- Add Location
- Create Event
- Delete Event
- Find Meeting Times
- Get Calendars
- Modify Event
- RSVP
- Search Events
- Create Group
- Delete Group
- Get Group
- List Groups
- Create Bucket
- Delete Bucket
- List Buckets
- List Bucket Tasks
- Create Plan
- Get Plan
- List Plans
- Create Task
- Delete Task
- Get Task
- List Tasks
- Update Task
- For Each List
- Get List Info
- For Each List Item
- Delete List Item
- Add List Items
- Update List Item
- Get List Items
- Presentations
- Release Notes
- About the Presentations activity package
- Project Compatibility
- Add or Update Powerpoint Sensitivity Label
- Add Data Table to Slide
- Add File to Slide
- Add Image or Video to Slide
- Add New Slide
- Add Text to Slide
- Copy Paste Slide
- Delete Slide
- Format Slide Content
- Get Powerpoint Sensitivity Label
- Replace Text in Presentation
- Paste Item Into Slide
- Run Presentation Macro
- Save PowerPoint File As
- Save Presentation as PDF
- Use PowerPoint Presentation
- Word
- Release Notes
- About the Word Activities Package
- Project Compatibility
- Word Application Scope / Use Word File
- Add or Update Word Sensitivity Label
- Add Hyperlink to Document
- Add Picture
- Append Text
- Get Word Sensitivity Label
- Insert DataTable in Document
- Paste Chart/Picture Into Document
- Read Text
- Replace Picture
- Replace Text in Document
- Save Document As
- Save Document as PDF
- Set Bookmark Content
About the Excel activity package
The Excel activities package aids users to automate all aspects of Microsoft Excel, as we know it is an application intensely used by many in all types of businesses.
It contains activities that enable you to read information from a cell, columns, rows or ranges, write to other spreadsheets or workbooks, execute macros, and even extract formulas. You can also sort data, color code it or append additional information.
The UiPath.Excel.Activities pack is compatible with the following Microsoft Excel versions:
- 2013
- 2016
- 2019
- 2021
- Office 365
The activities grouped under Modern are the newest activities that were initially designed for the StudioX profile.
The Excel Modern design experience and activities provide the same functionality as the StudioX business activities by default in Studio. To find out more about working with Excel activities in StudioX, see Excel Automation in the StudioX guide.
Modern Design Experience in Studio
Starting with Studio v2021.10 and UiPath.Excel.Activities v2.11.0, a modern design experience is available in the Studio profile. In the modern experience, the modern activities replace the classic activities in the Studio profile, and the StudioX design experience is brought to Studio.
The modern design experience is enabled by default. You can select the design experience for each
project from the Excel activities project settings. When the classic
experience is enabled for a project, the classic app
integration activities that do not support interacting with Excel from
the Plus
menu are available in the Activities Panel
in Studio instead of the modern activities.
Add the Use Excel File scope activity to indicate the file to automate and configure its child activities by selecting Excel data from the Plus menu of each property without having to manually enter expressions:
-
Browse the contents of the file from the menu and select data that matches the type of each property. For example, you can select cells, ranges, tables, sheets, or charts from the worksheet. You can also indicate the current row or current sheet in an iteration.
-
If you find it easier to work in Excel, use the Indicate in Excel option to select data directly from the file. This functionality requires that you install the Excel Add-in.
-
Use the Custom Input option to manually specify the input based on table, chart, or sheet names or to enter references to a cell or a range.
If the file you want to automate does not exist yet, you can still use the options in the Plus menu by defining a file with the same structure as a template in the Use Excel File activity.
Workbook activities can be executed even if Microsoft Excel is not installed on the machine and can only read/write data to and from the file.
- Provide the file path in each Workbook activity. When you use this option, the file is loaded in the memory at runtime for each activity that processes it. This option is best suited for smaller files.
- Connect your Studio project to the Excel file from the Data Manager to add it as a resource, then reference the resource in each Workbook activity by selecting it from the Plus menu. Using this option, once the file is loaded, it remains in the memory until all the activities in the defined scope are executed, providing the best runtime performance when working with larger files and a larger number activities. To optimize performance, set the scope to the container closest to where the activities that use the resource are placed in the workflow. For more information, see Using the Data Manager.
Classic app integration activities require the Excel app to be installed on the machine on which they run. For large and complex spreadsheets that span over a great number of rows and columns, we recommend using the App Integration activities, as these activities offer the best performance and consistency.
All app integration activities with the exception of CSV activities must be included in Excel Application Scope to work. Starting with version 2.10.4 of the Excel activities pack, these activities can also be included in the Use Excel File activity.
.csv files, while all
the others work with .xlsx and .xls. The ones that
only work with Excel Application Scope can also work with
.xlsm files.
.XLS) specific to Microsoft Excel 95 is not supported by the Excel Activities Pack.
- When you use activities that read, copy, or append ranges, please note that if a cell contains formatting information, Excel considers that cell as containing data, even though it appears empty.
-
Please note that the Microsoft Office 2016 version 1708 (Build 8431.2079) changes the window title of files that are being edited and saved from "FileName.xlsx - Excel" to "FileName.xlsx - Saved". After closing the file, the filename reverts to normal.
This may cause some problems if your automation project uses selectors which contain the window title. For example, the following selector no longer works if your Excel version is the previously mentioned one:<wnd app='excel.exe' cls='XLMAIN' title='FileName.xlsx - Excel' /> <wnd cls='EXCEL7' title='FileName.xlsx' />. To prevent this issue, we recommend using a dynamic variable selector. - Some Excel versions always open SharePoint documents in read-only mode (e.g. Excel 2019). You can check if a remote document supports editing by opening it manually in Excel on your local machine.
