- 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
Use Excel File
UiPath.Excel.Activities.Business.ExcelApplicationCard
Lets you select an Excel file to use in the automation and enables StudioX to integrate with Excel. The data in the file is available to all the activities added inside Use Excel File. This means that when you configure child activities, you can select data from the file directly from StudioX. If the Excel file does not exist at the time you design the automation, you can define an existing Excel file with the same structure as a template for use at design time.
You can add UI Automation activities directly in the Use Excel File activity to quickly automate the interface of Excel. For this to work, you need to have the Excel file open on your machine.
To learn how to use this activity, see:
- Tutorial: Creating a Pivot Table.
- Tutorial: Iterating through Rows in a Table.
- Tutorial: Comparing Excel Files and Emailing Reconciliation Errors.
In the Body of the Activity
-
Excel file - Click Browse next to the field, and then browse to and select an Excel, CSV, or text file to use in the automation. To create a new file when the automation is executed, browse to the folder where to create it and enter the file name.
If you need to work with a file with a dynamic name, such as a file downloaded daily under a different name, you can provide the file path using one of the options in the Plus menu on the right side of the field. For example, select a cell in the Project Notebook where the file path can be extracted daily using the provided formulas, or select Ask when run to enter the path of the file when executing the project. In this situation, if you want to be able to easily configure the activities that use data from the file, select another Excel file with the same format as a Template file. Alternatively, you can work with a remote Excel file by inputting the SharePoint URL of the file.
- Reference as - Enter a name by which to refer to the file in the automation project.
-
Save changes - Select this option if you want to save the file after each Excel activity that makes a change to its content. Use the Save Excel File activity if this option is disabled. This option is selected by default.
When the option to save changes is disabled, the message save off is displayed next to the Excel resource in the Data Manager panel.
- Create if not exists - If selected, a new Excel workbook is created if the workbook is not found at the specified path. If not selected, an error occurs if the workbook is not found at the specified path. This option is selected by default.
-
Read Formatting - Choose what formatting should be applied to values read from Excel:
- Same as project - The setting inherits the value from the Project Settings.
- Default - Applies the default formatting returned by Excel.
- Raw Value - Retrieves the raw values from Excel and ignores all formatting.
- Display Value - Retrieves the values as they are displayed in Excel.
-
Template file - If the Excel file you want to automate is dynamic or does not exist at the time you design the automation (for example, the file is downloaded or created by the automation), select this option to use another Excel file that has the same structure at design time.
The data in this file is available for selection from the Plus menu, allowing you to easily configure the activities added inside Use Excel File. The template file is used only at design time. When the automation is executed, it processes the file defined in the Excel file field.
Properties Panel
Common
- DisplayName - The name displayed for the activity in the Designer panel.
File
- Edit password - The password required for editing the Excel workbook, if the file is password-protected.
- Password - The password required for opening the Excel workbook, if the file is password-protected.
- Workbook path - The path to the Excel file. If the file does not exist and you select the CreateNewFile option, StudioX creates the file.
Misc
- Private - If selected, the values of variables and arguments are no longer logged at Verbose level.
Options
- Create if not exists - See the description in the body of the activity.
- Keep excel file open - If the file is not open at the time the project runs, keeps the workbook open after the project finished running instead of closing it. This can be used to review the file afterwards.
- Read Formatting - See the description in the body of the activity.
- Read-only - If selected, the specified workbook is opened in Read-Only mode. Selecting this check box enables you to perform data extraction operations in an Excel file which is locked for editing or has an edit password. This option is not selected by default.
- Save changes - See the description in the body of the activity.
- Sensitivity label - The string ID of the sensitivity label or an instance of the IExcelLabelObject. It is used only when the sensitivity operation is Add/Update. Otherwise, it is ignored.
- Sensitivity operation - Select the behavior for the sensitivity label attached to the file. Use the dropdown to choose between the following options: Do nothing, Add/Update, or Clear.
