- 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
Filter CSV Files
.csv
file, write in the .csv
files and also append data from one .csv
file to another .csv
file.
This example illustrates how to create an automation process that uses the Write CSV,Read CSV and Append To CSV activities. You can find these activities in the UiPath.Excel.Activities package.
To exemplify how to use these activities, we have created a sequence that includes a Write CSV, Read CSV and an Append To CSV activity.
This is how the automation process can be built:
- Open Studio and create a new Process.
-
Drag a Sequence from the Activities panel to the Workflow Designer.
Note: Add your.csv
file to the project directory in order to be able to run the entire process from the same place. -
Drag a Read CSV from the Activities panel in the previously created Sequence.
- In the Properties panel, add the full path of the file you want to read the data from to the FilePath property.
- Select the IncludeColumnNames check box. This way, when running the process, the first row in the
.csv
file is considered to contain the column names. - Create a new
DataTable
variable called transactionTable. - In the Properties panel, add the newly created variable to the DataTable property field.
-
Drag a Build Data Table activity from the Activities panel and place it below the Read CSV activity.
- Create a new
DataTable
variable called transactionsFiltered. - In the Properties panel, add the transactionsFiltered variable to the DataTable property field.
- Create a new
-
Add another Build Data Table activity from the Activities panel and place it below the previous one.
- Create a new
DataTable
variable called totalTable. - In the Properties panel, add the totalTable variable to the DataTable property field.
- Create a new
-
Drag a For Each Row activity below the Build Data Table activities.
- In the Properties panel, add the transactionTable variable to the DataTable property field.
-
Drag a Write CSV activity under the For Each Row activity.
- In the Properties panel, add the full path of the file in the FilePath property. In this case the path can be set as
"TransactionsFiltered.csv"
. - In the Properties panel, add the transactionsFiltered variable to the DataTable property field.
- Make sure to select the AddHeaders check box. By doing so, you add the column names from the DataTable to the output
.csv
file.
- In the Properties panel, add the full path of the file in the FilePath property. In this case the path can be set as
-
Add a Read CSV activity to the Workflow Designer and place it under the Write CSV activity.
- In the Properties panel, add the full path of the file you want to read the data from, to the FilePath property. In this case you can write as a path
"TransactionsFiltered.csv"
. - Check the IncludeColumnNames option. This considers the first row of the
.csv
file to have the column names. - Add the transactionsFiltered variable in the DataTable output field, from the Properties panel.
- In the Properties panel, add the full path of the file you want to read the data from, to the FilePath property. In this case you can write as a path
-
Add a While activity below the Read CSV.
- In the Properties panel, set the Condition field to
counter<transactionsFiltered.Rows.Count
. - Drag a Sequence activity in the body of the While activity.
- Inside the Sequence activity, add three Get Row Item activities.
- All Get Row Item activities should have in the Row field the following text
transactionsFiltered.Rows(counter)
.
- In the Properties panel, set the Condition field to
-
Drag four Assign activities right after the Get Row Item activities.
- Create four new
Double
variables sumCashIn, sumOnUsCheck, sumNotOnUsCheck and anInt32
variable named counter. - In the first Assign activity add in the To field the sumCashIn variable and in the Value field add
sumCashIn+cashIn
. - In the second Assign activity add in the To field the sumOnUsCheck variable and in the Value field add
sumOnUsCheck+onUsCheck
. - In the third Assign activity add in the To field the sumNotOnUsCheck variable and in the Value field add
sumNotOnUsCheck+notOnUsCheck
. - In the fourth Assign activity add in the To field the counter variable and in the Value field add
counter + 1
.
- Create four new
-
Add a Add Data Row activity under the While activity.
- In the Properties panel, add
{sumCashIn,sumOnUsCheck,sumNotOnUsCheck}
in the ArrayRow field and thetotalTable
variable in the DataTable field.
- In the Properties panel, add
-
Drag an Append To CSV activity below the Add Data Row activity.
- Add the path of the file. In this case it is
"TransactionsFiltered.csv"
. - In the DataTable field add the
totalTable
variable.
- Add the path of the file. In this case it is
- Run the process. Once the automation is completed, you have two
.csv
files in your project, the initial one and a newly created one that includes all the filtered data.