- 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
- Wait for Calendar Event Created and Resume
- Wait for Calendar Event Received and Resume
- Wait for Calendar Event Replied and Resume
- Wait for Calendar Event Updated
- Wait for Email Received and Resume
- Wait for Email Sent and Resume
- Wait for File Created and Resume
- Wait for File Updated and Resume
- Wait for Folder Created and Resume
- Wait for Sheet Created and Resume
- Wait for Sheet Cell Updated and Resume
- Wait for Task Created and Resume
- Wait for Task Completed and Resume
- 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
Create Pivot Table
UiPath.Excel.Activities.Business.CreatePivotTableX
Creates a pivot table from a specified range or table to help you calculate, summarize, and analyze data. Once added, you can add pivot table fields as rows, columns, filters, or summary fields. The activity can be used with an Excel file selected for a parent Use Excel File activity or with the Project Notebook.
To learn how to use this activity, see Tutorial: Creating a Pivot Table.
In the Body of the Activity
- Source range - Click Plus on the right side of the field and then, from the menu, select the Excel file and then select a named range, table, or sheet from the file, or select Indicate in Excel to indicate a range directly from the file. Alternatively, you can select Open in Advanced Editor to enter a VB expression.
-
New table name - Click Plus on the right side of the field and then, from the menu, select Text to enter a name for the table in the Text Builder. If a pivot table with the same name already exists at the destination, the table is deleted and recreated.
Alternatively, you can use one of the available options in the menu to indicate the name:
- Data from the Project Notebook, a parent Excel file or Outlook account. For example, select a cell in an Excel file, or a field in a selected Outlook email.
- Use Saved Value - Select a value that you previously saved for later use in the project.
- Ask when run - Prompt for a name when the project is executed.
- Open in Advanced Editor - Enter a VB expression.
- Destination range - Click Plus on the right side of the field and then, from the menu, select an Excel file and then a table or sheet where to create the pivot table, or select Indicate in Excel to indicate directly from the file. Alternatively, you can select Custom Input to enter the range manually, or Open in Advanced Editor to enter a VB expression.
- Add Pivot Table Field - Click this button to add a pivot table field.
Pivot Field Options
-
Field - Click Plus on the right side of the field and then, from the menu, select Range and a column header, or select the Excel file and then Indicate in Excel to indicate a column header in the file. Alternatively, you can select one of the other options in the menu to indicate the column header:
- Use Saved Value - Select a value that you previously saved for later use in the project.
- Text - Enter the text in the column header using the Text Builder.
- Ask when run - Prompt for the text in the column header when the project is executed.
- Open in Advanced Editor - Enter a VB expression.
- Is a - Select what the field should be in the pivot table: Row, Column, Filter, or Value.
- Function - If the field is a value, select what function should be used: Sum, Count, Average, Max, Min, Product, CountNumbers, StdDev, StdDevp, Var, or Varp.
Properties Panel
Common
- DisplayName - The name displayed for the activity in the Designer panel.
Input
- Destination range - See Destination range in the body of the activity.
- Layout - Enhances the pivot table layout and format. The compact form optimizes for readability while the tabular and outline forms include file headers. The default value is compact.
- New table Name - See New table name in the body of the activity.
- Table range - See Source range in the body of the activity.
- Values added as - Select how to add the values in the pivot table, either as columns (the default option) or rows.
Misc
- Private - If selected, the values of variables and arguments are no longer logged at Verbose level.