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Using the Open action for Excel

  • Updated: 8/24/2021
    • Automation 360 v.x
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    • RPA Workspace

Using the Open action for Excel

Use the Open action to open a Microsoft Excel spreadsheet or a CSV file. This action enables you to specify whether to open the spreadsheet in read-only mode or read-write mode, a password to open the spreadsheet, and so on.

To open a Microsoft Excel spreadsheet, do the following:
Note: You can use wildcard pattern based search to open an existing excel file that matches the search criteria. For example, if you have multiple files with similar names such as table1.xlsx, table2.xlsx, table3.xlsx, you can open the file by specifying the (*) wildcards in the file path as table*.xlsx to open the first file that matches the pattern.

Procedure

  1. Double-click or drag the Open action from the Excel node in the Actions palette.
  2. Select from where you want to open the Microsoft Excel spreadsheet:
    Note: The Excel basic package supports files that are a maximum size of 30 MB.
    • Control Room file: Enables you to open a file from the Control Room.
    • Desktop file: Enables you to open a file from the device. This field also accepts the file path input as a string variable or global value.
    • Variable: Enables you to open a file by specifying a file variable.
  3. Select the Sheet contains a header check box if the Microsoft Excel spreadsheet contains a header row.
  4. Select the Specific sheet name option and specify the name of the sheet to activate when the Microsoft Excel spreadsheet opens.
  5. Select Read-only mode or Read-write mode to open the Microsoft Excel spreadsheet in read-only or edit mode respectively.
  6. Select the Password is required check box if a password is required to open or edit the Microsoft Excel spreadsheet.
  7. Optional: In the User password or Owner password field, enter a password to restrict access to the encrypted PDF file.
    • User password: Allow users to perform specific operations on the encrypted PDF file.
    • Owner password: Allow users to use a password to open the file.
  8. Select the Load Add-ins check box if you want to load the add-ins available in the Microsoft Excel spreadsheet.
  9. Select any of the following tabs to create an excel session:
    • Local session: Specify a session name that can be used only in the current bot.
    • Global session: Specify a session name that can be used across multiple bots such as parent bots, child bots, and other child bots of the parent bots.
    • Variable: Specify a session variable that can be used to share that session with other child bots.
    Note: When you use more than one spreadsheet to automate an operation, you must use different session names for each spreadsheet. If you want to use the same session name to automate all the spreadsheets, you must first close the session of one spreadsheet before using the same session name for another spreadsheet.
  10. Click Save.
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