Workbook operations
A workbook is a file that contains one or more worksheets. The Excel advanced package contains various actions that you can use to automate workbook-related tasks.
Workbook actions in the Excel advanced package
The Excel advanced package includes the following actions:
Action | Description |
---|---|
Append workbook | Adds all the worksheets from the specified workbook to the
end of the currently open workbook.
|
Close | Closes the current workbook and provides an option to Save changes when closing the file. Enter the name of the session used to open the workbook with the Open action. |
Convert excel to PDF | Converts the entire workbook, specific worksheets in a
workbook, or a CSV file to a PDF file.
|
Create workbook | Creates a Microsoft Excel workbook or a CSV file.
|
Open | See Using the Open action for Excel advanced. |
Protect workbook | Protects the workbook and its structure using a password.
Protecting a workbook prevents other users from opening the
workbook without the password, and protecting the structure of a
workbook prevents other users from adding, moving, deleting,
hiding, and renaming worksheets within that workbook.
|
Save workbook | Saves the current workbook. Enter the name of the session
used to open the current workbook with the
Open action. Note: When you open an Excel file from the Control Room and make changes to the file,
the updated file is not saved in the Control Room. This action is
supported only for Excel files opened from the
desktop. |
Set session variable | Assigns the session name to a variable. Use this action in a parent bot, and then insert the variable containing the session name in Excel-related actions in the child bot to associate the actions with the file opened in that session. When you run the bot, it passes the session variable to the child bot, which enables the child bot to process the data in the file opened in the parent bot. Note: The parent and
child bots must use actions
from the same Excel package version to pass
the session variable. |
Unprotect workbook | Unprotects a workbook and its structure. Unprotecting a
workbook removes the restriction applied on opening the
workbook, and unprotecting the structure of a workbook removes
the restriction applied on modifying the structure of the
workbook. Unprotecting allows other users to open the workbook,
add, move, delete, hide, and rename worksheets within the
workbook.
|