Excel basic package
The Excel basic package contains actions that enable you to automate many of the repetitive tasks in XLSX workbooks. You use these actions when Microsoft Excel is not available on the device that you want to use to automate Microsoft Excel-related tasks.
Choosing the Excel package in Automation 360
Automation 360 includes packages to support three types of Microsoft Excel usage. For optimal results, use the package that corresponds to the type of Excel that is available on the device you are running bots on.
- No Excel installed: If you do not have Microsoft Excel installed on the device on which you are running bots to automate Excel-related processes, use the Excel basic package.
- Desktop Excel installed: If you have a desktop version of Microsoft Excel installed on your computer, use the Excel advanced package in your bots.
- Online Office 365 Excel only: If you are using Microsoft Excel 365 on a web browser, use the Office 365 Excel package for automating tasks related to Excel.
To learn more, search for the Automating Excel Workbooks course in Automation Anywhere University: RPA Training and Certification (A-People login required).
Before you start
- Open the Microsoft Excel spreadsheet that you want to read data from using
the Open
action.Note: The Excel basic package supports files that are a maximum size of 30 MB.
You must associate the details of the file you want to use with a session name, and use the session name in the other actions in the Excel basic package, so that you do not have to provide the details of the file in those actions again. See Utilizzo dell'azione Apri per Excel.
- Use the different actions available in the Excel basic package to automate the Microsoft Excel-related tasks.
- After you have automated all the Microsoft Excel-related tasks, close the spreadsheet using the Close action.
Actions in the Excel basic package
The Excel basic package includes the following actions:
Action | Description |
---|---|
Switch to sheet | Switches to another sheet in a Microsoft Excel file.
|
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. Note: This action terminates the process
for the session. |
Delete cell | Deletes the Active cell or a
Specific cell from the current
worksheet or a CSV file.
|
Find | See Trova e sostituisci. |
Get cell address | Retrieves the location of the active cell and stores it to a
string variable.
|
Get column name | Retrieves the letter value of the column of the active or
specific cell and stores it to a string variable.
|
Get multiple cells | Retrieves the values from cells in a Microsoft Excel
spreadsheet and stores them in a table variable. This action retrieves cell values as string data
types. It supports Excel cell formats, including Number,
Percentage, Currency, Scientific, and Date. For example, a
value from a cell of Currency formatting retains the
currency symbol when passed to a table or record
variable. Note: You must convert the values to perform
non-string operations.
|
Get row number | Retrieves the row number of the active or specific cell and
stores it to a string variable.
|
Get single cell | Retrieves the values from a single cell in a Microsoft Excel
spreadsheet or a CSV file and stores them in a string
variable. This action retrieves cell values as string data
types. It supports Excel cell formats, including Number,
Percentage, Currency, Scientific, and Date. For example, a
value from a cell of Currency formatting retains the
currency symbol when passed to a table or record
variable. Note: You must convert the values to perform
non-string operations.
|
Go to cell | Selects a specific cell in a Microsoft Excel spreadsheet or a
CSV file.
|
Open | Reads data from a Microsoft Excel spreadsheet. See Utilizzo dell'azione Apri per Excel. Note: This action does not open a Microsoft Excel
spreadsheet. It only enables a task to read data from the
spreadsheet. |
Replace | See Utilizzo del pulsante Sostituisci action. |
Save workbook | Saves a Microsoft Excel spreadsheet to a specified location.
Enter
the name of the session used to open the workbook
with the Open
action.
Note: When you open an excel file from the Control Room and make changes in the file,
the updated file does not save in the Control Room This action is
supported only for Excel files opened from the
desktop. |
Set cell | Sets the value you have specified in a cell in a Microsoft Excel spreadsheet. Select the Active cell or Specific cell option to specify whether to set the value in the active cell or a specific cell. |
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. |
Switch to sheet | Activates a specific worksheet.
|