- 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
- Authentication troubleshooting
- AADSTS50011: Redirect URI mismatch
- AADSTS50076: Using multifactor authentication
- AADSTS50079: The user is required to use multifactor authentication
- AADSTS500113: No reply address registered for the application
- AADSTS65001: The user or administrator has not consented to use the application
- AADSTS7000218: The request body must contain the following parameter: client_assertion or client_secret
- AADSTS70002: InvalidClient - Error validating the credentials
- AADSTS50055: The password is expired
- AADSTS700082: The refresh token has expired due to inactivity
- AADSTS50194: Application is not configured as a multitenant application
- Mail troubleshooting
- Calendar troubleshooting
- Files troubleshooting
- Sheets troubleshooting
- 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
Manage Multiple Excel Files
The example below explains how to create a single excel report file by extracting data from multiple excel report files that have the same structure. It presents activities such as Excel Application Scope, Remove Duplicates Range, Save Workbook, Close Workbook, Read Range and Append Range. You can find these activities in the UiPath.Excel.Activities package.
This is how the automation process can be built:
- Open Studio and create a new Process named by default Main.
-
Go to the New tab and select Sequence.
- In the Name field
write
MergeReports
. - Choose to save the process in the same location as the Main process.
- Select Create.
Note: In the project folder add theReportTemplate.xlsx
file and create a new Reports folder that includes the following.xlsx
files:Report1
,Report2
andReport3
. - In the Name field
write
- In the Workflow Designer, select the MergeReports tab.
-
Drag a For Each activity to the Workflow Designer.
- In the ForEach field
add the value
file
. - In the Properties
panel, set the TypeArgument field to
String
and addReportFiles
in the Values field.
- In the ForEach field
add the value
-
Drag a Sequence container in the body of the For Each activity.
- Create a new DataTable
variable named
ReportTable
. - Create a new variable named
ReportTable
and of type DataTable.
- Create a new DataTable
variable named
-
Add an Excel Application Scope activity inside the Sequence.
- In the Properties
panel, add the name
Report file
in the DisplayName field and the valuefile
in the WorkbookPath field. - Select the check boxes for the ReadOnly and Visible options. This makes the file visible and read only to any user that accesses it without a password.
- In the Properties
panel, add the name
-
Drag an Excel Read Range activity and add it inside the Excel Application Scope activity.
- In the Properties
panel, add the value
ReportTable
in the DataTable field. - Select the check box for the AddHeaders option so that the first row of the table to be identified as a header.
- In the Properties
panel, add the value
-
Drag a new Excel Application Scope activity and place it below the Excel Application Scope activity named
Report file
.- In the Properties
panel, add the name
Output report
in the DisplayName field and the valueOutputReport
in the ExistingWorkbook field. - Select the check box for the Visible option. This creates the file visible for any user.
- In the Properties
panel, add the name
-
Add an Excel Append Range activity in the body of the Excel Application Scope activity.
- In the Properties
panel, add the variable
ReportTable
in the DataTable field and"Sheet1"
in the SheetName field.
- In the Properties
panel, add the variable
-
Drag an Assign activity below the Excel Application Scope activity named
Output report
.- In the Properties
panel, add the variable
RowsCounter
in the To field andRowsCounter + ReportTable.Rows.Count
in the Value field.
- In the Properties
panel, add the variable
- In the Workflow Designer, select the Main tab.
-
Drag a Sequence container to the Workflow Designer.
-
Create the following variables:
Variable Name
Variable Type
Default Value
RowsCounter
Int32
N/A OutputReportName
String
N/A ReportFiles
Array of Strings
N/A OutputReport
WorkbookApplication
N/A
-
-
Add an Assign activity in the body of the Sequence.
- In the Properties
panel, add
OutputReportName
in the To field andString.Format("Report-{0:yyyyMMddHHmmss}.xlsx", DateTime.Now)
in the Value field. This includes the current date and time in the file name.
- In the Properties
panel, add
-
Add a Copy File activity and place it below the Assign activity.
- In the Properties
panel, add the variable
ReportTemplatePath
in the Path field and the variableOutputReportName
in the Destination field.
- In the Properties
panel, add the variable
-
Drag a new Assign activity under the Copy File activity.
- Add the variable
ReportFiles
in the To field and the syntaxDirectory.GetFiles(ReportsFolderPath, "*.xlsx")
in the Value field.
- Add the variable
-
Drag an Excel Application Scope after the Assign activity.
- In the Properties
panel, add the variable
OutputReportName
in the WorkbookPath field, addOutputReport
in the Workbook field and select the check box of the Visible option for making the file visible for everyone.
- In the Properties
panel, add the variable
- Add a Sequence container in the body of the Excel Application Scope activity.
-
Add an Invoke Workflow File inside the newly created Sequence.
- Set the path of the
WorkflowFileName as
"MergeReports.xaml"
.
- Set the path of the
WorkflowFileName as
-
Drag a Remove Duplicates Range activity and place it under the Invoke Workflow File activity.
- In the Properties
panel, add
"A2:F" + (RowsCounter + 1).ToString
in the Range field and"Sheet1"
in the SheetName field.
- In the Properties
panel, add
- Drag a Save Workbook activity under the Remove Duplicates Range activity.
-
Add a Close Workbook activity underneath the Excel Application Scope activity.
- Add the variable
OutputReport
in the Workbook field.
- Add the variable
- Run the automation process. Once
completed you should have a new
.xlsx
file that uses the predefined template and incorporates data from multiple files.