activities
latest
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- 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
Productivity Activities
Last updated Nov 21, 2024
Manage Pivot Tables
The example below explains how to create and refresh a pivot table. It presents activities such as Create Pivot Table, Refresh Pivot Table. 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.
Note: Add theexample.xlsxfile used for retrieving data in the main folder of the project. The automation process uses this file to extract and manipulate the raw data. - Drag a Sequence container in the Workflow Designer.
-
Place an Excel Application Scope activity inside the body of the Sequence.
- In the Properties panel add the path
"example.xlsx"in the WorkbookPath field. - Select the check boxes for the AutoSave, CreateNewFile and Visible options. The robot is now allowed to create a new Excel workbook, to automatically save all the changes made to it and to open the Excel file in the foreground while performing actions on it.
- In the Properties panel add the path
-
Select the Do sequence container inside the Excel Application Scope activity.
- Create a variable named
rangeResultand of type String.
- Create a variable named
-
Drag a Create Pivot Table activity inside the Do sequence.
- In the Properties panel, add the value
L9in the Range field, the namepivotin the TableName field, the name"SalesOrders"in the SheetName field, and the name"table"in the SourceTableName field.
- In the Properties panel, add the value
-
Place a Message Box activity below the Create Pivot Table activity.
- In the Properties panel add the value
Okin the Buttons field and add"Check the pivot table in the Excel file."in the Text field. Select the check box for the TopMost option for always having the message box displayed to the foreground.
- In the Properties panel add the value
-
Drag a Delete Range activity under the Message Box activity.
- In the Properties panel add
"A6:G16"in the Range field, add the value"SalesOrders"in the SheetName field and the valueShiftUpin the ShiftOption field. - Select the ShiftCells check box for shifting the cells according to the ShiftOption.
- In the Properties panel add
-
Place a Refresh Pivot Table activity under the Delete Range activity.
- In the SheetName field add the name of the sheet,
SalesOrders. - In the TableName field add the name of the table,
pivot.
- In the SheetName field add the name of the sheet,
- Run the example. The automation process uses the data in the
example.xlsxfile to create a pivot table and refreshes the initial table by deleting a range of cells.
