Build a dashboard in excel with UI PATH?

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1

Hello,

I am trying to build a dashboard in Excel using various other files:

  • I need to update each of the files
  • Copy the tabs that interest me into a new Excel file
  • Aggregate the data into pivot tables, etc.
  • Then I want to create a dashboard (for a sales team) using this data (It would be more convenient on Power BI, but I don’t have access to it at the moment)

Several questions:

  1. Do you think this is doable with UI Path?
  2. Which activity do you use to place a chart at a specific location on an Excel sheet? (e.g., “sheet4” cell “A10”)

Thank you very much for your help

2

Hi @sstaub

Check the below thread:

Regards

3

Hi @vrdabberu
Indeed there is some answers

4

@sstaub,

Yes, it is doable

Whenever working on a dashboard or report setup one template first. Set everything which is static at template. Have logic about dynamic data extraction, manipulation etc. in UiPath.

Thanks,
Ashok :slight_smile:

5

Thank you !
I will try to use this method, using a template with static elements.

That said, I still have issues about placing a dashboard at an exact position

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