Document Understanding Extracted data using form extractor to be used as file for excel file

Help Document Understanding
, ,
1

I am new to UI Path and this will be my first project.
I have learned from various tutorials about document understanding.
I have extracted the PDF data using Taxonomy → Digitize Document → Classify Document Scope → Data Extraction Scope → Form Extractor → Present Validation Station → Export Extraction Results…
It is a success. But I want to utilize the extracted data. In the extracted data there is a reference number and I want to use this reference number to be the name of the excel file to be exported.

2

@ianiroy13
You can use the extracted reference number to name the excel file that the data is exported to. Here’s one possible way to do this:

  1. After the data has been extracted using the steps you described, you can use the “Assign” activity to assign the value of the reference number to a variable.
  2. Next, you can use the “Write Cell” activity to write the extracted data to an Excel file. In the properties of the “Write Cell” activity, you can specify the file path and sheet name for the Excel file.
  3. To use the reference number as the name of the Excel file, you can use the “Concatenate” activity to concatenate the file path and the reference number variable. This will create a new variable that contains the full file path and name for the Excel file.
  4. Finally, you can use the “Write Cell” activity to write the extracted data to the Excel file, and use the concatenated variable as the file path and name.
  5. You can use the “Delete Column” activity to delete unnecessary columns in the Excel file.
  6. You can use the “Save Workbook” activity to save the workbook.

Please note that the above steps are just one way to achieve this and you can use different activities or methods to accomplish your goal, it will depend on the specific requirements of your project and the data that you are working with.