Hi. I am looking for guidance on how to build out an automation in UiPath. Please see the details below:
Two excel sheets:
- Survey submission export
- Master data file
We receive survey submissions containing financial information on a half-year basis (Q1/Q2 or Q3/Q4) through an internal tool. We then export the data into excel and copy paste the information (based on category and Quarter) into a master excel file.
I have created a template for #1 (above) to leverage in the automation, so that each time we receive a survey submission, we will pull that information in to run in the bot. Since survey submissions are infrequent, I imagine that I would have to complete a few manual steps up front to pull the data into the template file (#1) to prepare in order to run the bot.
So you want to seperate the half yearly data to quarterly? @vosstin
If you have a quarter name (Q1/Q2/Q3/Q4) in one of the columns in the Survey submission report, then follow these steps.
- Use Read Range Activity to read the Survey Submission Report.
- Filter the Survey Submission Report Data Table with quarter name.
filteredDataTable = dtSurveySubmissionReport.Select("Quarter='Q1').CopyToDataTable
- Use Write Range Activity to write the filtered data table into a master file.
Thank you for your response.
A couple of quick questions for clarity.
The survey results have several categories. Each question is tailored to specific piece of financial data requires a response for each quarter (either Q1/Q2 or Q3/Q4 depending on time of year). The survey tool outputs the quarters as variables “A and B” (i.e., Q1 corresponds to A and Q2 corresponds to B), which are attached to the question (e.g., Leisure Travel (Resorts/Hotels/Airlines) (Q11_A_19). So essentially, you will see each questions replicated twice in the survey output results denoted only by A or B. Would I need to use the Filter DataTable function twice (one for A and one for B)?
You can use multiple filter conditions in a single expression as shown below -
filteredDataTable = dtSurveySubmissionReport.Select("Quarter='Q1' OR Quarter ='Q2'").CopyToDataTable
You can add any number of filter conditions using