Issue in filter in excel data

Help Studio
1

Hi Friends,

I have 4 insurance names.

  1. Aetna healthcare
  2. Cigna
  3. Humana
  4. Max Bupa

I have an insurance Excel file. In the insurance name column, I have to filter one by one above the insurance name and filter the data and paste it in the Aetna Healthcare Excel file by inserting a new sheet. Can anyone share the LINQ query or any other method?

Note: If any of the insurance is not available in the excel data, then it skips that record and searches for another insurance.
Query for filter.xlsx (8.7 KB)

2

Hi @J_VENKAT_RAO

Can you try this

The image shows a detailed flowchart of an Excel process automation that filters and processes insurance names from one spreadsheet to another using a loop and several conditional actions. (Captioned by AI)
The image shows a detailed flowchart of an Excel process automation that filters and processes insurance names from one spreadsheet to another using a loop and several conditional actions. (Captioned by AI)710×2425 97 KB

Input:

A spreadsheet contains patient data including patient ID, insurance name, co-pay type, expected co-pay, outstanding co-pay, and total amount owed. (Captioned by AI)
A spreadsheet contains patient data including patient ID, insurance name, co-pay type, expected co-pay, outstanding co-pay, and total amount owed. (Captioned by AI)1131×669 26.6 KB

Output:

The image shows an Excel spreadsheet listing patients with Max Bupa insurance and their outstanding amounts owed, with tabs for other insurance companies visible at the bottom. (Captioned by AI)
The image shows an Excel spreadsheet listing patients with Max Bupa insurance and their outstanding amounts owed, with tabs for other insurance companies visible at the bottom. (Captioned by AI)1081×666 12.8 KB

Sequence1.xaml (19.9 KB)

Regards,

3

Thank you, @lrtetala. I will try it and let you know the status.

1 Like
4

@J_VENKAT_RAO

Welcome back to forum..

as per post built a workflow with linq, attaching zip file for your reference.
Uipath_batch (2).zip (1.3 MB)

please mark solution if it is helpful for you

Thanks!!
Happy Automation!!