Regarding Excel automation in UiPath

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1

Hi all,

I want to know what kind of scenarios we can do the automation for Excel.
For example: Vlookup ,pivot table etc

Do we need to use reframework while working on Excel and mail automation only.

Thank you

2

Hi @lucky7
Welcome to UiPath

You can automate tasks like VLOOKUP, pivot table creation, data extraction, sorting, filtering, conditional formatting, report generation, and merging or splitting sheets. Mail automation, such as sending reports via Outlook, is also possible. Using REFramework is not necessary for Excel and mail automation; it’s beneficial for complex workflows, but simple tasks can be handled with sequences or flowcharts.

3

Hey @lucky7 if your only goal is to do only these thing so no need for the reframework .you can do this in the sequence and use some try catch and exception handling activities .

This image shows part of a Microsoft Excel automation process, specifically creating a pivot table from invoice data using UiPath's workflow diagram. (Captioned by AI)
This image shows part of a Microsoft Excel automation process, specifically creating a pivot table from invoice data using UiPath's workflow diagram. (Captioned by AI)671×484 25.5 KB

something like this

cheers

4

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