URGENT! PLEASE HELP, EXCEL TEMPLATE AND CSV

[Kia1 (Ana)]

Urgent
Please help

Is the activity I am using correct?

I have two excels, the first excel is “Listaccount” which is fixed data. then I have a folder containing a CSV file with the file name taken from excel “Listaccount”. now i want to insert CSV data into excel template. In CSV, I will later take my particular data and insert it into the excel template column that has been set and then save. Finally, the robot will repeat according to the data in “Listaccount”

[Yoichi]

Hi,

At least, SaveExcelFileAs activity must be used in UseExcelFile activity. So, can you try to use UseExcelFile instead of ExcelApplicationScope?

Regards,

[Kia1 (Ana)]

I have tried using Excel like this, but I am confused when I want to save the Excel template to a certain folder and then name the Excel template file with the data in “Listaccount”

Sorry, I’m still a beginner regarding UiPath Studio

[Yoichi]

Hi,

Can you try either of the following?

Uncheck Save changes, then use SaveExcelFileAS at the end of the scope.

Or copy the template file to the final name in advance, then Open and edit the copied file.

I think the latter is simpler.
If the above is not same as what you expect, can you elaborate your requirement?

Regards,

[Kia1 (Ana)]

Excel Template.xlsx (10.5 KB)
ListAccount.xlsx (9.3 KB)

Maybe you want to see my workflow that I want to create using UiPath
because this is a school assignment that I have to complete
Please help,

I have an Excel file “Excel Template” that I want to fill out

1. Column A8 : C1000 will be filled with data from CSV that I have in the CSV folder
2. Columns E1:K10 will be filled with images that I have in the Image folder
3. Column E12 : K20 will be filled with a circle pivot graph obtained from the data in column A8:C100

Once finished it will be saved in a folder and given a name according to Excel “ListAccount” in the “Subaccount” column

The “Excel Template” file will loop according to the data in the “LisAccount” file

How to create a project like the flow above, so that the “Excel Template” file can run well?

[Yoichi]

Hi,

Probably it will be as the following (This is just mock and cannot run as it is)

Sample20240321-3.zip (18.4 KB)

Regards,

[Kia1 (Ana)]

OK, I’ll try it first

where can I get the CSV file in the CSV folder? because my CSV file is in a folder that I have made a variable

[Kia1 (Ana)]

Then, after finishing “Write DataTable to Excel” is it immediately saved and repeated according to the data in “Listaccount”?

[Yoichi]

Hi,

If you can share the csv files, I can add the logic for it.

Regards,

[Kia1 (Ana)]

@Yoichi

If you can share the csv files, I can add the logic for it.

FILE CSV.zip (2.2 KB)
The columns that are only taken are “Service description”, “Service ID”, “Subtotal (Rp)” which will be copied to column A8:C1000 in the excel template.

I gave the name “Subaccount ID” not “Subaccount Name”

[Yoichi]

Hi,

How about the following?

Sample20240321-3 (2).zip (28.2 KB)

Regards,

[Kia1 (Ana)]

Thankyou helpful,
I’ve tried it successfully.

but can I insert the successful excel file into an empty folder? because the resulting file is saved to the project folder.

Sorry to ask again, I have an image folder and a graph pivot VBA file, I will copy this image file in column E1 and the graph pivot will be placed in column E12. The pivot data is obtained from the data “Service description”, “Service ID”, and “Subtotal( Rp)”. then the image and pivot are copied according to the excel data in “List accounts”

Can I create a workflow like the CSV you provided for images and pivots or maybe it’s easier to add a workflow after the IF activity for CSV?

Can image files use the “Write dataTable to Excel” activity?

VbaGrafik.txt (245 Bytes)
FILE IMAGE.zip (49.9 KB)

[Yoichi]

Hi,

but can I insert the successful excel file into an empty folder? because the resulting file is saved to the project folder.

We can set any output folder as the following, for example.

Sample
Sample20240321-3 (3).zip (28.4 KB)

Sorry to ask again, I have an image folder and a graph pivot VBA file, I will copy this image file in column E1 and the graph pivot will be placed in column E12. The pivot data is obtained from the data “Service description”, “Service ID”, and “Subtotal( Rp)”. then the image and pivot are copied according to the excel data in “List accounts”

Can I create a workflow like the CSV you provided for images and pivots or maybe it’s easier to add a workflow after the IF activity for CSV?

Can image files use the “Write dataTable to Excel” activity?

Perhaps you should raise a new topic for these because it’s apart from title of this topic.
And it will help those who face same issue.

Regards,

[Kia1 (Ana)]

OK, thank you, your knowledge is very helpful