Blue Prism: Excel Automation
1h 26mBeginner2019-10-11
Authors
Marchela Bozhilova
Global Head of Blue Prism Practice at Symphony Ventures
Course details
Microsoft Excel became one of the world's most popular business applications because it helps professionals efficiently organize, analyze, and present information. With Blue Prism, a powerful robotic process automation (RPA) tool, you can be even more productive with Excel. Blue Prism comes with an Excel VBO file that you can leverage to quickly start automating key Excel processes. In this course, join Marchela Bozhilova as she goes over the basics of Excel automation in Blue Prism. She shares best practices as she demonstrates how to create an end-to-end process to generate a consolidated report that extracts data from other sources. Along the way, she covers key Excel VBO functionality, including how to work with environment variables and filter collections.
Learning objectives
Creating a queue
Loading a queue collection and action
Creating a consolidated report
Filtering collections
Getting data from weekly reports
Learning objectives
Creating a queue
Loading a queue collection and action
Creating a consolidated report
Filtering collections
Getting data from weekly reports
Skills covered
Blue PrismIT AutomationNetwork and System AdministrationDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Excel automation in Blue Prism
- 02 - What you should know
1. Create Process Structure
- 03 - Set up
- 04 - Page references
2. Load Queue
- 05 - Create a queue
- 06 - Global data items
- 07 - Load queue collection
- 08 - Load queue action
3. Create Consolidated Report
- 09 - Environment variables overview
- 10 - Environment variables demo
- 11 - Generate file path
- 12 - Check file exists
- 13 - Create consolidation report instance
- 14 - Create consolidation report file
- 15 - Show consolidation report file
- 16 - Get files from directory
- 17 - Loop stage
4. Get Data from Weekly Reports
- 18 - Open weekly report
- 19 - Remove blank rows
- 20 - Get worksheet as collection
- 21 - Filter collection action
- 22 - Filter collection expression
- 23 - Get cell value
- 24 - Write collection
- 25 - Get next empty cell
5. Create Consolidated Report
- 26 - Create a worksheet
- 27 - Extract GL accounts - Collection contains value
- 28 - Extract GL Accounts - Add row
- 29 - Filter weekly report data
- 30 - Calculate GL account balance
- 31 - Prepare summary tab data
- 32 - Save consolidated report
- 33 - Run end to end process
Conclusion
- 34 - Next steps