Working with Excel documents in RPA using UiPath is very easy and efficient due to the numerous activities it provides. It allows you to manage data, design tables, and automate the processes in a very intuitive way. In this blog, we will take a closer look at the automation excel document cases, where you can apply UiPath to format the document, search for the values, as well as take help of the Excel templates to optimize your workflows

1 UiPath Format Excel: A Beginner’s Guide

UiPath enables you to execute numerous activities that can provide you with the ability to format Excel files right from the automation workflows you are building in UiPath. Whether you need to modify the width of the columns, apply different fonts, or change the colors of the cells, UiPath gives you a convenient way to maintain uniform formatting across all your spreadsheets.

The most often tool utilized to format Excel files is theExcel Application Scopeactivity, together with such formatting activities asFormat Cells,Set Range Color, andAuto Resize Columns

Example: How to Format Excel Cells in UiPath

• Open the Excel file with the help of the Excel Application Scope activity.
• In the scope, you can also use the Write Range activity to insert data, if required.
• Use Format Cells to give the desired formatting features like font, color, borders, and text alignment.
• If you wish to allow the columns to auto-adjust, use the Auto Resize Columns activity, which will make sure the content will be smoothly fitting in the cells.

Key UiPath Activities for Excel Formatting:

• Format Cells: You can set the font, color, borders, and alignment of a cell to the specified values.
• Auto Resize Columns: The width of columns is adjusted to fit the content.
• Set Range Color: Therefore, the background color of a range of cells can be changed.

2. UiPath Format Excel Table: Keeping Data Organized

In Excel, you can format the data as a table to make it more controllable and easier to format. Frequent table format in Excel includes filtering along with automatic sorting for users to explore the data in Excel more effectively. In UiPath, utilize the Create Table activity to convert your data into a table and apply custom formatting on it.

Example: Creating and Formatting an Excel Table in UiPath

• Within the Excel Application Scope, a Write Range activity is used for inputting the data.
• Make the table by the Create Table activity to transact the data range to a table. Set the range where this table will be inserted in the input field.
• Upon the table's creation, then, final styling and manipulation parameters can be performed through Format Cells or Auto Resize Columns.

Key Benefits of Using Excel Tables:

• Filtering and sorting data is easy.
• It self-expand's the range as a new piece of data comes in.
• Introduces better readability and organization.