In this session you will learn how to build your very first Excel and Word automations, by transferring data in between the two apps and wrapping up a project to deliver. 16:00 Hello & Welcome to RPA Summer School 16:05 Examples of Excel & Word process automations to cut repetitive tasks 16:15 Demo Excel and Word automation exercise 16:20 Open StudioX and download exercise pack 16:25 Start your first Excel automation 16:55 Continue with your first Word automation 16:15 Interaction and Q&A 16:25 Academy follow-up and examples. Goodbyes

1. RPA Summer School
Session 3:
Word and Excel Automation

2. 2
Speaker
Senior Engineer
@Citrix
UiPath MVP
Speaker
Consultant
@dipoleDIAMOND
UiPath MVP
Host
Regional Community Manager
EMEA
@UiPath
Nidhi Chaturvedi
Afe Araromi Cristina Vidu
Vibhor Shrivastava
Welcome to RPA Summer School!
Meet today’s team…
Host
Sr. Regional Community Manager
APAC
@UiPath

3. 3
1. Resources (add-ins and exercise files)
2. What is Word Automation?
3. What can you automate?
4. How do I use it?
5. Practice
6. What is Excel Automation?
7. What can you automate?
8. How do I use it?
9. Practice
10.Q&A
Agenda Slide

4. 4
1. Check StudioX needed add-ins for this session
Ensure no MS Excel file is open, then use…
Home > Tools > Excel Add-in
1. Download Exercise Packs for Word and Excel automation:
https://bit.ly/3BtgarS
Resources

5. 5
What is Word Automation ?
As a business user, you most likely work with Word templates.
Let's see how StudioX can help reduce your workload by enabling
you to automate tedious and repetitive Word-based activities.
StudioX Word Automation offers a number of activities that
automate the tasks you usually perform when working with Word
templates.

6. 6
What can you automate?
Examples of Word documents that are usually prepared using
the same template include… resumes, letters, brochures,
reports, etc
Word Automation basically involves the use of Word templates, which will
have placeholders for text, hyperlinks, images, tables, charts, etc.
A given template can be used to prepare a number (few to very many) of
Word documents, which can be remain in Word format or saved as PDF.

7. How do I use it?

8. 8
Update a Word template Resume_Template.docx using data from the
“ResumeData.xlsx" file
Demo Exercise #1

9. 9
What is Excel Automation?
Excel automation refers to task automation related
to your Excel files. StudioX allows you to build
automation projects involving various types of data
from an Excel file through a number of dedicated
activities.
Let's dive deeper into how StudioX enables you to
create automation projects using Excel!
As a business user, you most likely work a lot with Excel as it is a
versatile tool that allows you to organize your data!

10. 10
● Create report:
○ Read and write data
○ Sort data
● Check reports for errors:
○ Delete duplicate data
● Fill in forms with data from Excel spreadsheets
● Data extraction and migration
● Run macro
What Can You Automate ?

11. How do I use it ?
When creating a new project that involves
Excel, you have to make use of the Use
Excel File resource.
Inside it, an Excel file must be specified so
that all the actions added afterwards can
access the data within that file.
When configuring actions, you can select
sheets, tables, named ranges, and named
cells from that file directly from StudioX, or,
if needed, indicate them in Excel.

12. How do I use it ?

13. How do I use it ?
Common Actions
● Insert Sheet, Column, Rows
● Delete Sheet, Column, Rows
● Copy Paste Range
● Sort Range
● Filter
● VLookUp
Uncommon Actions
● Uncommon Actions
● Excel For each Row
● Run Macro

14. 14
Imagine each week you download a report that depicts entries for each day of the
previous week, and that for each day’s set of entries there is a Total Price column
having values stated in multiple currencies, and that your task is to get the USD
equivalent of each Total Price value, as well as the Grand Total Price in USD.
Challenges
● The report file has multiple sheets that require the same processing
● The last row of data on each sheet changes from day to day
● The Total Price values are in multiple currencies i.e. USD, EUR, INR, and JPY
● The currency code is part of the text in the Total Price column
Demo Exercise #2

15. 15
• Join our RPA Summer School Session 4:
https://bit.ly/3ByJsoP
• Continue your learning path for Word automation in Academy:
https://bit.ly/3lJcP3t
• Continue your learning path for Excel automation in Academy
https://bit.ly/3A1bKYy
• Share some FEEDBACK https://forms.gle/yMvqQnVwQzm84dHB6
What’s Next?

16. 16
See you for Session 4!
Stay close...
● community@uipath.com
● www.community.uipath.com