Create Pivot Table

UiPath.Excel.Activities.Business.CreatePivotTableX

Creates a pivot table from a specified range or table to help you calculate, summarize, and analyze data. Once added, you can add pivot table fields as rows, columns, filters, or summary fields. The activity can be used with an Excel file selected for a parent Use Excel File activity or with the Project Notebook.

To learn how to use this activity, see Tutorial: Creating a Pivot Table.

Configuring the Activity

In the Body of the Activity

• Source range - Click Plus on the right side of the field and then, from the menu, select the Excel file and then select a named range, table, or sheet from the file, or select Indicate in Excel to indicate a range directly from the file. Alternatively, you can select Open in Advanced Editor to enter a VB expression.

• New table name - Click Plus on the right side of the field and then, from the menu, select Text to enter a name for the table in the Text Builder. If a pivot table with the same name already exists at the destination, the table is deleted and recreated.

  Alternatively, you can use one of the available options in the menu to indicate the name:

  • Data from the Project Notebook, a parent Excel file or Outlook account. For example, select a cell in an Excel file, or a field in a selected Outlook email.
  • Use Saved Value - Select a value that you previously saved for later use in the project.
  • Ask when run - Prompt for a name when the project is executed.
  • Open in Advanced Editor - Enter a VB expression.
• Destination range - Click Plus on the right side of the field and then, from the menu, select an Excel file and then a table or sheet where to create the pivot table, or select Indicate in Excel to indicate directly from the file. Alternatively, you can select Custom Input to enter the range manually, or Open in Advanced Editor to enter a VB expression.
• Add Pivot Table Field - Click this button to add a pivot table field.

Pivot Field Options

• Field - Click Plus on the right side of the field and then, from the menu, select Range and a column header, or select the Excel file and then Indicate in Excel to indicate a column header in the file. Alternatively, you can select one of the other options in the menu to indicate the column header:

  • Use Saved Value - Select a value that you previously saved for later use in the project.
  • Text - Enter the text in the column header using the Text Builder.
  • Ask when run - Prompt for the text in the column header when the project is executed.
  • Open in Advanced Editor - Enter a VB expression.
• Is a - Select what the field should be in the pivot table: Row, Column, Filter, or Value.
• Function - If the field is a value, select what function should be used: Sum, Count, Average, Max, Min, Product, CountNumbers, StdDev, StdDevp, Var, or Varp.

Properties Panel

Common

• DisplayName - The name displayed for the activity in the Designer panel.

Input

• Destination range - See Destination range in the body of the activity.
• Layout - Enhances the pivot table layout and format. The compact form optimizes for readability while the tabular and outline forms include file headers. The default value is compact.
• New table Name - See New table name in the body of the activity.
• Table range - See Source range in the body of the activity.
• Values added as - Select how to add the values in the pivot table, either as columns (the default option) or rows.

Misc

• Private - If selected, the values of variables and arguments are no longer logged at Verbose level.