- Overview
- Excel
- Release Notes
- About the Excel activity package
- Project Compatibility
- Supported character encoding
- Project Settings
- Add or Update Excel Sensitivity Label
- Append Range
- Auto Fill
- Autofit Range
- Change Pivot Data Source
- Clear Sheet/Range/Table
- Copy/Paste Range
- Create Pivot Table
- Delete Column
- Delete Rows
- Delete Sheet
- Duplicate Sheet
- Export to CSV
- Fill Range
- Filter
- Filter Pivot Table
- Find First/Last Data Row
- Find/Replace Value
- For Each Excel Row
- For Each Excel Sheet
- Format As Table
- Format Cells
- Get Cell Color
- Get Excel Chart
- Get Excel Sensitivity Label
- Get Selected Range
- Insert Column
- Insert Chart
- Insert Rows
- Insert Sheet
- Invoke VBA
- Lookup
- Match Function
- Protect Sheet
- Read Cell Formula
- Read Cell Value
- Read Range
- Refresh Excel Data Connections
- Refresh Pivot Table
- Remove Duplicates
- Rename Sheet
- Run Spreadsheet Macro
- Save Excel File
- Save Excel File As
- Save Excel File As PDF
- Select Range
- Sort Range
- Text to Columns
- Unprotect Sheet
- Update Excel Chart
- Use Excel File
- VLookup
- Write Cell
- Write CSV
- Write DataTable to Excel
- Excel Application Scope
- Append To CSV
- Read CSV
- Write CSV
- Delete Column
- Filter Table
- Get Table Range
- Insert Column
- Sort Table
- Append Range
- Close Workbook
- Get Cell Color
- Read Cell
- Read Cell Formula
- Read Column
- Read Range
- Read Row
- Select Range
- Set Range Color
- Write Cell
- Write Range
- Save Workbook
- Create Table
- Get Workbook Sheet
- Get Workbook Sheets
- Refresh Pivot Table
- Create Pivot Table
- Get Selected Range
- Copy Sheet
- Delete Range
- Auto Fill Range
- Copy Paste Range
- Execute Macro
- Insert/Delete Columns
- Insert/Delete Rows
- Invoke VBA
- LookUp Range
- Remove Duplicates Range
- Excel Process Scope
- Manage CSV Files
- Filter CSV Files
- Verify CSV Files
- Table Functions
- Manage Multiple Excel Files
- Interpret Excel Results
- Manage Pivot Tables
- Manage Range Selection
- Read From Excel Files
- Manage Databases in Excel
- Compare CSV Files
- Compare Numeric Values
- Sort Data in Excel Files
- Filter and Delete Rows in Excel Files
- Manipulate Range Selections
- Verify Excel Workbook Data
- Read, Write, and Append Data in Excel
- Google Workspace
- Release notes
- About the Google Workspace activities package
- Project compatibility
- Project settings
- Wait for Calendar Event Created and Resume
- Wait for Calendar Event Received and Resume
- Wait for Calendar Event Replied and Resume
- Wait for Calendar Event Updated and Resume
- Wait for Email Received and Resume
- Wait for Email Sent and Resume
- Wait for File Created and Resume
- Wait for File Updated and Resume
- Wait for Folder Created and Resume
- Wait for Sheet Created and Resume
- Wait for Sheet Cell Updated and Resume
- Wait for Row Added to the Bottom of a Sheet
- Wait for Task Created and Resume
- Wait for Task Completed and Resume
- Add Attendee
- Create Event
- Delete Event
- Modify Event
- Search Events
- Use Google Drive
- Share File
- Delete File Permission
- Get File Permissions
- Update File Permission
- Copy File
- Create Folder
- Delete File
- Download File
- Find Files and Folders
- Get File Info
- Move File
- Upload File
- Create Document
- Create New Spreadsheet
- Get Mail Messages
- Send Mail Messages
- Change Labels
- Use Google Spreadsheet
- Add Delete Columns
- Add Delete Rows
- Auto Fill Range
- Add New Sheet
- Append Row
- Batch Spreadsheet Updates
- Copy Sheet
- Copy Paste Range
- Delete Range
- Delete Sheet
- Get Cell Color
- Get Sheets
- Read Cell
- Read Column
- Read Range
- Read Row
- Rename Sheet
- Write Cell
- Write Range
- Clear Range
- Download Spreadsheet
- Use Google Document
- Batch Document Updates
- Get Document
- Get Text Index
- Insert Text
- Replace Text
- Read All Text
- Create Script Project
- Get Project Content
- Upload Script File
- Create Deployment
- Run Script
- Mail
- Microsoft 365
- Release notes
- About the Microsoft 365 activity package
- Project compatibility
- Project settings
- Wait for Email Sent and Resume
- Wait for Email Received and Resume
- Wait for Calendar Event Created and Resume
- Wait for Calendar Event Received and Resume
- Wait for Calendar Event Replied and Resume
- Wait for Calendar Event Updated and Resume
- Wait for File Created and Resume
- Wait for File Updated and Resume
- Wait for Worksheet Created and Resume
- Wait for Cell in Worksheet Updated and Resume
- Wait for Row Added to the Bottom of a Table and Resume
- Wait for List Item Added and Resume
- Wait for List Item Updated and Resume
- Connections
- AddEmailCategories
- ArchiveEmail
- DeleteEmail
- DownloadEmail
- DownloadEmailAttachment
- DownloadEmailAttachments
- ForwardEmail
- GetEmail
- GetEmailAttachmentsInfo
- GetEmails
- GetMailFolders
- GetNewestEmail
- MarkEmailAsRead
- MarkEmailAsUnread
- MoveEmail
- RemoveEmailCategories
- ReplyToEmail
- SendEmail
- TurnOffAutomaticReplies
- TurnOnAutomaticReplies
- Merge multiple sheets into a new summary Excel sheet
- Automatically accept calendar invites from your manager
- Move files to dedicated folders by type
- Verify if new employment documents (I9 and ID) match
- Add new customers to a SharePoint List
- Delete SharePoint List items newer than yesterday
- Notify me on Slack when an important Outlook Email is received
- Include creation date in new OneDrive file names
- Notify me by email when a new file is created
- Microsoft 365 Scope
- Add Sheet
- Append Range
- Clear Range
- Copy Range
- Copy Sheet
- Create Workbook
- Delete Range
- Delete Sheet
- Get Cell Color
- Get Sheets
- Read Cell
- Read Column
- Read Range
- Read Row
- Rename Sheet
- Write Cell
- Write Range
- Set Range Color
- Create Table
- Get Table Range
- Insert Column
- Delete Column
- Insert Rows
- Delete Rows
- VLookup Range
- Use OneDrive & SharePoint
- Copy File/Folder
- Create Folder
- Delete File/Folder
- Download File
- Export File as PDF
- Find Files And Folders
- Get File/Folder
- Move File/Folder
- Upload File
- Share File/Folder
- For Each File/Folder
- Forward Mail
- Get Mail
- Move Mail
- Send Mail
- Reply to Mail
- Delete Mail
- Set Mail Categories
- Add Attachment
- Add Attendee
- Add Location
- Create Event
- Delete Event
- Find Meeting Times
- Get Calendars
- Modify Event
- RSVP
- Search Events
- Create Group
- Delete Group
- Get Group
- List Groups
- Create Bucket
- Delete Bucket
- List Buckets
- List Bucket Tasks
- Create Plan
- Get Plan
- List Plans
- Create Task
- Delete Task
- Get Task
- List Tasks
- Update Task
- For Each List
- Get List Info
- For Each List Item
- Delete List Item
- Add List Items
- Update List Item
- Get List Items
- Authentication troubleshooting
- AADSTS50011: Redirect URI mismatch
- AADSTS50076: Using multifactor authentication
- AADSTS50079: The user is required to use multifactor authentication
- AADSTS500113: No reply address registered for the application
- AADSTS65001: The user or administrator has not consented to use the application
- AADSTS7000218: The request body must contain the following parameter: client_assertion or client_secret
- AADSTS70002: InvalidClient - Error validating the credentials
- AADSTS50055: The password is expired
- AADSTS700082: The refresh token has expired due to inactivity
- AADSTS50194: Application is not configured as a multitenant application
- Mail troubleshooting
- Calendar troubleshooting
- Files troubleshooting
- Sheets troubleshooting
- Presentations
- Release Notes
- About the Presentations activity package
- Project Compatibility
- Add or Update Powerpoint Sensitivity Label
- Add Data Table to Slide
- Add File to Slide
- Add Image or Video to Slide
- Add New Slide
- Add Text to Slide
- Copy Paste Slide
- Delete Slide
- Format Slide Content
- Get Powerpoint Sensitivity Label
- Replace Text in Presentation
- Paste Item Into Slide
- Run Presentation Macro
- Save PowerPoint File As
- Save Presentation as PDF
- Use PowerPoint Presentation
- Word
- Release Notes
- About the Word Activities Package
- Project Compatibility
- Word Application Scope / Use Word File
- Add or Update Word Sensitivity Label
- Add Hyperlink to Document
- Add Picture
- Append Text
- Get Word Sensitivity Label
- Insert DataTable in Document
- Paste Chart/Picture Into Document
- Read Text
- Replace Picture
- Replace Text in Document
- Save Document As
- Save Document as PDF
- Set Bookmark Content
Productivity Activities
Release Notes
Release date: 6 December 2024
For this release, we made sure to bring minor improvements and security fixes to this package.
- In Studio Web, when the Ignore quotes option from the Read CSV activity was enabled, object types could not be converted to the expected type. To address this issue, we replaced the toggle from the Ignore quotes option with a condition builder control.
- The robot sometimes failed when you set the sensitivity label in the Excel Application Scope activity.
- The PreserveFormat property in the Read Range activity did not return the correct date and time format.
Release date: 23 October 2024
We are pleased to announce that the Excel Workbook activities now support IResources. In addition, the Workbook activities are now available on Studio Web.
Release date: 12 September 2024
We now offer support for the Excel package in coded workflows.
The following activities are now available for Windows projects:
The following activities are now supported on cross-platform projects:
- Read CSV
- Write CSV
- Append Range Workbook
- Get Table Range Workbook
- Read Cell Formula Workbook
- Read Cell Workbook
- Read Column Workbook
- Read Range Workbook
- Read Row Workbook
- Write Cell Workbook
- Write Range Workbook
For the Use Excel File activity, we have added two new properties to manage sensitivity labels: Sensitivity label and Sensitivity operation. For more details, refer to Use Excel File.
-
An out-of-memory error occurs while trying to write a data table in Excel using the Write DataTable to Excel activity. The issue happens when attempting to read values with the
=
or'=
prefix characters from Excel documents. As a solution, replace the=
or'=
prefixes with other characters.
-
A COM error occurs when an automation attempts to update a file without a required sensitivity label, as mandated by company policy.
Release date: 19 June 2024
Write CSV now includes in the same activity the options to both write and append a CSV file.
Until now, when converting a cross-platform project that contained a Write CSV activity to a Windows project, a generic Write CSV activity was displayed, which contained all the activity fields from cross-platform. This behavior has been improved and now the Write CSV activity keeps its original configuration when converting the project from cross-platform to Windows.
The Select Range and Get Selected Range activities are now available in the modern design experience for Windows-Legacy and Windows projects.
In the Select Range activity, setting the Range selection is now mandatory. However, you can now assign a variable to the range, which can be null. In this scenario, the error "Input value cannot be null" will be thrown at runtime.
The Get Selected Range activity now includes a field that auto-populates the target workbook when the activity is used within a Use Excel File context. Moreover, we added a new field, Save To, for the retrieved range variable. The selection applies only to the active sheet and requires Excel to be opened. Also, the option should return a Range and not a String.
We have identified a limitation, where the Insert Rows activity may not work if there are active filters on the sheet.
The Excel Add-in could not retrieve column names by using the Read Cell Value activity. This happened when multiple colors were set within a single cell and the Excel file was closed.
The Refresh Data Connections activity threw an error that the Create in workbook value cannot be null, although this already had a value assigned.
When pasting from the input dialog to an Excel sheet, an error occurred because the input could not be converted from string.
An error regarding the garbage collector occurred intermittently for the activities Use Excel File and Excel Application Scope when trying to open an Excel file.
Custom input values did not persist if the sheet name was set as a variable, and when opening or closing a file.
Release date: 4 December 2023
When you connected to an Excel file from the Data Manager and set the scope of the resource to anything other than Main, you could not select data from the Excel file or indicate in it from the Plus menu of activity properties.
Erratum - added 18 June 2024
When using For Each Row to manipulate a specific column value with headers as dates, you could select the header as a serial number instead of a date. However, when executing the activity, it failed with the error that the column could not be found.
Release date: 12 October 2023
Better handling of large files in Workbook activities
You can now add Excel files as Workbook resources from the Data Manager in Studio projects where you use Workbook activities. This enables a file to be loaded in the memory once and not be reloaded for each Workbook activity, which improves the runtime performance when you use multiple activities with the same file, especially when processing large files.
To further optimize performance, you can configure the scope of the resource to ensure it remains in the memory only for as long as it's needed.
After an Excel file is added as a resource, you can reference it from Workbook activities by selecting the resource from the Plus menu instead of providing the workbook file path.
Package now in available activities
You can now find and add activities from this package in Studio projects where it is not installed as a dependency. If the package is not installed in a project, its activities can be found in the Available category of the Activities panel and the Add activity search bar. When you add an available activity from the package to a project, the package is installed as a project dependency.
-
An error occurred when running the Excel Application Scope activity if Microsoft Azure Information Protection (AIP) was installed on the machine and configured to work with Excel.
- Only the first column was available for selection from the CurrentRow menu in child activities of the For Each Excel Row activity when the range to iterate over had multiple columns and the In range property was set to a single starting cell in For Each Excel Row.
- Using the Write Range activity with an XLS file cleared all the cells from the row of the starting cell before writing the data.
- A compilation error occurred when running the Text to Columns activity if the delimiter was set to the backslash character (
\
) and the source range contained that character. - When executing activities in a loop such as For Each Excel Sheet or For Each Excel Row, the execution time increased with each iteration.
- Creating or clearing a filter using the Filter Pivot Table activity did not work properly if the pivot table was created with external data sources.
- The Find/Replace Value activity allowed you to select an empty value to replace even though the property does not support blank text. Text - empty value is no longer available as an option in the Plus menu for the Value to find property.
Erratum - added 18 June 2024
When the Invoke VBA activity failed, the workbook used was not removed and, the next time the activity ran, the workbook could not be re-added. This resulted in a misleading error about Trust Center.
Release Date: 11 September 2023
Release date: 11 April 2023
New Activities
- Lookup - Finds data in a range or sheet using the LOOKUP function.
- You can now use the Refresh pivot table activity to refresh all the pivot tables in a workbook. When you indicate the pivot table to refresh, a new option called All Pivot Tables is available in the Plus menu for each Excel file.
- You no longer need to specify the columns to compare when using the Remove duplicates activity. A new option now enables you to compare all columns.
- You now have more control over how the Copy/Paste Range activity handles the header of the source range. The Exclude source headers property has been replaced with a dropdown that enables you to exclude or include the header regardless of the source range, exclude it only if the source range is a range, or only if it is a table.
- When you create a pivot table using the Create Pivot Table activity, the fields added as pivot filters now appear one below the other in a column instead of in a single row.
- You can now use the Format Cells activity to set an underline style for the font. The following underline styles are available: none, single, double, single accounting, or double accounting.
- Columns with empty headers are now available for selection in the Plus menu in Excel activity fields where you can select a column. For example, if column C doesn’t have a header while columns A and B do, when you access the column selector from the Plus menu, the header values are displayed for the first two columns (A and B), and Column C is displayed for the third column.
- The Filter Pivot Table activity now enables you to filter by pivot table rows and columns, not just filters. Row and column labels are available for selection from the Plus menu of the Column Name field.
- If the Use Excel File activity is used in a project, this information is now included in the published package, and is then available in Orchestrator. This feature requires Studio / StudioX 2023.4 or later.
- The Find First/Last Data Row activity sometimes took longer than expected to process data.
- The modern Read Range activity took longer than expected to process data. To increase performance further, we recommend setting the Read formatting option to RawValue and deselecting the Visible rows only option.
- An error occurred if you used a localized version of Windows and ran a project containing an Insert Column activity in which the data format was set to General.
- The Write DataTable to Excel and Write Range activities didn’t copy the column headers of empty DataTables that contained only headers.
- The Chinese translation for the Plus menu option Ask when run was incorrect.
- An error occurred if the Windows regional format was not set to English (United States) and you ran a project that used a Delete Rows activity with the option All visible rows on a range that included hidden rows.
- The Read Range Workbook activity did not read a cell if its value was a formula that included the HLOOKUP function.
- When you created a new variable or selected an existing variable in the Reference new sheet as field of the Insert Sheet activity from the Designer panel in Studio, the variable was not saved in the properties of the activity.
- An error occurred if you ran a project that contained an Excel Application Scope activity in which the workbook path was set to a CSV file without an extension.
Release date: 1 February 2023
- The Find First/Last Data Row activity did not take into account filters applied to the source range when returning the first row with data. A new option called Visible rows only now enables you to indicate if hidden values from the source range should be ignored.
- A compilation error occurred and publishing failed when you tried to publish Windows - Legacy libraries that contained a Read CSV activity.
- Using the Format Cells activity on a filtered range caused incorrect data to be added to the range.
Release date: 27 October 2022
New Activities
- Filter Pivot Table - Creates a filter in a pivot table based on the values in a single column and can also be used to clear existing filters.
- Get Cell Color - Retrieves the background color of a cell and saves it as a color variable.
- Invoke VBA - Invokes a macro from an external file containing VBA code and runs it against an Excel file.
Improvements
- The Read Range activity has been optimized to perform faster when working with formatted Excel files.
-
The Workbook activities under System have been renamed in order to be better separated from the Classic and Modern Excel activities:
- Write Range has been renamed to Write Range Workbook.
- Write Cell has been renamed to Write Cell Workbook.
- Read Row has been renamed to Read Row Workbook.
- Read Range has been renamed to Read Range Workbook.
- Read Column has been renamed to Read Column Workbook.
- Read Cell has been renamed to Read Cell Workbook.
- Read Cell Formula has been renamed to Read Cell Formula Workbook.
- Get Table Range has been renamed to Get Table Range Workbook.
- Append Range has been renamed to Append Range Workbook.
- Some Excel versions always open SharePoint documents in read-only mode (e.g. Excel 2019). You can check if a remote document supports editing by opening it manually in Excel on your local machine.
- The Excel Process Scope activity was attempting to kill Excel processes on all users that had Excel processes running instead of just the current user when the Existing process action option was set to Force kill.
Release date: 9 May 2022
New Activities
- Match Function - Searches for a specified item in a range of cells and returns the relative position of that item in the range.
Improvements
- The Copy/Paste Range and Append Range activities now catch errors when a copy or paste operation isn’t possible in Excel and display an error message.
- The Use Excel File activity has been updated with a new option in the properties panel, called Keep excel file open. If the excel file is not open at the time the project runs, it keeps the workbook open after the project finished running instead of closing it. This can be used to review the file afterwards.
- The Excel activities and the Append to CSV, Read CSV, and Write CSV activities are now compatible with cross-platform projects.
- You can now specify an entire sheet as the source for the Create Pivot Table activity.
- The Create Pivot Table and Refresh Pivot Table activities have been updated with a new option, Layout, which allows you to change the layout and format of the pivot table. The available options are: compact, tabular, and outline.
- The position of the fields in the Write CSV and Append to CSV activities has been improved.
- Some Excel versions always open SharePoint documents in read-only mode (e.g. Excel 2019). You can check if a remote document supports editing by opening it manually in Excel on your local machine.
- The Delete Rows activity was failing when working with Excel files that have more than a few hundred rows.
- An error was being generated when an Exit Loop activity was added inside a For Each Excel Sheet activity.
- Ranges were not copied correctly in certain cases when using the Copy/Paste Range activity.
- The Copy Sheet activity was not working properly with certain versions of Office 2016.
- shift_jis character encoding is now supported in Windows projects when using the Read CSV activity.
- The Refresh Pivot Table activity was failing when it was used with a pivot table created through Power Query in Excel.
Release date: 27 October 2021
Modern Design Experience in Studio
-
Starting with Studio v2021.10, a modern design experience is available in the Studio profile. The modern design experience:
- Makes the modern StudioX activities the default activities in the Studio profile instead of the classic activities.
-
Brings the StudioX design experience to Studio, enabling you to configure child activities of the Use Excel File scope activity directly from the Plus menu of each property without having to manually enter expressions. You can:
- Browse the contents of the file and select data that matches the type of each property. For example, you can select cells, ranges, tables, sheets, or charts from the workbook. You can also indicate the current row or current sheet in an iteration.
- Use the Custom Input option to manually specify the input based on table, chart, or sheet names or to enter references to a cell or a range.
-
Switch to Excel to indicate data directly from the file using the Indicate in Excel option. This functionality requires that you install the Excel Add-in.
The modern design experience is enabled by default. You can select which design experience is used for each project from the Excel activities project settings.
New Activities
- Excel Process Scope - Opens or reuses Excel processes, loads the Excel project settings and applies them to the associated Excel file. This activity supports working with multiple Excel processes and determines the behavior of the processes in certain situations.
- Single Excel Process Scope - Opens or reuses an Excel process, loads the Excel project settings and applies them to the associated Excel file. This activity supports working with a single Excel process. If you need to work with multiple Excel processes use the Excel Process Scope activity.
- Unprotect Sheet - Enables unprotecting a protected sheet in Excel in order to make changes to it.
- Protect Sheet - Enables protecting a specified sheet in Excel so that no additional changes can be made to it.
- Read Range - Reads the value of an Excel range as a DataTable.
- Remove Duplicates - Deletes duplicate rows in a specified range.
Improvements
- You can now add UI Automation activities inside a Use Excel File activity to quickly automate the interface of Excel.
- The Delete Rows activity has been updated to not work inside a For Each Excel Row activity when both activities target the same range of rows in order to avoid issues where unintended rows in the iteration would get deleted. A new warning message has been added to the activity for this.
-
The Find First/Last Data Row activity has been updated with a new option that lets you select how the last row should be configured:
- Last populated row – Returns the last populated row.
- First empty row - Returns the first row that is empty.
-
The Write Range activity has received a few updates:
- The title has been changed to Write DataTable to Excel.
- The tooltip of the What to write field has been updated to better reflect the intended use of this activity.
- Fixed a reference count issue which caused the ExcelApplicationScope instance cache to fail with a SempahoreFullException error.
- The Excel package now includes the
Microsoft.Office.Interop.Excel
assembly which was not included in previous releases. This was causing a compilation error when you tried to publish a library that contained a variable or argument type which required the assembly.
Release date: 26 April 2021
- You can now enable or disable Excel notifications when working with the StudioX Excel activities through the Show Excel alerts option that is located in the Excel Business project settings, under Excel Visibility.
- The App Integration Excel activities can now be used inside the Use Excel File activity in addition to the Excel Application Scope activity.
StudioX Activities
New Activities:
- Autofit Range - Changes the displayed column width and/or row height in the specified range to the widest entry in each column and the highest entry in each row.
- Get Excel Chart - Copies an Excel chart to the clipboard for use in other activities or saves it as a picture file.
- Insert Excel Chart - Inserts a chart in a sheet at the specified location.
- Find/Replace Value - Searches in a specified range for certain values. Depending on what operation you choose, it either returns the location of the cell or replaces the value with another given value.
- Refresh Excel Data Connections - Gets the latest data by refreshing all sources in an open Excel workbook.
- Update Excel Chart - Updates the properties of an existing Excel chart.
Other Improvements:
- SharePoint support has been added to the Use Excel File activity. You can open excel files stored on SharePoint by placing the SharePoint URL in the Excel File field.
- A new property called Read Formatting was added to the Use Excel File activity that lets you choose the formatting that will be applied to values read from Excel.
- A new property called Start in column was added to the Append Range activity.
- A new property called Empty Row Behavior was added to the For Each Excel Row activity that lets you select how the automation behaves if an empty row is encountered.
- A Text files entry was added to the Select File dialog when browsing for Excel files using the Use Excel File activity.
- You can now choose whether Excel windows are visible during the automation and what formatting will be applied to values read from Excel by using the options in the Excel Project settings window.
- New formatting options have been added to the Format Cells activity that enable you to change the alignment, font, and the fill color of a cell.
-
The Copy Range activity has received the following updates:
- The title has been changed to Copy/Paste Range.
- The Destination field now supports cells. You can provide a single cell and then write the copied data starting from that cell.
- A new Exclude source headers option has been added. If selected, the first row of the Source range is not copied.
- You can now get the number of rows in an Excel object (ranges, tables, sheets) by using the Row Count property through the Plus menu.
- The Excel Project Settings window has been updated with a new settings category called Excel Preview that determines how Excel files are accessed when using the Plus menu.
Release Date: 27 January 2021
When working with Excel Business activities, Excel can now be launched in a way that allows add-ins to be loaded, both at design time and at runtime. A new activities settings category titled Excel Business has been added to the Project Settings window. The Excel Preview option controls how Excel files are previewed when using the Plus menu in StudioX.
Release Date: 12 October 2020
This activity pack has now been upgraded and is fully compatible with the C# Studio feature. For more information about C# support, see About Automation Projects.
Some internal changes have been made to make the Excel activities seamlessly compatible with the new operators used for Formulas. No worries, this won’t affect any of your previous workflows.
The Refresh Pivot Table activity can now refresh the table when the data source is changed instead of needing to recreate it.
The amount of packages you can find on UiPath activity feeds is humongous, and it grows with each passing day. This can prove to be a nuisance when searching for a package with a more common name, for example. We felt your pain and decided to do something about this. From now on, all UiPath official activity packs can be easily filtered in the Package Manager so you’ll be able to reach your favorite package in no time!
StudioX Activities
Global Excel Resources:
You can now add an Excel file to your project as a global resource by connecting the project to the file. When a project is connected to an Excel file, all activities in the project can access and modify the file. You can still add Excel files to automations with the Use Excel File activity, in which case only activities added inside the container can modify the files.
New Activities
- Change Pivot Data Source - Changes the range of the source data for a pivot table.
- Save Excel File As - Saves a workbook added to the project or the Project Notebook as a different file. You can specify the file name and the file format to save as.
- Clear Sheet/Range/Table - Clears the data from a specified sheet, range, or table.
- Read Cell Value - Copies the value from a spreadsheet cell.
- Read Cell Formula - Copies the formula from a spreadsheet cell.
- For Each Excel Sheet - Executes one or more activities for each sheet in an Excel workbook.
- Find First/Last Data Row - Finds the row number for the row where data starts and for the last row containing data in a specified sheet, range, or table.
- Write Range - Writes a data table that was saved for later or values from an Excel table or range into another range.
Other Improvements:
You can now directly interact with a sheet added by the Insert Sheet activity. The Reference new sheet as optional field available for Insert Sheet enables you to save a reference to the sheet for later use in the automation.
The Text to Columns activity now supports Line Break as a delimiter.
You can now configure the Delete column activity to delete multiple columns.
When you select an Excel sheet using the Custom Input option, you no longer need to enter the sheet name manually. The Worksheet name field is now a combo box that enables you to select the sheet you want to use. This works when the Excel file defined for the Use Excel File activity is a static file, or when the file is dynamic and a template was defined.
If you select the Indicate in Excel option from the Plus and the Excel Add-in is not installed or it cannot be accessed, you no longer have to manually navigate to Home > Tools to install or repair the add-in. Simply click the Yes button in the error dialog box that appears.
- An error is no longer thrown when the Write Range activity is used to write in editable cells from protected sheets. The issue occurred in UiPath.Excel.Activities version 2.8.5 and later.
- Fixed an issue that caused the Robot to sometimes get stuck without throwing an error when executing Excel activities, for example when an Excel Application Scope activity was used in a loop, or when multiple Excel Application Scope activities were used consecutively in the same process.
- An error no longer occurs when you try to use the Indicate in Excel option in the StudioX profile with an Excel file from a OneDrive folder. In addition, please note that if a file from a OneDrive folder is open in Excel, the data in it cannot be accessed directly from the Plus menu. To access named cells, named ranges, tables, and sheets from the menu, you must first close the file.
- The correct range is now displayed as the Current Selection in the UiPath tab of the Excel ribbon when you select Indicate in Excel again after having already used this option to select data directly from the file for the same activity field.
Release Date: 29 June 2020
- An error no longer occurs when you try to use the Indicate in Excel option in the StudioX profile with an Excel file from a OneDrive folder. In addition, please note that if a file from a OneDrive folder is open in Excel, the data in it cannot be accessed directly from the Plus menu. To be able to select named cells, named ranges, tables, and sheets from the menu, you must first close the file.
Release Date: 11 November 2019
We have further increased language support by adding Turkish, Portuguese (Portugal), Spanish (Latin America), and Spanish (Spain) to the list of languages present in the UiPath Platform.
We have added activities designed especially for the preview version of StudioX this release, which is why you'll see the minor version incremented. To check them out, you can see the StudioX documentation here.
Release Date: 26 June 2019
Release Date: 24 June 2019
- Fixed an issue that caused reading an empty sheet with the Read Range activity to return a data table that contained elements.
- Using the Read Range activity with the AddHeaders check box selected did not properly return values.
- The Execute Macro activity could be used with Excel files that had macro disabled.
Release Date: 21 May 2019
Release Date: 18 February 2019
Release Date: 10 January 2019
This new year brings two more languages in the entire UiPath Platform - French and Russian. Since we layed down the foundations of localization in our previous release, we are continuing our efforts in bringing you a more immersive experience and lowering the language barrier bit by bit.
Release Date: 19 November 2020
- Fixed an issue that caused the Robot to sometimes hang or throw a COM exception when executing Excel activities, for example when an Excel Application Scope activity was used in a loop, or when multiple Excel Application Scope activities were used consecutively in the same process.
Release Date: 9 October 2018
This brings a major update to the Excel Activities Pack, which features 14 new activities:
- Create Table - Creates a table from a specified range.
- Insert/Delete Rows - Adds or removes a specified number of rows at a certain position.
- Insert/Delete Columns - Adds or removes a specified number of columns at a certain position.
- Remove Duplicates Range - Deletes all the rows that are duplicates in a specified range.
- Copy Paste Range - Copies an entire range, including values, formulas, table format, and cell format, and pastes it to a specified sheet.
- LookUp Range - Searches in a specified range for the coordinates of a cell with a certain value and returns them as String variables.
- Get Workbook Sheet - Looks for a sheet based on its index and returns its name as a String variable.
- Get Workbook Sheets - Returns a list of all the sheet names in a workbook as String variables, ordered by their index.
- Auto Fill Range - Takes the formulas defined in the rule range and adapts them to the end range, mimicking the Autofill functionality in Excel.
- Refresh Pivot Table - Refreshes a specified pivot table.
- Create Pivot Table - Creates a pivot table from a specified range.
- Get Selected Range - Returns the selected range as a String variable.
- Copy Sheet - Copies a sheet from a specified workbook and pastes it to a specified workbook. If no other workbook is specified, it is copied to the source file.
- Delete Range - Deletes all the rows in a specified range.
Also, the new PreserveFormat property check box enables the Read Cell, Read Column, Read Row, and Read Range activities keep the formatting of cells they work with, whether it's currency, date, or anything else.
The Read-Only property has been added to the Excel Application Scope activity, enabling data extraction operations on workbooks that are locked for editing or have an edit password.
The moment is finally here - the entire UiPath Platform has been localized, so that you can have a truly immersive experience, from install to design and execution. Now, besides English, you can access everything, including our online documentation, in Japanese.
Release Date: 27 March 2018
This pack brings several new key features for Excel automation, including new properties for Excel Application Scope and Execute Macro. Bug fixes were applied to multiple areas, and a new activity has also joined the pack, enabling users to invoke VBA functions for passing macros, called Invoke VBA.
A new property, EditPassword, has been added to the Excel Application Scope activity. It can hold the password needed for editing protected workbooks.
To avoid situations when a new workbook was automatically created when the path was not correctly specified, Excel Application Scope now has a new property, Create New File. Once selected, if no workbook can be found at the specified path, a new workbook file is created at the same path.
Two new properties have been added to the Execute Macro activity. Macro Parameters enables you to pass multiple parameters to a macro when running it, while Macro Output retrieves any values returned by executing the macro.
The Invoke VBA activity has been introduced to the Excel pack, and enables users to invoke VBA code, running macros against Excel files. You can see more info about it and all of its properties here.
- The Write Range activity corrupted
.xls
files which were saved in the Excel 97-2003 Workbook format and had the Range property set to start from the B or greater column. - An exception was thrown if you used the Read Range activity with the Range property set to
A1:A1
. - A Read Range activity with the UseFilter property box selected threw an exception at runtime.
- Fixed an issue that caused Read Column to read only the A column in a workbook.
Release Date: 13 December 2017
This release brings a new activity to the pack, which enables the user to save the workbook that is being used during the runtime of an Excel Application Scope. Also, a new property has been added for the Excel Application Scope, which specifies if the changes made to the workbook are to be saved automatically after exiting the Scope activity. Several known issues have been fixed, as can be seen below.
The AutoSave property has been added to the Excel Application Scope, enabling all child activities of this container to save the workbook after their execution ends.
The Save Workbook activity has been added. This is a child activity of the Excel Application Scope container. It enables the user to save changes made to the workbook throughout the body of the Excel Application Scope.
- The AddHeaders property of the Read Range activity is now set to True by default.
- The Get Cell Color activity's Output property category is now spelled correctly, for all you grammar aficionados out there.
- If the WorkbookPath property points to an
.xlsm
file that doesn't exist, the file is now created without any issues.
- V2.24.4
- Improvements
- Bug fixes
- V2.24.3
- New features and improvements
- Known issue
- V2.24.2
- Improvements
- V2.24.1
- New features and improvements
- Known limitations
- V2.23.5
- Improvements
- V2.23.4
- New features and Improvements
- Known issues
- Bug fixes
- v2.22.4
- Bug Fixes
- v2.22.3
- Bug Fixes
- v2.22.2
- New Features and Improvements
- Bug Fixes
- v2.5.5
- Bug Fixes
- v2.20.3
- Bug Fixes
- v2.16.4
- Bug Fixes
- V2.20.2
- V2.16.3
- V2.20.1
- New Features and Improvements
- Bug Fixes
- V2.16.2
- Bug Fixes
- V2.16.1
- New Features and Improvements
- V2.16.0
- New Features and Improvements
- Known Issues
- Bug Fixes
- V2.12.3
- New Features and Improvements
- Known Issues
- Bug Fixes
- V2.11.4
- New Features and Improvements
- Bug Fixes
- V2.10.4
- New Features and Improvements
- V2.9.5
- New Features and Improvements
- V2.9.3
- New Features and Improvements
- Bug Fixes
- V2.8.6
- Bug Fixes
- V2.8.5
- New Features and Improvements
- V2.7.2
- New Features and Improvements
- V2.6.3
- Improvements
- V2.5.4
- Improvements
- V2.6.2
- Bug Fixes
- V2.6.1
- Bug Fixes
- V2.6.0
- Bug Fixes
- V2.5.3
- Improvements
- V2.5.2
- Bug Fixes
- V2.5.1
- Bug Fixes
- V2.5.0
- Improvements
- V2.4.7628.27293
- Bug Fixes
- V2.4.6884.25683
- Bug Fixes
- V2.4.6863.30657
- Bug Fixes
- Known Issues
- V2.4.6856.17931
- New Features and Improvements
- Bug Fixes
- V2.3.6682.26635
- Bug Fixes
- V2.3.6660.23035
- New Features and Improvements
- Bug Fixes
- V2.0.6526.16321
- New Features and Improvements
- Bug Fixes
- Known Issues