Sobre o pacote de atividades Excel

The UiPath.Excel.Activities package helps automate all aspects of Microsoft Excel, which is one of the most commonly used tools across industries. It contains activities that allow you to read information from a cell, columns, rows, or ranges, write to other spreadsheets or workbooks, execute macros, and even extract formulas. Moreover, you can sort data, color-code it, or append additional information.

Importante: não oferecemos mais suporte a atividades clássicas em projetos legados a partir da versão 3.0.0. Você ainda pode usar atividades clássicas em versões anteriores à 3.0.0. Para obter mais detalhes, consulte a página Próximas remoções .

Compatibilidade

Observação: o pacote UiPath.Excel.Activities é compatível com as seguintes versões do Microsoft Excel :

• 2013
• 2016
• 2019
• 2021
• 2024
• Office 365
• Office 2024

Configuração

You can enable the modern experience as explained in Project Settings.

Atividades Modernas

As atividades agrupadas em Moderna são as atividades mais recentes que foram projetadas inicialmente para o perfil do StudioX.

The Excel Modern design experience and activities provide the same functionality of the StudioX business activities by default in Studio. Follow the tutorial section to find out more about working with Excel activities in Studio. For a full guide, check the Excel Automation in the StudioX guide.

Studio Modern design experience

A modern design experience is available in the Studio profile starting with Studio v2021.10 and UiPath.Excel.Activities v2.11.0. In the modern experience, the modern activities replace the classic activities in the Studio profile, and the StudioX design experience is brought to Studio.

The modern design experience is enabled by default. You can select the design experience for each project from the Excel activities project settings. When the classic experience is enabled for a project, the classic app integration activities that do not support interacting with Excel from the plus menu are available in the Activities panel in Studio instead of the modern activities.

Tutorial

Add the Use Excel File scope activity to indicate the file to automate and configure its child activities by selecting Excel data from the plus menu of each property without having to manually enter expressions:

1. Use the folder icon to 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 worksheet. You can also indicate the current row or current sheet in an iteration.
   
   
   
   
2. If you find it easier to work in Excel, in the In range field, select the plus menu for more options, then select Excel, and then Indicate in Excel to select data directly from the file.
   Note: This functionality requires that you install the Excel Add-in.
   
   
   
   
   
3. Use a opção Entrada personalizada para especificar manualmente a entrada com base em nomes de tabelas, gráficos ou planilhas ou para inserir referências a uma célula ou intervalo.
   
   

   

   
   

If the file you want to automate does not exist yet, you can still use the options in the plus menu by defining a file with the same structure as a template in the Use Excel File activity.

Choosing the most suitable activity type

To decide which type of activity you should use, check the following table.

Note: Modern activities include a wider range of options than classic ones.

Tipo de atividade	Compatibilidade do projeto	Excel installation required	Desempenho	Experiência do usuário	Best used when
Use Excel File (Modern)	Windows, Cross-platform	Sim	High (memory optimized)	Visual and guided (Plus menu, Indicate in Excel)	Building modern workflows, working across profiles.
Excel Application Scope (Classic)	Windows, Windows-legacy	Sim	Best for large or complex user interface tasks.	Manual setup required	Automating legacy Excel user interface workflows. Classic Excel activities are not suitable for new automations. It is recommended to use modern activities instead.
Atividades da pasta de trabalho	Windows, Cross-platform, Windows-legacy	Não	Good for lightweight headless operations.	Simple expression-based	Excel is not installed, or the user interface is not required.

Atividades da pasta de trabalho

Workbook activities can be executed even if Microsoft Excel is not installed on the machine and can only read or write data to and from the file.

Você pode indicar o arquivo a ser processado em suas atividades de duas maneiras:

• Fornecer o caminho do arquivo em cada atividade de pasta de trabalho. Quando você usa essa opção, o arquivo é carregado na memória no runtime para cada atividade que o processa. Essa opção é a mais adequada para arquivos menores.
• Connect your Studio project to the Excel file from the Data Manager to add it as a resource, then reference the resource in each Workbook activity by selecting it from the plus menu. Using this option, once the file is loaded, it remains in the memory until all the activities in the defined scope are executed, providing the best runtime performance when working with larger files and a larger number activities. To optimize performance, set the scope to the container closest to where the activities that use the resource are placed in the workflow. For more information, check Using the Data Manager.

Atividades de integração de aplicativos

As atividades de integração de aplicativos clássicas exigem que o aplicativo do Excel esteja instalado na máquina em que são executadas. Para planilhas grandes e complexas que abrangem um grande número de linhas e colunas, recomendamos usar as atividades de integração do aplicativo , pois essas atividades oferecem o melhor desempenho e consistência.

Todas as atividades de integração de aplicativos, exceto as atividades CSV, devem ser incluídas no Excel Application Scope para funcionar. A partir da versão 2.10.4 do pacote de atividades do Excel, essas atividades também podem ser incluídas na atividade Use Excel File .

As atividades dedicadas habilitam você para trabalhar com arquivos .csv, enquanto todas as outras trabalham com .xlsx e .xls. Aquelas que só trabalham com escopo do aplicativo Excel também podem trabalhar com arquivos .xlsm.

Solução de problemas e limitações

Note: The Excel Activities Pack does not support the old Excel Binary File Format (.XLS) specific to Microsoft Excel 95.

• When you use activities that read, copy, or append ranges, if a cell contains formatting information, Excel considers that cell as containing data, even though it appears empty.

• The Microsoft Office 2016 version 1708 (Build 8431.2079) changes the window title of files that are being edited and saved from "FileName.xlsx - Excel" to "FileName.xlsx - Saved". After closing the file, the filename reverts to normal.

  Isso pode causar alguns problemas se seu projeto de automação usar seletores que contenham o título da janela. Por exemplo, o seguinte seletor não funciona mais se sua versão do Excel for a mencionada anteriormente: <wnd app='excel.exe' cls='XLMAIN' title='FileName.xlsx - Excel' /> <wnd cls='EXCEL7' title='FileName.xlsx' />. Para evitar esse problema, recomendamos o uso de um seletor de variável dinâmico.
• Some Excel versions, for example, Excel 2019, always open SharePoint documents in read-only mode. You can check if a remote document supports editing by opening it manually in Excel on your local machine.