studiox
2024.10
true
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- Tutorial: Creating a Pivot Table
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- Tutorial: Filtering Data in Excel
- Tutorial: Formatting Cells
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- Tutorial: Adding Your Own Formulas to the Project Notebook
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Tutorial: Filtering Data in Excel
StudioX User Guide
Last updated Sep 26, 2024
Tutorial: Filtering Data in Excel
In this tutorial, we will create an automation for the following process:
- Copy the data in a spreadsheet with supplier information to a new sheet.
- Filter the data to show only the rows with suppliers from the Services and IT industries that were added in the last 10 years.
- Copy the filtered data to a CSV file.
- Send the CSV file by email.
We will create a project with the following activities:
- A Use Excel File activity to indicate the Excel file with supplier information.
- A Copy/Paste Range activity to copy the data to another sheet.
- Two Filter activities to filter the data according to the desired criteria: one filter for the Industry column, the other for the Supplier Since column.
- A Write CSV activity to copy the filtered data to a CSV file.
- A Use Desktop Outlook App activity to indicate the Outlook account from which to send the email.
- A Send Mail activity to send the email.