# Tutorial: Filtering Data in Excel

> In this tutorial, we will create an automation for the following process:

In this tutorial, we will create an automation for the following process:

1. Copy the data in a spreadsheet with supplier information to a new sheet.
2. Filter the data to show only the rows with suppliers from the Services and IT industries that were added in the last 10 years.
3. Copy the filtered data to a CSV file.
4. Send the CSV file by email.

We will create a project with the following activities:

* A [Use Excel File](https://docs.uipath.com/activities/docs/excel-application-card) activity to indicate the Excel file with supplier information.
* A [Copy/Paste Range](https://docs.uipath.com/activities/docs/copy-paste-range-x) activity to copy the data to another sheet.
* Two [Filter](https://docs.uipath.com/activities/docs/filter-x) 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](https://docs.uipath.com/activities/docs/write-csv-file) activity to copy the filtered data to a CSV file.
* A [Use Desktop Outlook App](https://docs.uipath.com/activities/docs/outlook-application-card) activity to indicate the Outlook account from which to send the email.
* A [Send Mail](https://docs.uipath.com/activities/docs/send-mail-x) activity to send the email.
1. Set up the project and get the necessary files.
   1. [Create a new blank project using the default settings](https://docs.uipath.com/studiox/standalone/2024.10/user-guide/creating-your-first-automation-project).
   2. Download and extract the archive with the automation project in this tutorial using the button at the bottom of this page. Copy the file **Suppliers.xlsx** to your project folder.
2. Add the Excel file to the project.
   1. Click **Add Activity** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_sign-ad04beef-8e75b25b.png) in the Designer panel, and then find the **Use Excel File** activity in the search box at the top of the screen and select it. A **Use Excel File** activity is added to the Designer panel.
   2. In the activity:
      * Click **Browse** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-docs-image-browse_files-3f5ed0c5-1431ef7d.png) next to the **Excel file** field, and then browse to and select the file `Suppliers.xlsx`
      * In the field **Reference as**, enter `Suppliers`.

        You have indicated that you will work with the file `Suppliers.xlsx` that is known in your automation as `Suppliers`.
3. Filter the data and copy it to a CSV file.
   1. Click **Add Activity** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_sign-ad04beef-8e75b25b.png) inside the **Use Excel File** and then, in the search box at the top of the screen, locate and select **Copy/Paste Range**. A Copy/Paste Range activity is added to the Designer panel.
   2. In the Copy/Paste Range activity:
      * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Source** field, and then select **Suppliers** > **Data [Sheet]**.
      * Click **Plus** ![](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Destination** field, and then select **Suppliers** > **Processed [Sheet]**.

        You have indicated that you want to copy the data from the Data sheet of the Suppliers file and paste it to the Processed sheet in the same file.
   3. Click **Save** in the StudioX ribbon to save the automation, then click **Run** to execute the automation.

      The data is copied from the Data sheet to the Processed sheet in the Suppliers workbook.
   4. Click **Add Activity** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_sign-ad04beef-8e75b25b.png) inside the Use Excel File just below the Copy/Paste Range activity, and then, in the search box at the top of the screen, locate and select **Filter**. A Filter activity is added to the Designer panel.
   5. In the Filter activity:
      * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Source** field, and then select **Suppliers** > **Processed [Sheet]**.
      * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Column name** field, and then select **Range** > **Industry**.
      * Click the **Configure Filter** button. In the Filter window, make sure **Basic filter** is selected, and then:
        + Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Value** field, and then select **Text**. In the Text Builder, enter `Services`, and then click **Save**.
        + Click **Add** to add a second value.
        + Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the second **Value** field, and then select **Text**. In the Text Builder, enter `IT`, then click **Save**, and then click **OK** to close the Filter window.

          You have indicated that you want to filter the data in the Processed sheet to show only the rows with the values Services or IT in the Industry column.
   6. Click **Add Activity** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_sign-ad04beef-8e75b25b.png) inside the Use Excel File just below the Filter activity, and then, in the search box at the top of the screen, locate and select **Filter**. A second Filter activity is added to the Designer panel.
   7. In the second Filter activity:
      * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Source** field, and then select **Suppliers** > **Processed [Sheet]**.
      * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Column name** field, and then select **Range** > **Supplier Since**.
      * Click the **Filter** button. In the Filter window:
        + Select **Advanced filter**.
        + From the **Operator** drop-down menu, select **>** (is greater than).
        + Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Value** field, and then select **Text**. In the Text Builder, enter a date from 10 years ago, for example `5/5/2009`, then click **Save**, and then click **OK** to close the Filter window.

          You have indicated that you want to filter the data in the Processed sheet to show only the rows with dates after 5/5/2009 in the Supplier Since column.
   8. To make the filters more easily identifiable, edit the name in the upper bar of each one. For example, use `Filter Industry` for the first and `Filter Supplier Since` for the second.
   9. Click **Add Activity** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_sign-ad04beef-8e75b25b.png) just below the Use Excel File activity, and then, in the search box at the top of the screen, locate and select **Write CSV**. A Write CSV activity is added to the Designer panel. Alternatively, you can also add this activity inside the Use Excel File activity, just below the last Filter activity.
   10. In the Write CSV activity:
       * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Write to what file** field, and then select **Text**. In the Text Builder, enter `result-`, and then from the **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) menu on the right side of the Text Builder select **Notebook** > **Date [Sheet]** > **YYYYMMDD [Cell]**. The text in the Text Builder is updated to `result-[Note] Date!YYYYMMDD`. Enter the text `.csv` at the end and click **Save**. The final text should be `result-[Note] Date!YYYYMMDD.csv`.
       * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Write from** field, and then select **Suppliers** > **Processed [Sheet]**.

         You have indicated that you want to create a CSV file in the project folder whose name contains the text result- and today's date and that you want to copy the data in the Processed sheet to it.

         ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-docs-image-350296-e761cb98-90c14269.webp)
4. Email the CSV file.
   1. Click **Add Activity** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_sign-ad04beef-8e75b25b.png) below the Use Excel File activity, and then find the **Use Desktop Outlook App** activity in the search box at the top of the screen and select it. A Use Desktop Outlook App activity is added to the Designer panel.
   2. In the activity, the default email account is already selected in the **Account** field. If you want to use a different account, select it from the drop-down menu.

      In the **Reference as** field, leave the default value `Outlook` as the name by which to refer to the account in the automation.
   3. Click **Add Activity** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_sign-ad04beef-8e75b25b.png) inside the Use Desktop Outlook App activity, and then, in the search box at the top of the screen, locate and select **Send Email**. A Send Email activity is added to the Designer panel.
   4. In the Send Email activity:
      * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Account** field, and then select **Outlook**.
      * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **To** field, and then select **Text**. In the Text Builder window, enter an email address where to send the email. For example, you can enter your own email address to send the email to yourself. If you leave the **Save as draft** option selected, the automation does not send the email, it instead saves the email to the Outlook Drafts folder.
      * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Subject** field, and then select **Text**. In the Text Builder window, enter `List of filtered suppliers for` , and then, from the **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) menu on the right side of the Text Builder, select **Notebook** > **Date [Sheet]** > **Today [Cell]**. The final text should look like this: `List of filtered suppliers for [Notes]Date!Today`. Click **Save** to close the Text Builder.
      * Click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the **Body** field, and then select **Text**. In the Text Builder window, enter text for the body of the email, for example `Please see attachment`.
      * For Attachments, select **Files**, then click **Plus** ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-image-plus_menu-90e71eaa-8a20ac7d.png) on the right side of the field, and then select **Text**. In the Text Builder, enter the file name in the same way you entered it in the Write CSV activity: `result-[Notes] Date!YYYYMMDD.csv`. One way you could do this is to select all the text in the Text Builder of the **Write to what file** field in the Write CSV activity, copy the text, and then paste it to the Text Builder of the Attachments field.

        ![docs image](https://dev-assets.cms.uipath.com/assets/images/studiox/studiox-docs-image-350303-3a2df2de-57b325d9.webp)
   5. Click **Save** on the StudioX ribbon to save the automation, then click **Run** to execute the automation.The data in the Processed sheet is filtered, then copied to a CSV file that has today's date in the name, and then the CSV file is emailed. [Download example](https://documentationexamplerepo.blob.core.windows.net/examples/StudioX_V2022.10/ExcelFilters.zip)