Question
Filtering Excel Sheet - Robotic Automation
Hello,
I am trying to perform a simple Excel file processing automation. So far i have built the automation to open the workbook and read the content using Replace table method of the LookupTable component which i found in the Toolbox. But to apply filter, i guess i have to include a TableView component. I am not able to find the that component in my toolbox. Am i missing something?
Please let me know how to proceed from this point. Thanks in advance.
Regards,
Ratan.
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Areteans Technology Solutions
AU
All i need to do was to close and open the project to find the component under the Data category. I guess it was my fault. Apologies.
Pegasystems Inc.
IN
I've had those days too :)
Thank you for sharing the update!
Areteans Technology Solutions
AU
Hello,
Although i was able to get the above component, i am still struggling to perform a simple filter of the excel sheet content. I have attached my automation along with the sample excel sheet that i am using for filtering. Please let me know if what i am doing is correct. Also, do add if that is the right way of filtering data or if there are any other simpler ways to do it.
Also this automation gives me an error message on execution. I have attached the error message as well.
Regards,
Ratan
Areteans Technology Solutions
AU
Update:
I am not getting the error message anymore. I guess the system was trying to understand which worksheet to keep the res correctionlt from the GetTable Method. Now i am able to create the file. Problem is that the file that gets created is empty. Am not sure what i am missing here.
Would be great if someone could suggest a correction to the attached automation.
Areteans Technology Solutions
AU
Update:
Goal : To apply a simple filter on one of the column in a sample file and export the filtered result into another excel file.
Step 1 : To copy the content of one file and set it into another so that later the filter part can be integrated into the automation.
Please find the automation attached below:
I get a new empty excel file in the end.
Please correct the automation to achieve the goal.
Accepted Solution
Areteans Technology Solutions
AU
Update:
Have attached the final automation file where i get the data from a certain file and perform filtering on top of that and saving the result of the filtering into another file. Am sure it's pretty simple. But if someone out there is struggling the way i did, this might help you.
Deloitte Touche Tohmatsu India LLP
IN
hi, can you provide more information on how you applied the filter, as when i am trying to run a similar code, the apply filter step fails with this error:
Cannot find column [Approver]. Approver being my column name.
How do add columns in the LookUp table?
Accenture
IN
Hi,
Were You able to resolve it ?
I am facing the same issue. Don't know what am I missing !
Regards,
Shivanshu
Accenture
IN
Hey,
I was able to resolve it.
1. Excel file headers had to be set as column names (Under Data>Fields property) for the Look-up table to load the data properly. Basically, the 2 values have to be same in order for it to work
2. While Applying filter, the filter property must be set as follows - ColumnName='Value'
Regards,
Shivanshu