Quick automation with iRPA – Excel SDK
So I learned about SAP iRPA last month and thought I would share how easy it is to automate mechanical tasks.
As a concrete example I will show how I could use iRPA to quickly read records from an Excel file. The Excel SDK provides all the necessary steps easily.
Let’s dive in.
First let’s create an Excel file with 3 column headers, name, price and category and save it to a know path.
Now we can go to the iRPA cloud factory and create a new project
Now we select the create automation option
The iRPA factory will detect the agent installed on your machine and prompt you to confirm
Now enter the automation name and description and hit the create button
Note: that the Excel SDK is added by default to your project.
The steps needed to read the excel file involve
- Opening the Excel Instance
- Opening Cloud Link (convenient to detect the excel structure)
- Open WorkBook
- Activate the Work Sheet
- Release the Excel Instance
Drag the Open Excel Instance to the left
Add the Excel Cloud Link and double click to select the excel file and define the record data type
The file data structure is detected as you can see
NOTE: Set the Workbook Path if it is not set automatically.
We can now create a data type based on the excel structure, this will help us store and pass excel data around.
We move to the Open Workbook step
And select the Excel workbook path
Final step is to add the release Excel Instance
Our defined steps will look like below
Click save and test the automation. Select your environment.
If everything works as expected you will see the successful test on the tester pane.
Hopefully this will make you appreciate the easiness of SAP iRPA.
Hi Mohamad Youssef,
Thank you for explaining the basics of excel values in iRPA.
I was wondering what the next steps would be.
For example: I want to read excel values from 1 file and post the returned values in a different file.
How do I approach?