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How to use Excel in Power Automate Desktop

This video tutorial shows, how to work with Excel in Microsoft Power Automate Desktop. It's shown how to read Excel sheets with data, type the data into applications/web and finally update an Excel sheet.

You could also watch:
🔵 Full Playlist with Power Automate Desktop Tutorials - https://www.youtube.com/playlist?list=PLXXz88_TPiHpY_5bfeV8RAOHnBKgc-rtw
🔵 Microsoft Power Automate Tutorial for Beginners - https://youtu.be/omQ-fAF4QpI

0:25 Create a new Microsoft Power Automate Desktop flow
We want to read an Excel sheet and type the data into a simple application.

1:12 Get special folder
The action Get special folder is used to locate common folders on a users computer making the flow more dynamic.

2:00 Launch Excel
To open a new Excel instance we launch it. The parameters we use is the Document Path, if we want to open a new document or an existing. The action produces a variable called ExcelInstance.

3:21 Get first free column/row from Excel
To localize the first free column and row in a sheet, we use the action Get first free column/row from Excel. This is done, so we know, where to stop the later For each iteration. Both variables produced are integers.

4:07 Read from Excel worksheet
We can read the data from the sheet. Either specific cells or a range of cells. If the range is chosen, we specify start and end. The end is dynamic, where we use our produced variables FirstFreeColumn and FirstFreeRow. Don't forget to specify, if you table has headers.

6:12 Populate text field in window
To type in the Excel data in an application, we use a Populate text field in window action, where we create a UI element for the application and specify what text we will type in the application.

7:30 Display message
Using a Display message to make a simple log message

8:01 Close Excel
Using the Close Excel action prevents the Excel book from being locked, after being used in Power Automate Desktop.

9:41 Read Excel and type the data in a CRM system
We read the Excel table and type it row by row into a CRM system. You could use whatever application, you want.

10:35 For each
The For each action iterate through a DataTable and it will produce a CurrentItem variable.

11:25 Use data from a specific Excel column
We use our CurrentItem variable and specify the columns, where we want to extract the data from.

14:33 Conditions on our Excel data
We use Power Automate Desktop to do simple conditions on our data. Drag in an If action and do a condtion.

17:00 How to fill in a blank text field
Use the expression %""% to use a blank text field in our application.

18:27 Specify which Excel sheet to use
The action Set active sheet is used to specify, which sheet Power Automate Desktop should look at. Use either index or name of the sheet.

19:42 Write data back to Excel with Power Automate Desktop
Using an index variable to keep track of what iteration, we are at, it's now possible to update the data in Excel rows/columns. Use the action Write to Excel worksheet, where we can specify a specific cell.

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Видео How to use Excel in Power Automate Desktop канала Anders Jensen
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29 сентября 2020 г. 10:37:12
00:23:50
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