About the Excel Automation with the Modern Experience in Studio (v2024.10) training

This course covers automating one of the most widely used business tools—Excel. We'll go through the different ways to work with Excel and associated files (.xlsx, .xls, .csv) using the specific methods and tools that UiPath Studio offers. We'll also introduce a type of variable meant for working with Excel files, and databases, the DataTable (System.Data.DataTable).

Product alignment

This course was initially built using the 2022.10 version of UiPath Studio, with updates reflecting the new features from the 2024.10 version. It is applicable to both 2022.10 and newer versions.

Certification alignment

This learning plan is based on the 2024.10 release. If you’re preparing for the 2023.10 certification, make sure to refer to the 2023.10 learning plan instead.

Audience

Designed and developed for automation explorers aspiring to become automation developers, including document understanding specialists, attended automation specialists, automation solution architects, automated test engineers, and automated test managers. It's also ideal for those seeking to gain a complete understanding of Excel automation capabilities and its basics from UiPath.

Agenda

1. Introduction to Excel automation 

2. Design experiences and Excel Add-in 

3. Build automation using workbook and data tables activities: 

4. Practice 1 -workbook and data tables 

5. Build automation using Excel modern activities 

6. Practice 2 - Excel activities    

Learning objectives

• Provide an overview of Excel automation and its benefits. 

• Differentiate the ways of working with Excel files and DataTables in UiPath Studio. 

• Distinguish between the categories of activities used when working with Excel files: workbook activities and Excel App Integration activities and use them appropriately. 

• Differentiate between the design experiences available in UiPath Studio for Excel automation and identify their features. 

• Explain what DataTables are and how they play a crucial role in automating Excel. 

• Use the workbook activities available in UiPath Studio. 

• Use the basic activities of DataTable in UiPath Studio. 

• Use Excel App Integration activities in UiPath Studio. 

• Use CSV activities in UiPath Studio.