Blue Prism: Excel Automation

Learn how to streamline Excel processes using Blue Prism, a powerful robotic process automation (RPA) tool.

Introduction

• Excel automation in Blue Prism
• What you should know

1. Create Process Structure

• Set up
• Page references

2. Load Queue

• Create a queue
• Global data items
• Load queue collection
• Load queue action

3. Create Consolidated Report

• Environment variables overview
• Environment variables demo
• Generate file path
• Check file exists
• Create consolidation report instance
• Create consolidation report file
• Show consolidation report file
• Get files from directory
• Loop stage

4. Get Data from Weekly Reports

• Open weekly report
• Remove blank rows
• Get worksheet as collection
• Filter collection action
• Filter collection expression
• Get cell value
• Write collection
• Get next empty cell

5. Create Consolidated Report

• Create a worksheet
• Extract GL accounts: Collection contains value
• Extract GL Accounts: Add row
• Filter weekly report data
• Calculate GL account balance
• Prepare summary tab data
• Save consolidated report
• Run end to end process

Conclusion

• Next steps