RPA Summer School StudioX Session 3 AMER: Your first Excel and Word automations

Aug 9, 20220 likes201 views

This document summarizes an RPA summer school session about automating Word and Excel. It introduces the session leaders and provides an agenda that covers Word automation, Excel automation, and includes practice exercises. For Word automation, it discusses automating common Word template-based tasks like letters and reports. For Excel, it discusses automating tasks like creating reports, sorting data, and filling out forms. The session concludes with a homework exercise to update an Excel document by calculating totals using a conversion rate file.

RPA Summer School
Session 3:
Your First Excel and Word
Automation

2
Welcome to RPA Summer School!
Meet today’s team…
Sr. Regional Community
Manager EMEA @UiPath
Cristina Vidu
Community Marketing Manager
AMER @UiPath
Diana Gray
Principal Software Engineer
@GoGrow
LinkedIn: nicolas-erlichman
UiPath MVP
Nicolas Erlichman
RPA Instructor
Freelance
LinkedIn: gabrielmarin
UiPath MVP
Gabriel Marin

3
● Resources
● What is Word Automation?
● What can you automate?
● How do I use it?
● Practice
● What is Excel Automation?
● What can you automate?
● How do I use it?
● Practice
● Q&A
Agenda Slide

4
1. Check StudioX needed add-ins for this session
Ensure no MS Excel file is open, then use…
Home > Tools > Excel Add-in
1. Download Exercise Packs for Word and Excel automation:
https://bit.ly/3BtgarS
Resources

5
What is Word Automation ?
As a business user, you most likely work with Word templates.
StudioX can help reduce your workload by enabling you to
automate tedious and repetitive Word-based activities.
StudioX Word Automation offers a number of activities that
automate the tasks you usually perform when working with
Word templates.

6
What can you automate?
Examples of Word documents that are usually prepared using
the same template include… resumes, letters, brochures,
reports, etc
Word Automation basically involves the use of Word templates, which
will have placeholders for text, hyperlinks, images, tables, charts, etc.
A given template can be used to prepare a number (few to very many) of
Word documents, which can be remain in Word format or saved as
PDF.

8
QUIZ
Which activity to use:
1) Read Text
2) Add Text
3) Append Text
4) Change Text

9
What is Excel Automation?
As a business user, you most likely work a lot with
Excel as it is a versatile tool that allows you to
organize your data!
Let's dive deeper into how StudioX enables you to
create automation projects using Excel!

10
What can you automate?
Create report:
• Read and write data
• Sort data
Check reports for errors:
• Delete duplicate data
Fill in forms with data from Excel spreadsheets
Data extraction and migration
Run macro

14
Update a Word template Resume_Template.docx using data from the
“ResumeData.xlsx" file
Demo Exercise

15
Complete demo exercise - Update an Excel document, named Opportunities by
calculating the total dollar price of each item in each tab. Consult the Conversion
Rate file to get the correct conversion rate.
Homework Exercise

17
See you for Session 4!
Stay close:
● community@uipath.com
● https://forum.uipath.com/

In this session you will learn how to build your very first Excel and Word automations, by transferring data in between the two apps and wrapping up a project to deliver. 16:00 Hello & Welcome to RPA Summer School 16:05 Examples of Excel & Word process automations to cut repetitive tasks 16:15 Demo Excel and Word automation exercise 16:20 Open StudioX and download exercise pack 16:25 Start your first Excel automation 16:55 Continue with your first Word automation 16:15 Interaction and Q&A 16:25 Academy follow-up and examples. Goodbyes

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