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RPA or Excel Macro: Copying sheets from one existing workbook to another.
Posted on 11/15/23 at 11:44 am
Posted on 11/15/23 at 11:44 am
I'm starting to dabble in RPA using UiPath StudioX.
I currently have an automation that takes an excel file, adds columns, texts, highlights cells, and then saves the file in a new location.
This has saved me countless mind-numbing minutes, but there are a few more steps that I need to completely automate this process.
I need to copy 2 sheets from an existing workbook into this new workbook that my automation is processing. Is there a way to do this using Studio X or is this more of an excel macro that I should create? (I don't have much experience creating macros).
BONUS: What about unlocking cells? There are specific columns that I need to unlock for the end users to input data, but others that I need to leave locked so they do not overwrite those cells. RPA or Macro?
I currently have an automation that takes an excel file, adds columns, texts, highlights cells, and then saves the file in a new location.
This has saved me countless mind-numbing minutes, but there are a few more steps that I need to completely automate this process.
I need to copy 2 sheets from an existing workbook into this new workbook that my automation is processing. Is there a way to do this using Studio X or is this more of an excel macro that I should create? (I don't have much experience creating macros).
BONUS: What about unlocking cells? There are specific columns that I need to unlock for the end users to input data, but others that I need to leave locked so they do not overwrite those cells. RPA or Macro?
This post was edited on 11/15/23 at 11:45 am
3
Posted on 11/15/23 at 12:41 pm to Lazy But Talented
I built some python scripts recently to do some basic spreadsheet manipulation and setup that I was having to do regularly. And when I say I built them, I mean I told GitHub Copilot what I wanted to do and it wrote the code.
I do code in other languages but have never really worked with Python. I was surprised how easy and effective it was and I am starting to "write" more in python. I would imagine ChatGPT is similarly capable.
I do code in other languages but have never really worked with Python. I was surprised how easy and effective it was and I am starting to "write" more in python. I would imagine ChatGPT is similarly capable.
This post was edited on 11/15/23 at 12:42 pm
Posted on 11/15/23 at 12:51 pm to Lazy But Talented
As another poster said, github and google are your friend.
The protecting worksheet thing, select the cells you want to have editable, right click > format cells. Theres a pane in that dialog box that's called "protection", make sure the locked check box isn't selected. In your vba macro, use the following language:
Worksheets("Time Entry").Unprotect "Password"
Your macro
Worksheets("Sheet1").Protect "Password" DrawingObjects:=True, Contents:=True, Scenarios:=True, _
UserInterfaceOnly:=True, AllowFormattingCells:=False, AllowFormattingColumns:=True, _
AllowFormattingRows:=False, AllowInsertingColumns:=False, AllowInsertingRows:=False, _
AllowInsertingHyperlinks:=False, AllowDeletingColumns:=False, AllowDeletingRows:=False, _
AllowSorting:=False, AllowFiltering:=True, AllowUsingPivotTables:=False
The protecting worksheet thing, select the cells you want to have editable, right click > format cells. Theres a pane in that dialog box that's called "protection", make sure the locked check box isn't selected. In your vba macro, use the following language:
Worksheets("Time Entry").Unprotect "Password"
Your macro
Worksheets("Sheet1").Protect "Password" DrawingObjects:=True, Contents:=True, Scenarios:=True, _
UserInterfaceOnly:=True, AllowFormattingCells:=False, AllowFormattingColumns:=True, _
AllowFormattingRows:=False, AllowInsertingColumns:=False, AllowInsertingRows:=False, _
AllowInsertingHyperlinks:=False, AllowDeletingColumns:=False, AllowDeletingRows:=False, _
AllowSorting:=False, AllowFiltering:=True, AllowUsingPivotTables:=False
Posted on 11/16/23 at 5:57 am to Lazy But Talented
I was an RPA lead developer (Blue Prism and UiPath) and system admin for a few years.
As a general rule, if all of your actions are being done in Excel, it's probably easier to just use macros. RPA is best used when automating between multiple applications.
As a general rule, if all of your actions are being done in Excel, it's probably easier to just use macros. RPA is best used when automating between multiple applications.
Posted on 3/13/24 at 9:53 am to Footbaw
Thanks for the tidbit. Working on this RPA project landed me a new gig.
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