Hi I am planning to make a pivot table using UIpath.
Is there a way to make a pivot using UIpath? anyone have experienced on this?
what function to use?
Can you provide more information about what you are trying to do?
I'd suggest you are going to have to create an empty Excel workbook first and then add a VBA macro to it that will create a pivot table.
You can then use UIPath to pull in the raw data into the workbook and execute the macro to actually create the pivot table.
there are two ways of doing in
Macro. Record macro and use "Execute macro" activity in the uipath program
UI Automation
select the data to make pivot using 'select range' activity.
using send hotkey, pass Alt+NVT (Will open the pivot dialog box)
select the row,column etc using find element or find image and drag and drop to required fields (Drag and drop can be done by using a combination of'click up' and 'click down' property in click activity
3 ways
1)Macro
2)Ui Automation
3)Launch the excel using uipath and use send hotkeys to trigger excel shortcuts for Pivot Table Creation
Related
I'm trying to automate the export of a Power Bi query onto a specific Excel document. My company is constantly running a manual report to update this Excel file and we're trying to set a level of automation to the task to save company time.
So far I've managed to fully automate the Power Bi query to the point where my PowerShell opens Power Bi, edits the query and runs the API call.
At this point I'm attempting to copy the table from Power Bi to Excel and I've found a solution but I can't figure out how to automate some parts of the solution onto my Power Shell script.
Apparently the easiest way to copy the table over is to be in Power Bi and click from the report tab onto the data tab.
Then right click anywhere on the table containing the data and select 'copy table'
Once the table is copied the solution is as easy as going to the excel file then using a select all and paste it would replace the existing data, and my job is done.
My big issue is that I can't find a good way to use a right mouse click within PowerShell. For the left mouse I've been using autoit but when I consulted their documentation they don't appear to have a right mouse command.
I'm looking for some way to get that table copied or exported to excel. Either through a series of keyboard shortcuts that can be replicated in PowerShell, or an explanation of how to use right click through PowerShell so that I can access that copy table command.
The first parameter of the MouseClick command in AutoIt specifies the mouse button that is supposed to be clicked:
MouseClick("right", 500, 500)
... will perform a click with the right mouse button at 500|500. The reference for this function specifies even more options.
Unfortunately I have never used AutoIt via Powershell, but after looking at some examples I think that you could call it this way:
Invoke-AU3MouseClick -Button "right"
I want to use my excel and pivot data as a template. Therefore, all linked data to pivot tables and slicers are emptied when the template is created. After generating the template my slicer setting is lost. Is there any way to make a mandatory and permanent selection for pivot tables? Can you suggest the VBA code?
I want to select different departments within my "Department (Name) Column. For instance a department named "Public Amenities" within the "public Amenities sheet.
Thanks!
enter image description here
Assuming you don't even know where to start, I would suggest first you use the macro recorder to create a slicer, and select some items.
You could use something like this:
ActiveWorkbook.SlicerCaches("NameFromSlicer").SlicerItems("NameFromItem").Selected = True
To select a specific item in a previously created slicer.
And also
ActiveWorksheet.PivotTables("NameFromPT").Slicers.Add
To add a slicer. Note you will have to give the paramethers to the "Add" method.
Helllo
Is there a way I can use a slicer to filter multiple pivot with 3 different data sources. Thanks.
Just Double Click on the Slicer and then go to Options, then go PivotTableConnections, then select the check box which you want to connect and click on OK.
Here are some snaps.
I guess this covers your requirement :)
I have data in powerpivot that I've modified and I'd like to place it into the workbook as a regular table (and not as a pivottable). I need this so that I can run use the table for some vlookups from another worksheet in the same workbook.
I found this answer: link which I will try and summarize with out cutting and pasting to much. This assumes you have powerpivot installed.
goto powerpivot and "import from and external source" the data you want to munge and bring back into the workbook as a table
Key here is to select the checkbox “Enable selection of multiple tables”.
when prompted at the "import data" window, pick pivot report (you won't really use this)
go back to powerpivot with the "Manage Data Model:
add a new measure below your data. something like: NRofOrders:=COUNTROWS(values(FactResellerSales[SalesOrderNumber]))+0
(you won't really use this but this seems to change the query to this table so that you can use DAX)
also add any columns that you want ( for me, this is want I wanted that I wanted to be reflected back in the workbook)
back to Excel, select the data tab, click on Existing connections and select Tables: and then pick a table from your query.
boom, you're done
(the link continues on and you should read that as it's interesting but at this point you should have powerpivot query with your modification as a table in your workbook)
The July 2014 update to Power Query (pushed out at the end of Aug) simplifies the answer. With the new Power Query Update you can pull the data into the Data Model with out having to also copy it to the Works sheet.
goto powerquery and import the data you want to munge. Use the option to just add it to the Data Model.
go back to excel and then go to powerpivot with the "Manage Data Model" button.
munge your data (add columns, whatever)
back to Excel, select the data tab, click on Existing connections and select Tables: and then pick a table from your query.
boom, you're done
In the PowerPivot window you can select the table, or elements of it, and then copy (nornal right click or ctrl +c) and paste that into your spreadsheet.
This works for reasonable amounts of data but if you try and do it with thousands of rows you may find that excel objects and falls over, based on my experience.
Vlookups kind of defeat the purpose of PowerPivot :-)
Found a great solution over on Mr Excel
(http://www.mrexcel.com/forum/power-bi/637919-extracting-static-data-powerpivot-without-pivot-tables.html)
If you are trying to get a PowerPivot table into Excel, then you can simply query it. The easiest way to set that up is to first create any pivot table based on you PowerPivot data. Then double-click the measures area to drill-through. This creates a table with a connection to your PowerPivot model. Then edit the command text by going to: Data > Connections > Properties > Definition tab > Command Text.
Change it to something like
Code:
EVALUATE Table1
I want to be able to select and reference all of the tabs in my excel spreadsheet (to get totals of everything), but the data source only allows one tab to be selected... is there a way to select and use the entire workbook in the pivot table?
Thank you!
You actually just have a data formatting problem. You're using tabs to separate devices by departments instead of simply creating a department field/column and putting everything in one tab. The data was likely delivered to you that way, but don't let the delivery format define the true working format of the data.
Combine everything in one tab, and then you'll be able to use the data in a pivot table just fine.
If you have more data than will fit in a tab, put it in a database such as MS Access, MS SQLServer or mySQL, and then tell excel to use the database as the pivot table source.
I think Jonathan M has the best answer, but here's a way to do it using SQL that I've used successfully.
I don't know any easy way of doing this, but you could write a macro to copy and paste all your existing sheets onto a single new sheet (assuming there's enough room on a single sheet).
In 2007 Multiple Consolidated Ranges isn't in the default pivot table window. You need to create your pivot table, click on it, hit Alt + D, then P. Click back to step one and you'll have the option for multiple consolidated ranges.
Select the data on any of the one sheet and hit Alt D > P. It will show you Step 1 of 3 for PivotTable Wizard. Now select Multiple Consolidation Ranges and hit Next.
Select and add different fields from different tabs and it will create a consolidated range for your PivotTable and then you can run your PivotTable based on data located on different tabs of sheet at the same time.
Hope it helps.