| T64 - Daily extract Mutual Funds information from a Website |
Task Description:
|
Daily extract updated information for a list of mutual funds.
Note: This sample task uses an example of http://www.smartmoney.com/ just for illustrative purposes.
|
| Solution |
 |
Record a new task
- Click on Tools->Web Recorder.
- Type in http://www.smartmoney.com/ and click on Start
- Select a ticker symbol for e.g. 'MIDSX' in the search box and click on search button.
- When the mutual fund snapshot opens, click on 'Extract Table' button from the toolbar that appears on the bottom right corner.
- Click on the table that shows Total Returns and capture it.
- Specify the .csv file to store the extracted information for e.g. C:\Funds.csv
- Stop Recording and Save the task.
|
Screenshot 1
Screenshot 2
Screenshot 3
|
 |
Create the list of mutual funds
- Using Variable Manager, create a variable called 'MyFunds' of type List.
- Specify to read the values from a text file.
- Specify the path of the text file as C:\Funds.txt.
- Specify the list of mutual funds values in the text file as shown in
|
 |
Extract information for the list of mutual funds
- The recorded task will extract the information for one ticker symbol.
- To make your task extract the information for the list of mutual funds you will need to modify the recorded task.
- Select the task and click on 'Edit' to open it in editor.
- Insert a Loop for List around the recorded action.
- Double-click the second line where you see your ticker symbol being typed and replace the ticker symbol MIDSX with the list variable $MyFunds$.
- If you did not close the browser as part of recording then insert a Close Browser command before the End Loop.
- The modified task will look as shown in Screenshot 3
Tip:
- After every Extract Table command is executed, you can use System Variable command, $Table Column(index)$ to extract the row data of the Table when the task runs.
- Using this System Variable you can also transfer the extracted data to any other application in any format you require
How to find which index to use in System Variable $Table Column$?
- While recording, when you click on the Extract Table and capture a table, it will ask you for a csv file name.
- Specify a valid filename.
- Run the recorded task once. It will generate the csv file.
- Open the csv file in Excel and find out which column your data is in and that is the index you need to use.
|
 |
Schedule the task
- Select the task in the main Automation Anywhere window and click on Schedule Tab.
- Specify the schedule options such that your task runs Daily at your desired time.
|
|
When you run this task, it extracts the latest information for each mutual fund and writes that information to a CSV file.
|
| |
|
 |
| Wow! This program is fantastic. I was given the task to figure out how to get a list of over 1000 contacts off of a website and into Excel. I was trying to write some kind of macro for days through Excel's VB extension and was making no progress. So I went online and found Automation Anywhere, it took me only minutes to write a macro to copy the addresses. I owe Tethys Solutions hours of my life that I was prepared to spend copying and pasting. Thank you so much Tethys" |
- Ben Kinney,
Monterey media
|
| Read Customer Testimonies >> |
|
