T72 - Transfer data from Excel to any application
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| Task Description |
Transfer data from Excel to any application.
Pre-requisites: Before you run this task, your Excel file and the destination application, both should be open.
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| Solution |
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Create new task
- Let's say you want to transfer the data present in Excel column as shown in Screenshot 1.
- We will create a task that transfers one cell of Excel and then we will set the Repeat property of Automation Anywhere to transfer multiple cells to the destination application.
- In the main Automation Anywhere window click on Tools->Task Editor.
- From the list of commands, double-click the 'Insert Keystrokes
- Select the title of your Excel file from the dropdown list and specify the keystrokes to copy one cell data as show in Screenshot 2.
- Click on Save button in the Insert Keystrokes command.
- Now your task looks as shown in Screenshot 3.
- Now enter another Keystroke command in the same Excel window similar to above command, but in this command enter the keystrokes to move to the next cell for e.g. Down Arrow as shown in Screenshot 4.
- Save the command.
- Now the task should look as shown in Screenshot 5.
- Now let's paste the data (copied from Excel) into your target application. Here for illustrative purpose we will use Microsoft Word but it can be any application.
- As shown above, now enter the keystroke actions in the Word window to paste the copied data as shown in Screenshot 6.
- In above Keystroke action, we also move to the next column in the Microsoft Word table using the Right Arrow after copying the data.
- Now the complete task will look as shown in Screenshot 7.
- Save the task and give it appropriate name.
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Screenshot 1
Screenshot 2
Screenshot 3
Screenshot 4
Screenshot 5
Screenshot 6
Screenshot 7
Screenshot 8 |
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Transfer multiple rows from Excel
- After saving the task from editor, come back to main Automation Anywhere window.
- Select your task from the list and click on Repeat section under Properties tab and specify the number of repeats. This is equal to the number of rows you want to transfer from Excel window to Word window in this example. Screenshot 8
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Pre-requisites before running the task
- Since in this task we are not using any mouse clicks to select the first cell, it is essential you keep the first cell selected in your Excel file before running the task as shown in Screenshot 1.
- Keep your destination application also open.
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| When you run this task, it copies one cell of excel using keystrokes and pastes it to the target application (Microsoft Word in this case) using keystrokes. When the task is repeated, it transfers as many cells from Excel to Word. | |
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- Mike Montgomery,
MjM Data Recovery Ltd
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