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Create a new task
Click on New->Task Editor |
Screenshot 1
Screenshot 2
Screenshot 3
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Connect to the database
Using the Database command from the Application category specify a connection string to connect to the Database.
Connect to '<database connection string>'. |
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Specify a SQL Query to get the last month's records from database.
Using the Database command from the Application category and selecting SQL Query Option specify a SQL Query
Select * from CustomerData where Month(PurDate) = Month(Now)-1
The complete task would look as shown in Screenshot 1. |
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Specify commands which save records of last month in excel file.
- Select Date format "mmmm,dd,yyyy" and extract month part from that using String Manipulation command,
String Manipulation : "$Date$" and assign to : $LastMonth$
- With the use of Keystroke commands & Loop command you get each row of the result returned by the query. And whole month's record is getting appended to Excel file.
- Excel file would look as shown in Screenshot 2.
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Schedule the task to store record of data monthly.
- You can see schedule property in the main Automation anywhere window as shown in Screenshot 3.
- Schedule this task to run at first day of every month and store the last month's database records in Excel file.
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T89.atmn
