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T89 - Automatically schedule retrieval of data from database
Task Description
Create a task that will retrieve data monthly from database and store in Excel Sheet.

Solutions
Create a new task

Click on New->Task Editor









Screenshot 1


Screenshot 2


Screenshot 3


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>'.
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.
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.
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.

 

Task is automatically runs on first day of every month and records of last month automatically saved on Excel file.
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