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How to Filter Excel in Openbots?

Faheem Syed

  • Reporter
  • Calender Icon February 04,2024 at 7:21 AM

Dear Team,

I would like to inform you that I need to filter excel based on the specific criteria but I could not find any command in openbots to filter the Excel.

I could see only Excel Filter Table, but I need to filter the excel sheet.

Could you please he how can I achieve this using Openbots?

Regards, Faheem

This forum has 314 topics, 681 replies, and was last updated 23 days ago by Support Agent

Faheem Syed

  • Participant
  • Calender Icon February 12,2024 at 8:38 AM

Thank you Team.

Support Agent

  • Participant
  • Calender Icon February 09,2024 at 3:48 PM

Hello,

I hope this message finds you well. I wanted to share with you the recommended approach for managing and manipulating Excel data within your automation workflow. Our goal is to ensure that you're able to efficiently handle Excel data with precision and ease.

Step 1: Extract Excel Data into a DataTable To begin, we advise utilizing the Excel Get Range command. This command allows you to extract the information from your Excel sheet and store it into a DataTable variable. By doing so, you're converting the Excel data into a format that's easily manipulable through automation.

Step 2: Manipulate the DataTable Once the DataTable is populated with the Excel data, you can then proceed to manipulate this data to match your desired format. There are several methods to achieve this, including:

Filter DataTable: This command helps you refine the data by filtering out rows based on specific criteria, ensuring that only relevant data is retained.

C# Snippets: For more complex data manipulation needs, you can use C# code snippets within the automation tool through the Evaluate snippet command. This allows for a higher degree of customization and precision in data handling.

Step 3: Write Data Back to Excel After the DataTable has been adjusted according to your requirements, the final step is to write it back into an Excel sheet. This is done using the Excel Write Range command. It enables you to transfer the modified DataTable back into Excel, either by updating an existing sheet or populating a new one.

This approach not only streamlines the process of working with Excel data but also provides you with the flexibility to handle data in various formats and complexities.

If you have any questions or need further clarification on any of these steps, please don't hesitate to reach out. We're here to support you in implementing this solution smoothly and efficiently.

Best regards

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