Datasheet (IT Operations Management)
Automate Excel Action

Benefits of Excel Automation with Automate

  • Easy drag-and-drop interface
  • Doesn't require VBA expertise
  • Reduces common spreadsheet errors
  • Creates audit trails for security and reporting
  • Integrates with other automated workflows
  • Scalable across enterprise

Table of activities

Few business tools are as widely-used across every profession and industry as Microsoft Excel. Excel’s data analysis, calculation, and virtualization capabilities make it essential to most organizations. However, managing Excel tasks can be time-consuming and prone to error. 

The Automate Excel action includes a variety of activities that automatically mimic the same steps you would perform when working with spreadsheets, such as formatting cells or updating values. Automate can drastically reduce the time required to complete an entire Excel process, while also eliminating errors. Already automating Excel with macros? Automate can run your existing Excel macros, making it possible to quickly and easily integrate them into your new workflows.

Automate Excel Activities

Activity

Description

Activate worksheet

Activates a worksheet in a workbook from an established Excel session.

Add worksheet

Adds a new worksheet to a workbook in an established Excel session.

Close workbook

Closes a workbook previously created or opened in an established Excel session. If modifications have been made, the document will be saved when closed.

Get active worksheet

Retrieves the name or index of the currently active worksheet in an established Excel session and populates either or both of two variables, one for the worksheet name and the other for the index.

Get cell(s)

Returns the text contained in a specified cell of a worksheet from an established Excel session.

Get selected cell(s)

Retrieves the position of the currently selected cell or range of cells in an established Excel session and populates one or more variables with the cell reference or position coordinates. Use the select cell(s) activity to activate a specific cell or range of cells in an established worksheet.

Open/Create workbook

Opens an existing Microsoft Excel workbook or creates a new workbook and establishes a session name for use in subsequent Excel activities.

Run macro

Runs an existing Excel macro.

Select cell(s)

Selects a single cell or multiple cells, ranges, rows or columns within the currently active worksheet in an established Excel session and populates a dataset with results.

Set cell(s)

Sets the text of one or more cells in an established Excel session, usually with the values contained in a dataset.