Automating Excel Tasks Using RPA Bots for Excel Plug-in: Step List

Introduction to the Course

This document provides the steps to create a bot to automate the Bonus Calculation process using
Enterprise A2019 Productivity Pack RPA Bots for Excel plug-in solution. and execute the bot from Excel
using Automation Anywhere’s Excel plugin.

Objective
In this document, you will learn how to create and execute Excel-related bots using the Productivity
Pack RPA Bots for Excel plug-in solution. Automation Anywhere’s Excel plug-in.

Prerequisites
• Ensure the Enterprise A2019 Control Room and Excel Plug-in is installed and configured on
your device
• Access
https://docs.automationanywhere.com/bundle/integrations/page/enterprise/topics/aae-
client/bot-creator/customizing-an-automation-client/ms-excel-plugin.html to install and
configure the Excel plug-in
Create a Bot to Automate the Bonus Calculation Process
In the Enterprise A2019 Control Room under List bot editor:

1. Open the bonus Excel workbook on the device. To do this:

i. Double-click the Excel advanced command Open. This displays the Open command pane.
ii. Select Desktop file and browse for the bonus file on your device.
iii. Select Sheet contains a header and Load add-ons checkboxes.
iv. Click Apply.

2. Read each row in the work sheet. To do this:

i. Double-click the loop command. This displays the Loop command pane.
ii. Select for each row in worksheet iterator.
iii. Select loop through All Rows.
iv. Create a variable of Record type and assign the current row value to the variable.
v. Click Apply.

3. Move the cursor to end of the row in the excel sheet that is to the Bonus cell.
i. Drag and drop the Go to cell Excel command below the Loop command in the list editor.
This displays the Go to cell command pane.
ii. Select active cell End of row.
iii. Click Apply.

4. Calculate the bonus for each row. To do this:

i. Drag and drop the Set cell Excel command below the Got to cell command.
ii. Select Active Cell.
iii. Enter cell value “=($Current_row[2]$*$Current_row[3]$*$Current_row[4]$)/10”, where
the Current_row parameter value is the column number. Note that Column number value
starts from 0.
iv. Click Apply.

5. Move one cell below to traverse the entire Excel sheet. To do this:
i. Drag and drop the Go to cell Excel command below the Set cell command.
ii. Select active cell One cell below.

Note: Steps 3 to 5 are repeated until the bonus calculation is done for all the employee rows.

6. Hide columns that contain sensitive information. To do this:

i. Click Hide rows/columns in selection Excel advanced command.
ii. Enter C:E as columns to be hidden.
iii. Click Apply.
7. Protect your workbook using password. To do this:
i. Click Password protect worksheet command.
ii. Enter a preferred password.
iii. Click Apply.
8. Close the workbook.
i. Click Close Excel command.
ii. Click Apply.
9. Click Save to save the bot.

1
Execute the Bonus Calculation Bot from Excel Using Excel Plug-in
1. Open the Cloud Excel application.
2. Connect to the configured Control Room in Excel.
i. Go to the Automation tab.
ii. Click Login.
The RPA Bots for Excel window with the Login page appears in the right panel.
iii. Enter:
a. Configured Control Room URL where the bot is created
b. Bot Runner username, and
c. Bot Runner password
iv. Click Login.

3. In the Run Bots tab,

i. Select the created bot from the Bot drop-down list.
ii. Select a Bot Runner registered with your device from the Bot Runner drop-down list.
iii. Click Next.

4. In the Input tab Click Next

if the input variable is defined in the bot, enter the sheet and cell range in the Input Data field to
pass data from the Excel sheet to the bot. In this case, there are no input variable

5. In the Output tab, under Output Processing drop-down list, select Default: Save To Cell
Note: This determines how the data is returned from the bot to the Excel sheet after the bot is
triggered from the Output Processing Options drop-down list.
• None: No data is passed to the bot.
• Default: Save to Cell - This option saves the results in a new Excel sheet called
AutomationBotResult.
• Map Output Variables- The output variables you created for your bot are displayed. Enter the
cell range in the Output Data field to specify where you want the output data to display.

6. Click Run to trigger the bot.

If all the information entered is correct, the Bot has been successfully triggered message appears.
The data is displayed in the specified sheet or in the AutomationBotResult sheet based on the
output processing option you selected. In this case, data is displayed in the Excel worksheet.
Alternatively, the bot results are also available from the Run Results tab.

7. To save the bot as a Favorite.

i. Click Save as Favorite in RPA Bots for Excel panel.
ii. Click the drop-down list and select how you want to save the favorite bot (Bot 1, Bot 2, or
Bot 3).
The favorite bot settings are saved in the Favorites section. You can trigger the favorite bot at
any time from the Favorites section.
iii. Click Save.

Congratulations! You have successfully created an excel-related bot in Enterprise A2019 and executed
it directly from Excel using RPA bots for Excel.