Class 3
Data Tables and Spreadsheet Automation
Description
We will begin working on automating spreadsheet-based processes, which are common in many accounting and advisory contexts. By the end of this class, you will have built an spreadsheet automation bot and explored how to use data tables effectively.
Class plan
- After a brief review, we will begin working on setting up our first automation case.
- There are four cases to choose from, all of which are based on the responses for class 1 regarding excel (spreadsheet) automation.
- After selecting the process, each student will begin mapping out the RPA process (which we will refer to as a sequence) in LucidChart.
- Completing this, each student will set up a maestro workflow like in the prior class example, and set up an RPA task in that workflow.
- This class has a heavy lab focus and will be part of a submission due on Monday next week.
Materials
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Class 3 slides (PDF)
Repository snapshot; original classroom version unverified.
View slides: Class 3 slides (PDF) -
Class 3 slides (PPTX)
Repository snapshot; original classroom version unverified.
View slides: Class 3 slides (PPTX)
Links
Tools
- UIPath Studio
- Excel/Google Sheets