topic RE: Excel to PDF automation in Product Forum

Excel to PDF automation

NeetuBhatia — Tue, 09 Jun 2020 16:57:00 GMT

Hi, I want to automate Excel file conversion to PDF format, without using any coding.
Can someone please advise on how to do this?

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Neetu Bhatia
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RE: Excel to PDF automation

Yeswa_Vaibhav_1 — Wed, 10 Jun 2020 04:58:00 GMT

Hi Neetu,

Just for understanding, Are you asking how to save the Excel file you already had, into PDF format using Blue prism? OR Need to save to PDF format first and later trying to do some operations? Could you please elaborate your query.

Regards,

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Yeswa Vaibhav Alwar Nerella
Associate Consultant
Capgemini
Asia/Kolkata
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RE: Excel to PDF automation

NeetuBhatia — Wed, 10 Jun 2020 12:20:00 GMT

Thanks for your time Yeswa.

We have excel workbook, and each sheet within that workbook needs to be re-saved as a PDF file.
The PDF file name should be workbook name + sheet name.

I managed to spy excel spreadsheet options like File-Save As-Browse-C drive-temp folder etc. I thought, so basically how a user will save a file into PDF, I can write a process for a Robot to do it.

But now I wonder how can Robot give file name in the way like workbook name + sheet name for each sheet that it converts. Also when triggering Global Click Centre for each of the above spyed elements, what should be input?

Any thoughts that you can share?

Regards,

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Neetu Bhatia
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RE: Excel to PDF automation

Yeswa_Vaibhav_1 — Wed, 10 Jun 2020 13:26:00 GMT

Hi Neetu,

You are welcome

1. You can use 'Get Worksheet Names' Action under MSExcel VBO, to get the the Excel Sheet names to collection.
BOT already had the workbook name and now it got sheet names to collection, so it can append it by using Loop stage, so that it can repeat until all sheet names in Excel got completed. Refer Screenshot.

2. While you use 'Global click Center' option after spying the Save-As window, no need to pass any input values for them in navigate stage.

You can ask me in case of any query. This will work.

Regards,

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Yeswa Vaibhav Alwar Nerella
Associate Consultant
Capgemini
Asia/Kolkata
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