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Financial Report

Generate Excel Report from Database Automation

Starter Pack

This is the # 7  series of the UiPath small starter pack series. We provide tutorials for implementing automation with examples of cases that are commonly encountered in everyday life.

Why you need Small Starter Pack?

First time on Robotic Process Automation (RPA) and UiPath? Don't have an idea for automation?

Small starter pack will help you to learn and familiar with UiPath. We provide UiPath Starter Pack to let you experience the look and feel of UIPath and trial it yourself. We offer support for you to plan, build, manage, run, and measure automation using UiPath.

Generate Excel Report from Database

Do you ever feel you are spending more time on creating reports than you are spending analyzing your reports? Manual work of transferring data from your databases to Excel is very time-consuming.

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How UiPath Help Generate Excel Report from Database Automation?

UiPath robot capable of mimicking human user actions.

UiPath robot will help you to improve the speed of the operation, accuracy and end the repetitive tasks. UiPath gives you back your time to instead spend it making critical business decisions based on the data in your reports.

Generate Excel Report from Database Automation using UiPath

Build automation with no code using UiPath StudioX

  • Create a new project by selecting a blank task in the new project section.

  • Fill in the process name, location, and description

  • Let's build the UiPath robot

  1. Click Manage Packages - Add UiPath.Database.Activities - Install - Save

  2. Click Manage Packages - Add Balareva.Excel.Activities - Install - Save

  3. Add activity Database connect - choose data source

  4. Click tab variable and set sheet

  5. Add activity Sequence - add activity Execute Query and set connection to database to get PO data

  6. Add activity Multiple Assign 

  7. Add activity Sequence - add activity Execute Query and set connection to database to get SO data

  8. Add activity Multiple Assign 

  9. Add activity Sequence - add activity Execute Query and set connection to database to get Exchange Rate data

  10. Add activity Assign

  11. Add activity Excel Application Scope and set outputPath

  12. Add activity Write Cell for sheet PO

  13. Add activity Write Range for sheet PO

  14. Add activity Write Cell for sheet SO

  15. Add activity Write Range for sheet SO

  16. Add activity Write Cell for sheet Exchange Rate

  17. Add activity Wite Range for sheet Exchange Rate

  18. Add new Sequence to format existing data in Excel into a table

  19. Add activity Change Cell Type

  20. Add activity Create Table

  21. Add activity Start Process to open file excel

  22. Click the button "Run"

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