RPA UiPath Full Course | RPA UiPath Tutorial For Beginners | RPA Course | RPA Tutorial | Simplilearn

hey guys welcome to this full course on rpa uipath this full course video will cover the core topics of rpa ui path rpa is in demand and highly growing field uipath is the leading robotic process automation tool for large-scale end-to-end automation for an accelerated business change it provides solution for business to automate routine office activities so if you are interested in rpa and tools like uipath then you're in the right place this video will help you understand the concepts of rpa ui path so here is the list of topics covered we'll first understand what is rpa then look at the top 10 reasons to learn robotic process automation we will see some of the real time rpa examples followed by which we will look at the comparison between rpa tools like ui path automation anywhere and blue prism proceeding further we will understand what is ui path and then learn how ui path is installed in the device then we will see the ui part tutorial for beginners followed by which we will go through uipath orchestrator uipath robotic enterprise framework uipath web automation and then we will see excel automation in ui path as to how excel is used in ui path lastly we will see rpa developer salaries skills resume roles and responsibilities and finally uipath interview questions that will help you crack the interview with ease i am sure you are excited to begin with full course but before we begin make sure you have subscribed to our youtube channel and clicked on the bell icon so you never miss an update from simply learn so without wasting any further time let's get started this is jim he is an accountant in a multinational company he handles several invoices and other financial records like monetary transactions liabilities checks and ledgers on a daily basis one of his tasks is to copy all the relevant information from these invoices such as the name of the company invoice id and data processing into a spreadsheet and mail the sheet along with other financial reports to his superiors by the end of the day as any prompt employee he transfers all the information to the sheet attaches the reports and sends them over to his boss via email every day but over a period he starts finding this task to be time consuming and repetitive frustrated jim looks for a way to reduce the time and effort it takes to complete the task and voila he stumbles across robotic process automation aka rpa using robotic process automation he builds a simple bot that extracts information from several invoices into an excel sheet attaches all the necessary financial reports and sends them over to his superiors via email at a specific time every day so what exactly is robotic process automation robotic process automation rpa is the use of software with artificial intelligence and machine learning capabilities to handle high volume repetitive tasks that previously required humans to perform some of these tasks include addressing queries making calculations maintenance of records and performing transactions there are several misconceptions about rpa rpa is not a humanoid robot it does not have a physical form and no resemblance to humans rpa cannot replace humans or replicate human cognitive functions it does not have a brain of its own and cannot perform logical or critical thinking as humans do the working of rpa includes four crucial phases one the planning phase typically involves gathering the processes to be automated identifying the test objects and finalizing the implementation approach two the development phase includes the creation of automation workflows as per the agreed plan three deployment and testing is a vital phase since it uncovers any unexpected outages and ensures a bug-free product four lastly there's the support and maintenance phase which ensures that the product is continuously updated with smooth deployment across the user base to meet the objectives of rpa tools are used these rpa tools are software applications that can configure tasks and automate them some of the popular rpa tools in the market are uipath automation anywhere blue prism work fusion pega and redwood among others when it comes to quality rpa ensures consistent error-free output leading to reduced operational risks this in turn improves customer satisfaction in the area of delivery rpa can help decrease the average handling time and this enhances the customer experience and ensures 24 7 business continuity with respect to cost according to nascom domestic businesses can reduce the cost by up to 65 percent through rpa it offers a higher roi by driving positive returns within quarters as opposed to years other advantages of rpa include reduced training costs minimal utilization of it resources and easier software migration today many domains and industries like banking and finance i t integration processes human resources insurance agencies marketing and sales and customer relationship management readily deploy rpa rpa service adoption has been showing tremendous growth since 2016 and will continue to increase beyond 2020. according to mckinsey's research knowledge and work automation could have an economic impact of five to seven trillion dollars by the year twenty twenty five it will impact more than two hundred and thirty million knowledge workers which constitute nine percent of the global workforce any company which is labor intensive where people are performing high volume high transaction functions stand to benefit the most with rpa adoption boosting their capabilities and saving money and time now that we've discussed what rpa is and isn't here's a question for you which of the following is not an rpa use case one email query processing two data extraction three image recognition 4. payroll processing give it a thought and leave your answers in the comment section below rpa offers the ability to automate business processes quickly and easily it paves the way for digital transformation by placing automation tools at the user's disposal so what are you waiting for get certified and become an rpa developer to build a bright future in the field of automation 10 reasons why you should learn rpa but before jumping into it let me give you a brief insight into what exactly rpa is now do you remember the time you used the digital calculator in maybe your calculus class it made it so much easier for you to arrive at an answer calculators undoubtedly helped you solve complex mathematical problems which previously required a lot of time and of course doing manual calculations have inherently several errors but does calculation account for automation well no a conventional calculator requires manual input so this is partial automation automating the usage of a calculator that requires zero human intervention is what rpa does so what exactly is rpa robotic process automation is the use of software with artificial intelligence and machine learning capabilities to handle high volume repeated tasks that previously required humans now some of these tasks include addressing queries making calculations maintaining records or even making transactions so why is rpa gaining popularity so rapidly and why do companies and techies have rpa perspectives so here are the 10 reasons why one should learn rpa so number 10 fast implementation now getting data entry bots up and running goes quickly implementing a new rpa software system certainly happens much faster than training a new person you can have these data entry bots up and running in just days in contrast if you wanted to hire a new human employee you'd be taking a lot of time in sorting out resumes conducting interviews going through the entire boring hiring process and then finally when you find the right person you'd have to spend time and energy on training them however in case of rpa all of this is countered number nine we have no training time so now this is an important one if your process changes and the bots need to learn something new you can either replace them with new bots or alter their programming now that again goes much faster than training employees for new tasks in terms of costs training an employee for a new task will pan out to be way more expensive and time consuming next up the bots will never quit now with rpa you don't have to worry about employees quitting or dealing with the turnover bots don't care how hard they're working or how boring their job is or how repeatedly they're doing the same tasks again yes it would be ironic if the bots got tired software bots can work all the time 24 hours a day every single day of the year at 100 capacity now rpa doesn't take holidays it doesn't have sick needs and of course they do not have unproductive days at all well isn't that a treat to have someone who never retires or decides it's time to move to a different job next up minimal i.t resources maintaining software bots requires minimal id resources in some cases it doesn't id doesn't need to get involved at all your rpa systems will be managed by the software provider they're responsible for maintenance and updates all of that it completely takes the burden off it and saves your company a whole lot of money roi is visible now every organization wants to quantify their gains many of these organizations do not know how they should determine their roi but when it comes to adopting robotic process automation roi is visible it defines a clearer path to demonstrate its returns complex problems can be solved now as our data sources and analytical capabilities have grown so has the time required to build various reports robotic process automation system is ideal for solution to solve these types of problems the system stores the information and it can also remember and transform this information very easily that means this makes you auditable and tax ready software migration now it's a fact that software migrations are time consuming and costly migrating to a new software could take months and cost could turn out to be tens or thousands of millions of dollars what's even more frustrating is that at all times certain features and functionalities which may have functioned in a particular way in a previous version may not even be present in the updated version so rpa helps with data migration with accuracy speed and continuous updating of software rpa has a free tier many rpa vendors offer free tiers some of these vendors are blue prism automation anywhere ui path among others these rpa software vendors are offering high rpa software notably ui path with their community edition and work fusion with their rpa express this helps lower the total cost of ownership there's no rip and replays now rpa doesn't jeopardize an employee's job but helps with the growth of new jobs to do your work you need some additional software yes and virtual machines to deploy fully independent digital bots but you may not need to rip and replace your existing infrastructures also there's a common misconception that rpa could steal our jobs well that's not true monitoring and controlling these bots are completely the responsibilities of the developer as a result rpa does not pull down your existing systems but it leverages them lastly popularity and high salary according to glassdoor the average salary of an rpa developer in the us is 77 000 us dollars and in india the beginning salary for an rpa developer is around 4.65 lakhs per annum top tier companies like dell ibm accenture capgemini cognizant among others are readily hiring rpa developers now with that let's move on to the growth projections of rpa now looking at the graph here both rps software and services increase by huge amounts during between 2016 and 2020. according to mckenzie research knowledge and work automation could have an economic impact of five to seven trillion dollars by the year 2025. it will touch more than 230 million knowledge workers which are which constitute about nine percent of the global workforce any company which is labor intensive where people are performing high volume high transaction functions will boost their capabilities and save money and time with rpa now this is all you need to know about why one should learn rpa but if you're looking to become a developer let's look at some of the job roles and responsibilities rpa developers are responsible for the creation design development and implementation of rpa systems an rpa developer is expected to provide guidance with process design design develop test automation flip workflows deploy rpa components be it bots robots or development tools support the implementation of rpa solutions create process documentation and also assure the quality of the automation in this video we will be looking at the robotic process automation example let us consider a discussion between john and jaime john is very curious and wants to know how and where rpa is used in different fields jaime being a developer helps john in understanding the rpa examples even if you are curious to know the applications of rpa then you are at the right place so let's get started the first example is customer service let's look at the problem statement a customer representative must understand and solve the customer queries carry out the necessary actions by switching between the various softwares and applications and inform the customer this must wait while the representative is busy dealing with data sometimes asking for information that has already been requested this tends to decrease customer satisfaction and extends call duration the solution requires identifying frequently asked customer questions assessing customer representative actions in response to those questions and developing rpa solutions to facilitate those questions when several sets of information need to be coordinated across systems the customer service representative can launch a bot the bot completes all actions in seconds with the press of a button for frequently asked questions a dashboard can be created a customer service representative will fill out the necessary information to receive the queries and bots will use that data in multiple systems to complete the transaction let's look at an example consider a scenario where a company was providing support to the client and the company was supposed to handle a large number of calls approximately 20 000 calls per month which required a significant amount of time spent in the support team because of the system's complexity an executive's average time was about 10 minutes the system was inefficient and slow resulting in a poor customer service with the rpa solution the organization gained a virtual team that can complete the task in less than a minute resulting in a drastic reduction in an execution time the rpa board performs the following task loading a comprehensive customer profile obtaining a detailed billing information user preferences and other user information are being updated resolving common but simple customer issues let's look at the second example financial service financial service involves compiling and combining financial information from various departments and storing the records in a system data is manually extracted from a bank statements to reconcile documents and link them to its forms using detailed spreadsheets to complete the reports business rely on excel legacy software and manual labor which is tedious and time consuming solution robots can generate invoices in seconds prompting clients to pay more quickly rpa in financial services tracks and standardizes and validates payments process orders and avoids errors and is always on top of things such a disciplined assistant makes the customers experience less stressful adding value to the service provider rpa in finance eliminates the need for endless email correspondence and ensures a smooth payment approval process matches invoices to responsible parties and sets deadline reminders automated data entry speeds up the process and relieves human employees of huge tasks this enables precise and structured invoice processing consider a financial service company that's having difficulty extracting data from financial documents efficiently and accurately in order to generate ratings using rpa company implemented an application that recognized and processed data this enabled the client to quickly and cost effectively automate the tasks performed by rpa bots in financial service are investment management reconciliation of bank statements organizing the finances record of accounts receivables and pay the third example is hr service this operation includes numerous routine steps such as interview scheduling record keeping resume screening candidate shortlisting induction training and onboarding hiring and firing place a significant burden on hr and other support functions such as i.t security and facilities management particularly for medium and large businesses while it is expensive to build a solution that encompasses all of these functions and completes a necessary task for new or departing employees some employees can be sloppy with recording absences vacation or in general using the existing absence management system so the possible solution for this is rpa can be used to collect and screen resumes and online application forms contact through background checks and compare the information to all the relevant job requisitions this allows the best candidates to be shortlisted rpa can be used quickly to create offer letters for new employees that are both personalized and accurate and also validate records by cross-checking data such as absenteeism reports against time logged in the corporate network and alerting when information is missing or inconsistent talent acquisition team of a company automated aspects of onboarding process for new employees previously the onboarding paperwork was completed manually by one person consuming a significant amount of employees time that could have been spent on more valuable work this type of work that no one wants to do day after day the company understands that an hr department wants to provide a digital and straightforward experience the task required a lot of copy and paste activities with the implementation of rpa the bot completed the onboarding paperwork in less time allowing hrs to spend more time on corporate social responsibilities hiring talent initiatives and improving a company's reputation the tasks performed by rpa bots in hr service are screening resumes onboarding of new hires attendance management induction and training employment management and survey report the fourth example is telecom service the telecommunications industry involves high frequency of manual repetitive rules-based processes all of which are critical for providing appropriate service delivery thus the foundation of telecommunications is made up of process that are highly amenable to automation for telecommunication companies looking to improve their customer service high reliability and accuracy of process outcomes are required solution the use of robotic process automation in telecom reduces error rates to close to zero improves data quality improves customer service and increases operational efficiency all while contributing significantly to cost reduction rpa technology can capture the business process task performed by a telecom company's employees based on the employee section a well-structured workflow can be generated which serves as the foundation for automated process by mapping each process step with its significant cost for manual execution it is simple to determine which action should be automated to maximize return on the investment consider an example a telecommunications and media company decided to automate its order creation and service removal process to cut cost associated with the company speed booster discount service and deal with a massive amount of transactional data with the implementation of rpa it becomes simple to automate the order build process and service removal activity the tasks performed by rpa boards in telecom service are it checks on the credit and sim card swapping the solution of customer complaints quoting customer phone numbers responding to questions from partners the fifth example is healthcare service healthcare systems contain numerous burdensome tasks that involve significant resource allocation such as claim management this results in high operational cost and slow process every industry has inefficiencies but few face the health care industry's challenges strict regulations regarding patient data and lack of resources to deal with such rules building takes time after a health care service is provided due to manual and repetitive task in the management process management process include document and data input processing and evaluation in addition to the automating time consuming task patients can schedule appointments without the intervention of hospital employees credit to rpa technology along with eliminating the need of resource allocation for scheduling by allowing patients to reschedule appointments more quickly this application can improve customer relations rpa allows healthcare providers to track and document each process step in structured log files to comply with external audits rpa improves data confidentiality because bots handle this process let's consider an example daily a healthcare organization deals with the process of patient transaction data customer details recording claims to the process and data reconciliation for healthcare schemes are some of the manual process they must streamline daily the primary goal was to increase the efficiency of existing approaches to achieve greater accuracy with reduced turnaround time robotic process automation was implemented and the most significant possible impact was obtained rpa platform handled claims processing and health data reconciliation program healthcare was able to reduce turnaround time with this solution the tasks performed by rpa boards in healthcare service are appointment scheduling regulatory compliance data entry and supporting analytics to improve treatment in this video we are going to compare the most commonly used rpa tools namely blue prism uipath and automation anywhere so what's in it for you first we'll learn why exactly rpa came into picture and then what exactly rp is lastly we'll compare the tools based on trial version based technologies process designer accessibility macro recorders architecture learning robots accuracy reusability pricing and then certification so without further ado let's begin and understand why was rpa introduced consider the process of onboarding a recruit to your organization the whole process will involve tasks like creating a new user account a new email address access rights documents retrieval and so on so instead of doing all of this manually one can automate the process so with rpa the user can automatically activate a template for the onboarding workflow rpa can help assess prepare and create new join edata initiate mailing of offer letters and streamline the information across different systems so what is rpa robotic process automation is the use of software with artificial intelligence and machine learning capabilities to handle high volume repeated tasks that previously required humans to perform now some of these tasks could include addressing queries making calculations maintaining records or even making transactions now rpa tools are the software through which one can configure tasks that are to be automated so some of the widely used tools are ui path studio automation anywhere blue prism workfusion among others now assuming you have a basic understanding of rpa let's go on and compare the popularly used tools first up is trial version every tool generally offers a trial version for its users to get acquainted with the tool this helps the users understand the tool better and decide if they want to proceed with using the tool blueprism offers a free trial version it's available in two options either on the cloud or on the local computer uipath also offers a free edition both trial and license versions are available automation anywhere offers a free community version and both trial and license versions are available next up is base technologies based technologies define the technology with which the software was built blue prism is based on c sharp uipath is based on microsoft vendors like sharepoint kibana and elastic search while automation anywhere is based on modern java technologies the third feature of comparison is process designer blue prism enables you to create design edit as well as test business processes from the visual business object now a vbo is like an adapter provided by blue prism for communicating with an application each visual business object implements a specific set of operations on an application's user interface so these are basically like objects that encapsulate a particular functional logic uipath on the other hand acts as a visual process designer with developer friendly options now a visual process designer is a dashboard consisting of various tools through which the developer can define the automation tasks automation anywhere is developer friendly with a visual interface built for business users along with advanced features for developers business users and developers can work side by side to build bots they can see the visual interface and code in a single screen the next feature of comparison is accessibility blueprism offers browser-based access only ui path and automation anywhere on the contrary offer both application based and browser-based accessibility in case of automation anywhere the control room can be accessed with a browser or a mobile application this is the only platform where users can create bots on any device or any operating system moving on to the next feature learning now in case of blue prism the user should have the necessary knowledge of programming he should be able to create business objects and manage them in the control center ui path enables you to design automation processes visually through diagrams the developer need not know a programming language in particular when it comes to automation anywhere it is developer friendly and offers both visual and programming features business users can build bots with the help of drag and drop features beginners benefit from the built-in product walkthrough next up is robots now before we jump in let's discuss what the different types of bots are there are two types of ports we have the front office bots whose deployment is in the user's control we also have back office boards that can run on locked machines from an orchestrator the user may not be actively involved in its working so moving on to the comparison blue prism offers back office automation only ui path and automation anywhere offer both front and back office automation in case of automation anywhere the hbc or the human bot collaboration feature enables humans and bots to work together to complete a task and also to manage exceptions and escalations moving on the next feature is macro recorder now the macro recorder allows you to record keyboard activities and mouse events to generate automation scripts these activities are arranged based on the order or sequence of actions being performed on the screen so moving on to the comparison blue prism does not use a macro recorder uipath makes use of a mac2 recorder to enable fast process mapping automation anywhere offers a universal recorder so that the user need not select different recorders for different tasks moving on to the next feature architecture an application that runs on the client side and accesses the remote server for information uses the client server architecture whereas an application that runs entirely on a web browser uses the web architecture in case of a client server architecture the user interaction with the server is always through a user interface or application on the client side on the other hand in a web application the user interaction is thoroughly through a web browser now blue prism and uipath both incorporate a client server architecture automation anywhere incorporates a cloud-native web-based microservices architecture it is the only platform that provides a complete digital worker solution on the web users with any skill level can instantly start building robots on a browser without any heavy installation the next feature is accuracy blue prism is accurate for desktop web and citrix automation ui path shines in citrix automation designed for bpo automation and automation anywhere shines in citrix automation with ai sense technology well any automation solution built using a virtual desktop or built to work in virtual desktops is called citrix automation moving on to the next feature reusability blue prism consists of a library of business objects that can be reused across multiple methods it also offers high reliability in the case of uipath the processes can be used for various synthesis services with several workflow modules as a result uipath offers a high degree of usability and moderate reliability in the case of automation anywhere apart from the standard common library users can develop custom actions upload and manage packages in their enterprise control room every bot created in automation anywhere is reusable the bot store has hundreds of pre-configured bots and digital workers to kick start a user's rpa journey next up is pricing blue prism has a high cost of acquisition it also offers restricted training uipath offers effective pleasant entry level pricing automation anywhere offers attractive entry-level pricing its users also experience the lowest total cost of ownership because of its native capabilities and web-based architecture moving on to the last feature certifications blue prism offers several certifications like blue prism professional developer blue prism rom architect among others uipath provides free online training and certification programs like rpa developer advanced certification automation anywhere university offers free online training and certification programs for both students and advanced practitioners professionals can also avail job role specific certifications there are several rpa tools in the market today however blue prism automation anywhere and uipath are leading the market let's get started with what is uipath uipath is a robotic process automation tool for large-scale end-to-end automation for an accelerated business change it provides solution for business to automate routine office activities it uses a variety of methods to transform tedious tasks into automated process daniel dines and marius tirka romanian entrepreneurs founded uipath in bucharest in 2005. the first uipath desktop automation product line was launched in 2013 giving business rpa tools to automate manual and repetitive back-office tasks let's look at the features of uipath drag and drop workflow the user of uipath will develop visual process steps by dragging and dropping related tasks onto the graphical workspace then with the user interface properties they can transform those process steps into a visual workflow users may also use the recorder wizard in the ui part tool to build web based or application workflows the next feature is record and playback the user can use this function to record actions and transform them into automated process series ui path has the following types of recording options basic recording it focuses on automating single task and is commonly used to develop each activity's complete selector desktop recording it can be used for a variety of actions as well as actions development web recording it is a common tool for viewing and recording web page activities citrix recording it is very widely used for recording stuff like pictures and virtualized environment automation next we have inbuilt activities in uipath uipath comes with over 300 built-in activities covering a wide range of process automation and application integration design tasks these activities are found in activities pane which covers most design tasks such as data extraction data entry and automation next we have advanced scraping options scraping data from web pages and applications is easier with ui path screen scraping furthermore the data screen scraping wizard helps in scraping of data with a repetitive structure scraping solution works flawlessly with any program including dotnet java flash pdf legacy and sap next we have high security and robustness we can create super smart durable robots with uipath with a simple visual canvas everyone in the company can use bots uipath offers high security auto login functionality to run the bots and operates with a locked screen allowing automated process to run in complete privacy let's look at the components of uipath the first component we have ui path studio uipath robot and uipath orchestrator let's look at them one by one this is how a ui path studio looks like uipath studio is a user friendly interface inside the tool that allows user to visually plan and design various automation process through diagrams using drag and drop functionality these diagrams are merely a structural reflection of specific tasks that must be completed this is the activity pane in the ui part studio it consists of project activities and snippets this is the ribbon tab it consists of saving options opening new files debugging files recording screen scraping data scraping and many more we will explore this in the demo section next we have output pane where output is being displayed and we have the properties pane where the properties of each activity is shown here the next component is uipath robot after you have built your process the next move is to put into action in the uipath studio uipath robots are used to translate the process into tasks which are then executed these robots are used to assign various tasks and carry them out in the same manner as humans but without human interference when given operation occurs on the computer ui path robots are programmed to begin executing tasks automatically next we have uipath orchestrator the orchestrator is a web-based application in uipath it has features like deploying monitoring scheduling and controlling automated bots and process it's a centralized forum for managing and controlling all software bots let's look at the architecture of uipath it consists of two sections the client side and the server side and the three layers let us look at them one by one we will first look at decline side and the server side client-side ui path components are those that the user or developer can communicate with directly ui path studio uipath robot browser and uipath agent are usually included ui paths back and operation are considered server side the tasks and workflows that a user produces are saved in the databases uipath orchestrator chooses the necessary function and the software robots to carry out the code's task the robot's locks and statistics are stored in the back end locks are useful for analyzing robot performance and detecting errors in them the two elements comprise the ui path robot agent support for ui path and the executor service for uipath the agent support for ui path is a service in ui path that serves as the mediator between the client side and the server side of ui path all of the information and data are conveyed via the handler messages are also logged into the orchestrator before being moved to the sql server the service can be used to search all of the currently available tasks in the device tray it also can change device settings and start and stop the current task execute a service for uipath in this the software robots use this service to carry out the tasks specified in the windows session now let us look at the three layers first one is the presentation layer this ui path components that are open to the users make up the client layer ui path studio robots browsers uipath agent and executors for example a user or developer may use these components to design and create different tasks that can be automated computer robots are commonly used to complete this task the client layer is an another name for the presentation layer let us look at the service layer the ui uipath's architecture's most significant sheet the cloud layer shows all server information the uipath orchestrator is the most significant part of the server layer when the robots can perform the task the entire project is periodically uploaded to the server within the aid of an orchestrator the project is often carried out through several structures the orchestrator is in charge of the whole band it keeps track of the project development scheduled software robots for execution and produces summary reports based on the filtered parameter it assists in the synchronization of software robots so that they can continue to perform routine tasks it helps our project meet project requirements service levels and deadlines thanks to its web-based management system now let us look at the persistence layer database servers make up the bulk of this sheet during this layer all of the robot's configuration information is saved users insert data robots assigned tasks logging information and assets among the other items into the orchestrators configuration details furthermore persistency layer is in charge of keeping the log information updated by the uipath agent services elasticsearch is used to store these locks the locks are primarily useful for locating and correcting errors process level data is usually saved in relational database management system such as sql server this makes processing logs from the vast volume of data a lot simpler hence the queues tasks are often taken care by the persistency layer let's look at some of the applications of uipath in sales in sales ui path is used to generate invoice this is an example of data replication in action both crm and accounting systems must have the same sales details bots can update accounting records prepare and send invoices from the appropriate email addresses instead of manually replicating data it is also used in keeping scorecards up to date companies that do not have hr and crm systems integrated can use rpa bots to ensure that crm adjustments are submitted to scorecards in real time allowing sales reps to track their progress it is used in crm updating a new class of solution is evolving to incorporate their email call and other contact data into crm a simple bot could be written to update your crm records with customer contact information if you can't find a suitable solution for using the crm systems next it is used in banking in banking it is used to check kyc though dedicated kyc solutions are evolving rpa bots can be used to automate portions of the kyc process if your organization does not want to use one a case may be referred to an employee in the event of an edge case that requires human involvement it is used in sanction of loans like most document process activities this method is appropriate to rp automation because complex business logic can be embedded in bots which can partially automate loan decisions and the manual process that follow it is used in execution of trade rpa bots may be useful in situations where legacy systems are incapable of storing complex limit orders however this is more a band-aid solution in the long run switching to a sophisticated and competent trading system will certainly be a smart investment considering how it could increase trading and minimize trader workload next it is used in healthcare in healthcare it is used for appointment scheduling the rpa bot makes appointment for patients based on their diagnosis doctor availability location and other factors such as financial statement and insurance details it is used in supporting analytics to improve patient treatment rpa bots may collect a variety of medical information rpa boards for example can use patient data to a third party healthcare analytics provider to provide more reliable diagnosis and better patient care without violating any confidentiality regulations let's look at the benefits of ui path increase productivity ui path automates with quick speed and accessibility consider an rpa bot that allows a worker to produce a monthly report in 20 minutes instead of manually taking 4 hours the company's productivity could increase as a result of process automation next we have high efficiency rpa software does not need a break it can operate 24 hours a day a single rpa robot may replace two to five full time workers if not more robots can do the same amount of work in less time or more work at the same time than humans customer experience in rpa adopted business routine and repetitive and boring tasks are assigned to robots allowing employees to focus more on customer service company may meet consumer needs with the help of professional and knowledgeable employees highly secure there is no risk of information leakage from one component to another because it performs single task as a result data access is strictly monitored and reported cost effective ui path has minimal operating cost and more efficient use of it resources let's look at the top companies hiring ui part developers infosys ibm deloitte ey kpmg tata tech mahindra and capgemini let's look at the salary trends for ui part developers the average pay scale for a ui part developer in india is 5 lakh 45 000 rupees ui part developer salary ranges from 362 000 rupees to 1 million in usa the ui developer's salary ranges from 58 000 to 107 000 and the average salary is 76 000 let's look at a demo consider a scenario where you have multiple excel files you want to combine the data in single file in this demo we will merge two excel files into a single excel file and send it over an email let's create automation to merge two excel files using uipath from here we can open a new project or existing project stored locally or on version control system with the click we can open a new project or create a new project from a template uipath offers many templates depending on what you are trying to do for now let us start with a blank project so we'll open a blank project here so we'll open our main workflow we'll go to new and select a new sequence we can do it using a flowchart as well but for now i'll show you doing a sequence so we'll open the sequence and we'll name the sequence since we are merging two files i'll name it as merging files and i'll create it so we'll go to the activities pane firstly we need to drag and drop a read csv activity so search for read csv so drag and drop read csv activity since we are using two excel files so we need to read csv activities and read from the file we need to select the file location so we'll select the file location sample csv file one and at the file tool we'll select another file location sample csv file at the output side will create a variable and name it as sl underscore file y similarly for another csv we'll create a variable and name it as sl underscore file 2. so this much is done now we need an assign activity so we'll search for assign activity so we'll drag and drop assign activity has two parameters two and enter an expression so in the two we'll create a variable name name it as merged a cell and in the expression write an expression say excel underscore file 1 dot clone why are we using a clone function the clone function creates a new data table with same structure but does not copy the data oops it's showing an error here so what's the error so we need to assign the variable type to be system.data.data table here we go error has gone so after using the assign activity we need to merge the data table so we need merge data table activity so search for merge data table here we go drag and drop it we need to merge data table activities so drag and drop and specify the destination and source here the destination is the merged cell and the source is the sl underscore file one for the first data merge table similarly for second merge data table destination remains same source will change to sl underscore file too this is done so next we need to drag and drop a write csv file write csv file creates an output file in which you want to merge the two files so search for write csv here we go drag and drop it so choose the path create the file so you can see there is no output file here so we'll create the output file now which is an empty file so output dot csv so we have created an output file so right from we'll write it as merged excel we need the data from merged asset [Music] so the output file is created so now we need to send the file over and mail so for that we need to drag and drop a get password activity so we'll search for get password activity here we go drag and drop it and once you get this get password activity enter the password here enter your password email id password so there is a prerequisite when you use get password to receive a mail go to your google account in google account go to your security option and in security there is an option called less secure app access turn that on i'll repeat turn on the less secure app access okay once the get password is done go to the results section in the results section right click and create a variable name it's something maybe sss so i've created a variable there so we need a last activity now that is smt mail message smtp mail message drag and drop it so in the host port and enter this server so the server you have to enter it as smtp dot gmail all should be in the double quotes smtp.gmail.com and enter the port number as 587 and enter your email id here which is your own email id i'll enter my once you enter the email id enter the password what we had created so that's done so enter the email id here enter the subject whatever you want so i will enter it as merged data most excel files enter the body so we'll attach the file so what is the file which we are attaching so we are attaching the output file what we have named it as output dot csv file so that's it will run the program run the code sample execution has started and within the 10 seconds sample execution has ended so we'll go and check if we have received the mail so this is my email id here we go we have received the email here let's open this let's open the output file here we go you can see the data is being merged and if you go to the file where the documents were stored here you go these were the two files the sample file one and sample file two and this is the most file which was created let me show you the sample file 1 and sample file 2. so this is the sample file 1 with 10 rows and this is sample file 2 which also has 10 rows so this is file 2 with 10 rows and file 1 with 10 rows and here we go this is the output file which has both tent and rows merged here here we go it is sent over and made in this video we will be looking at the installation of ui path so let us see the requirements we will first look at the hardware requirements the cpu should at least have a processor of 1.4 gigahertz 32-bit configuration or it's recommended to have a 1.8 gigahertz 64-bit configuration the device is recommended to have a ram of 8 gb if not at least a minimum of 4 gb let us look at the software requirements if you are using a windows operating system then windows should be of version 8.1 or 8.1 n or 10 or 10 n and the windows server should be of 2012 r2 2016 or 2019 versions another prerequisite site is to have dotnet framework of minimum of 4.5.2 version installed let us look at the additions the different editions that uipath offers uipath offers two types of editions community edition and enterprise edition community edition is for the developers and small teams who are just starting on their automation journey the enterprise edition is further classified into three types enterprise studio edition enterprise cloud edition and enterprise server edition so enterprise studio edition is for individual enterprise developers who want to experiment with ui path studio price cloud is a cloud-based deployment of entire rpa enterprise platform for any size business enterprise server on-premises deployment for entire enterprise automation platform for large-scale business let us look at the different profiles in uipath ui path studio x ui path studio and ui patch studio pro ui path studio x is for business users if you are not a developer but if you want to automate a simple task then it is easy to use a studio x uipath studio it is for rpl developers build complex automation that is run by attended or unattended robots uipath studio pro it is for specialized developers automate with the ai advanced rpa features testing tools and sophisticated coding services so we will look at the installation let us install uipath go to any one of the browser and search for uipath.com this will take you to the official uipath website here you can see try uipath for free click here since i have already registered before it is showing as continue to existing organization if you are visiting this website for the first time then you might have to register or sign in using an email account after signing in and filling all the details you can continue here you can see download uipath studio click on this and download the ui path studio here you go the ui patch studio setup file is getting downloaded once the ui path file is downloaded run the setup file and here you can see the ui path is getting installed after installation it will ask for a license select community license which is free after selecting the license you need to choose a profile there are three profiles ui patch studio pro which is the advanced studio ide it has features like testing tools advanced rpa features and coding services another profile is uipath studio it is for developers who have pure programming experience and the last profile is the ui path studio x it is for the people who don't have any programming experience so we will select uipath studio x for now next ui path will ask you to update the channel you can either select the stable version or preview version we will select the stable version for now after you select the versions you need to select the source control plugins you can enable git version control system or apache sub version and azure develop server ui path provides a short introduction video tutorials to learn how to build automations following step by step instructions and an academy to take free training on the uipath academy so that's it you have successfully installed uipath studio from here you can open a new project new template and start building the first automation in this video we will learn about ui path studio in depth and understand it's working with a demo so what is uipath now rpa is a technology with which human tasks can be automated to facilitate this a tool is required uipath is one such tool among others that are used to create bots with the help of visual processes and diagrams it provides complete end-to-end automation calling it hyper automation ui path was founded by daniel dines and marius turka in 2005. uipath is specially used for windows process automation it automates repetitive tasks and lastly uipath offers drag and drop functionalities to make it easy to use now since there are so many other tools like blue prism automation anywhere in the market what makes ui path stand out so let's look at the advantages of uipath first uipath has an activity library this library has several built-in activities and features like display message input box and so on this improves the customer experience we will deal with these activities in the demo later next up is security rpa deals with a variety of information like credit card numbers financial information and passwords uipath offers extensive security since all the information can be encrypted and stored on a centralized server up next we have recorders so ui path uses a micro recorder to record the user actions such as mouse clicks and keystrokes once the actions are recorded they can be emulated using emulators for quick automation third-party integration uipath can be integrated with third-party plugins like ibm watson and google plugins then we have powerful debugging ui path studio comes with a debug component that helps find and locate problems easily in complex workflows this is useful for viewing the execution of each activity to verify what data it gets and if there are errors in producing outputs now let's understand the various ui path products first up is ui path studio this is the platform to create the bots this product consists of all the necessary drag and drop activities and a robust ui to help develop bots of your choice now the uipath studio consists of the gui dashboard it offers a visual dashboard with activities like send email display message and so on then we have types of recorders uipath studio offers various types of recorders to record actions on multiple platforms then we have logging and exception handling it offers various options for debugging and exception handling such as debug open logs slow step etc and finally we have reusable components the user can create reusable components to publish them together as libraries next we have the uipath robots all the automation tasks that created are run by uipath robots there are two types of robots attended robots and unattended robots attended robots work with you to speed up service desk and help desk it is used in activities where human involvement is the key unattended robots operate without human touch maximizing cost and performance benefits for any variety of back office tasks lastly we have the uipath orchestrator the orchestrator is like a centralized entity where you can deploy secure manage all your automation tasks here are the steps involved first you create a bot now you create a project and publish it as a process for further use once a process is created it is assigned to a specific robot to execute in an environment this collectively constitutes a job now let's move on to the architecture of ui so on the top you have the client layer consisting of uipath studio and the uipath robot now the uipath robot has two parts one is the uipath agent service which displays all the available jobs in the system tray and the other one is the uipath executor service which is used to run the jobs in one windows session the server layer receives the robot once it is ready for execution with the help of the orchestrator you can run the project on different pcs the orchestrator monitors the deploys configures queue management and logging lastly we have the persistent layer which consists of the databases it takes care of the queues and holds information about the robot configuration and their assigned processes now that we know what ui path is let's acquaint ourselves with its user interface and understand its components better so this is what the typical interface looks like first we have the ribbon it consists of three tabs home design and debug home is where you start a new project from pre-defined templates or open a project you recently worked on by default the projects are created in the location shown below next is the design tab design tab adds sequences flowcharts and state machines to your project it installs and manages activity packages it builds interactions with ui elements and then publishes your work to orchestrator finally is debug it debugs your workflow by using debugging tools to set up breakpoints monitor the execution of activity step by step and adjust the debugging speed next on the screen is tools so the tools tab can be used for installing extensions from chrome firefox edge java silverlight citrix and windows remote desktop and is also used for launching the ui explorer and project dependencies mass update tool then we have settings the settings tab has options for changing the interface language theme setting global preferences and managing activity feeds so you have general settings then there is settings for design locations resources and finally license and profile up next you have help the help tab directs you to product documentation release notes online resources the community forum and the rpa academy after that you have the recorder the recorder component in uipath studio allows the user to record ui mouse movements and keyboard activities to generate automation scripts after that you have scraping so ui path studio supports two types of scraping one is screen scraping and the next one is data scraping so screen scraping is programmatic collection of visual data and data scraping is the extraction of structured data from an application then you have user events user events records events such as mouse clicks and keystrokes then you have variables so variables hold different types of data these variables can change over time uipath makes an easy provision to create and remove unused variables on the bottom left you have project so the project panel enables you to view the components of the current project add folders open the file location manage dependencies and adjust project settings beside it you have activities panel so the activities panel shows available activities that can be added to the current workflow users can use the search box to find activities navigate through them using navigation keys and press you also have the snippets panel which enables you to easily reuse automation it includes by default multiple samples and snippets to the bottom right you have the properties panel which is contextual and enables you to view and change the properties of a selected activity you also have the outline panel which displays the project hierarchy all available variables and nodes you can highlight activities in this panel by selecting them in the designer panel the output panel enables you to display the output of the log message or write line activities among other things exceptions for packages are also displayed in this panel so now that you have understood the interface of uipath let's look at the companies using uipath so you have accenture capgemini cognizant ethos and deloitte to name a few now we'll do a demo to automate a task using uipath studio so here is what we are going to do in the demo we will create an automated process to fetch data from a website wherein the bot would extract data like the name of the person the phone number and the email id this data will store it in an excel sheet and send it over an email now let's get started now to do this demo we'll be using the fake name generator website to generate random data of people and store this data set in an excel sheet now if i had to do this manually i would first create an excel sheet so let me open an excel workbook i'll create a blank workbook so this is where i'll put my data if i had to do it manually so now let me take you to the fake name generator website so i'll search for fakenamegenerator.com so this is the website where you can generate fake names now if i had to store this data in excel i would manually copy paste each and every detail and paste it onto the excel sheet so for that first i had to create columns like name then phone number this in an email after that i had to come back to this and copy each of these fields it's the name if i had to take the phone number so i would copy this and similarly for the email address as well for one record it is fine what if you are asked to fetch 100 records or say 200 records then this method is not at all feasible it is time consuming and inefficient you need to find a way where you can automate this task of fetching records ui path is a solution for this so let's see how we can automate this task using the uipath studio so i'll click on open main workflow first we need to direct ui path to go to the fake name generator website for that we need the sequence activity so let me search for sequence here so under activities i'll search for sequence and i'll drag it here after that i need to open the website in a web browser so for that let me search for another activity called open browser so under activity i look for open browser so i'll drag it on the sequence itself now it is asking you to insert the url of the website and it must be within double quotes so i'll go to my website copy paste the url i have to give this url within double quotes then i'll paste it now we need to select the name of the browser where you want to open this website so under input and browser type i'll choose chrome now let me go ahead and run this file so under debug i have run file i'll click on it so as you can see the website is automatically opened in a new window on chrome i'll close this the next step in the process is to tell the program how many records we want to fetch from the website for this we will create an input dialog box so under activities i'll search for input so here you get the input dialog box i'll drag and drop it on the top now it is asking us to give the details so i'll put it within double quotes say enter the details of customers or say people and then here i'll give enter the number of records you want to fetch now now i have to store this information in a variable so under variables i'll create a variable and name it as total is the total number of records i want to fetch similarly under output result i'll give the same variable name as total now we need to fetch the details a number of times repeatedly say for 10 times or 20 times or 50 times to do this operation i will be using a do while loop so to use a do while loop i'll first search for do while and i'll drop it to the do section of the sequence as you can see do while has two components one is the body and the other one is condition the body has the things that you want the program to do the condition is where you evaluate certain conditions every time when the program has to do a task so for every step or iteration it will check if the condition is true or not and go inside the body of the loop now for doing this we need to assign a variable so let's name the variable as val and i'll change the variable type to integer and i'll make the scope to sequence i'll also assign a default value of 0. now we'll compare this val to the variable total so the condition i'll give is check if val is less than total so under condition i'll give val less than total so every time the value of val is less than the total it will keep fetching the records from the website you can see it has thrown some error now this is because our total variable is of type string while the val variable is of type integer so you can't compare an integer with a string variable so that would be absurd we need to convert the total variable to an integer using the same function so here itself i'll write c int which is convert this total variable to integer you can see the error is gone the next thing i want to do is if the value of the valve variable is less than total i'll increment the value of val to 1. so to do that i'll use an activity called assign so i'll check for assign and i'll drag it onto the body so here i'll give val equals to val plus one this will make sure the value of val increases by one every time there is a new record inserted it will continue until the value of val no longer matches the total so the next job is to extract information from the website to do this we will use the get full text activity so i'll search for get full text here and i'll drag it right below the assign activity now you need to select the information which you want so first i want to get the name i'll click on the indicate element inside browser and then select the name of the person so i'll click on this and i click on the name there you go now we need to store this name in a variable so i'll create a variable so under variable i'll create a variable called name and in the output also i'll give the same variable name next i want to fetch the phone number of the person so i'll again select get full text and i'll drag it here i'll click on indicate element inside browser so i'll scroll down and i'll select the phone number of the person so we have selected the phone number similarly i'll store this phone number in a variable so i'll create a variable called phone underscore number and the output text box also will give the same variable as phone underscore number after that i want to get the email address of the person so i'll continue with the same drill i'll select the activity once again which is get full text and i'll drag it right here i'll click on indicate element inside browser and now we'll select the email address which is this one similarly i'll store the email address in a variable called email underscore id and in the output also will give the same variable name which is email underscore id now we need to store the names phone numbers and email ids into an excel seat for that we need to create a data table so i'll search for data table under activities let me go ahead and do that so i'll choose build data table and drag it right below the input dialog box now this table has to be assigned to a variable so let me do that let me give a variable name as fetch underscore data underscore table similarly the output also will give the same variable name which is fetch underscore data underscore table one thing i need to tell you here is we change the variable type so i'll select browse for types and look for data table which is system.data i'll drill down and search for data table which is this one click ok we need to assign the column names to this data table so let me now do that i'll uncheck all this and select the columns so you will give the first column name as name itself click on ok select one more column give it as phone number click ok and then we need the email address i'll hit ok so we are done so first the data table is created and then we'll write this data to an excel file after that we need to create rows for the data table for that i will search for row under activities i will search for row and i'll select add row i'll select add data row i'll place it right below where we have created all the variables now i want to add a row for the name phone number and email address so under input i'll select array row i'll expand this and within curly braces i'll give my variable names so those would be name give a comma and then phone underscore number comma email underscore id click ok i made a mistake it should be within curly braces okay now to tell the table to which it should write the rows to we need to assign under the data table name so under data table i'll give fetch underscore data underscore table for every iteration a record will be added to the table then we need to refresh the page to extract the next set of information so for that i will add another activity called click and drop it right below the add data row so under activities i'll search for click and i'll select mouse click and i'll drop it right below this one now we need to indicate where do we want to click from the browser so click on this go on top and select generate so we want to click on generate next i will write the data to a csv file so i'll search for write csv under activities and i'll drop it towards the end of the sequence right here now you need to give the location where you want to place this file on your system and give the source from where it will take the information so let's give the location where you want to place this file i'll place it on my desktop itself i'll name this as fetch save it and for the source i'll give patch underscore data underscore table we are all set now let's run it so under debug file i'll select run file i'll enter the number of records so let me fetch 10 records click on ok now this might take some time i believe it has run successfully now let me check for my csv file that should ideally be on my desktop there you go so we have the csv file let me open it you can see it has extracted 10 rows of data and three columns namely name of the person the phone number and the email address so we are done with the first task of automatically generating data from our website the next task is to send this file over email now to send an email you need the smtp activity so under activities i'll search for smtp i'll drag it right below here now we need to configure this i'll be actually sending this email from someone else's email id to my email id so under 2 i'll give my email address which is within quotes i'll type abhijit dot biswal at simplylearn.net i'll give a subject as automatic data extraction under body i'll give something like hi please find a test now we have to attach the file we have to give the location of the file here so let me go to properties and i'll select this cancel paste this here followed by the file name which is fetch dot csv i'll click on ok after that i have to give the host port number which is 465 and the and the server name which is smtp.gmail.com under log on i'll give the sender's email id i have to give the password as well under the receiver it's my email id which is rbg.biswal simplyloan.net for the sender i will give the email ids chinmay.despandy simplylearn.net and i'll give a dummy name so we are almost done let me now go to debug file and run this it is asking to enter the number of records i will give 5 click on ok this will take some time so let's just wait so we have successfully run our program now let me check my inbox if i have got any mail from chinmay so there you go i've got this email and below you can see the fetch.csv file attached and it has five rows what is uipath orchestrator uipath orchestrator is a web application that allows you to orchestrate the execution of repetitive business process by ui path robots orchestrator manages the creation monitoring scheduling and controlling of automated bots and process it serves as a point of integration for third party solutions and applications it's a centralized forum for managing and controlling all software boards it can manage the entire robot fleet let's look at the orchestrated capabilities provisioning provisioning establishes and maintains the connection between the robots and the web application deployment deployment ensures that the correct package versions are delivered to the assigned robots for execution configuration configuration looks after the maintenance and delivery of the robot environments and process configuration queues queues ensures that the workload is distributed automatically across robots monitoring monitoring manages user permissions and keeps track of robot recognition details logging logging logs are stored and indexed in a sql database interconnectivity interconnectivity functions as a centralized contact point for third party solutions or applications let's look at the orchestrator use cases the strength of uipath orchestrator comes from its ability to control the entire robot fleet let's look at the different use cases the first is attended this type of robot is activated by user events and operates at the same workstation as a human orchestrator is used with attended robots to provide a centralized process deployment and logging medium unattended in virtual environments robots can run unattended and automate a variety of process the orchestrator is in charge of remote execution control scheduling and support for work use in addition to the attended robot capabilities studio or studio x they have unattended robot capabilities but it should only be used to connect your studio or studio x to the orchestrator for creation purposes non-production robots are similar to unattended robots but they can only be used for research and development attended unattended non-production studio and studio x robots can all be operated from a single location let's look at the orchestrator user interface dashboard enables us to see charts and statistics illustrating usage information for all the orchestrator components like process assets queues schedules robots jobs and transactions let's look at the tenant context to view and control the tenant level entities in your orchestrator pick tenant from the sidebar menu with only one instance of the orchestrator multi-tenancy allows you to isolate data these features help you to automate various departments within your organization while also ensuring that orchestrated data is approved according to your preferences please bear in mind that all of the information is contained in this same database let's look at the components one by one robots a robot is an execution host that runs ui pass studio process you can add robots edit them display the status and license state adjust the environment they are assigned to and change the runtime settings on the robots tab you can also see the logs that a single robot has created process can be downloaded and executed automatically by robots using custom settings while building or editing a robot you can configure automatic process downloading logging level font smoothing and resolution in the settings tab folders folders give you a fine grain control over automation and their associated organizations as well as staff through the entire organization in the orchestrator there are two types of folders classic and modern classic folders functionality is allowed by default while modern folders functionality must be enabled by the host or the tenant administrator users a user is an individual with access dependent capabilities whose view and control of the orchestrator are determined by the access rights granting users can be developed and managed either locally in the orchestrator or an external directory roles in orchestrator the roles tab help you to handle user permissions the orchestrator view that a consumer has is defined by the role they have been assigned a function allows you to control view edit create and delete permissions on all orchestrator pages and modules machines a machine page allows you to provision and control machines in preparation for registering robots with the orchestrator it lists all of the machines that are currently in operation as well as their forms it allows you to create your computer whether it's standard or a template packages all projects published from ui patch studio and those manually imported are displayed on the packages tab you can display all available versions of any package on the packages tab as well as the status claims and release notes if they are available ml skills ml skills retrieves and request machine learning skills from the ai fabric service it authenticates the robot that is running the machine learning skills audit the audit page shows the audit trail for all acts taken by orchestrator entities several criteria including component user action and time can be used to filter the data on the audit page credential stores a credential store is named location inside a safe store such as cyberark where you can get robot credentials and credential assets when you need them at the tenant stage orchestrator encourages the users of several credential stores webhooks webhooks make it easier to integrate your uipath automation with the rest of your app ecosystem you can subscribe to the orchestrator events and have them sent to the external dcm bpm or crm solutions to notify various users about the new queue items that can be processed cause failures or process updates license robot licensing is available both at the host and the tenant level in the orchestrator on the license list this enables you to shorten your deployment time and handle activation from a single location within a single click you can trigger renew delete and delegate licenses alerts notifications for robots queue objects triggers tasks procedures and activities are shown on the alerts tab you will receive updates from all of your folders on this tab and you will not be able to choose more granular options alerts are sent in real time and can be categorized as info success warn error or fatal settings you can adjust various settings on the setting tab including the time zone email warning information account information package feeds and interactive authentication now let us look with respect to the folder context from the sidebar menu pick any available folder to view and control the entities within that folder automations contains the following tabs process jobs triggers and locks the process page allows you to build new process from uploaded packages manage existing process and keep all of your process up to date with the latest package versions this allows you to spread packages through the entire organization users and robots and execute process more quickly from the jobs tasks jobs on a uipath robot a job represents the execution of a procedure the execution of a job can be started in either attended or unattended mode on attended robots you can't run a job from the orchestrator and they can't run under a locked computer triggers triggers allow you to run jobs in a predefined sequence at predetermined intervals and if a new products are added to your queues logs the locks page shows you all of the robot locks in all of the folders you have access to to access the locks tab you must have view permission on the locks locks are kept in the local database if the orchestrator is in accessible monitoring monitoring contains the following tabs machines process queues and sla machines displays information about all the existing run times on an aggregate basis and allows you to check the overall health of each run type process the process page allows you to build new process from the uploaded packages managing existing process and keep all of your process up to date queues a queue is a storage container that can accommodate an infinite number of objects multiple types of data such as invoice information or customer information may be stored in queue objects other systems such as sap or salesforce can be used to process this data by default the data stored in and output from the queue items is in free form sla displays sla and risk sla information for all queues in the current folder with sla predictions allowed this allows you to determine if the newly added queue items will be processed on time and if so what resources you will need to devote to ensure that their sla is not violated when the sla is in danger of not being reached you will be adequately informed so that you can make the required changes queues use contains the following tabs queues and review request in the queues pages click on the review request tab to show revision request the page shows items in different queues that have been allocated for revision assets assets are usually shared variables or credentials that can be used through several automation projects they allow you to store unique information that the robots can easily access storage buckets rpa developers may use storage buckets to provide a per folder storage solution when building automation projects the storage buckets page shows you your current bucket configuration and allows you to build as many new storage buckets as you need testing testing contains the following tabs test sets test cases test execution test schedules and test data queues test said a test set is a collection of any number of individual test cases each intended to serve a specific function the test sets page list of few currently available test sets and allows you to build new tests updating existing ones and run them test cases the test cases page shows all of your test cases from all of your projects and app versions in one place these are the test cases that are used in and to make up your test sets test executions your previously executed test sets and their information are shown on the test execution tab since test sets are often subject to change test executions act as an immutable record of any given test sets execution at a given point in time test schedules allow you to run test a predetermined intervals and in a scheduled manner test data queues using test data queues you can store and manage your test data the test data queue serves as a container for queue items that are ready to be consumed via various activities the test data queue items are uploaded or deleted based on the first in first out concept action catalogs task catalogs are task containers that allow you to categorize your task using a variety of criteria the catalog where a task is stored is defined when the task is created using studio's build type task operation in orchestrator the catalog must be specified first if you mention a catalog that has not been generated in the orchestrator the task is created in orchestrator without a catalog settings setting contains two tabs permissions and machine permission a user is an individual with access dependent capabilities whose view and control of the orchestrator are determined by the roles assigned to them users may be installed locally in the orchestrator or an external director machines you can use the machines page to provision and manage system entities which you can then use to bind uipath robots to the orchestrator it lists all of the machines that are currently in use as well as the types machines are global tools which means they can be accessed from any folder let's look at the demo in this demo we will see how to connect uipath robot with the orchestrator how to run workflow using the orchestrator let's go to the browser in the browser enter platform platform.uipart.com this will take you to the uipath.com website you have already an account sign in enter the password click on sign meanwhile open the ui path assistant so this is the uipath assistant so uipath robot is a kind of representative which runs the workflow so we create a workflow in the uipath studio then we upload it on the cloud orchestrator then we configure different robots to run this workflow now that we have logged in to the orchestrator go to the admin so you need to click here to add tenant for the ui path community free edition you can add only one tenant so i have already created an internet so this option is disabled for me so when you click on the add tenant for the first type the tenant window will be displayed then fill the tenant name password and confirm the password and it will ask you for name surname and email address which is optional so after filling the details click on provision the tenant and tenant admin are created and displayed in the tenants page so as you can see the tenant is created there is an option here users and groups you can go to the users and you can see the different users so this is my user this is me now you can go to the groups and see the different groups allocated and their licenses so now that we have created a tenant i have named it an entire segment let's open it meanwhile you can open ui path assistant open ui path assistant this is the uipath robot there are two different ways to connect robot to the orchestrator one is signing in the ui path assistant it will get the token from the ui path orchestrator by user authentication and it will directly connect machine and your robot and the other way is to manually connect so we'll sign in enter the password now you can see here robot is connected to the orchestrator so when you sign in the robot will get connected to the orchestrator you can go here in the preferences go to the orchestrator settings and you can see connected and licensed so let's go to the orchestrator in the orchestrator go to the tenant context and here you can see the robot is connected it's enabled if you go to the machines you can see the machine is also connected so you can see here there is an unattended robot here so to get this unattended robot what you have to do is go to the users select the user which you are using this is my username go to edit and here you should enable this unattended robot enable this option and enter the username to get the username you can open the command prompt and enter who am i so you will get the username copy paste the username enter the password and click on update and the unattended robot will get created so that is how you create the unattended robot now that we have connected robot to the orchestrator let's open the ui patch studio we'll create a workflow and then we'll run it using the robot so now we have opened the ui path studio let's open a blank process after opening the ui path studio click on open main workflow first we'll drag and drop a sequence then we need a input dialog box we'll drag and drop input dialog box enter a title let's say we'll enter it as uipath orchestrator enter the input label we'll enter it as enter your name let the input type b as text box let's create a variable say we'll name it as name and let the variable type be string and the scope is in the sequence score we have created the variable so the value entered should be the variable here now we'll drag and drop message box premise set should be displayed so you enter a caption for the message say bait welcome and enter the text let's say hi and we need to concatenate it with the variable names will say thanks for watching this video so here we go we have created a workflow now we need to publish this in the orchestrator so you can see our option here called publish click on the publish button so you can see the package name the version the new version and all the other things click on the publish button so the workflow is successfully published so the name is blank process 3 and version is 1.0.60 so let's go to the orchestrator in orchestrator go to the my workflow folder context in this go to my packages if you go here you can see refresh it so here you can see blank process three process what we did now it was published three minutes ago let's go to the process and the version what we published was 1.0.16 so the name was blank process 3. let's start the job you can change the job priority we'll keep it as normal the other things is default the process name and the job type let's let's execute this process one time click on start as you can see command send for blank process 3 so here you can see it is getting run here you can see it is asking for uipath orchestrator what we entered title and enter your name let's enter some name say sam will click ok so hi sam thanks for watching this video there you go the message is being displayed like normally in ui patch studio we click on the run button and run the workflow but here we have published it in the orchestrator and through the orchestrator through the robot we are running it and the message is displayed what is framework and its purpose the framework is intended to serve as a blueprint for users to create process that provide at a bare minimum a way to store interpret and easily change project configuration data as well as robot exception handling scheme and event logging for all exceptions and related transaction information the system locks messages at each relevant stage in the process of resolving a business transaction and sends those logs to the orchestrator server this in turn can be linked to the elk stack which is elasticsearch log stack and kibana platform which allows for data storage and a variety of different ways to represent the data the purpose of our framework is to resolve a set of business transaction a transaction is a small amount of data and the steps needed to process it to complete a segment of business process a process that reads a single email from a mailbox and extracts data from it is a good example what is a business process the sum of actions by which the data required for a series of transactions is collected processed and input into or out of an it resource is referred to as a business process we can classify business process into three groups based on the steps involved and how they are repeated linear the steps of linear process are only done once and if different data needs to be processed the automation must be run again iterative the steps of iterative process are repeated several times but different data items are used every time transactional transactional systems like iterative process have steps that replicate several times over various data objects what is re framework the robotic enterprise framework is a state machine based project template the template includes several ready to use state containers for launching applications retrieving data processing it and closing the transaction these states are linked together by a series of transactions that cover almost every requirement in a typical automation scenario several workflows have been triggered each of which deals with a different aspect of project it's designed to incorporate all of the industry's best practices for logging exception management application initialization and other areas showing it to handle even the most complex business situations let's look at the features of re framework the three features are settings logging and business application exception settings during the initialization phase of several process some configuration settings and configuration values are frequently read like urls to the web application orchestrator queue names and default logging messages the re framework maintains the track of this information by reading it from a configuration file and storing it in a different dictionary object shared by all states instead of updating workflows directly this provides a simple way to manage projects by adjusting values in the configuration file logging the built-in locking mechanism is another helpful feature of re framework a majority of system workflows use log message activities to output information about what is happening at each stage of execution this can be used to not only identify problems and aid in the debugging process but also to generate visualization and reports about the process execution like how many invoices are handled every day how many failures occur and what are the critical causes of this failure business and application execution there may be conditions that occur during the execution of most process that are not part of the usual execution flow and must be resolved to achieve more efficient automation if the issue can be resolved by restarting application the framework will do so automatically and attempt to process the transaction again such exceptions are known as application exception if the issue is with the data or an underlying business requirement the system skips the transaction and moves to the next such exception are known as business exception let's look at the re framework architecture the rb framework is implemented as a state machine which is a form of workflow with two advantageous characteristics states and transitions actions to be taken in response to the stated input are described by states transitions that switch the execution from one state to another based on the results of the state there are four key states in re framework that is initial state get transaction data process transaction and end process initial state initialization this is the point at which the procedure begins it's an event where the process initializes the settings and runs application test to ensure that all of the prerequisites for the process start are met so initialization transitions so there are two transition system exception and successful when system exception when a system error is not nothing it gets transition to the end process if we have an application exception during the initialization phase we don't have enough details to start the process as a result we are going to the end process state to wrap it up successful when a system error is nothing it gets transition to get transaction data if during the initialization we have no error then we go to the get transaction data the next state is the get transaction state this date retrieves the next transaction object this can be a queue item or a collection item transaction items are queue items by default but this can be modified to meet your needs this is also the state where the developer can set the condition to exit the state when there are no items to process get transaction data transitions there are two transitions no data and new transaction no data if the transaction item is nothing then we are at the end of our data collection so we go to the end process new transaction data if the transaction item contains data then we process it next state is the process transaction state the process transaction state for the transaction item obtained in the previous step it performs actions and applies logic in various application if a transaction item has been processed the process moves on to the next transaction item that is available so there are three process transaction transitions success business exception and system exception in success if the condition is business rule exception is nothing and system error is nothing then the transition to get transaction data if there is a business rule exception it is logged and we move on to the next transition business exception if the business rule exception is not nothing then it gets transition to get transaction data if we have a business rule exception we log it and move to the next transaction by going to the get transaction data state system exception if we have an application exception we close all programs kill them if they fail to complete take a screenshot at the moment the exception happened and go to init where we re-initialize our working environment and begin a new form of transaction that has failed and finally we have the end process date the procedure is completed and the application opened during the automation are closed in the end process state since this is the last state the final state there are no transition available in the end process state we'll explore each one of the states in detail in the demo let's see the demo now in this demo we will see how to dispatch data from the excel file then we will create queue items and process these items and then we will understand the working of each state in the robotic enterprise framework in detail so let's get started first we'll go to the orchestrator and create a queue under cloud platform dot ui sign up then go to the orchestrator the tenant which you have created select the folder context go to the folder context and you can see cues here go to the queues and you can see a option to add here click on add and enter a queue name [Music] i'll enter it as ref enter any description if you want give unique reference yes and act and you can see a queue has been added so you can add an asset as well to add an asset you can go to add click here add and enter the asset name [Music] and select the type whatever is required say boolean and by default be it as false and create so this is how you create an asset so let's go to the uipath studio so what we are basically doing is we are building two process one to feed a queue in the orchestrator that is a dispatcher process and one to process transaction from the queue that is using the robotic enterprise framework so in dispatcher process what we do is we get entries from an excel file and add them as a queue items in the orchestrator we have already created a queue we started project as sequence and added a try cat we started with the sequence added a try catch activity in the try block we used a retransactivity to read first 10 lines from a1 to c11 from an excel file and store them in a newly created data table variable we used for each row to loop through the rows of the data table variable and add each of them in a queue using the add queue item activity then we use the log message we use log message activity to lock the fact that the dispatching process was successful that is how we created the dispatcher process now we will create a performer using robotic enterprise framework what it does is we get titles from the queue and processes so [Music] in the dispatcher process let's go to the initialization state first so we'll understand initialization state in detail so the entire index block is kept inside the try catch if you go to the documents here and if you go to the data folder you can see a config file here so config file this is the file we use in the init state it has three sheets settings constants and assets you can give any values whatever you want for maximum retry number the value should be zero when you are working with your orchestrator queues the value should be zero so this config file is stored in the data folder and it has three sheets settings constants and assets this is the queue name process abc let's get back to the framework so we are initializing system error if the error is nothing it will go to the next state if first run read local configuration file you can see by default there are many variables created you should know them and utilize them whenever required the config variable the value type is dictionary type config is nothing if you go here you can see here config is nothing initially there is no value so initially config is nothing then it will input init all settings workflow let's open this first run so it will invoke init all settings workflow to see this workflow click on open workflow it has three arguments it has three arguments in config file in config sheets and out config this is of type string type string and out config is of type distance and direction this is a both our input and this is out let's open the workflow and understand so basically what this workflow does is this workflow outputs setting dictionary with the key value pairs to be used in the project settings are referred from the local config file and then fetch from the orchestrator assets assets will overwrite the config file settings fitting in it all settings workflow invoked to initialize all settings and data for application and process use in this part the setting constant and assets in the config file from the data folder are read in the initialize all settings so let's go back if the orchestrator queue name from the from the configuration file in the argument case is specified and it provides a backward compatibility next we have invoke kill process if we go to the arguments here we can see the orchestrator queue name you can assign a queue name here if you have created a queue so invoke kill process next we have invoke kill process it is a logging activity called killing process depending on the project you can add active it is a logging activity called killing process depending on the project you can add activities and add log fields in add log fields if you want to add any details in the log file then you can do it using all log fields init all applications workflow in this workflow invoke to open apps and check the status credentials and so on and that there are two transitions in this when it is successful it gets transition to get transaction data when there is a system exception it goes to the end process so so in short what initialization state does is at the end of this workflow that is the initialization state it reads the config file and stores the key and value inside the dictionary that is the out config what config dictionary variable has all config excel file data let's see the get transaction data when you are in the orchestrator and you want to immediately stop a job from for some reason when the job is stopped this activity gets activated there is a variable created should stop if it's a boolean variable by default it's false when it gets activated the value becomes yes then it will go to the log stop message as stop process requested and it will end the process when the transaction item is nothing else it will go to the try get transaction data here it has seven arguments and let's see the workflow invoke get transaction data workflow click on open workflow it gets the data from the spreadsheets databases email web api or ui path server use if no new data items then set out the transaction item to nothing if a new transaction item is retrieved then it gets the additional information about it it gives the condition where our transaction item is not nothing then it will add the transaction information to the log fields it is about the get transaction data workflow in process transaction state the process is a sequence with a try catch activity set to catch both system exceptions and business exceptions inside the try block the process transaction workflow invoked that has simple process like to attach the ui demo application and three type into activities to fill in and click accept button and if you see look at the transitions it has three transition system exception whose destination is the initialization state business exception goes back to the get transaction data and success it goes to the get transaction data finally the end process state where the applications is closed what is web automation the concept of allowing software robots to do predefined actions activities and procedures on a web browser or an online application is known as web automation web automation can help with the operations like form filling screen scraping data extraction and transfer across apps websites and testing and periodic report preparation features of web automation in uipath uipath is compatible with all webs it is compatible with html ajax java silver lite and pdf automated data entry data entry from an excel spreadsheet to website can be automated in ui path it provides simple web testing without any programming knowledge uipath helps in designing a valid test no coding is required we can create automation with a simple to use graphical workflow designer playback precision ui path provides 100 playback precision web automation can be done regardless of the browser version screen position or size how does web automation work in ui path a built-in recorder in ui path web automation can read and implement web-based activities it uses attributes to identify web items and manipulates them accurately while keeping up with page changes it can be used with any website no matter how sophisticated and can be installed remotely through the network the graphical workflow editor is simple to use and does not require any coding knowledge it's something that any user with no programming experience can do you save time and money by automating web-based workflows with uipath let's look at the demo so in this demo we will scrape data from the simply learns website we'll go to simply learn's website so consider a scenario where a customer wants to know details about a particular course suppose if i want to know all the ui path related resources that are present on the website so i'll search as ui path and i'll select all free resources that are available on the website so here you can see there are 27 results 27 free resources available on the simply learns website so i'll scrape all of this data so using data scraping option in uipath i'll scrape the resource name along with the type whether it's an article or video tutorial and along with that i'll scrape the url so i'll scrape all these three things and copy it in the excel sheet and the excel sheet over and mail i'll send it to the customer so let's get started so let's jump into uipath studio and get started with the demo so let's create a new flowchart we'll name the flowchart as web automation since we are showing this demo under web automation so a new flowchart is created so in this flowchart we will drag and drop a sequence activity right click right click and select as set as start node so open the sequence and drag and drop an open browser activity in the open browser activity select the browser type select the whichever browser you want i'll select chrome and one more thing you need to do is go to home go to tools and install the ui path extensions click on chrome and if you want to continue installing uipath extension for chrome please close all your chrome process then click on ok so then click on ok and your ui path extension for chrome will get installed so since i have already installed i'll click on cancel when after installing when you open chrome so your screen will look like this so where you have to enable the extension click on enabling extension and the chrome extension will be installed in your device okay so let's come back to uipath studio so select the open browser select the browser where you want to get it installed so let's create a variable here let's create a variable as website url let's go to variable and enter the url so let's go to the simply lens website and copy the url once the url is copied so this open browser activity is a container that enables you to open a browser at a specified url and execute multiple activities within it so we have selected the open browser so inside the open browser activity we will drag and drop maximize window activity maximize window it maximizes the indicated window so after this next we need to drag and drop type into activity so we'll drag and drop type into activity bring it outside bring it outside the open browser indicate on the screen the first thing is we need to select the search bar so we'll select the search bar and what we are entering here is ui path since we are searching for ui path course so enter ui path and after entering uipath we need to click on enter so we need to enter to search the uipath related resources so click on this plus button and select the enter option select enter so separate this concatenate it okay so this is done so once in the browser after entering ui part the next thing we need to do is click on this free resources click on this all option check this box so for that what we have to do is search for click option click activity and select this click activity indicate on screen and select this click so this is done next thing what we need to do is when we click here on all we find 27 results so when we do it automatically when the bot does is when the robot does this thing it does not go down and refresh all the results what it does is when it opens this page without loading the below results how much our results are available some 10 results it will copy only those 10 results it will not refresh and copy the results which are below so for that what we have to do is we will go to ui patch studio we will select drag and drop one more type into activity and will indicate on screen will scroll down till the bottom and we'll simply select this blank screen just because so that the every time the robot comes into this page it goes till the bottom and copies all the results that is why we select simply a blank screen here and it is showing an error we have to enter something here so we'll select a command say since we are scrolling it down we'll select down and this much is done so go back to the flowchart which we had created automation and we'll drag and drop a new sequence so till here it's done where we are opening the simply lunch website and searching for ui path next we what we'll do is we will scrape the data so we'll rename it as data scraping we'll open this sequence so data scraping is something where we extract structured data from a browser application or a document to a data table so we'll click on data scripting so we'll open the browser so we have opened the browser now we'll select the data which we want to extract so click on next scroll up so first we'll select the resource name so we'll select top ui path interview questions to create a pattern we need to indicate a similar field preferably the last in the collection or the second one so what we'll do is we'll select the second one and we can create a column and we'll name the column as resources if you want you can take the url we'll take the url before that we'll take the type so these are the resources for 27 resources if the maximum number of results it will go to is 100 if we enter 100 year if you want more than 100 you can remove this hundred and keep it as zero so it will select all zero for all so after this will extract correlated data this time we will extract the type whether it's an article or it's the video tutorial click on article and indicate the similar field for the next one we'll select video tutorial so this column will name it as time and we will extract the url of each resource and we will name the column as say link links okay next and we are done so enter on finish is data spanning multiple pages in our case there is no multiple pages there is only one page in case if there are multiple pages you can click on yes here press s to indicate it scroll down and select the next pages but since in this page there is only one page so we'll click on no okay this much is done we have scraped data so after the data scraping is done we want to copy this scrape data into an excel sheet so to copy it in the excel sheet we need excel application scope so we'll search for excel application scope activity so excel application scope activity opens an excel workbook providing a scope for excel activities when this activity ends the workbook and excel applications are closed if this specified file does not exist a new excel file is created so for this excel application scope so we'll go to desktop go to new and create a new microsoft excel worksheet we'll name it as uipath ui part details so we have created a file we will go back to the ui path studio now we will select the file which we had created we'll go to desktop and select the file uipath details and we'll click on open next we will drag and drop right range activity we'll search for right range activity bring it inside the do and by default it is sheet1 and a1 so right range activity writes the data from a data table in a spreadsheet starting from the cell if the starting cell isn't specified the writing begins at a1 cell so once that is done now we need to enter the variable that is extract data table variable which we extracted here that is this variable extract data table we need to enter this variable go here and search for extract data table variable so this much is done we have scraped data from the simply lens website then using the pixel application scope we have written the data in the excel sheet so let's run till here and see whether it's scraping the data and writing in the excel sheet so we'll save it and click on run so let's see we'll close this here you can see it's opening the simply lens website entering ui path oops we have made an error okay let's go and let's stop here so we had made an error here the bracket was missing that is why now we have corrected it let's save and run for that close this it's opening the simple lunch website it will enter ui path select all the free resources then it will copy this in the excel sheet you can see it's copying so let's open the excel worksheet which we created and let's check if it has copied so you can see in the excel file which we had created the data has been scraped and copied here in the first column it is the course name or the resource name which we had copied in the second column it is the type whether it is an article or video tutorial in the third column it is the url there are no headers here right we can give the headers so we'll go to the ui path studio and if you click on excel application scope or write range here you can see add headers so click here and the headers will be added in the excel sheet so this much is done now next step is we need to send this excel file over and mail so to send this excel file over and mail let's go to activities let's drag and drop a new sequence we'll use a separate sequence to send the activities over our mail sorry not here users we'll connect this we'll name this activity as main since we are sending it our mail open this sequence the first activity we need here is get password activity so search for get password drag and drop it get password activity encrypts a password by associating it with the current user only workflows running under the current user context can decrypt the password so go to the password and enter your email id password and in the result create a new variable and store the password in a variable so that your password is encrypted and name the variable as pass word short form something password and next activity we need is send smtp mail message so double click on send smtp mail message so this activity basically sends an email message by using the smtp protocol so go to the port and enter the port which is 587 and go to the server and enter the server smtp.gmail.com and enter the email id to which you want to send the mail enter the password the password variable which we had created enter that and enter the email id here as well so enter the subject of the mail what you what you want the subject to be so i'll name it as course details and enter the body so i'll enter a simple hello hello here are the details okay so there is a prerequisite for this uh you have to to receive for to send an email you have to go to your google account that is the email account security option and there you have to turn on secured access go to the option called secured access and turn it on okay next we need to attach the file the file which we want to send it over and mail attach the file in which we had scraped the data from the simply learns website so let's go to web automation the previous sequence and copy the file path from the excel application scroll so we'll copy this file path and go back in the attach file we will paste this path remove one double quote click on ok next we will drag and drop a message box just for like our reference to show a message so that the process is completed so we'll enter a simple message in the message box like the course details have been made successfully so let me correct this spelling details okay so now there are no errors so now the project is complete so what i have done is i have taken a flowchart in the flowchart i have taken a first sequence in this sequence i am opening the browser the simply lens browser i'm maximizing it then i am not type using the type into activity i am recording the search bar in the search bar i'm entering the ui path and clicking on enter so after clicking on enter i'll select the all option where i'll select all the resources in the first sequence then in the second sequence i am scraping the data in scraping data option i'll scrape the data i'll scrape the course name the type and the url then in the excel application scope i'll copy all the script data in an excel file so i'll use an excel application scope i have created a file so in that file i'll write the scrape data in the second sequence then finally in the third sequence i am using the get password activity and send smtp mail message and i'm sending it over an email i'm sending the excel file as an attachment with an email to the customer this message box simply indicates that the mail has been successfully sent okay now let me save and click on run so i'll close the previous browser let me save and click on run web automation execution is started it is going to the browser went to simply learn website search for ui path click on all resources and it's copying the resources in an excel sheet after copying the resource in an excel sheet it is sending over an email so it has sent over an email and the message has been displayed the course details have been successfully mail let me go to my email inbox and check whether i have received it so let me click on course it have been made successfully let me refresh and here you can see i have received the mail let me open this file so here you can see i have received the file which consists of resources the type and the link what is excel automation excel automation is a task automation involving excel files studio x enables the creation of automation project involving various types of data from an excel file using various specialized activities to create an excel automation we must use excel file resource when creating a new project that includes excel an excel file must be specified within it so that all of the subsequent actions can access the data contained within that file why use an excel automation uipath allows you to automate excel in various ways such as excel application scope activities and workbook activities excel automation simplifies your application by performing tasks such as formatting cells updating values and running macros automatically excel task in automated process can also be integrated with several other functions across the enterprise using an rpa solution the benefit of excel automation in general is that it can save people many are spent manually completing tasks advantages of excel automation productivity excel automation provides higher production rates and increased productivity efficiency some of the functions of excel can easily create automated tasks and custom logic with functions like macros macros are an excellent way to save time on predictable repetitive task hence excel automation is efficient better product quality excel automation improves quality in several ways including eliminating human error increasing consistency and accuracy the ability to create more complex projects and the detection of mistakes along the way improved safety excel allows you to protect your work whether it's to prevent someone from opening a workbook without a password to grant read-only access to a workbook or to simply preserve a worksheet so you don't delete any data reduce labor excel automation will perform all the repetitive tasks more accurately and productively than humans thus reduces labor reduced lead time a lead time is the amount of time that elapses between the start and finish of a process excel automation reduces the lead time let's look how to install an excel package let's jump into the ui part studio to install an excel package go to the manage packages you can see the packages that are installed go to all packages and search for uipath excel activities by default an updated version will be installed if the excel package is not installed you can install it from here so in my device this activity is already installed this is the place from where you can install any activities or any packages let's see some of the commonly used excel activities these are some of the commonly used excel activities redrain select range save workbook autofill range copy paste range insert and delete columns so insert inserting a column at the specified location in a sheet or a table or a range and to delete a column you can delete it from a specified range or the table there are filters filter table so what filters does is you can use the filter action to create a filter in a range table or a sheet based on the values in a single column we also have vlookup vlookup which stands for vertical lookup is an excel feature that when enabled searches and retrieves data from a specified column we will explore all of these activities in the demo section in detail let's look at the demo in this demo we have an excel sheet that has a record of kovitt cases in 5 states of india in 2021 so we will create an excel automation to represent the number of cases in charts it's easy to understand looking at the charts rather than looking at the huge numbers then we will upload the file on the drive so let's jump into the ui path studio and get started this is the excel file which i have created it has all the number of cases in this five states in the year 2021 the month of jan feb march and april all this record i have taken it from a website called prsindia dot org so i have two sheets sheet1 and sheet2 so let's jump into the ui path studio to start off with the demo we need to have the three packages installed one is the uipath excel activities package the other one is uipath g suite dot activities this activity this package is used for drive topload on the drive then the other package is balareva excel activities this package is used for bar graph and pie chart so after installing these three packages we'll get started so let's create a new sequence name it as sequence 2 so first we'll drag and drop an excel application scope so excel application scope what it does is it opens an excel workbook and sets the scope for excel activities when this activity is completed the specified workbook and excel applications are closed when the workbook application variable is specified in the output workbook activities field the spreadsheet is not closed after this drag and drop create table activity so by default we have sheet1 and enter the range so the range is in this excel sheet ranges from a1 to f5 so enter the range for this we need to enter the file path so we'll select the file so we have selected the file we have entered the enter the table name say number of cases [Music] so once this much is done next we'll drag and drop a bar chart drop it outside the excel application scope and select the file path so select the file so select the file select this cell range that is the same range what we had entered earlier a1 to f5 so once that is done with the chart title say basis and you can select the chart type bar stack 3d clustered 3d style whatever is required for now we will select bar cluster we have many other options to explore data label type will keep it in show value so that it shows the value and select show value if you want show percentage you can select percentage and select show legend and size you can vary the size accordingly how much ever you want so i'll keep the size as 350. to 350 you can change the width so the bar chart is done and you can enter the sheet which sheet are you using so it's sheet one so we will drag and drop pie chart select the file similarly enter the options here enter the cell range the same range a1 is to f5 show percent will show value select show value and select the sheet which you will select the sheet too so done so we have completed till here next we need to upload this on the google drive so we'll select this option upload file select the file we have selected the file so select the destination folder for that go to your google drive account so we will go there so in my drive i have created a folder called excel automation so i'll copy this url till here not the entire top to this and go to your ui patch studio and paste it in the destination folder you'll get double quotes then create a variable and create a variable as 5. oops there is an error we have forgotten to use a g-suite application this can be only used inside our g-suite application so drag and drop a g-suite application and inside g-suite application will write this so there is god so we'll run the file now we'll save it and run you can see the file is getting run so the execution is ended we will navigate to the drive so here you can see the file is successfully uploaded will open the file it's working on the graph here you go here you can see the bar graph for the sheet one with the values number of values in each state device and for sheet 2 we created a pie chart so here you go here you can see the question let's begin by understanding who is an rpa developer now generally speaking an rpa developer is someone who works cross-functionally with business operations and business analysts to create and optimize workflow processes however this is a relatively new career path and many organizations formal titles for rpa developers differ now other similar positions may include titles like process designer or automation architect but no matter the title the role of a successful rpa developer involves to design develop and implement rpa systems in order to automate a business process an rpa developer will be required to create workflow diagrams and strategically document the implementation he is also responsible for bug fixes so coding skills are important now in order to be a successful rpa developer you must have the ability to navigate various appropriate technologies such as ui path or automation anywhere next up is rpa growth projections now looking at the curve both rpa software and services increased by huge amounts between 2016 and 2020 and beyond according to next research knowledge and work automation could have an economic impact of about five to seven trillion us dollars for the year 2025. it will touch more than 230 million knowledge workers which constitute up to nine percent of the global workforce now any company which is labor intensive where people are performing high volume high transaction functions will boost their capabilities and save money and time without you now that we've established that rpa has a steep growth curve let's look at the rpa job roles that you should look out for we have the rpa developer senior rpe developer rpa process architect rp developer senior consultant project manager lead developer business analyst and rpa data analyst now these job roles come with specific responsibilities depending on the designation however there are a few common responsibilities of an rpa developer let's go ahead and check them out now the first one is strategic planning skills now planning is a crucial phase in any development life cycle the rpa developer regardless of the designation should possess the aptitude to ensure strategic planning planning includes the design development and implementation of rpa systems this also helps streamline the business next up is strong analytical skills now to understand the client's requirements and cater to the needs accordingly is crucial analytical skills are also important to predict or identify potential bugs and errors and rectify them now this scale is especially required if you're involved in the overall development next we have strong problem solving skills now this again is extremely crucial to predict any outages and equip the entire unit to overcome any unforcing interruptions from the business perspective as well problem solving skills play a significant role in ensuring smooth conduction of tasks experience in any programming language such as c c plus plus python ruby java or dot net is also important hands-on experience in rpa tools and cognitive platforms such as blue prism automation anywhere ui path open span etc is necessary communication skills are pivotal for any organization the developer should be outspoken and articulate any new ideas you should also be confident to raise concerns and be as transparent as possible in the long run this only proves to be helpful to the organization lastly we have exposure to sql now experience with database be it sql or nosql is highly preferred it's always an added advantage if you have the knowledge about accessing and managing databases next up we have rpa developer salaries now the salaries will differ depending on the location your experience and also the designation now in the u.s here are the job salaries and the roles according to glassdoor an rpa developer in the us earns around 76 000 us dollars per year the nrp developer senior consultant earns around 99 000 us dollars per year an rpa process architect earns an average salary of 95 000 us dollars and a senior rpa developer earns an average salary of 92 000 us dollars an rpa project manager earns around 73 000 us dollars per annum an rpa lead developer earns an average salary of 99 000 us dollars per annum an rpa business analyst earns around 68 000 us dollars per annum and the data analyst earns around 62 000 us dollars per annum moving on to india the average salary of an rpa developer is around 5 lakhs 98 000 rupees that of a senior consultant a senior rp developer and an rpa lead developer is around 14 lakhs per annum and the average salary of an rpa business analyst is around 5 lakhs 40 000 rupees now let me quickly run you through a sample resume of an rpa developer now this is just a template and you can alter it according to your needs first up is your general information like name phone number and your email id then you can give a quick description about yourself and your strengths you can also mention the objective as to why you're applying and what you're looking for in the organization you can include your linkedin profile link and your github link one look at your linkedin profile is enough for anybody to gather all the information necessary so make sure that it's updated moving on you could mention your experience now here you would have to mention the names of your previous organizations along with your designation and the tenure you could also include your key responsibilities in these organizations along with your responsibilities you could also mention the awards that you received in your organizations next up is your educational background you can mention the university that you graduated from and is required that you have a degree in computer science you can also go ahead and mention your gpa the next section is skills now this is pretty crucial in the technical skills section you could mention about different rpa tools that you worked on if you're good at a particular programming language go ahead and mention that as well as mentioned earlier any experience in database management is an added advantage if you have any experience go ahead and mention that moving on to non-technical skills you could mention any extracurricular activities that you're proud of some soft skills that you feel worth mentioning can be added in this section mentioning the languages that you know can also boost your resume now given all this it's fundamental that you do not lie on your resume all right then with that we conclude this session i hope it gave you a clear understanding of the subject uipath assists business in successfully automating their business process if you are planning to attend an interview for an rpa or ui part developer role here is a comprehensive list of most frequently asked ui path interview questions with answers what is ui path this question looks simple but people most of the time end up giving wrong definition uipath is a robotic process automation tool for large-scale end-to-end automation for an accelerated business change it provides solution for business to automate routine office activities it uses a variety of methods to transform tedious tasks into automated process what are the different components in uipath ui path consists of three components mainly ui path studio ui patch studio is a user friendly interface that allows users to visually plan and design various automation process through diagrams using the drag and drop functionality these diagrams are merely a structural reflection of specific tasks that must be completed uipath robot after you have built your process the next move is to put into action in the ui path studio uipath robots are used to translate the strategies into tasks which are then executed these robots are used to assign various tasks and carry them out in the same manner as humans but without human interference when given an operation occurs on the computer they program uipath robots to begin executing task automatically ui path orchestrator the orchestrator is a web-based application in ui path it has features for deploying monitoring scheduling and controlling automated bots and process it's a centralized forum for managing and maintaining all software bots what are the different workflows in uipath sequences a sequence is a small type of project that is best suited for linear process it enables developers to transition from one activity to another easily they can be reused numerous times flowchart it can be used for large or small projects that help in development of complex business and connecting activities in a variety of ways flowcharts assist in the presentation of multiple branches of logical operators state machine a state machine is a machine that uses a certain number of states for automation during execution it will only change states if an action is performed on it let's look at the next question what is a uipath robot the robot is a ui path execution agent allowing you to run process created in the studio in order to execute process robots must be connected to the orchestrator are licensed locally what are the different components of uipath robot service the robot service is the primary controller for all operations it communicates with studio the robot agent and the robot command line interface by an inter process communication channel to receive and process information executor the robot executor is the component that is directly responsible for process execution the robot service creates a robot executor instance every time a job is started command line interface the robot command line interface is a console application that starts jobs and waits for their results uipath assistant is a tool designed specifically to improve the user's interaction with our robots from the comfort of the desktop it is where users can easily access manage and run automation with a few clicks what is the difference between attended and unattended robot attended robots are supervised robots that humans operate they work on the same workstation as a human user and is triggered by user events unattended robots unattended robots are those that do not require human supervision to perform tasks they run in virtual environments without human control and can automate any number of process what are the features of uipath drag and drop workflow the uipath user will develop visual process steps by dragging and dropping related tasks onto the graphical workspace then with the user interface properties they can transform these process steps into a visual workflow users may also use the recorder wizard in the ui part tool to build web-based or application workflow record and playback the user can use this function to record actions and transform them into an automated process series inbuilt activities in uipath ui path comes with over 300 built-in activities covering a wide range of process automation and application integrated design tasks you can find these activities in activities pane which covers most design tasks such as data extraction data entry and automation advanced scraping options scraping data from web pages and applications is more accessible with ui path screen scraping furthermore the data scraping wizard helps in the scraping of data with a repetitive structure scraping solution works flawlessly with any program including dotnet java flash pdf legacy and sap high security and robustness you can create super smart durable robots with uipath visual canvas everyone in the company can use these boards uipath offers high security auto login functionality to run the bots and operates with a locked screen allowing automated process to run in complete privacy what are the different recording options in uipath basic recording it focuses on automating single task and is commonly used to develop each activity's complete selector desktop recording it can be used for a variety of actions as well as application development web recording web recording is a standard tool for viewing and recording web activities citrix recording it is very widely used for recording stuff like pictures and virtualized environment automation what is a manage package in uipath the package manager functionality allows to download activities packages libraries frameworks wrappers and others and view and update the ones already installed for the project and add and remove it it displays the list of available packages per feed and a list of dependencies for the current project the manage package windows always opens with the project dependencies list how to publish a project in uipath to publish a project in uipath first create a new project then in the design ribbon tab click publish the publish window will open in the package properties tab enter the name for package then click next in the publish options tab select the location where you want to publish your project and finally the information dialog box displays so let's see a demo how is it done so let's jump in the ui path studio so here we are in uipath studio let's open our workflow i'll drag and drop a simple message box just to show enter a message say hey so i have created a simple workflow just to show you how to publish project in uipath so here you can see the publish option once you have created the project go to the ribbon tab and click on the publish when you click the publish window opens here you can change the package name if you want you can see the version new version package icon and release notes so let's click on next here you will get the custom url where you want to publish to then click on publish here you go you can see publishing package so a info dialog box appears project published successfully if you want you can copy to the clipboard so this is how the project is published in the ui path what is data scraping and screen scraping data scripting is the process of extracting structured data from a browser application or document and saving it to a database or a dot csv file or even an excel spreadsheet screen scraping methods are activities that allow data to be extracted from a specific ui element or document such as a dot pdf file explain the different types of automation in uipath excel automation excel automation is a useful tool for sorting deleting retrieving and analyzing data it is simple to migrate and integrate data into platforms studio x has a strong integration with microsoft excel and ships with several activities that automate excel tasks mail automation enables task automation with emails from the outlook desktop application gmail and outlook 365. add the activities that use data from the account inside the resource activity after adding the account to the automation as a resource using a used outlook 365 use gmail or use desktop outlook app activity word automation in the word automation add the word document to be worked on by using a word file activity and then add the word activities to automate within the use word file powerpoint automation powerpoint automation allows the user to automate the most common task in powerpoint presentation add the presentation to work with the use powerpoint presentation activity and then inside the use powerpoint presentation add the presentation activities to automate file automation it refers to the automation of tasks performed on your computer with files and folders such as creating copying or renaming files and folders studio x includes several activities that automate tasks that you perform with files and folders csc automation in csv automation add the csv activities inside the use excel file activity where the excel file is defined to move data between csv and excel explain a few read and write activities read range read range reads the values of an excel range and stores in a data table variable read cell reads the values of an excel cell and stores in a variable read csv reads all entries from a specified csv file write range writes data from a data table variable to a spreadsheet write cell writes a value or formula into a specified spreadsheet cell write csv overwrites a specified data table to a csv file what is an excel application scope excel application scope opens an excel workbook and sets the scope for excel activities when this activity is completed the specified workbook and excel application are closed what is an orchestrator ui path orchestrator is a web application that orchestrates the execution of repetitive process it manages the creation monitoring scheduling and controlling of bots and process it can manage the entire robot fleet name some orchestrator capabilities provisioning establishes and maintains the connection between the robots and the web application deployment ensures that it delivers the correct package versions to the assigned robots for execution configuration looks after the maintenance and delivery of robot environments and process configuration queues queues ensures that it automatically distributes the workload across robots monitoring manages user permissions and keeps track of robot recognition details logging logs are stored and indexed in an sql database explain process job asset and queue the process page allows you to build new process from uploaded packages managing existing process and keep all of your process up to date with the latest package version jobs on an uipath robot a job represents the execution of procedure it can start the execution of job in either attended or unattended mode cues a queue is a storage container that can accommodate an infinite number of objects multiple types of data such as invoice information or customer data are stored in queue objects other systems such as sap or salesforce are used to process this data assets assets are usually shared variables or credentials that can be used through several automation projects they allow you to store unique information that the robots can easily access how to connect a robot to the orchestrator step 1 open uipath assistant step 2 sign in the uipath orchestrator step 3 create a tenant step 4 connect the robot to the orchestrator and step 5 check the status it shows connected and licensed so let's see a demo of how to do this so let's jump into the ui path studio open you step one open uipath assistant so we'll open uipath assistant after opening uipath assistant login to the uipath orchestrator so go to the browser go to the browser and type platform.uipart.com this will take to the uipath website so sign in if you're new to this if you don't have the account then you can enter all the details and login since i have already created an account i'll sign in after logging in the uipath orchestrator go to the admin here you can create a new tenant you can add a tenant here and create a new tenant since i have already created a tenant named admin so after creating a tenant connect the robot to the orchestrator go to the uipath assistant go to preferences go to preferences go to orchestrator settings here you can see the status it is offline click on the sign in button once you click on the sign in button allow this open ui path here you can see it is connecting and you can see it is connected and licensed so the uipath robot is now connected with the orchestrator what is a tenant context and folder context in tenant context to view and control tenant level entities in the orchestrator pick tenant from the sidebar menu with only one instance of the orchestrator multi-tenancy allows isolating data for the folder context from this sidebar menu pick any available folder to view and control the entities within the data folder so i'll show you let's go to the orchestrator so let's go to the orchestrator here you can see this is the tenant context to view and control the tenant level entities in orchestrator you can pick the tenant from the sidebar menu from the sidebar menu pick any available folder so these are the folders pick any available folder to view and control the entities within that folder so this is with respect to the folder context what is an re framework the robotic enterprise framework is a state machine based project template it allows to handle even the most complex business situations it's designed to incorporate all of the industry's best practices for logging exception management application initialization and other areas what are the features of re framework settings during the initialization phase of several process some configuration settings and configuration values are frequently read like urls to a web application orchestrator queue names and default logging messages logging the built-in locking mechanism is another helpful feature of the framework the majority of the system's workflows use log message activities to output information about what is happening at each execution stage business exception if the issue is with the data or any underlying business requirement the system skips the transaction and moves on to the next such exceptions are known as business exceptions application exception if the issue can be resolved by restarting applications the framework will do so automatically and attempt to process the transaction again search exceptions are known as application exceptions how to merge two excel files into a single excel file first we need to create a sequence after creating a sequence we need a few activities like read csv activity assign activity data table activity and write cs file activity so we'll drag and drop all these activities and do the process then we'll run the sequence and see the output so let's jump into the uipath studio and start with the workflow so we are in the ui path studio i have already created a sequence you can go to new and create a sequence or press ctrl n so after starting a sequence first we will drag and drop read csv activity since we are using two excel files so we need to read csv activity we will drag and drop another read csv activity so we'll select the location of the first excel file select the first excel file i'll show you both the excel files which we are merging so this is the first excel file so it has five rows five names so will this is the first excel file and this is the second excel files this excel file has five different names and the other excel file has five different rows so these are the two excel files will merge both these excel files into a single new excel file so we'll close this excel files so in the first read csv activity we have copied the location of the first excel file in the output 2 we will select this and create a variable right click and create a variable and let's say name the variable as sl underscore 51 we have named the variable okay now we'll go to another read csv file and select the location of the second file so i have downloaded this sample excel files from the internet just for the demo right click and create a variable let's say name this variable as sl underscore file two so now that we have dragged and drop to read csv activities now next we need assign activity so drag and drop and assign activity so assign activity has two parameters as you can see to and enter a vb expression in the two parameter in this right click and create a variable and name the variable let's say merged essay after naming the variable enter an expression here so enter the expression as sl underscore file 1 which is the variable for file 1 select this and enter the expression.clone what this clone function does is the clone function creates a new data table with the same structure but does not copy the data so we are creating a new excel file that is the third file in which we are merging the data tables of both the excel file so the third excel file which we are creating will have the same structure as the file one so this clone function creates a third excel file with the same structure as the file button so it's showing an error so select this assign let's go to variables here you can see variable type string change it to system dot data dot data table and here you go the error is gone okay so now we have dragged and dropped assign activity the next activity which we need is merge data table activity let's search for merge data table activity drag and drop multiple activity we need to merge data table activity since we have two excel files select the first merge data table activity go to the destination and enter the destination which is the variable which we created in the assign activity the merged set so enter this and enter the source file that is the variable which you created in file one that is sl underscore file one similarly similarly go to merge data table and enter the same destination but here the source will be the second file okay now that we have dragged and dropped too much data tables the next activity we need is a write csv file so we'll search for write csv file after dragging and dropping right csv activity go to file path and create a file create a file say one will name it as file 3 save the file now that we have created the file we will write from the data table that is we need to copy the merge data tab so we'll enter now that we have finished the program the file is created let's save and run it process execution has started and ended so let's go to the file so this is the file which we created let's open this file and here you can see both the excel files have been merged into a single excel file let's go to the next question how to send a file over and mail so first create a sequence and create a file after you have created a file drag and drop get password activity then drag and drop a smtp mail message activity so basically these two activities are used to send a file over mail then run the sequence so we'll jump into the uipath studio and see so this was the previous question which we answered how to merge two excel files so the same file we will send it over and mail so we need a get password activity so we'll drag and drop a get password activity so if you go to the property section enter the password to whichever mail you are sending this file enter the password of that mail id [Music] after entering the password in the result go and create a variable so that password is stored in that variable so name the variable say anything any random so i've named the variable after after this you need a smtp mail message activity so drag and drop send smtp mail message in smtp mail message under the properties pane under the host enter the port value for the port number which is 587 sorry after entering the port number go to the server and enter it as smtp.gmail.com okay now after entering the email id go to your email and enter your email id to which you want to send this file don't forget to use double quotes otherwise it will show an error enter the password so we had showed the password in the variable say sss so we'll write that so after that enter the email id here under the two options and enter the subject say it as demo since we are showing a demo we will enter the subject as demo this is the this subject and body is the subject and body of the mail now let's attach the file which we have created copy the file location so we'll go to the file and copy this file location after attaching the file let's save android the process has started and the process has ended here you can see in the output the process has started and the process has ended let's go over the main and check if we have received here we go we have received the file let's open the file and here you go the same this is the same file which had merged the data so the file has been sent over the mail one thing you have to keep in mind when you use the get password activity go to your google account in the security section go to this secure app access and turn it on you have to turn it on to receive the file over and mail explain the different states and transitions in re framework there are four key states in re framework the first state is initial state this is the point at which the procedure begins it's an event where the process initializes the settings and runs application test to ensure that all of the prerequisites for the process start are met next we have get transaction state this state retrieves the next transaction object this can be a queue item or a collection item transaction items are queue items by default but this can be modified to meet your needs this is also when the developer can set the condition to exit the state when there are no items to process process transaction state for the transaction item obtained in previous step it performs actions logic in various application if a transaction item has been processed the process moves on to the next transaction item available end process state the procedure is completed and the applications open during automations are closed in the end process state let's jump into the ui path studio and see the different transitions in robotic enterprise framework so this is the robotic enterprise framework this is the initialization state the first state so it has two transitions system error that is system exception and successful when it shows system exception when a system error is not nothing it gets transition to the end process suppose if you have an application exception during the initialization phase and we don't have enough details to start a process then as a result we are going to end process date to wrap it up and the successful is when a system error is nothing it gets transition to get transaction state if during initialization we have no error then it goes to the get transaction data the get transaction data has two transitions no data and new transaction no data is when if the transaction item is nothing then we are at the end of our data collection so it goes to the end process and in new transaction if the transaction item contains data then it processes it the process transaction data has three transitions success business exception and system exception success is when if the condition is business rule exception is nothing and system error is nothing then the transition to get transaction data if there is a business rule exception it is logged and we move on to the next transaction and rule exception is if the business rule exception is not nothing then it gets transaction to the get transaction data and the end process does not have any transition since the in process is the final state so there are no transitions what is a g-suite activity the uipath g-suite activity package helps in the automation of google workspace applications such as google calendar google drive google sheets gmail google docs you can create and modify google calendar events manage google drive files read and send gmail messages and create new google sheets spreadsheets and google documents with the google g-suite activity package what are selectors and wildcards in uipath wildcards are the symbols that enable you to replace zero or multiple characters in a string this can be quite useful when dealing with dynamically changing attributes in a selector selectors ui path studio uses what we call selectors they store the attributes of graphical user interface element and its parents in the shape of an xml fragment the selectorates in the automatic generation of the selection by utilizing wildcards what is a machine explain standard machine and machine template the machine page allows you to provision and manages machines to use them to register robots with orchestrator it displays the types of machine that we currently in use it enables you to design your machine whether standard or template standard machine it should be used when the name of the machine on which you want to define robots is the same every time you connect to it you define the machine once and then you can connect to as many robots as you want from the robots page machine template it should be used whenever the name of the machine on which you want to define robot changes you represent this entity once and then you use a unique active directory username to connect to any number of attended floating robots explain delay do if and switch activities in ui path the delay activity allows you to pause the automation for a specified amount of time this activity is beneficial in projects that require precise timing such as waiting for a specific application to start or for some information to be processed before using it in the another activity the do activity allows you to run a specific piece of automation while the condition is met the project exits the loop when the specified condition is no longer completed this activity can be used to iterate through all the array elements or execute a specific action multiple times if activity the effectivity includes a statement as well as two conditions if the statement is true the first condition is executed if the statement is false the second condition is executed if activities can be used to make decision based on variable values switch activity the switch activity allows you to choose one of the several options based on the value of specified expression the switch activity uses an integer argument by default but you can change it in the properties panel under the type argument list the switch activity can be used to categorize data based on predefined number of cases how to create chart in excel step 1 create a new sequence go to the ui path studio and create a new sequence and then drag and drop the following activities to create the chart we need to use excel application scope create table activity and bar chart and pie chart activity depending on which type of charts you want to create then at last after completing then run the sequence we will see a demo of this in the uipath studio how to upload a file on drive so create a new sequence and drag and drop a g-suite application then inside g-suite application drag and drop upload file activity fill in the details and finally run the suite let's go and see a demo to how to create charts in excel file and how to upload a file on the drive so let's jump into the ui path studio this is the excel file which i have created it has all the number of cases in this five states in the year 2021 the month of jan feb march and april all this record i have taken it from a website called prsindia dot org so i have two sheets sheet1 and sheet2 so let's jump into the ui path studio to start off with the demo we need to have the three packages installed one is the uipath excel activities package the other one is uipath gsu.activities this activity this package is used for drive to upload on the drive then the other package is balareva excel activities this package is used for bar graph and pie chart so after installing these three packages we'll get started so let's create a new sequence name it as sequence 2 so first we'll drag and drop an excel application scope so excel application scope what it does is it opens an excel workbook and sets the scope for excel activities when this activity is completed the specified workbook and excel applications are closed when the workbook application variable is specified in the output workbook activities field the spreadsheet is not closed after this drag and drop a create table activity so by default we have sheet1 and enter the range so the range is in this excel sheet the range is from a1 to f5 so enter the range for this we need to enter the file path so we'll select the file so we have selected the file we have entered the enter the table name say number of cases so once this much is done next we'll drag and drop a bar chart drop it outside the excel application scope and select the file path so select the file so select the file select this cell range that is the same range what we had entered earlier a1 to f5 so once that is done if the chart title say basis and you can select the chart type bar stack 3d clustered 3d stand whatever is required for now we'll select bar cluster we have many other options to explore data label type will keep it in show value so that it shows the value and select show value if you want show percentage you can select percentage we'll select show legend and size you can vary the size accordingly how much ever you want so i'll keep the size as 350 to 350. you can change the width so the bar chart is done and you can enter the sheet which sheet are you using so it's sheet one now we will drag and drop pie chart select the file similarly enter the options here enter the cell range the same range a1 is to f5 show percent will show value show legend select show value and select the sheet which you are will select the sheet 2. so done so we have completed till here next we need to upload this on the google drive so we'll select this option upload file select the file so we have selected define so select the destination folder for that go to your google drive account so we'll go there so in my drive i have created a folder called excel automation so i'll copy this url till here not the entire after this and go to your ui patch studio and paste it in the destination folder you'll get double quotes then create a variable and create a variable as file oops there is an error oh we have forgotten to use a g suite application this can be only used inside a g-suite application so drag and drop a g-suite application and inside g-suite application will write this so error is gone so we'll run the file now we'll save it and run you can see the file is getting run so the execution is ended we will navigate to the drive so here you can see the file is successfully uploaded will open the file it's working on the graph here you go where you can see the bar graph for the sheet one with the values number of values and each state wise and for sheet two we created a pie chart so here you go here you can see the project so with that we have come to the end of the rpa ui path full course tutorial if you enjoyed watching it make sure to hit the subscribe button and press the bell icon to never miss an update thank you so much for being here watch out for more videos from us until then keep learning and stay tuned to simply learn

Channel: Simplilearn

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Keywords: rpa uipath tutorial, rpa uipath, rpa uipath full course, uipath, uipath tutorial, uipath tutorial for beginners, uipath rpa, uipath tool tutorial, uipath interview questions, learn uipath from scratch, learn uipath, learn uipath step by step, learn rpa uipath, uipath examples, uipath explained, uipath for beginners, uipath complete course, uipath components, uipath full tutorial, robotic process automation, rpa using uipath, rpa using uipath tutorial, RPA, Simplilearn

Id: kg15yZiBGxE

Length: 232min 21sec (13941 seconds)

Published: Wed Jun 30 2021