Split Excel using Filter Criteria

This bot splits one input Excel into multiple Excel files based on a base loop Filter column and additional filter conditions.

Top Benefits

  • Saves time in filtering and splitting the data in master file
  • Fast and Efficient in creating multiple Excel files
  • Can be used in any departments dealing with data manipulation using filters

Tasks

  • Reads filter conditions from the config file
  • Reads data from the input Excel
  • Filters data using the filter conditions and saves output
  • Send emails

This bot splits one input Excel into many Excel files based on a base loop Filter column and other extra filter conditions.
1. Bot will loop through a base loop column specified and generate reports. If base loop column is not specified, then bot will generate single report file based on the filter conditions provided.
2. Additional filter conditions can be provided along with base loop column. Filter conditions given under each serial number will generate a separate Excel spreadsheet.
3. Bot will send out emails with attached documents.
4. User can specify the unwanted columns in the output report and bot will remove those columns.

Common Use Case:
1. Master input Excel file can be split to many based on filter conditions.
2. Employees report like absence, compliance, etc can be split and sent to respective managers.
3. Vendor or Customer information can be segregated from the master file and emailed to respective associates.
4. Can be applied to any industry or departments.

Buy Now

$100 USD per bot
Annual Subscription

Free 30-Day Trial

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Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
February 3, 2021
First Published
August 10, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

Information to be provided in Config file
Filter Criteria for splitting data
Input folder where Base Excel file should be available
Output folder where output will be saved
Sample output
Error log in TXT file
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Information to be provided in Config file
Filter Criteria for splitting data
Input folder where Base Excel file should be available
Output folder where output will be saved
Sample output
Error log in TXT file

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Update the necessary information in the Input Excel spreadsheet