CN113807068B - Excel automation method based on RPA - Google Patents

Excel automation method based on RPA Download PDF

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Publication number
CN113807068B
CN113807068B CN202111160136.5A CN202111160136A CN113807068B CN 113807068 B CN113807068 B CN 113807068B CN 202111160136 A CN202111160136 A CN 202111160136A CN 113807068 B CN113807068 B CN 113807068B
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attribute
attributes
excel
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rpa
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CN113807068A (en
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代培
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Hangzhou Bifurcated Intelligent Technology Co ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/166Editing, e.g. inserting or deleting
    • G06F40/177Editing, e.g. inserting or deleting of tables; using ruled lines
    • G06F40/18Editing, e.g. inserting or deleting of tables; using ruled lines of spreadsheets
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/80Information retrieval; Database structures therefor; File system structures therefor of semi-structured data, e.g. markup language structured data such as SGML, XML or HTML
    • G06F16/84Mapping; Conversion

Abstract

The invention discloses an Excel automation method based on RPA, which comprises an RPA robot, and is carried out according to the following steps: s1, creating a data pivot table, and configuring attributes of the data pivot table; s2, setting a cell format and configuring the attribute of the cell format; s3, custom ordering, and configuring attributes of the custom ordering; s4, picking up the pivot table in the step S1, the unit format in the step S2 and the custom ordering in the step S3 in the Excel table, converting the picked-up relevant configuration into JSON data, and performing Excel automation operation by using the JSON data through the RAP robot. According to the invention, the RPA robot is used for performing complex Excel automatic operation, so that the working efficiency of the RPA is improved.

Description

Excel automation method based on RPA
Technical Field
The invention relates to the technical field of RPA (reactive power analysis), in particular to an Excel automation method based on RPA.
Background
The robotic flow automation RPA (Robotic process automation) is software robot-based business process automation process software. The technology can simulate human behaviors, and can automatically operate the existing manual tasks or processes, so that the working efficiency can be greatly improved.
The Excel form is the most widely applied office software at present, and is mainly applied to working scenes such as data filling, information extraction, data arrangement, data archiving and the like. Excel automation is also an important part of RPA, saving a lot of labor time for tedious and repeated Excel work and reducing the great human error cost.
When faced with Excel operations with more operation parameters and more complicated procedures, conventional RPA is more complex to implement and is also extremely unfriendly to users.
Disclosure of Invention
The invention aims to provide an Excel automation method based on RPA. According to the invention, the RPA robot is used for performing complex Excel automatic operation, so that the working efficiency of the RPA is improved.
In order to solve the technical problems, the technical scheme provided by the invention is as follows: an Excel automation method based on RPA comprises an RPA robot, a newly-built pivot table and attribute configuration pivot table;
setting a cell format and configuring the attribute of the cell format;
custom ordering, configuring the attribute of the custom ordering;
and (3) picking up the data pivot table, the cell format and the custom ordering in the Excel table, converting the picked up relevant configuration into JSON data, and performing Excel automation operation by using the JSON data through the RAP robot.
In the Excel automation method based on RPA, the attribute of the configuration pivot table comprises a pivot_table attribute and a pivot_field attribute;
the pivot_table attributes include a Name attribute, a columngand attribute, a displaymediateitems attribute, a substotal hiddenpageitems attribute, an InGridDropZones attribute, a RowAxisLayout attribute, a displayfeldcaptons attribute, a fieldlistsortassond attribute, a RowGrand attribute, a showdrilllnductors attribute, a sortuseringcustom list attribute, a displaycontexttools attribute, and a showvalueswow attribute.
The pivot_field attribute is divided into a filter field attribute, a row field attribute, a column field attribute and a value field attribute, wherein the filter field attribute, the row field attribute, the column field attribute and the value field attribute all comprise an organization attribute, a Calculation attribute, a Function attribute, a NumberFormat attribute, an enable multiple items attribute, a showalltems attribute, a pivotem attribute, a substotal attribute, a Position and an enable items selection attribute.
In the above Excel automation method based on RPA, the attribute of the configuration cell format includes a digital attribute, an alignment attribute, a font attribute, a frame attribute, a background color attribute and a protection attribute;
the digital attributes comprise a NumberFormat attribute and a NumberFormat local attribute;
the alignment attribute configuration includes an index level attribute, a horizontalialignment attribute, a Verticialignment attribute, an Orientation attribute, a Mergecells attribute, a SringToFit attribute, a WrapText attribute, and a ReadingOrder attribute;
the attributes of the font attribute configuration include Name attribute, underline attribute, bold attribute, itic attribute, size attribute, color attribute, strikethrough attribute and Superscript.
The frame attributes comprise Index attributes, color attributes and Weight attributes;
the Pattern attributes include a Pattern attribute, a Pattern Color attribute, and a Color attribute.
The protection attributes include a Locked attribute and a formula Hidden attribute.
In the foregoing Excel automation method based on RPA, the attribute of the configuration custom ordering includes a Header attribute, an Orientation attribute, a SortMethod attribute, a MatchCase attribute, and an ordering condition SortField attribute, where the ordering condition SortField attribute includes a Key attribute, a SortOn attribute, an Order attribute, a CustomOrder attribute, and a SortOn value attribute; the SortOnValue attribute includes Color attribute, pattern attribute, and ColorIndex attribute.
In the above-mentioned Excel automation method based on RPA, the data pivot table port in step S1 is picked up in the Excel table by the RAP robot, and the process is as follows:
step 1.1, calling an interface provided by a Windows system, and reading attributes from a pivot table;
step 1.2, reading a pivot_table attribute;
step 1.3, reading the field attribute of the filter;
step 1.4, reading row field attributes;
step 1.5, reading column field attributes;
step 1.6, reading the value field attribute;
and step 1.7, serializing all the read attribute data into JSON data.
In the above-mentioned Excel automation method based on RPA, the picking operation is performed on the cell format in step S2 in the Excel table by the RAP robot, and the process is as follows:
s2.1, calling an interface provided by a Windows system, and reading cell format attributes from a selected table;
s2.2, reading digital attributes and protection attributes from the selected area attributes;
s2.3, reading font attributes from the selected region attributes;
s2.4, reading an alignment attribute from the selected area attribute;
s2.5, reading frame attributes from the selected region attributes;
s2.6, reading a background color attribute from the selected area attribute;
and step S2.7, serializing all the read attribute data into JSON data.
In the above-mentioned Excel automation method based on RPA, the picking operation is performed on the custom ordering in step S3 in the Excel table by the RAP robot, and the process is as follows:
s3.1, reading Excel sorting attributes provided by a Windows system;
s3.2, respectively reading a Header attribute, an Orientation attribute, a Sortmethod attribute and a matchCase attribute from the ordering attribute;
s3.3, reading all sort condition SortField attributes from the sort attributes;
and S3.4, serializing all the read attribute data into JSON data.
Compared with the prior art, the method and the device have the advantages that the attribute of the pivot table is configured by newly creating the pivot table; configuring attributes of cell formats by setting the cell formats; configuring the attribute of the custom ordering through the custom ordering; the data pivot table, the cell format and the custom ordering are picked up in the Excel table, the relevant configuration is picked up and then converted into JSON data, and the RAP robot applies the JSON data to perform Excel automation operation. Therefore, the invention provides an effective and feasible method for complex Excel automatic operation of the RPA. Meanwhile, the Excel data pivot table picking method, the Excel cell format picking method and the Excel custom ordering picking method provide a simple and quick interaction mode for complex Excel automatic operation, reduce parameter configuration complexity, reduce use complexity of users, improve accuracy and efficiency, have strong expansibility, and can be applied to wide application scenes.
Drawings
Fig. 1 is a schematic flow chart of the present invention.
Detailed Description
The invention is further illustrated by the following examples and figures, which are not intended to be limiting.
Examples: an Excel automation method based on RPA comprises an RPA robot, wherein the RPA robot consists of an instruction set, a flow designer, a result debugger, a flow manager, a global variable manager and a toolbar.
Instruction set: the RPA storage management instruction is used for storing the RPA storage management instruction, and a user can select a required instruction to be added to the flow designer in a double-click or dragging mode to perform free design.
The flow designer: and a visual RPA flow editing platform is provided for the user.
A medium result debugger: for displaying program error information, log information, and other debug data.
Middle-flow manager: and managing RPA flow, python script and other flow files.
A global variable manager: the global variables are managed.
Middle toolbar: the intelligent recording system comprises functions of flow arrangement, debugging, intelligent recording and the like.
An Excel automation method based on RPA is performed by using an RPA robot, wherein the RPA robot is configured with related RPA instructions and parameters of a pivot table, a cell format and custom ordering, and the steps comprise:
s1, creating a data pivot table, and configuring attributes of the data pivot table; the attributes of the configuration pivot table comprise a pivot_table attribute and a pivot_field attribute;
the pivot_table attributes include a Name attribute, a columngand attribute, a displaymediateitems attribute, a substotal hiddenpageitems attribute, an InGridDropZones attribute, a RowAxisLayout attribute, a displayfeldcaptons attribute, a fieldlistsortassond attribute, a RowGrand attribute, a showdrilllnductors attribute, a sortuseringcustom list attribute, a displaycontexttools attribute, and a showvalueswow attribute.
The pivot_field attribute is divided into a filter field attribute, a row field attribute, a column field attribute and a value field attribute; the filter field attribute, the row field attribute, the column field attribute and the value field attribute all comprise an Orientation attribute, a Calculation attribute, a Function attribute, a NumberFormat attribute, an enable multiplexing items attribute, a ShowAllItems attribute, a PivotItem attribute, a Subtotals attribute, a Position and an enable items selection attribute.
S2, setting a cell format and configuring the attribute of the cell format; the attributes of the configuration cell format comprise a digital attribute, an alignment attribute, a font attribute, a frame attribute, a background color attribute and a protection attribute;
the digital attributes comprise a NumberFormat attribute and a NumberFormat local attribute;
the alignment attribute configuration includes an index level attribute, a horizontalialignment attribute, a Verticialignment attribute, an Orientation attribute, a Mergecells attribute, a SringToFit attribute, a WrapText attribute, and a ReadingOrder attribute;
the attributes of the font attribute configuration include Name attribute, underline attribute, bold attribute, itic attribute, size attribute, color attribute, strikethrough attribute and Superscript.
The frame attributes comprise Index attributes, color attributes and Weight attributes; the Index mainly refers to the numbers of different positions of the cells, and is determined by the Windows interface, which is not described herein.
The Pattern attributes include a Pattern attribute, a Pattern Color attribute, and a Color attribute.
The protection attributes include a Locked attribute and a formula Hidden attribute.
S3, custom ordering, and configuring attributes of the custom ordering; the attribute of the configuration custom ordering comprises a Header attribute, an Orientation attribute, a Sortmethod attribute, a matchCase attribute and an ordering condition SortField attribute, wherein the ordering condition SortField attribute comprises a Key attribute, a SortOn attribute, an Order attribute, a Customorder attribute and a SortOnValue attribute; the SortOnValue attribute includes Color attribute, pattern attribute, and ColorIndex attribute.
In order that those skilled in the art can better understand the related art terms related to the embodiments of the present invention, the related terms are further explained in the form of table 1.
ShowAllItems Displaying all items PivotItem Perspective item
Subtotals Small counter Position Position of
EnableItemSelection Enabling item selection
NumberFormat Digital format NumberFormatLocal Local digital format
IndentLevel Level of indentation HorizontalAlignment Horizontal alignment of
VerticalAlignment Vertical alignment of Orientation Direction
MergeCells Merging cells ShrinkToFit Adaptive contraction
WrapText Text linefeed ReadingOrder Reading sequence
Name Name of the name Underline Underline line
Bold Bold face Italic Italics body
Size Word size Color Font color
Strikethrough Strikethrough Superscript Superscript
Index Frame index Color Frame color
Weight Frame thickness Pattern Pattern and method for producing the same
PatternColor Pattern color Color Color of
Locked Locking FormulaHidden Hidden formula
Header Whether or not to contain a title Orientation Direction
SortMethod Ordering mode MatchCase Case-to-case
SortField Ordering field Key Key column
SortOn Ordering of Order Ordering order
CustomOrder Custom order SortOnValue Ranking value
Color Color of Pattern Pattern and method for producing the same
ColorIndex Color index
TABLE 1
S4, picking up the data pivot table in the step S1, the cell format in the step S2 and the custom ordering in the step S3 in an Excel table, picking up relevant configuration, converting the relevant configuration into JSON data (JSON (JavaScript Object Notation, JS object numbered) is a lightweight data exchange format, storing and representing the data based on ECMAScript (JS specification formulated by European computer Association) in a text format completely independent of programming language, simplifying and clearly layering the JSON into an ideal data exchange language, facilitating human reading and writing, facilitating machine parsing and generation, effectively improving network transmission efficiency, and performing Excel automation operation by using the JSON data through a RAP robot.
Specifically, the data pivot table port in the step S1 is picked up in the Excel table by the RAP robot, and the process is as follows:
step 1.1, calling an interface provided by a Windows system, and reading attributes from a pivot table;
step 1.2, reading a pivot_table attribute;
step 1.3, reading the field attribute of the filter;
step 1.4, reading row field attributes;
step 1.5, reading column field attributes;
step 1.6, reading the value field attribute;
and step 1.7, serializing all the read attribute data into JSON data.
The cell format in step S2 is picked up by the RAP robot in the Excel table, and the process is as follows:
s2.1, calling an interface provided by a Windows system, and reading cell format attributes from a selected table;
s2.2, reading digital attributes and protection attributes from the selected area attributes;
s2.3, reading font attributes from the selected region attributes;
s2.4, reading an alignment attribute from the selected area attribute;
s2.5, reading frame attributes from the selected region attributes;
s2.6, reading a background color attribute from the selected area attribute;
and step S2.7, serializing all the read attribute data into JSON data.
The self-defined sorting in the step S3 is picked up in the Excel table by the RAP robot, and the process is as follows:
s3.1, calling an interface provided by a Windows system to read Excel sequencing attributes;
s3.2, respectively reading a Header attribute, an Orientation attribute, a Sortmethod attribute and a matchCase attribute from the ordering attribute;
s3.3, reading all sort condition SortField attributes from the sort attributes;
and S3.4, serializing all the read attribute data into JSON data.
The Excel newly-built data pivot table based on the RPA provided by the embodiment of the invention sets the cell format and the custom ordering, and provides an effective and feasible method for complex Excel automatic operation of the RPA. Meanwhile, the Excel data pivot table picking method, the Excel cell format picking method and the Excel custom ordering picking method provide a simple and quick interaction mode for complex Excel automatic operation, reduce parameter configuration complexity, improve accuracy and efficiency, and are high in expansibility, and can be used in a wide application scene.

Claims (4)

1. An Excel automation method based on RPA, which comprises an RPA robot and is characterized in that: newly creating a pivot table and configuring the attribute of the pivot table;
setting a cell format and configuring the attribute of the cell format;
custom ordering, configuring the attribute of the custom ordering;
picking up the data pivot table, the cell format and the custom ordering in the Excel table, converting the picked up relevant configuration into JSON data, and performing Excel automation operation by using the JSON data through the RPA robot;
the attributes of the configuration pivot table comprise a pivot_table attribute and a pivot_field attribute;
the pivot_table attribute comprises a Name attribute, a ColumnGrand attribute, a displayImediateITes attribute, a SubtotalHiddenPageItems attribute, an InGridDropZones attribute, a RowAxisLayout attribute, a displayFieldCaptins attribute, a FieldListSortAssistening attribute, a RowGrand attribute, a ShowDrilIndusters attribute, a SortUsingCurtLists attribute, a displayContextToolts attribute and a ShowValuesRow attribute;
the pivot_field attribute is divided into a filter field attribute, a row field attribute, a column field attribute and a value field attribute; the filter field attribute, the row field attribute, the column field attribute and the value field attribute all comprise an Orientation attribute, a Calculation attribute, a Function attribute, a NumberFormat attribute, an enable multiplexing items attribute, a ShowAllItems attribute, a PivotItem attribute, a Subtotals attribute, a Position attribute and an enable items selection attribute;
the attributes of the configuration cell format comprise a digital attribute, an alignment attribute, a font attribute, a frame attribute, a background color attribute and a protection attribute;
the digital attributes comprise a NumberFormat attribute and a NumberFormat local attribute;
the alignment attribute configuration comprises an index level attribute, a horizontality attribute, a Verticialign attribute, an Orientation attribute, a Mergecells attribute, a SringToFit attribute, a WRPATEX attribute and a ReadingOrder attribute;
the attribute of the font attribute configuration comprises a Name attribute, an Underline attribute, a Bold attribute, an Italic attribute, a Size attribute, a Color attribute, a Strikethrough attribute and Superscript;
the frame attributes comprise Index attributes, color attributes and Weight attributes;
the background Color attribute comprises a Pattern attribute, a Pattern Color attribute and a Color attribute;
the protection attribute comprises a Locked attribute and a formula Hidden attribute;
the attribute of the configuration custom ordering comprises a Header attribute, an Orientation attribute, a Sortmethod attribute, a matchCase attribute and an ordering condition SortField attribute, wherein the ordering condition SortField attribute comprises a Key attribute, a SortOn attribute, an Order attribute, a Customorder attribute and a SortOnValue attribute; the SortOnValue attribute includes Color attribute, pattern attribute, and ColorIndex attribute.
2. The RPA-based Excel automation method of claim 1, characterized in that: the data pivot table port is picked up in the Excel table by the RPA robot, and the process is as follows:
step 1.1, calling an interface provided by a Windows system, and reading attributes from a pivot table;
step 1.2, reading a pivot_table attribute;
step 1.3, reading the field attribute of the filter;
step 1.4, reading row field attributes;
step 1.5, reading column field attributes;
step 1.6, reading the value field attribute;
and step 1.7, serializing all the read attribute data into JSON data.
3. The RPA-based Excel automation method of claim 1, characterized in that: the cell format is picked up in the Excel table by the RPA robot, and the process is as follows:
s2.1, calling an interface provided by a Windows system, and reading cell format attributes from a selected table;
s2.2, reading digital attributes and protection attributes from the selected area attributes;
s2.3, reading font attributes from the selected region attributes;
s2.4, reading an alignment attribute from the selected area attribute;
s2.5, reading frame attributes from the selected region attributes;
s2.6, reading a background color attribute from the selected area attribute;
and step S2.7, serializing all the read attribute data into JSON data.
4. The RPA-based Excel automation method of claim 1, characterized in that: the self-defined sorting is picked up in the Excel table by the RPA robot, and the process is as follows:
s3.1, calling an interface provided by a Windows system to read Excel sequencing attributes;
s3.2, respectively reading a Header attribute, an Orientation attribute, a Sortmethod attribute and a matchCase attribute from the ordering attribute;
s3.3, reading all sort condition SortField attributes from the sort attributes;
and S3.4, serializing all the read attribute data into JSON data.
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