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Tips to Automate Excel with Certify

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Tips to Automate Excel with Certify

Usage of ZKeys:

  1. Enabling filters using Zkeys
  • Launch any csv formatted file using Certify action Open Workbook.Columns appear with no filter option.
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open workbook
  • Column filters can be enabled with %HSF ZKeys. Below are the Certify steps for using ZKeys.

Position at 1st cell in the excel, Row 1 and Column A using Select Cell action

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Select cell

Select ZKeys action and input %HSF in Keys textbox of Parameters section

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Select Zkeys
  • Execute above mentioned 2 steps. Column filters are applied as shown below.

2. Applying Excel formula: Consider Addition of all values in column B of below excel sheet.

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Applying Excel Formula

Below are the Certify steps to use Excel formula:

  • Specify the range for which addition is required. In this case, entire column is considered. Starting row =3 and Ending row = 256. So formula to input would be =SUM(B3:B256). Here B is the column name. Store this formula in a variable, here it is Excel ADD formula.
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Below are the Certify steps to use Excel formula
  • Input the stored variable value in any of the empty cells preferably empty cell of column B which is at row 257.
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Input the stored variable value in any of the empty cells
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SUM
  • Send Enter Key after inputting the formula.
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Send Enter Key after inputting the formula
  • SUM result is displayed. Value can be stored into any of the variables.
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SUM result is displayed. Value can be stored into any of the variables

3. Creation of Pivot table to find unique values in a column

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Creation of Pivot table to find unique values in a column

Below are the Certify steps to create a pivot table:

  • Select range for which pivot table is to be created.
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Select range for which pivot table is to be created
  • Select ZKeys action and input %NV into ZKeys textbox.
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Select ZKeys action and input %NV into ZKeys textbox
  • “Create PivotTable popup appears on excel sheet.
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Create PivotTable popup appears on excel sheet
  • Clicking on OK button creates a new sheet in excel showing unique values among the selected range.
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Clicking on OK button creates a new sheet in excel

The post Tips to Automate Excel with Certify appeared first on SOAIS.


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