On the occasion of March 8th and the celebration of women across the world, UiPath Community is launching the '🌺Women in Automation Program', covering the entire month with open sessions featuring women leaders in automation, dedicated RPA Developer and Citizen Developers training threads, and multiple Mentorship sessions designed to accelerate automation upskilling. We continue our journey to become RPA Developers and dive deeper into UiPath Studio features, assisted by our very own UiPath MVPs. We explore Studio features and options, and learn how to automate and manipulate Excel data. 🌺 About this event: Introduction How to use the recording tool Handling selectors in Studio Demo 1: Login Steps Data scraping Introduction to Excel automation Data tables and data manipulation Demo 2: Get stock prices Learning Resources 👩‍🏫 Your UiPath MVP trainers: Hanh Nguyen, UiPath MVP, Manager, Ashling Partners (Texas, United States) Tracy Dixon, UiPath MVP, Operational Excellence & UiPath Partnership Lead, Centric Consulting (Florida, US)

1. UiPath Studio Training
Session 2
Women in Automation Series

2. 2
1. Introduction
2. How to use the recording tool
3. Handling selectors in Studio
4. Demo 1: Login Steps
5. Quiz 1
6. Data scraping
7. Introduction to Excel automation
8. Data tables and data manipulation
9. Demo 2: Get stock prices
10.Quiz 2
11.Learning Resources
Agenda

3. Introduction

4. Customer Success Manager @Ashling
Partners
UiPath MVP (US)
Hannah Nguyen

5. Operational Excellence
Partnership Lead @ Centric Consulting
UiPath MVP (US)
Tracy Dixon

6. The Recording Tool

7. 7
Recording tool
With the recording you can save a lot of time when creating an automation.
You can record Click, Text typing, Checkboxes, Drop-downs, Mouse Hover and
Keyboard Shortcuts.

8. 8
Web Recording
• Used for recording in web apps and browsers
• Generates containers and uses Simulate Type/Click input method by
default
Desktop Recording
• Used when multiple actions are performed in many windows
• Suitable for all types of desktop apps
• Generates a container (with the selector of the top level) in which
activities are enclosed and partial selectors for each activity
• Faster than Basic recording
Basic Recording
• Used when multiple actions are performed in a single window and
generates a full selector for each activity
• Slower than the one that uses containers and is suitable for single
activities.
• Slower compared to Desktop recording
Basic, Desktop & Web Recording

9. 9
Computer Vision Recording
• Used to visually identify all elements, rather than replying on selectors
or images & is suitable for automatically generating workflows that use
CV activities
Native Citrix Recording
• Used in Native Citrix automation projects & is the equivalent of the
Desktop recording for Citrix environments
Image Recording
• Used to record virtualized environments such as VNC, virtual
machines, and Citrix for image, text & keyboard automation
• Require explicit positioning
Image, Native Citrix & Computer Vision
Recording

10. 10
Text typing
Left clicks
Click on Checkboxes
Click on Drop-downs
▪ Following keyboard shortcuts can be used while recording:
▪ F2 – pauses the recording for 3 seconds. A countdown timer is displayed in the bottom left corner of
the screen. Can be useful with menus that automatically hide
▪ Esc – exists the automatic or manual recording. If pressed again, recording is saved as a sequence,
and you return to the main view
During Recording, you can do….
Recordable Actions Non-Recordable Actions
● Left-click on buttons,
check boxes, drop-
down lists and other
GUI elements
● Text typing
● Modifier keys
● Mouse hover

11. 11
Modern Experience
Using the Modern Experience
automation, the recording tool is now
unique, so it’s not necessary to select the
App type in advance.
Project Settings 🡪 Toggle the Modern
Design Experience
Enabling Modern Experience

12. Selectors

13. 13
Selectors
• The Selectors are identifiers of a specific User Interface element through its
address and attributes specific attributes.
• Every element has a specific selector.
• You can see the selector of an element by clicking on the Options menu and
select Edit Target

14. 14
Selector Editor Window
Classic Design Modern Design
▪ Enables the user to see the automatically generated selectors and edit their
attributes

15. 15
UI Explorer
• The UI Explorer is the functionality in
UiPath Studio that allows you to analyze
and edit selectors.
• It contains a status button showing users
the state of the selector
• A visual tree panel that displays a
navigable UI of each application running
at that moment, as well as the selected UI
element.
• The UI Explorer displays all the available
tags and attributes and gives you the
option to check them in or out.

16. 16
• A wildcard is a special character that can replace the dynamic part of the selector.
• There are two types of wildcards:
Asterisk
{*}
• Replaces zero or more
characters
Question
mark {?}
• Replaces a single character
Wildcards in Selectors

17. 17
Dynamic Selectors
▪ Variables are used as a property for the attribute of your target tag. This allows
selectors to easily identify a target element based on the value of the variable
▪ The variable can be changed to interact with a different element, without changing the
selector itself.
Format
<tag attribute=‘{{Value}}’ />
• Tag: the target tag, such as <ctrl/>
• Attribute: the target attribute, such as name=‘menuItem’
• {{Value}}: the name of the variable or argument which holds the
property of the element the user wants to interact with

18. Demo
● Login to Stock Website

19. Data Scraping

20. 20
Data Scraping/Table Extraction
Enables you to extract structured data from your browser, application or
document to a database, .csv file or even Excel spreadsheet.
Classic Design
Modern Design

21. Excel Automation and Data
Manipulation

22. 22
Excel Automation - What can you automate?
• Create report:
• Read and write data
• Sort data
• Data Filters
• Pivot tables
• Excel formatting
• Work with ranges – append, auto fill, add/delete rows/columns, sheet
• Check reports for errors:
• Delete duplicate data
• Data reconciliation
• Fill in forms with data from Excel spreadsheets
• Extract data from emails and move to desktop/web application
• Data extraction and migration
• Data Table to Excel, Excel to Data Table
• Run macro

23. 23
Excel Application Scope Vs Workbook
• It is a container and all the other
Excel activities used to work with
the specified Excel file have to be
placed inside the container:
• Workbook activities, on the other
hand, do not require a scope. The
Excel file needs to be indicated in
the properties for each individual
activity.

24. 24
Data Table
• DataTable is the type of variable that can store data as a simple spreadsheet
with rows and columns. You can identify each piece of data based on its
unique column and row coordinates.
• Some common actions with Data tables are:
• Loop through the data
• Filter Data
• Add/Modify Data
• Sort

25. 25
Data Manipulation
▪ Data manipulation is the process through which the data is altered using
various operations in order to facilitate its usage
▪ Operations:
▪ Modifying
▪ Structuring
▪ Formatting
▪ Sorting
▪ Allows the use to change data from one form to another by
concatenating, converting, extracting, splitting or segregating to make it
ready to be used by RPA in workflows
Data Manipulation allows us to customize the data in order to be able to
generate the desired outcome based on the process needs

26. Demo
● Get Stock Price

27. 27
Log into UiPath Academy www.academy.uipath.com
● UI Automation with Studio:
https://academy.uipath.com/courses/ui-automation-with-studio-
● Buid your first process with Studio:
https://academy.uipath.com/courses/build-your-first-process-with-studio
● To go through the materials we cover today:
> go to the Learning by Role page
> enroll for the RPA Developer Foundation course
> go through the lesson titled “ Working with the Recorder, Selectors in Studio,
DataTables and Excel Automation With Studio”
Feel free to ask any questions in the UiPath Forum
● https://forum.uipath.com
What’s next?

28. Thank you!
Women in Automation Series