Create a Daily Word Report from web and Excel Data
The workflow example uses a number of applications:
- Web Browser
The process steps include:
- Data is copied from the Test web page
- Word is launched and data is pasted
- Data is copied from the web page table
- Data is opened in Excel
- Data is styled
- Data is copied to Word
- PDF is created
This is an example of a daily report that can be generated, saved and could be sent as an email.
Using the Windows scheduler the task can be run at a specified time based on when updated data is made available and required.
In addition to the "native" TagUI code Python script has been included which launches Word and Excel.
Use of UI Snapshots
Snapshots of various menu items are used to automate the process.
Using application menu UI images can be unpredictable as depending on the width of an app will depend if the menu item displays as expected or may be hidden as the application resizes.
Try using keyboard shortcuts as this may provide more predictable results
This code is running on the Windows platform
Video: Daily Report Workflow
To run the script at the terminal type:
Open the images folder while running the script from the command line so that TagUI can interact with the .png files referenced in the script.
Download project scripts
Image files may need to be recreated depending on OS and screen resolution
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