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Format Action: format

The format action in the Excel Handler Function is used to apply a specific date format to a column in an Excel sheet. This ensures consistency in date presentation, making it easier to process and analyze date-related data.

Note: Ensure that the file being used is not open during the Case execution to avoid errors or conflicts.

Example: You need to format the JoiningDate column in the EmployeeData.xlsx file on the EmployeeDetails sheet to display dates in the mm/dd/yyyy format.

Steps to Configure:

  1. Add a new step.
  2. Select Set a Variable Value from the Action dropdown.
  3. Enter a variable name in the Element Key field (e.g., FormattedDates). This variable will store the file path of the updated Excel file.
  4. Click on Form, select Functions, and choose EXCEL Handler Functions from the dropdown.
  5. In the Cmd field, select format and provide the following parameters:
    • FPath: Enter the full path of the Excel file to be formatted (e.g., C:\Reports\EmployeeData.xlsx).
    • Column Name: Specify the column to format (e.g., JoiningDate).
    • Sheet Name: Enter the name of the sheet containing the column (e.g., EmployeeDetails).
    • Sheet Number: Specify the sheet number in the file (e.g., 1).
    • Date Format: Provide the desired date format (e.g., MM/dd/yyyy or dd-MM-yyyy).
  6. Click Save.
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Outcome on execution:

  • The action applies the specified date format to the JoiningDate column in the EmployeeDetails sheet.
  • The data is stored in the variable defined in the Element Key field for use in subsequent steps.
  • This variable can be referenced in subsequent steps of the automation process using the syntax ${VariableName} (e.g., ${FormattedDates}).

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