RPA Tutorial for Beginners | RPA Training Using UiPath | UiPath Training Online | Edureka

Hey everyone this is Sahiti on behalf of Edureka and welcome to this session on RPA tutorial for beginners so thank you all the attendees for joining in today’s session before we get started all of you give me a quick confirmation on the chat window whether am audible or not okay I’ve got a yes from vishal Shania Arpita which a and I’ve got a few more yeses too so that’s great so now let’s move on and let’s see what all we gotta learn in today’s session we’re gonna start today’s session by first discussing why do we actually need RPA and then move on to discus what exactly RPA is once we are done with that we’ll look at different tools which can implement the RPA technology and then out of those tools will choose the UI path tool and finally after going through all the concepts of RPA technology and the components of UI path tool we’ll move on to a hands-on part where we’ll be deploying a project based on stock prices and data scraping okay so let’s move on to the first topic of today’s session that is why do we need RPA let me explain you this with an example as you know that every bank has a system known as fraud detection system so let’s just take the example of this credit card fraud detection system here so now any transaction that is coming in it is just on the basis of the rules that you’ve designed it right so let’s just consider these rules could be something like this maybe for example the last location of the access for your credit card is far away from the axis which is showing on the screen right or it could be anything which is being showing in the transaction right now it becomes suspicious then second the usual amount of transaction that you transact may be around twenty to thirty thousand of cash but suddenly if you make a transaction of five hundred thousand it’s a huge number so that again becomes suspicious and then finally the third rule could be the number of trials or the number of times you enter the wrong pin right so that could be someone who has caught hold of your credit card and he’s trying to get the money out of your credit card right so this could also be a suspicious transaction so if you were to judge a transaction based on these rules one way of doing it is through the human workforce right so this human workforce was actually being used like ten or fifteen or twenty years back then there was no automation system or there was no automation tool invented so there were a lot of people whose sole purpose was to investigate each and every transaction and authorize the transaction based on those rules right but as in when the automation came in 95 percent of these transactions are automated and the rest 5 percent of those transactions are just flagged as anomaly now so now question may come out into your mind why are the anomalies right so anomaly is basically the transaction which cannot be judged by the automation system now you cannot program your code to judge everything right that is you cannot program your code to see the world so there are always some loopholes and there are always some situations that computer cannot judge and that is when you need the human intelligence so this is where you’ll be needing your expertise and you’ll be judging whether this transaction is fraudulent or not ok nowadays many people ask me this question will RPA replace the human workforce so guys let me tell you that it is not entirely true it may reduce the workforce that is already existing on a project but it will never be able to reduce the human workforce which is already working because for each and every department you need the human touch because the difference between a machine and a human is that machines are good in following the things that we tell them but humans are capable of thinking out of the box so they’re capable of thinking something new which machines are not so that is that is the reason that they’ll be always vacancies for humans to work inside the departments and RP will not replace the human workforce all right so now let’s take one more example here let’s take the example of the data entry employees so typically the job of a data entry employee is to take data from multiple sources and I aggregate them inside one file so basically this employee would follow the same steps each and every day for each and every iteration right so basically he’s doing these steps every day for each input of theta and then getting his job done but what if we can tell our computers to do those same tasks and get those jobs done so basically you were trying to automate these tasks by making use of robots or machines or an RPD tool and now these tasks become much more faster much more robust and much more accurate right so in some situations automation is definitely a boon and in some situations it could be a threat to your own job all right so now let me give you some interesting facts regarding RPA according to Mackenzie’s research by the year of 2025 there’ll be an economic impact of five to seven trillion dollars so that is five to seven trillion dollars is a huge amount isn’t it it also says that

it will touch more than 230 million knowledge workers so don’t get scared with this line because it sees that it will touch to 30 million knowledge workers so basically what it means that it whatever task that you’re doing today maybe you’ll not do it tomorrow right so you might be doing a different job or a different set of tasks or a different set of tasks that may be expected from you isn’t it so basically what I’m trying to say is don’t get scared with the fact that rpm is appease you because RP is never gonna replace the human workforce now let’s move on and understand why RP is relevant from a company’s perspective so I find the CEO of the company and I have to think about implementing RPA in my company what are all the things that I’ll consider so first of all if I’m using RPA it saves lot of costs because I’m downsizing my workforce with a large number right I won’t be paying huge amount of money to large number of employees and I’ll also be getting my work done very fast isn’t it so it saves both time and cost so like it said before it’s more accurate in less a time because machines do not commit mistakes right so they never get tired they never commit any error they don’t need sleep they’re never emotionally unproductive they’re just very accurate and they do every task in the least time possible all right now moving on it makes it very easy to implement the learn so let’s just say to do any tasks you have to write in a code right what’s the point of writing thousands of lines of codes for very small tasks it’s better to do the task on your own rather than writing thousands of lines of code isn’t it so that is the best part of RP it makes it easy to implement and learn it saves cause and is also more accurate in lesser time so now Lucas move on and see the part where they’ll understand what exactly our P is all right so what is RP as you might have guessed by now RBA is the acronym for robotic process automation so let’s understand these terms robotic process automation so what is robotic well robotic is basically any entity which can be programmed to mimic human action right so any entity which can mimic human actions is said to be robotic process is basically sequence of steps which lead to meaningful activity for example if you have to make T so what do you do you have a process to make the T right so your first step is to pour water and then let it boil and then you put some tea leaves in it and again you let it boil once it’s done you pour some milk and then the tea is ready so what have you done here you have followed three steps right you’ve poured some water you have let some tea leaves boil in it and then you’ve put in some milk right following these three steps you could make a deal so this is what basically is the process of making tea all right so basically any sequence of steps that lead to a meaningful task is said to be a process then comes automation so automation is basically when a task happens automatically without any human intervention so basically any task that happens without any human intervention is said to be automated so now if you take all these three words together robots mimicking human actions to process any task without any human intervention is said to be robotic process automation so guys that’s what basically RP means all right so now that you have understood the definition of RP a and you know why do we need RP let’s look into the benefits of our peers when talking about benefits of RP RP provides various benefits like accuracy consistency productivity elasticity reliability and all that I mentioned before right so RP can be used to make right decisions reduce output variance use minimal resources produce reliability and your critical independence so any chance that you wish to do with such factors then you can use RPA so now let’s move on and see which companies are using RP so many hyperbole companies like Dell I capture my essential cognizant use RP to scale these businesses in this ever-growing industry so basically they use RP to produce more outputs in less time right so now moving on not only at a business level but at an individual level a typical RP a project has made you need three responsibilities the process designer the automation architect and the production manager now if you come to the process designer this is designer is basically responsible for understanding the process so if you pick up a person’s designer your work would be to make sure that the people working on the IP project are in sync right so basically you have to monitor the changes that happen after the implementation of the project and then collect the feedback during the development or the testing phase right so now coming to the next hole which is the automation architect if you choose for the automation architect automation architect is the IRP project using the RP tooling so if you have to become an automation architect you should gain expertise in any of the tools such as uipath blue prism automation any way or any tool right so basically any

automation architect would be a core member of the automation team and I should have some experience in the programming and solving real world problems so you should understand what the real world problems are and you should analyze how to solve them with the help of RP right finally after an RP project is built and then architected by the automation architect it goes into the production and a testing phase so here comes the responsibility of the production manager so basically the production manager would be responsible for monitoring if the processor triggered or not if the exceptions are handled he or she should report the bugs and also review the process analytics right these are the main feed roads in a typical RPO project scope in RP not only at a business level but also at an individual level you can first learn how to automate tasks and then implement them at a business level for a ever growing company right now coming to the real-life applications of our PA RP can be used in various domains such as telecom industry insurance banking and healthcare right so when it comes to the telecom industry RP can be applied to most of the processes within the telecom industry but the most feasible scenarios are when these solutions can flourish to take up the backup information of the client systems upload the data on regular basis of the clients consolidation of the client phones etc coming to the insurance industry RP can be used to automate the administrative and customer service activities such as receiving reviewing and analyzing the insurance right similar is the case with the banking industry when RP can be used for data validations data migrations comparing the mortgage values financial claims of the processes and all and finally is the healthcare industry which is an ever-growing industry which large amount of work right so RP can be used to automate the work such as for the patient registration processes the patient data migration patient create a process in reporting for the doctors medical bill processing exits alright so guys this list doesn’t stop here the list continues on and on and on for different domains in payer sectors so guys if robotic process automation is given a chance in any domain or in any sector then it can create miracles right so that is that was with the RP our use cases now let’s go on and move on to different tools that can implement the RP technology right so basically do not these tools that can implement RP technology but as of now these are the top three tools available in the market that is the UI path blue prism and the automation anyway so guys these are the three tools but why are we going for UI path tool so let me tell you the differences between these three tools and that will give you the answer of why we are choosing the UI path tool over the other two tools right so when you talk about licensing guys let me tell you that blue prism does not provide any trial worship so what you can do is you have to request a company and maybe if the thing that you’ll be buying this product then you can just test it and they might give you a trial version of 15 days right so when you talk about automation anywhere automation anywhere does provide your trial version but it is only limited for 50 tasks so it’s not feasible when you have to learn something new isn’t it but when you come to UI part to the UI part tool provides the trial version that is the community edition in which you can practice and learn about the tool and once you think you’ve gained enough expertise in the UI path tool then you can go ahead and buy the pro edition right so guys since we want to learn how to automate tasks using the tools we’ll be using UI path tool now let’s compare these top three tools according to the Google Trends well as you can see that the UI path tool is one of the top tools in the world right now so guys let me give you a few pointers in order to which why you should start your RP journey with UI part tool right so UI part tool is the top tool to learn RP as it does not require any programming knowledge straight so you need not have to learn any programming knowledge or any person out of the IT world can also implement this tool right UI path tool is also among the top tools in the market leaders as it has gained popularity for its usability and simplicity right so basically it’s very simple to use so you just have to drag-and-drop your functionality to set the solution for your problem right moving forward UI path has a standard studio version which has a trial period of 60 days UI Park offers a community edition which is free for lifetime so if you want to practice how to automate tasks you can practice at any extent in the UI – and once you gain expertise you can buy the Pro Edition and implement it at a business level so guys that is the reason that I’m suggesting you guys to go forward for UI part 2 so guys let’s move on to the hands-on part so every day you see the stock market right a lot of data is coming and going out a lot of companies are putting in this stock

retrievals right so we have a scenario here of a company named stock holdings portfolio Limited which is basically a stock brokerage firm this company facilitates various trading accounts like online share trading commodity trading option trading IPO PMS etc for the Indian stock market right so what was observed in this company is that there were many employees whose sole purpose was to grab the data of various companies and then put it in the form right so this costed them a lot of time effort and money now with the evolution of various technologies in the scaling industry this company also thought to use the IP technology as the solution to the problem so now let us see how company overcame these challenges by using the UI path tool so for that let’s get into the UI path tool and let’s start exploring the project so let me just open the UI path to so now let’s move on to the demo part here so for that we have to first create a blank project so let’s just click on the blank project option here and then choose the name of the project so let me just say I ass project and then click on create so this would basically create a simple blank project so now what I want to do is I want to read a CSV file in which we have the input of the six seven companies that we are going to deal with so for that with the first drag and drop the sequence so basically sequence is something in which we’ll do all the activities related to the project so let’s just drag and drop the sequence here so once you drag and drop the sequence here as I said before we want to read the CSV file so let me just search in the search bar for read CSV and then drag and drop it here one thing I would like to tell you it is that before you get into the read CSV file you have to check whether the packages are available or not so for that you have to go here on the manage package option and then search for excel option here right so let’s just search for excel here and then you can see that I already have two uipath Excel activities installed on my system just in case you do not have it installed you just have to click on the radio button here which comes as the install option alright so that will make that particular package available for you right so let’s just continue here so to read the CSV file you have to give in the file path location right so let’s just click on the streets option here and then go to the path where I’ve stored my CSV file so I’ve stored it here on the desktop and then I’ll click on open so this would automatically feed in the directory part for your CSV file alright so in the property section if you observe you can see that the output isn’t stored anywhere right so now to store the output you have to create a variable so for that let’s just click on the output section here press on control key and create a variable name let’s just say I create as output stock all right so this would automatically create a variable for me so basically what we are trying to do with this output data table is that we’re trying to give the input from the output stock variable name to this data table which would then produce the output alright so let me just search in the search bar for the output data table and then drag and drop it here once it is done in the properties section you can see that the output isn’t stored anywhere right so for that it’s just very simple you again have to create a variable so let’s just press on control key and then create a variable let’s just say I put the name as output data table so basically I’ve created an output at a table variable which would take all the input from the output stocks available and then produce an output alright so now what we have to do is we have to assign variables so for that just search in the search bar for assign activity and then drag and drop it here so now what are we going to assign well we are going to assign all the output from the output data table to a variable named single-stock alright so for that let’s just create a variable named single stock single stock and this should be of character data type so for that let’s just choose on our ft and then let’s choose strain alright so this would basically create a character array let’s just click on OK here and our variable is created so now let’s just assign the single stock variable to the output data table and then separate each value with a comma so for that lets us type in single stock here and over here let’s just type in output data table and then choose the split option to separate each value with a comma so let’s just include comma in double quotes and then assign this to the arrow now once this is done you have to drag a drop and input dialogue which would basically ask you for which day you want to scrape the data so it could be for day 1 day 2 day 3 or any number of days

right so for that let’s just search in the search bar input dialog and then drag and drop it here so once this is done you have to mention the title and the label but now let me just tell you one thing here is that any text that you mentioned in the UI path tool should be under double quote so let’s just mention it under double quotes let’s just type in what day is it and let the label be also what day is it so now if you observe here you can see that the output isn’t stored anywhere so what’s basically happening here is that any input that you give in the input dialog let’s just say if you put the number as 1 or 2 or any number that isn’t stored anywhere now if you want the number to get stored anywhere you have to create a variable right so for that let’s just press control key here and let’s just create a variable named num so if you observe here a variable is created of a generic type as num right so we have assigned the output of the variable num now after the variable is assigned to the output any input that you give in the input dialog let’s just say any number that you give like 1 2 3 any number that is automatically stored in the output so it makes it very easy for us to understand which day are we working for right so now let’s go through what all we have done till now all right so we have assigned the values we have also given the input for which day we want the results and now what we want is the output so that we have to put them in a data table so in the search bar let’s search for data table and then let’s choose the option build data table all right so let’s just drag and drop it here and in the property section of the data table you have to store the output in some variable right so let’s just press on control K here and then let’s say we store the output in the F table so let’s just type the name as f table and press on enter all right so this stores the output in the variable name data table as F table all right so now what we have to do is we have to click here on the data table option and then give the column names right so let’s just click here and then choose the column names now if you observe here we already have two rows so let’s just remove one row here and then let’s start adding columns right so let’s just say the first column is the name of the stop so let’s just type the name as name of stock of string type and then click on OK let’s just add more columns here we’re going to be in with 7 different companies so we’re going to add 7 different columns alright so let me just show you the file we are going to deal with we are going to deal with companies like that of Steel Reliance Axis Bank STFC and so on so basically we need 7 different columns for 7 different companies right so let’s just create those columns let me just mention the name s 1 2 3 4 and so on till 7 right all right so we have created all the columns and then after this is done you just have to click on OK now if you observe here we have created this variable single stock right so for each single stock value you need to store the values for every day right so for example you give the input as day one you want all the values for day one for all the seventh companies right and if you continue the loop for day two you want all the values for all the 7 companies so this has to go on for the complete week so to perform this functionality we will search in the search bar for the for each control flow so let’s just search for each and then drag and drop it here alright guys so for here we have to mention for each item that we would be using the variable expression right so for here the item would be stock so basically for each stock we are going to perform the same iterative process right so for each stock in single stock we want to perform the iterative process so for that you have to just mention like this now one more thing I would like to tell you is that you have to make sure that the argument type is of string we’re dealing with strings here so we have to deal with string type right so now once it is done you have to drag and drop the sequence here in the body section where we would mention the iterative process that we want the tool to perform all right so for that let’s just type in sequence here and then drag and drop it here now in the sequence section you have to include the open browser so basically this open browser activity would open the browser that you mentioned and then perform the functionalities right so let’s just search in the search path for open browser and then drag and drop it here now in the open browser section you have to mention the URL through which you want to take the data all right so suppose I want to scrape the data from the google.com I’ll mention the URL of Google right so let’s just include it in double quotes and then in the do section of the open browser you have to include the delay

sometimes there could be any delay caused due to network issues right it’s very common so for that let’s search in the search path for delay and then drag and drop it here in the properties pane of the daily you have to mention the duration so let’s just say I mentioned the duration of like one second so let’s just include this in this format after that you have to include the keyboard type in two so that it takes all the values into account which are specified with the text right so for that let’s search in the search bar for type in two and then drag and drop it here inside this you have to indicate element inside the browser from where it should locate the text right so let’s just go for internet explorer let’s just open this let’s go for google.com and then we want any text mentioned here should be identified right so if you type in prices of ICICI or prices of Tata Steve it should identify that text so for that we have to select the screen so let’s just go back to the UI part tool click here and indicate the screen right we will just click here and this would automatically get indicated right so now what text we want to mention here is prices off so any text starting with prices off is included with all those in the stock variables so it could be prices of ICICI or prices of Terre steel prices of Reliance prices of HDFC exit Rand saw and generally when you type in Google what do you do you type in the text and you press Enter right so to enable that option you have to click here on plus sign and then choose the special key enter now one main important thing that we forgot here is that we did not mention the stock variable rate so this loop runs for each stock variable in the single stock stock could be once equal to ICICI or stock could be once equal to Tata Steel so to concatenate that you have to include the stock variable here so for that let’s just put a space here put a plus sign and include stock all right so once it is done this would take all the inputs all right so once it is done you have to perform screen scraping so for that you just have to click on the option screen scraping here so what is this create scraping well screen scraping is basically your extracting the data out of the screen right so you just have to click on screen scraping option here and then let’s just choose this option that is the stock price that we want to store so let’s just click here this will lead us to a screen scraper wizard and over here click on generate table and click on finish alright so this would basically create a screen scraping option for us but now if you observe in the attached browser this only takes the input for the prices of Tata Steel right so now if you want to take the input for various stocks and spices of ICICI or prices of HDFC or access bank or any such feature like that what you have to do is you just have to remove the start of steel option here and then just include a star option all right and then click on OK and then even in this pan part you have to make sure that the output is stored in the span variable and then the selectors also have the Google search included so for that let me just include the Google search and then click on ok since we do not have to create any data table we can remove this option so let’s just remove this by right-clicking on it and then delete after that we have to assign a span output for each value in the single store so to enable that we have to create a variable I so let’s just create the variable I of in type and then let’s just assign this variable so let’s search in the search bar for assign activity and then drag and drop it here so now what are we basically trying to assign is that we are going to assign for each value the single stock that is the input values right so for that let’s just type in I is equal to I plus 1 all right and then we have to finally close this application so let me just open this application and then let me just go back to the UI part 2 and in the search bar let me just type in closed application and then let me just drag and drop it here so inside this let me just go to this option and choose the close button here so that would basically close the application so once we are done with closing the application this complete process was for a single day now if you want to scrape the data for various number of days obviously need to store the data device right so for that we’ll add a row so every time you scrape the data for a particular day automatically an extra row would be added right so for that in the search bar let’s search row and then choose the option add data row so just drag and drop it here alright so now once you’ve added this data row

here what do you have to do is in the properties pane you have to mention all the entities you want to include in the area row right so let’s just mention all the entities figure include so let’s just say if we include the first entity L stays so for that let’s just type in the text and then concatenate it with a number that we got to specify through the noun variable and then separate it with a comma and then mention all the stock values so there are seven companies so we’re going to start the numbering from zero right so we’ll go dimensions single stock zero separated by a single stock one single stock two and then so on till six way so let me just write that all right and then click on OK in the data table you have to mention the output tables if you remember we mentioned the output table as F table so let’s just mention that here and finally we have to append it to a CSV file so for that in the search bar type in append and then choose the option append to CSV all right over here mention the path name that would be the path that we mentioned before so it would be daily stock prices and the data table would be the output table which is f table now if you have to check if there are any errors in your program or not you just have to click out of the sequence and then you have to check for the exclamation mark I observe no exclamation marks here that means our program is fine all right so let’s just run this program and see what happens so let’s just click on run and then here choose the day let’s just say we want the information for day one so let’s just click on one and click on ok so as you can see Google is open everything is happening automatically right so it’s taking all the stock values of different companies once your program is successfully completed it will get you back to the screen so now let’s go back to the CSV file and check if our data is stored or not so let’s just go here and you can see that the information for day 1 is stored all right so now if you run this task for day 2 let’s just see what happens so now let’s just open the CSV file and let’s just check so now you can see that the information is stored for day two also right so that’s how you can continue it for day three day four and so on all right so if you observe here the UI path has definitely reduced to work by calculating the stock prices for all the companies for each day so now guys there is one more thing that you can do in this project after calculating the stock prices for a complete week you can find the average for the stock prices right so if you think you have found out a solution to do that please comment out in the comment section pillow so that’s all for today’s session thank you and have a great day I hope you have enjoyed listening to this video please be kind enough to like it and you can comment any of your doubts and queries and we will reply them at the earliest do look out for more videos in our playlist and subscribe to any Rica channel to learn more happy learning