@uipath/skills 1.195.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (1431) hide show
  1. package/.claude-plugin/marketplace.json +33 -0
  2. package/.claude-plugin/plugin.json +34 -0
  3. package/CODEOWNERS +141 -0
  4. package/LICENSE +21 -0
  5. package/README.md +164 -0
  6. package/agents/uipath-project-discovery-agent.md +333 -0
  7. package/assets/cli-versions.json +15 -0
  8. package/assets/uip-catalog-snapshot.json +1275 -0
  9. package/commands/install-permissions.md +97 -0
  10. package/hooks/ensure-uip.sh +220 -0
  11. package/hooks/hooks.json +23 -0
  12. package/hooks/suggest-permissions.sh +36 -0
  13. package/hooks/validate-skill-descriptions.sh +58 -0
  14. package/package.json +44 -0
  15. package/skills/uipath-admin/SKILL.md +217 -0
  16. package/skills/uipath-admin/references/audit-commands.md +216 -0
  17. package/skills/uipath-admin/references/audit-workflow-guide.md +297 -0
  18. package/skills/uipath-admin/references/authorization/authorization-commands.md +443 -0
  19. package/skills/uipath-admin/references/authorization/check-access.md +139 -0
  20. package/skills/uipath-admin/references/authorization/grant-permissions.md +132 -0
  21. package/skills/uipath-admin/references/authorization/permission-catalog.md +62 -0
  22. package/skills/uipath-admin/references/authorization/role-assignment-management.md +178 -0
  23. package/skills/uipath-admin/references/authorization/role-management.md +308 -0
  24. package/skills/uipath-admin/references/external-app-management.md +142 -0
  25. package/skills/uipath-admin/references/group-management.md +67 -0
  26. package/skills/uipath-admin/references/identity-commands.md +662 -0
  27. package/skills/uipath-admin/references/ip-restriction/bypass-rule-management.md +80 -0
  28. package/skills/uipath-admin/references/ip-restriction/enforcement-management.md +86 -0
  29. package/skills/uipath-admin/references/ip-restriction/ip-range-management.md +125 -0
  30. package/skills/uipath-admin/references/ip-restriction/ip-restriction-commands.md +318 -0
  31. package/skills/uipath-admin/references/organization-management.md +146 -0
  32. package/skills/uipath-admin/references/organizations-commands.md +175 -0
  33. package/skills/uipath-admin/references/pat-management.md +73 -0
  34. package/skills/uipath-admin/references/robot-account-management.md +36 -0
  35. package/skills/uipath-admin/references/smtp-management.md +73 -0
  36. package/skills/uipath-admin/references/tenant-management.md +308 -0
  37. package/skills/uipath-admin/references/tenants-commands.md +354 -0
  38. package/skills/uipath-admin/references/user-management.md +105 -0
  39. package/skills/uipath-agents/SKILL.md +79 -0
  40. package/skills/uipath-agents/assets/solutions/metadata.json +199 -0
  41. package/skills/uipath-agents/references/authentication.md +83 -0
  42. package/skills/uipath-agents/references/coded/capabilities/batch-transform/api-reference.md +38 -0
  43. package/skills/uipath-agents/references/coded/capabilities/batch-transform/impl-python.md +115 -0
  44. package/skills/uipath-agents/references/coded/capabilities/batch-transform/planning.md +90 -0
  45. package/skills/uipath-agents/references/coded/capabilities/context-grounding.md +253 -0
  46. package/skills/uipath-agents/references/coded/capabilities/conversational-agents.md +86 -0
  47. package/skills/uipath-agents/references/coded/capabilities/deeprag/api-reference.md +38 -0
  48. package/skills/uipath-agents/references/coded/capabilities/deeprag/impl-python.md +117 -0
  49. package/skills/uipath-agents/references/coded/capabilities/deeprag/planning.md +58 -0
  50. package/skills/uipath-agents/references/coded/capabilities/file-attachments.md +99 -0
  51. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails-recommend.md +284 -0
  52. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails.md +250 -0
  53. package/skills/uipath-agents/references/coded/capabilities/human-in-the-loop.md +208 -0
  54. package/skills/uipath-agents/references/coded/capabilities/integration-service.md +318 -0
  55. package/skills/uipath-agents/references/coded/capabilities/process-invocation.md +131 -0
  56. package/skills/uipath-agents/references/coded/capabilities/sdk-services.md +244 -0
  57. package/skills/uipath-agents/references/coded/capabilities/tracing.md +247 -0
  58. package/skills/uipath-agents/references/coded/embedding-in-flows.md +97 -0
  59. package/skills/uipath-agents/references/coded/flow-integration.md +88 -0
  60. package/skills/uipath-agents/references/coded/frameworks/agent-patterns.md +411 -0
  61. package/skills/uipath-agents/references/coded/frameworks/coded-functions.md +240 -0
  62. package/skills/uipath-agents/references/coded/frameworks/langgraph-integration.md +411 -0
  63. package/skills/uipath-agents/references/coded/frameworks/llamaindex-integration.md +404 -0
  64. package/skills/uipath-agents/references/coded/frameworks/openai-agents-integration.md +365 -0
  65. package/skills/uipath-agents/references/coded/lifecycle/bindings-reference.md +1114 -0
  66. package/skills/uipath-agents/references/coded/lifecycle/build.md +54 -0
  67. package/skills/uipath-agents/references/coded/lifecycle/deployment.md +143 -0
  68. package/skills/uipath-agents/references/coded/lifecycle/evaluate.md +101 -0
  69. package/skills/uipath-agents/references/coded/lifecycle/evaluations/best-practices.md +222 -0
  70. package/skills/uipath-agents/references/coded/lifecycle/evaluations/creating-evaluations.md +187 -0
  71. package/skills/uipath-agents/references/coded/lifecycle/evaluations/evaluation-sets.md +203 -0
  72. package/skills/uipath-agents/references/coded/lifecycle/evaluations/evaluators.md +321 -0
  73. package/skills/uipath-agents/references/coded/lifecycle/evaluations/running-evaluations.md +145 -0
  74. package/skills/uipath-agents/references/coded/lifecycle/file-sync.md +109 -0
  75. package/skills/uipath-agents/references/coded/lifecycle/local-workspace.md +67 -0
  76. package/skills/uipath-agents/references/coded/lifecycle/running-agents.md +92 -0
  77. package/skills/uipath-agents/references/coded/lifecycle/setup.md +126 -0
  78. package/skills/uipath-agents/references/coded/quickstart.md +333 -0
  79. package/skills/uipath-agents/references/coded-vs-lowcode-guide.md +115 -0
  80. package/skills/uipath-agents/references/context-grounding-patterns.md +52 -0
  81. package/skills/uipath-agents/references/lowcode/agent-definition.md +388 -0
  82. package/skills/uipath-agents/references/lowcode/agent-prompting-guide.md +149 -0
  83. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/analyze-attachments.md +115 -0
  84. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/api-reference.md +38 -0
  85. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/impl-json.md +97 -0
  86. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/planning.md +62 -0
  87. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/built-in-tools.md +75 -0
  88. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/api-reference.md +38 -0
  89. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/impl-json.md +84 -0
  90. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/planning.md +49 -0
  91. package/skills/uipath-agents/references/lowcode/capabilities/context/attachments.md +54 -0
  92. package/skills/uipath-agents/references/lowcode/capabilities/context/context.md +40 -0
  93. package/skills/uipath-agents/references/lowcode/capabilities/context/datafabric.md +52 -0
  94. package/skills/uipath-agents/references/lowcode/capabilities/context/index.md +264 -0
  95. package/skills/uipath-agents/references/lowcode/capabilities/escalation/escalation.md +268 -0
  96. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails-recommend.md +227 -0
  97. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails.md +1107 -0
  98. package/skills/uipath-agents/references/lowcode/capabilities/inline-in-flow/inline-in-flow.md +371 -0
  99. package/skills/uipath-agents/references/lowcode/capabilities/integration-service/integration-service.md +350 -0
  100. package/skills/uipath-agents/references/lowcode/capabilities/memory/memory.md +186 -0
  101. package/skills/uipath-agents/references/lowcode/capabilities/process/process.md +257 -0
  102. package/skills/uipath-agents/references/lowcode/capabilities/process/solution-files.md +548 -0
  103. package/skills/uipath-agents/references/lowcode/critical-rules.md +76 -0
  104. package/skills/uipath-agents/references/lowcode/evaluations/evaluate.md +91 -0
  105. package/skills/uipath-agents/references/lowcode/evaluations/evaluation-sets.md +153 -0
  106. package/skills/uipath-agents/references/lowcode/evaluations/evaluators.md +280 -0
  107. package/skills/uipath-agents/references/lowcode/evaluations/orchestrator-eval-run.md +210 -0
  108. package/skills/uipath-agents/references/lowcode/evaluations/running-evaluations.md +207 -0
  109. package/skills/uipath-agents/references/lowcode/lowcode.md +101 -0
  110. package/skills/uipath-agents/references/lowcode/model-selection-guide.md +69 -0
  111. package/skills/uipath-agents/references/lowcode/project-lifecycle.md +408 -0
  112. package/skills/uipath-agents/references/lowcode/solution-resources.md +290 -0
  113. package/skills/uipath-api-workflow/SKILL.md +313 -0
  114. package/skills/uipath-api-workflow/assets/templates/api-workflow-template.json +58 -0
  115. package/skills/uipath-api-workflow/assets/templates/conditional-workflow-example.json +276 -0
  116. package/skills/uipath-api-workflow/assets/templates/connector-call-example.json +125 -0
  117. package/skills/uipath-api-workflow/assets/templates/loop-aggregation-example.json +184 -0
  118. package/skills/uipath-api-workflow/assets/templates/nested-control-flow-example.json +292 -0
  119. package/skills/uipath-api-workflow/assets/templates/solution-connection-resource-template.json +28 -0
  120. package/skills/uipath-api-workflow/assets/templates/vendor-curated-call-example.json +105 -0
  121. package/skills/uipath-api-workflow/references/cli-reference.md +421 -0
  122. package/skills/uipath-api-workflow/references/connector-activity-discovery.md +750 -0
  123. package/skills/uipath-api-workflow/references/control-flow-patterns.md +265 -0
  124. package/skills/uipath-api-workflow/references/expressions-and-context.md +269 -0
  125. package/skills/uipath-api-workflow/references/http-retry-config.md +156 -0
  126. package/skills/uipath-api-workflow/references/task-types.md +482 -0
  127. package/skills/uipath-api-workflow/references/troubleshooting.md +628 -0
  128. package/skills/uipath-api-workflow/references/workflow-file-format.md +205 -0
  129. package/skills/uipath-coded-apps/SKILL.md +186 -0
  130. package/skills/uipath-coded-apps/assets/templates/action-app-template.md +303 -0
  131. package/skills/uipath-coded-apps/assets/templates/web-app-template.md +333 -0
  132. package/skills/uipath-coded-apps/references/commands-reference.md +284 -0
  133. package/skills/uipath-coded-apps/references/create-action-app.md +344 -0
  134. package/skills/uipath-coded-apps/references/create-web-app.md +212 -0
  135. package/skills/uipath-coded-apps/references/debug.md +513 -0
  136. package/skills/uipath-coded-apps/references/file-sync.md +165 -0
  137. package/skills/uipath-coded-apps/references/oauth-client-setup.md +671 -0
  138. package/skills/uipath-coded-apps/references/oauth-scopes.md +244 -0
  139. package/skills/uipath-coded-apps/references/pack-publish-deploy.md +342 -0
  140. package/skills/uipath-coded-apps/references/patterns.md +1023 -0
  141. package/skills/uipath-coded-apps/references/sdk/action-center.md +278 -0
  142. package/skills/uipath-coded-apps/references/sdk/conversational-agent.md +736 -0
  143. package/skills/uipath-coded-apps/references/sdk/data-fabric.md +244 -0
  144. package/skills/uipath-coded-apps/references/sdk/feedback.md +142 -0
  145. package/skills/uipath-coded-apps/references/sdk/imports.md +58 -0
  146. package/skills/uipath-coded-apps/references/sdk/maestro.md +391 -0
  147. package/skills/uipath-coded-apps/references/sdk/orchestrator.md +358 -0
  148. package/skills/uipath-coded-apps/references/sdk/pagination.md +84 -0
  149. package/skills/uipath-data-fabric/SKILL.md +241 -0
  150. package/skills/uipath-data-fabric/references/bulk-import.md +73 -0
  151. package/skills/uipath-data-fabric/references/choice-sets.md +138 -0
  152. package/skills/uipath-data-fabric/references/entity-schema.md +391 -0
  153. package/skills/uipath-data-fabric/references/file-attachments.md +65 -0
  154. package/skills/uipath-data-fabric/references/filter-platform-contract.md +55 -0
  155. package/skills/uipath-data-fabric/references/records-query.md +246 -0
  156. package/skills/uipath-feedback/SKILL.md +350 -0
  157. package/skills/uipath-governance/SKILL.md +91 -0
  158. package/skills/uipath-governance/references/access-policy/access-policy-commands.md +234 -0
  159. package/skills/uipath-governance/references/access-policy/access-policy-overview-guide.md +342 -0
  160. package/skills/uipath-governance/references/access-policy/planning-arch.md +314 -0
  161. package/skills/uipath-governance/references/access-policy/planning-impl.md +126 -0
  162. package/skills/uipath-governance/references/access-policy/plugins/actor/impl.md +203 -0
  163. package/skills/uipath-governance/references/access-policy/plugins/actor/planning.md +178 -0
  164. package/skills/uipath-governance/references/access-policy/plugins/executable/impl.md +167 -0
  165. package/skills/uipath-governance/references/access-policy/plugins/executable/planning.md +122 -0
  166. package/skills/uipath-governance/references/access-policy/plugins/selector/impl.md +169 -0
  167. package/skills/uipath-governance/references/access-policy/plugins/selector/planning.md +98 -0
  168. package/skills/uipath-governance/references/access-policy/plugins/tags/impl.md +153 -0
  169. package/skills/uipath-governance/references/access-policy/plugins/tags/planning.md +117 -0
  170. package/skills/uipath-governance/references/access-policy/policy-manage-guide.md +403 -0
  171. package/skills/uipath-governance/references/access-policy/resource-lookup-guide.md +289 -0
  172. package/skills/uipath-governance/references/access-policy/sample-policy-guide.md +119 -0
  173. package/skills/uipath-governance/references/aops-policy/aops-governance-recipes-guide.md +226 -0
  174. package/skills/uipath-governance/references/aops-policy/aops-policy-commands.md +463 -0
  175. package/skills/uipath-governance/references/aops-policy/aops-policy-deploy-guide.md +371 -0
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  178. package/skills/uipath-governance/references/aops-policy/aops-policy-overview-guide.md +280 -0
  179. package/skills/uipath-governance/references/aops-policy/configure-aops-policy-data-guide.md +375 -0
  180. package/skills/uipath-governance/references/disambiguation-guide.md +67 -0
  181. package/skills/uipath-human-in-the-loop/SKILL.md +322 -0
  182. package/skills/uipath-human-in-the-loop/references/hitl-node-apptask.md +412 -0
  183. package/skills/uipath-human-in-the-loop/references/hitl-node-coded-action-app.md +334 -0
  184. package/skills/uipath-human-in-the-loop/references/hitl-node-quickform.md +392 -0
  185. package/skills/uipath-human-in-the-loop/references/hitl-patterns.md +154 -0
  186. package/skills/uipath-ixp/SKILL.md +84 -0
  187. package/skills/uipath-ixp/references/cli-reference.md +113 -0
  188. package/skills/uipath-ixp/references/improve-prompts-guide.md +283 -0
  189. package/skills/uipath-ixp/references/label-documents-guide.md +175 -0
  190. package/skills/uipath-ixp/references/project-setup-guide.md +90 -0
  191. package/skills/uipath-maestro-bpmn/.maintenance/README.md +241 -0
  192. package/skills/uipath-maestro-bpmn/.maintenance/check-all.sh +41 -0
  193. package/skills/uipath-maestro-bpmn/.maintenance/check-anchors.sh +83 -0
  194. package/skills/uipath-maestro-bpmn/.maintenance/check-depth.sh +132 -0
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+ # Excel Activities — Coded Workflow API
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+
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+ `UiPath.Excel.Activities`
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+
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+ Perform Excel operations — read, write, format, chart, filter, sort, and manage workbooks — from coded C# workflows.
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+
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+ **Service accessor:** `excel` (type `IExcelService`)
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+ **Required package:** `"UiPath.Excel.Activities": "*"` in project.json dependencies
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+
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+ ## Auto-Imported Namespaces
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+
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+ These namespaces are automatically available in coded workflows when this package is installed:
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+
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+ ```
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+ System
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+ System.Collections.Generic
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+ System.Data
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+ UiPath.Excel
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+ UiPath.Excel.Activities
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+ UiPath.Excel.Activities.API
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+ UiPath.Excel.Activities.API.Models
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+ ```
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+
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+ > **Note:** Some types used in CSV, formatting, protection, and window-resize operations live outside these namespaces. Add `using UiPath.CSV;` for `DelimitatorOptions`, `using System.Drawing;` for `Color`, `using System.Security;` for `SecureString`, `using UiPath.Excel.Model;` for `ResizeWindowOptions`, and `using UiPath.Excel.Activities.Business;` for formatting types such as `ICellFormat`, `GeneralFormat`, and `ExcelFormatParameters` as needed.
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+
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+ ## Service Overview
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+
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+ The `excel` service exposes two API surfaces:
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+
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+ 1. **Portable API** (`IWorkHandle`) — Cross-platform workbook operations over Excel files (XLSX and legacy XLS). Use `excel.UseWorkBook(...)` to get an `IWorkHandle`, then call extension methods for read/write/cell operations. Works on all platforms.
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+ 2. **Windows/Interop API** (`IWorkbookQuickHandle`) — Full-featured Excel interop operations. Use `excel.UseExcelFile(...)` to get an `IWorkbookQuickHandle` with sheet/table/chart indexers, optionally targeting a specific Excel process created via `excel.ExcelProcessScope(...)` and passed through `UseOptions.ExcelProcess`. Windows only.
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+
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+ ---
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+
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+ ## Portable Workbook Operations
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+
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+ These methods work cross-platform over Excel workbook formats (XLSX via Open XML, with support for legacy XLS).
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+
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+ ### `IWorkHandle UseWorkBook(WorkbookOptions options)`
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+
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+ Opens or creates a workbook using the specified options. When `CreateNew` is true and the file does not exist, a new workbook is created. When `CreateNew` is true and the file already exists, the `ConflictBehavior` setting controls whether to replace, fail, or skip. When `ConflictBehavior` is null (default) or `CreateNew` is false, the existing file is opened.
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+
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+ **Parameters:**
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+ - `options` (`WorkbookOptions`) — Options for the workbook
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+
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+ **Returns:** `IWorkHandle` — Disposable handle to the workbook. Use with `using` statement.
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+
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+ ### `IWorkHandle UseWorkBook(string path, bool createNew = true)`
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+
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+ Opens a workbook at the specified path.
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+
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+ **Parameters:**
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+ - `path` (`string`) — Path of the workbook
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+ - `createNew` (`bool`) — If the workbook does not exist, determines if a new workbook is created. Default: `true`
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+
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+ **Returns:** `IWorkHandle` — Disposable handle to the workbook. Use with `using` statement.
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+
58
+ ---
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+
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+ ## Windows/Interop Workbook Operations
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+
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+ These methods require Excel interop (Windows only) and provide full Excel feature support.
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+
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+ ### `IWorkbookQuickHandle UseExcelFile(UseOptions options)`
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+
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+ Opens an Excel file using interop with detailed configuration options.
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+
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+ **Parameters:**
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+ - `options` (`UseOptions`) — Options used when opening or creating the file
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+
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+ **Returns:** `IWorkbookQuickHandle` — Disposable handle for the Excel file with sheet/table/chart indexers.
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+
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+ ### `IWorkbookQuickHandle UseExcelFile(string path)`
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+
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+ Opens an Excel file using interop with default options: creates the file if it does not exist and saves changes when the handle is disposed.
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+
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+ **Parameters:**
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+ - `path` (`string`) — The path of the Excel file
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+
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+ **Returns:** `IWorkbookQuickHandle` — Disposable handle for the Excel file.
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+
82
+ ### `IWorkbookQuickHandle UseExcelFile(string path, bool saveChanges, bool createIfNotExist)`
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+
84
+ Opens an Excel file using interop with save and create options.
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+
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+ **Parameters:**
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+ - `path` (`string`) — The path of the Excel file
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+ - `saveChanges` (`bool`) — True to save changes after workbook operations
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+ - `createIfNotExist` (`bool`) — True to create the file if it does not exist
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+
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+ **Returns:** `IWorkbookQuickHandle` — Disposable handle for the Excel file.
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+
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+ ### `IExcelProcess ExcelProcessScope(ScopeOptions options)`
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+
95
+ Controls interaction with the Excel application process. The returned `IExcelProcess` should be disposed when no longer needed.
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+
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+ **Parameters:**
98
+ - `options` (`ScopeOptions`) — Options for interaction with Excel
99
+
100
+ **Returns:** `IExcelProcess` — Disposable process controller for how Excel files are handled.
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+
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+ ### `IExcelProcess ExcelProcessScope()`
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+
104
+ Creates an `IExcelProcess` using default options (retrieved from project settings).
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+
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+ **Returns:** `IExcelProcess` — Disposable process controller.
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+
108
+ ---
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+
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+ ## Handle Types
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+
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+ ### `IWorkHandle`
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+
114
+ Handle to the workbook for portable (Open XML) coded operations.
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+
116
+ > This type implements `IDisposable`. Always use inside a `using` statement or call `Dispose()` explicitly.
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+
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+ #### Extension Methods (Portable)
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+
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+ | Method | Return Type | Description |
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+ |--------|------------|-------------|
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+ | `ReadRange(string sheetName, string range, bool addHeaders, bool preserveFormat)` | `DataTable` | Reads a range as DataTable. If range is empty, reads whole sheet. If range is a single cell, reads from that cell onward. |
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+ | `WriteRange(string sheetName, string startingCell, DataTable table, bool addHeaders)` | `void` | Writes DataTable data starting at the specified cell. Creates sheet if it doesn't exist. Changes saved immediately. |
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+ | `AppendRange(string sheetName, DataTable table)` | `void` | Appends DataTable data after existing data in the sheet. Creates sheet if it doesn't exist. |
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+ | `ReadCell(string sheetName, string cell, bool preserveFormat)` | `object` | Reads a single cell value. |
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+ | `ReadCellFormula(string sheetName, string cell)` | `string` | Reads the formula from a cell. |
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+ | `ReadColumn(string sheetName, string startingCell, bool preserveFormat)` | `IEnumerable<object>` | Reads values from a column starting at the specified cell. |
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+ | `ReadRow(string sheetName, string startingCell, bool preserveFormat)` | `IEnumerable<object>` | Reads values from a row starting at the specified cell. |
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+ | `WriteCell(string sheetName, string cell, string text)` | `void` | Writes a value into a cell. Creates sheet if it doesn't exist. |
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+ | `GetTableRange(string sheetName, string tableName, bool isPivot)` | `string` | Extracts the range of an Excel table or pivot table from the specified sheet, depending on `isPivot`. |
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+ | `GetCellColor(string sheetName, string cell)` | `Color` | Retrieves the fill color of a cell. |
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+ | `SetRangeColor(string sheetName, string range, Color color)` | `void` | Sets the fill color for a range. |
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+ | `GetSheets(bool onlyVisibleSheets = false)` | `IEnumerable<string>` | Returns the list of sheet names from the workbook. |
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+ | `CreatePivotTable(string targetSheet, IPivotTableInfo pivotTableInfo)` | `void` | Creates a pivot table in the specified sheet. |
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+ | `InsertChart(CreateChartConfig config)` | `string` | Inserts a chart into the workbook. Returns the chart name. |
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+ | `UpdateChart(UpdateChartConfiguration config)` | `void` | Applies modifications to an existing chart. |
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+
138
+ ### `IWorkbookQuickHandle`
139
+
140
+ Handle for Windows/Interop Excel operations with rich indexer access.
141
+
142
+ > This type implements `IDisposable`. Always use inside a `using` statement or call `Dispose()` explicitly.
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+
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+ #### Properties
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+
146
+ | Property | Type | Description |
147
+ |----------|------|-------------|
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+ | `SelectedRange` | `RangeValue` | The currently selected range in the Excel application. |
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+ | `SelectedCell` | `ExcelValue` | The currently selected cell in the Excel application. |
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+ | `SelectedSheet` | `WorksheetQuickHandle` | The worksheet currently selected in the Excel application. |
151
+ | `Sheet` | `IWorksheetIndexer` | Array of workbook sheets; use `Sheet["SheetName"]` to select a sheet (`ISheetRef`). |
152
+ | `Table` | `ITableIndexer` | Reference to a particular table; use `Table["TableName"]` to select a table (`ITableRef`). |
153
+ | `FilePath` | `string` | The workbook file path. |
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+ | `AllPivotTables` | `IPivotTableRef` | Reference to refresh all pivot tables in the workbook. |
155
+
156
+ #### Extension Methods (Windows/Interop)
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+
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+ | Method | Return Type | Description |
159
+ |--------|------------|-------------|
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+ | `ForEachSheet(Action<ISheetRef> act)` | `void` | Iterates over each visible sheet in the workbook. |
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+ | `ForEachSheet(Func<ISheetRef, bool> func)` | `void` | Iterates over sheets; return `false` to break. |
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+ | `InsertSheet(string sheetName)` | `ISheetRef` | Inserts a new sheet in the workbook. |
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+ | `ExecuteMacro(string macroName, IList<object> macroArguments)` | `object` | Executes a macro within a macro-enabled workbook. |
164
+ | `InvokeVBA(string codeFilePath, string entryMethodname, IList<object> arguments)` | `object` | Invokes a VBA function from an external code file. |
165
+ | `RefreshDataConnections()` | `void` | Refreshes all data sources in the workbook. |
166
+ | `SaveExcelFile()` | `void` | Saves any pending changes. |
167
+ | `SaveExcelFileAs(string filePath, bool replaceExisting, ExcelSaveAsType saveAsType)` | `void` | Saves the workbook as a different file/format. |
168
+ | `SaveExcelFileAs(string filePath, ExcelSaveAsType saveAsType)` | `void` | Saves as a different file (replaces existing by default). |
169
+ | `SaveAsPdf(string filePath, bool replaceExisting, int? startPage, int? endPage, PdfSaveQuality saveQuality)` | `void` | Saves the workbook as PDF with page range and quality options. |
170
+ | `SaveAsPdf(string filePath, bool replaceExisting)` | `void` | Saves the workbook as PDF (all pages, standard quality). |
171
+ | `SaveAsPdf(string filePath)` | `void` | Saves as PDF (replaces existing, standard quality). |
172
+ | `AddSensitivityLabel(IExcelLabelObject label)` | `void` | Adds or updates a sensitivity label on the workbook. |
173
+ | `GetSensitivityLabel()` | `IExcelLabelObject` | Retrieves the sensitivity label from the workbook. |
174
+
175
+ ### Range Reference Types
176
+
177
+ The Windows API uses typed references for ranges, cells, sheets, tables, and charts. These are obtained from `IWorkbookQuickHandle` indexers.
178
+
179
+ | Type | Description | Obtained From |
180
+ |------|-------------|---------------|
181
+ | `ISheetRef` | Reference to a worksheet. Extends `IReadWriteRangeRef`. Has `Name` property. | `handle.Sheet["SheetName"]` |
182
+ | `ITableRef` | Reference to an Excel table. Has `TableName` and `Columns` properties. | `handle.Table["TableName"]` (returns `RangeValue`, which implements `ITableRef`) |
183
+ | `IPivotTableRef` | Reference to a pivot table. Has `TableName` property. | Via `ISheetRef` or `AllPivotTables` |
184
+ | `IChartRef` | Reference to a chart. Has `ChartName`, `ParentSheet`, `ChartInfo` properties. | Via chart operations |
185
+ | `IReadRangeRef` | Readable range (may be dynamic). Has `Worksheet`, `Address`, `FirstCell`, `FullRangeName`, `RowCount` properties and `GetNumberOfColumns()`, `GetTableOrRangeColumns(bool)`, `ToRawDataTable()`, `ReadAsDataTable(bool, bool, bool, bool, ReadFormattingOptions?)` methods. | Via sheet/table refs |
186
+ | `IReadWriteRangeRef` | Readable and writable range. | Extends `IReadRangeRef` |
187
+ | `IWellDefinedReadRangeRef` | Range with fixed address and size. | Via specific range operations |
188
+ | `IWellDefinedReadWriteRangeRef` | Writable range with fixed address and size. Extends `IWellDefinedReadRangeRef` and `IReadWriteRangeRef`. | Via `FillRange` target; base of `ICurrentRowQuickHandle` |
189
+ | `IReadCellRef` | Readable cell reference. Has `Address`, `Worksheet`. | Via cell operations |
190
+ | `IReadWriteCellRef` | Readable and writable cell reference. | Extends `IReadCellRef` |
191
+ | `ICurrentRowQuickHandle` | Current row in a ForEachRow loop. Access cells by name `row["Column"]` or by index `row.ByIndex[0]`. | Via `ForEachRow` callback |
192
+
193
+ ### Range Extension Methods (Windows/Interop)
194
+
195
+ These extension methods operate on the range reference types obtained from `IWorkbookQuickHandle`.
196
+
197
+ #### Read Operations
198
+
199
+ | Method | Extends | Return Type | Description |
200
+ |--------|---------|------------|-------------|
201
+ | `ReadRange(bool hasHeaders, ReadFormattingOptions? readFormattingOptions, bool visibleRowsOnly)` | `IReadRangeRef` | `DataTable` | Reads range as DataTable with formatting and visibility options. |
202
+ | `ReadRange(bool hasHeaders, bool visibleRowsOnly)` | `IReadRangeRef` | `DataTable` | Reads range as DataTable using the workbook formatting settings and specified visibility options. |
203
+ | `ReadCellValue(bool getFormattedText)` | `IReadCellRef` | `object` | Reads a cell value. When `getFormattedText` is true, returns the display value (e.g., `"$15.00"`); when false, returns the raw value (e.g., `15`). |
204
+ | `ReadCellValue()` | `IReadCellRef` | `object` | Reads the formatted cell value. |
205
+ | `FindFirstLastDataRow(string columnName, bool hasHeaders, bool visibleRowsOnly, int firstRowOffset, int lastRowOffset, int blankRowsToSkip, LastRowConfiguration configureLastRowAs)` | `IReadRangeRef` | `(int first, int last)` | Finds first and last rows with data. Returns -1 if no data found. |
206
+ | `FindFirstLastDataRow(string columnName, bool hasHeaders, bool visibleRowsOnly, LastRowConfiguration configureLastRowAs)` | `IReadRangeRef` | `(int first, int last)` | Finds first/last data rows with default offsets. |
207
+ | `FindFirstLastDataRow(string columnName)` | `IReadRangeRef` | `(int first, int last)` | Finds first/last data rows with all defaults. |
208
+ | `FindReplaceValue(object valueToFind, FindReplaceOptions operation, object replaceWith, LookInOptions lookIn, bool matchCase, bool matchEntireCellContents)` | `IReadRangeRef` | `string` | Finds or replaces a value. Returns cell address where found. |
209
+ | `LookupRange(object label, IReadRangeRef resultRange)` | `IReadRangeRef` | `object` | LOOKUP function: finds data in a range. |
210
+ | `LookupRange(object label)` | `IReadRangeRef` | `object` | LOOKUP with default result range. |
211
+ | `VLookup(object label, int? columnIndex, bool exactMatch)` | `IReadRangeRef` | `object` | VLOOKUP function. |
212
+ | `VLookup(object label)` | `IReadRangeRef` | `object` | VLOOKUP with exact match and default column. |
213
+ | `MatchFunction(object valueToMatch, MatchType matchFunctionType)` | `IWellDefinedReadRangeRef` | `int` | MATCH function: returns relative position of matched value. |
214
+ | `MatchFunction(object valueToMatch)` | `IWellDefinedReadRangeRef` | `int` | MATCH with default type (LargestValueLessOrEqual). |
215
+ | `GetCellColorInternal()` | `IReadCellRef` | `Color` | Extracts the background color of a cell. **Note:** The `Internal` suffix is part of the public API method name. |
216
+
217
+ #### Write Operations
218
+
219
+ | Method | Extends | Return Type | Description |
220
+ |--------|---------|------------|-------------|
221
+ | `WriteRange(DataTable source, bool append, bool excludeHeaders, bool ignoreEmptySource)` | `IReadWriteRangeRef` | `void` | Writes DataTable into Excel. |
222
+ | `WriteRange(DataTable source, bool append, bool excludeHeaders)` | `IReadWriteRangeRef` | `void` | Writes DataTable (throws on empty source). |
223
+ | `WriteCell(object value, int rowOffset)` | `IReadWriteCellRef` | `void` | Writes a value/formula into a cell with row offset. |
224
+ | `WriteCell(object value)` | `IReadWriteCellRef` | `void` | Writes a value/formula into a cell. |
225
+ | `AppendRange(IReadRangeRef source, string columnName, bool transpose, CopyPasteRangeOptions pasteOptions, bool destinationHasHeaders, bool excludeSourceHeaders)` | `IReadWriteRangeRef` | `void` | Appends data from source range to destination. |
226
+ | `AppendRange(IReadRangeRef source, bool transpose, CopyPasteRangeOptions pasteOptions, bool excludeSourceHeaders)` | `IReadWriteRangeRef` | `void` | Appends data with paste options. |
227
+ | `AppendRange(IReadRangeRef source)` | `IReadWriteRangeRef` | `void` | Appends data with all defaults. |
228
+ | `CopyPasteRange(IReadRangeRef sourceRange, bool excludeSourceHeaders, bool excludeDestinationHeaders, bool transpose, CopyPasteRangeOptions options)` | `IReadWriteRangeRef` | `void` | Copies and pastes a range to another location. |
229
+ | `FillRange(object value)` | `IWellDefinedReadWriteRangeRef` | `void` | Fills all cells in range with a formula or value. |
230
+ | `ClearRange(bool hasHeaders)` | `IReadWriteRangeRef` | `void` | Clears data from a range/sheet/table. |
231
+ | `ClearRange()` | `IReadWriteRangeRef` | `void` | Clears data (no headers). |
232
+
233
+ #### Row & Column Operations
234
+
235
+ | Method | Extends | Return Type | Description |
236
+ |--------|---------|------------|-------------|
237
+ | `InsertRows(int nbOfRows, InsertRowPosition insertPosition, int specificIndex, bool hasHeaders)` | `IReadWriteRangeRef` | `void` | Inserts rows at the specified location. |
238
+ | `InsertRows(int nbOfRows)` | `IReadWriteRangeRef` | `void` | Inserts rows at the end (default). |
239
+ | `DeleteColumn(string columnName, bool hasHeaders)` | `IReadWriteRangeRef` | `void` | Deletes a column from a range. |
240
+ | `DeleteColumn(DeleteRowsOption deleteOption, string rowPositions, bool hasHeaders)` | `IReadWriteRangeRef` | `void` | Deletes rows by option (specific, visible, hidden, duplicates). **Note:** Method is named `DeleteColumn` for legacy reasons but deletes rows — see the `DeleteRowsOption` parameter. |
241
+ | `InsertColumn(string columnName, ColumnRelativePosition position, bool hasHeaders, string newColumnHeader, ICellFormat columnFormat)` | `IReadWriteRangeRef` | `void` | Inserts a column at the specified location. |
242
+ | `InsertColumn(string columnName)` | `IReadWriteRangeRef` | `void` | Inserts a column before the target (defaults). |
243
+ | `RemoveDuplicates(bool hasHeaders, ColumnsCompare columnsMode, IEnumerable<string> columns)` | `IReadWriteRangeRef` | `void` | Removes duplicate rows. |
244
+ | `ForEachRow(EmptyRowBehavior emptyRowBehavior, bool forceFirstRowAsHeaders, bool saveAfterEachRow, Func<ICurrentRowQuickHandle, bool> func)` | `IReadRangeRef` | `void` | Iterates over each row; return `false` to break. |
245
+ | `ForEachRow(EmptyRowBehavior emptyRowBehavior, bool forceFirstRowAsHeaders, bool saveAfterEachRow, Action<ICurrentRowQuickHandle> act)` | `IReadRangeRef` | `void` | Iterates over each row. |
246
+ | `ForEachRow(Func<ICurrentRowQuickHandle, bool> func)` | `IReadRangeRef` | `void` | Iterates rows with defaults (stop on empty). |
247
+ | `ForEachRow(Action<ICurrentRowQuickHandle> act)` | `IReadRangeRef` | `void` | Iterates rows with defaults. |
248
+
249
+ #### Formatting & Appearance
250
+
251
+ | Method | Extends | Return Type | Description |
252
+ |--------|---------|------------|-------------|
253
+ | `Autofit(bool columns, bool rows)` | `IReadRangeRef` | `void` | Autofits columns and/or rows. |
254
+ | `Autofit()` | `IReadRangeRef` | `void` | Autofits both columns and rows. |
255
+ | `Autofill()` | `IWellDefinedReadRangeRef` | `void` | Autofills a range using its data source pattern. |
256
+ | `FormatRange(ICellFormat format, AlignmentOptions alignment, FontOptions font)` | `IReadRangeRef` | `void` | Sets format, alignment, and font for cells in a range. |
257
+ | `SelectRange()` | `IReadRangeRef` | `void` | Selects a range in the Excel application. |
258
+
259
+ #### Sheet Operations
260
+
261
+ | Method | Extends | Return Type | Description |
262
+ |--------|---------|------------|-------------|
263
+ | `DeleteSheet()` | `ISheetRef` | `void` | Deletes the sheet from the workbook. |
264
+ | `DuplicateSheet(string name)` | `ISheetRef` | `void` | Creates a copy of the sheet. |
265
+ | `RenameSheet(string name)` | `ISheetRef` | `void` | Renames the sheet. |
266
+ | `ProtectSheet(string password, ProtectSheetAdditionalPermissions additionalPermissions)` | `ISheetRef` | `void` | Protects the sheet with a password. |
267
+ | `ProtectSheet(string password)` | `ISheetRef` | `void` | Protects the sheet (no additional permissions). |
268
+ | `ProtectSheet(SecureString securedPassword, ProtectSheetAdditionalPermissions additionalPermissions)` | `ISheetRef` | `void` | Protects the sheet with a secure password. |
269
+ | `ProtectSheet(SecureString securedPassword)` | `ISheetRef` | `void` | Protects the sheet with a secure password (no additional permissions). |
270
+ | `UnprotectSheet(string password)` | `ISheetRef` | `void` | Unprotects the sheet. |
271
+ | `UnprotectSheet(SecureString securedPassword)` | `ISheetRef` | `void` | Unprotects the sheet with a secure password. |
272
+
273
+ #### Table & Pivot Operations
274
+
275
+ | Method | Extends | Return Type | Description |
276
+ |--------|---------|------------|-------------|
277
+ | `CreateTable(bool hasHeaders, bool replaceExisting, string tableName)` | `IReadWriteRangeRef` | `string` | Formats range as a named table. Returns the table name. |
278
+ | `CreateTable(bool replaceExisting, string tableName)` | `IReadWriteRangeRef` | `string` | Creates a table (assumes headers). |
279
+ | `CreatePivotTable(string destinationTableName, IReadWriteRangeRef destination, PivotTableDescriptor descriptor)` | `IReadRangeRef` | `void` | Creates a pivot table from range/table data. |
280
+ | `ChangePivotTableDataSource(IPivotTableRef pivotTable)` | `IWellDefinedReadRangeRef` | `void` | Changes the data source of a pivot table. |
281
+ | `RefreshPivotTable(PivotTableLayoutRowType? layoutRowType)` | `IPivotTableRef` | `void` | Refreshes pivot table data and optionally changes layout. |
282
+ | `FilterPivotTable(string columnName, IEnumerable<string> values, bool clearFilter)` | `IPivotTableRef` | `void` | Filters a pivot table by column values. |
283
+ | `Filter(FilterOptions options)` | `IReadWriteRangeRef` | `void` | Filters a range/table/sheet by column values. |
284
+ | `Sort(SortXDescriptor descriptor, bool hasHeaders)` | `IReadWriteRangeRef` | `void` | Sorts data by one or more columns. |
285
+ | `TextToColumns(IReadWriteRangeRef destRange, TextToColumnsOptions options)` | `IWellDefinedReadRangeRef` | `void` | Splits text into columns using delimiters or fixed width. |
286
+ | `TextToColumns(IReadWriteRangeRef destRange)` | `IWellDefinedReadRangeRef` | `void` | Splits text into columns using default options. |
287
+
288
+ #### Chart Operations
289
+
290
+ | Method | Extends | Return Type | Description |
291
+ |--------|---------|------------|-------------|
292
+ | `InsertExcelChart(ISheetRef sheet, ExcelChartCategory chartCategory, ExcelChartType chartType, int left, int top, int width, int height)` | `IReadRangeRef` | `IChartRef` | Creates a chart from range data. |
293
+ | `GetChart(ExcelChartAction action, string fileName, bool replaceFile)` | `IChartRef` | `void` | Saves chart to file or copies to clipboard. |
294
+ | `GetChart()` | `IChartRef` | `void` | Copies chart to clipboard. |
295
+
296
+ #### Export Operations
297
+
298
+ | Method | Extends | Return Type | Description |
299
+ |--------|---------|------------|-------------|
300
+ | `ExportExcelToSCV(string fileName)` | `IReadRangeRef` | `void` | Exports a range, table, sheet, or pivot table to a CSV file. **Note:** The `SCV` suffix is intentional — it matches the public API method name. |
301
+
302
+ ### `IExcelProcess`
303
+
304
+ Controls interaction with the Excel application process.
305
+
306
+ > This type implements `IDisposable`. Always use inside a `using` statement or call `Dispose()` explicitly.
307
+
308
+ #### Properties
309
+
310
+ | Property | Type | Description |
311
+ |----------|------|-------------|
312
+ | `ProcessId` | `int?` | The process ID of the Excel process. Is `null` until the Excel process is created or attached. |
313
+ | `Visible` | `bool` | Whether the Excel window is visible. |
314
+
315
+ #### Methods
316
+
317
+ | Method | Return Type | Description |
318
+ |--------|------------|-------------|
319
+ | `IsAlive()` | `bool` | Checks whether the Excel process is still running. |
320
+ | `Quit()` | `bool` | Terminates the Excel process. Returns true if successfully quit. |
321
+
322
+ ### `ICurrentRowQuickHandle`
323
+
324
+ Represents the current row during a `ForEachRow` loop. Extends `IWellDefinedReadWriteRangeRef`.
325
+
326
+ #### Indexers
327
+
328
+ | Indexer | Type | Description |
329
+ |---------|------|-------------|
330
+ | `this[string column]` | `ExcelValue` (get/set) | Access cell value by column name. |
331
+ | `ByIndex[int index]` | `ExcelValue` (get/set) | Access cell value by column index. |
332
+ | `ByField[string name]` | `ExcelValue` (get/set) | Access cell value by field name. |
333
+
334
+ ### `ExcelValue`
335
+
336
+ Represents a cell value from an Excel document (Windows/Interop API). Returned by `ICurrentRowQuickHandle` indexers and the `SelectedCell` property.
337
+
338
+ > All constructors are `internal`, so you do not use `new ExcelValue(...)` directly. In practice, you work with `ExcelValue` instances by reading from handle indexers (e.g., `row["Column"]`) and assigning primitive values to cells (e.g., `row["Column"] = 5;`) which are implicitly converted to `ExcelValue`. You can also use the typed value properties below to read or set the underlying cell value — see **Implicit Conversions** for the full list of supported types.
339
+
340
+ #### Read-Only Properties
341
+
342
+ | Property | Type | Description |
343
+ |----------|------|-------------|
344
+ | `Color` | `System.Drawing.Color` | The background color of the cell. |
345
+ | `Formula` | `string` | The formula of the cell (if any). |
346
+ | `RawValue` | `object` | The unformatted value of the cell. |
347
+ | `RawValueType` | `Type` | The CLR type of the raw value. |
348
+ | `Worksheet` | `string` | The name of the worksheet the cell belongs to. |
349
+ | `Address` | `string` | The cell address (e.g., `"A1"`). |
350
+
351
+ #### Typed Value Properties (get/set)
352
+
353
+ Use these to read or write cell values with type safety. The setter persists the value back to Excel.
354
+
355
+ | Property | Type | Description |
356
+ |----------|------|-------------|
357
+ | `StringValue` | `string` | Read/write a string value. |
358
+ | `Int32Value` | `int` | Read/write an integer value. |
359
+ | `BooleanValue` | `bool` | Read/write a boolean value. |
360
+ | `DoubleValue` | `double` | Read/write a double value. |
361
+ | `DecimalValue` | `decimal` | Read/write a decimal value. |
362
+ | `DateTimeValue` | `DateTime` | Read/write a DateTime value. |
363
+ | `TimeSpanValue` | `TimeSpan` | Read/write a TimeSpan value. |
364
+
365
+ #### Implicit Conversions
366
+
367
+ `ExcelValue` supports implicit conversion **from** `bool`, `int`, `long`, `double`, `decimal`, `string`, `DateTime`, and `TimeSpan` (allowing direct cell assignment) and **to** the same types (allowing direct reading):
368
+
369
+ ```csharp
370
+ row["Quantity"] = 5; // implicit conversion from int to ExcelValue
371
+ row["Name"] = "Alice"; // implicit conversion from string to ExcelValue
372
+ string name = row["Name"]; // implicit conversion from ExcelValue to string
373
+ int quantity = row["Quantity"]; // implicit conversion from ExcelValue to int
374
+ ```
375
+
376
+ ### `RangeValue`
377
+
378
+ Represents a range in Excel (Windows/Interop API). Returned by `IWorkbookQuickHandle.SelectedRange` and table indexers. Implements `ITableRef` and `IPivotTableRef`. Supports implicit conversion to and from `DataTable`, so `DataTable data = handle.Table["TableName"];` works directly.
379
+
380
+ #### Properties
381
+
382
+ | Property | Type | Description |
383
+ |----------|------|-------------|
384
+ | `Worksheet` | `string` | The name of the worksheet the range belongs to. |
385
+ | `Address` | `string` | The address of the range (e.g., `"A1:D10"`). |
386
+ | `FullRangeName` | `string` | The full name of the range (e.g., `"Sheet1!A1:D10"`). |
387
+ | `FirstCell` | `string` | The address of the first cell in the range. |
388
+ | `RowCount` | `int` | The number of rows in the range. |
389
+ | `Columns` | `IEnumerable<string>` | The list of columns (when the range represents a table). |
390
+ | `TableName` | `string` | The table name (when the range represents a table). |
391
+ | `RangeType` | `ExcelRangeType` | The type of range: `Range`, `Table`, `PivotTable`, `Sheet`, or `DataTable`. |
392
+ | `DataTableOutValue` | `DataTable` | Helper DataTable for Out/InOut arguments. The getter always returns a new empty DataTable and does not read the current range contents (this is by design). |
393
+
394
+ ---
395
+
396
+ ## Static CSV Methods
397
+
398
+ These are static methods on the `ExcelOperations` class (no handle required).
399
+
400
+ | Method | Return Type | Description |
401
+ |--------|------------|-------------|
402
+ | `ExcelOperations.ReadCsvFile(string filePath, DelimitatorOptions delimiter, bool includeColumnNames, string encodingStr, bool ignoreQuotes)` | `DataTable` | Reads a CSV file into a DataTable. |
403
+ | `ExcelOperations.WriteCsvFile(string filePath, DataTable data, DelimitatorOptions delimiter, bool addHeaders, string encodingStr, bool shouldQuote)` | `void` | Writes a DataTable to a CSV file (replaces existing data). |
404
+ | `ExcelOperations.AppendCsvFile(string filePath, DataTable data, DelimitatorOptions delimiter, string encodingStr)` | `void` | Appends a DataTable to an existing CSV file. |
405
+
406
+ ---
407
+
408
+ ## Options & Configuration Classes
409
+
410
+ ### `WorkbookOptions`
411
+
412
+ Options for opening or creating a workbook (portable API).
413
+
414
+ | Property | Type | Default | Description |
415
+ |----------|------|---------|-------------|
416
+ | `Path` | `string` | `null` | Path of the workbook. |
417
+ | `Password` | `string` | `null` | Password of the workbook, if necessary. |
418
+ | `CreateNew` | `bool` | `true` | Create the workbook if it does not exist. |
419
+ | `ConflictBehavior` | `ConflictBehavior?` | `null` | Behavior when a file already exists and `CreateNew` is true. When null, the existing file is opened. |
420
+
421
+ ### `UseOptions`
422
+
423
+ Options for opening or creating Excel files (Windows/Interop API).
424
+
425
+ | Property | Type | Default | Description |
426
+ |----------|------|---------|-------------|
427
+ | `ExcelProcess` | `IExcelProcess` | `null` | Controls interaction with Excel. If null, options are retrieved from project settings. |
428
+ | `Path` | `string` | `null` | Path of the Excel file. |
429
+ | `Password` | `string` | `null` | Password for the Excel file. |
430
+ | `EditPassword` | `string` | `null` | Edit password for the Excel file. |
431
+ | `CreateIfNotExist` | `bool` | `true` | Create the file if it does not exist. |
432
+ | `KeepExcelOpen` | `bool` | `false` | Keep the file open after the operation. |
433
+ | `ReadFormatting` | `ReadFormattingOptions?` | `null` | How to format read values (Default, RawValue, DisplayValue). Null reads from project settings. |
434
+ | `ReadOnly` | `bool` | `false` | Open the workbook as read-only. |
435
+ | `ResizeWindow` | `ResizeWindowOptions` | `None` | Resize the Excel window (None, Minimize, Maximize). |
436
+ | `SaveChanges` | `bool` | `true` | Save changes after workbook operations. |
437
+ | `SensitivityOperation` | `ExcelLabelOperation` | `None` | Sensitivity label operation when opening/creating. |
438
+ | `SensitivityLabel` | `IExcelLabelObject` | `null` | Sensitivity label to apply (only when SensitivityOperation is Add). |
439
+
440
+ ### `ScopeOptions`
441
+
442
+ Options for controlling the Excel process (Windows/Interop API). If a property is null, it is retrieved from project settings.
443
+
444
+ | Property | Type | Default | Description |
445
+ |----------|------|---------|-------------|
446
+ | `DisplayAllerts` | `bool?` | `null` | Allow Excel to display alerts and messages. **Note:** The property name is intentionally spelled `DisplayAllerts` (not "Alerts") to match the source API. |
447
+ | `ExistingProcessAction` | `ExistingExcelProcessAction?` | `null` | Action if other Excel processes are running. |
448
+ | `FileConflictResolution` | `ExcelFileConflictResolution?` | `null` | Action if Excel document conflicts are detected between processes. |
449
+ | `LaunchMethod` | `ExcelStartMethod?` | `null` | How the Excel process is launched. |
450
+ | `LaunchTimeout` | `int?` | `null` | Time to wait for Excel to start (full process launch). |
451
+ | `MacroSetting` | `MacroSetting?` | `null` | Enable or disable macros. |
452
+ | `ProcessMode` | `ExcelProcessMode?` | `null` | New process, reuse if available, or unique for attended users. |
453
+ | `ShowExcelWindow` | `bool?` | `null` | Show the Excel window during automation. |
454
+
455
+ ### `FilterOptions`
456
+
457
+ Options for filtering ranges (Windows/Interop API).
458
+
459
+ | Property | Type | Default | Description |
460
+ |----------|------|---------|-------------|
461
+ | `ColumnName` | `string` | `null` | Column containing the values to filter. |
462
+ | `ClearFilter` | `bool` | `false` | Clear any existing filter applied to the target range. |
463
+ | `Filter` | `IFilter` | `null` | Filter implementation: `BasicFilter` (list of values) or `AdvancedFilter` (conditions). |
464
+
465
+ ### `BasicFilter`
466
+
467
+ Simple filter matching a list of values. Implements `IFilter`.
468
+
469
+ | Property | Type | Default | Description |
470
+ |----------|------|---------|-------------|
471
+ | `Values` | `List<string>` | empty list | List of matching values. |
472
+
473
+ ### `AdvancedFilter`
474
+
475
+ Filter with operator conditions. Implements `IFilter`.
476
+
477
+ | Property | Type | Default | Description |
478
+ |----------|------|---------|-------------|
479
+ | `Operator` | `LogicalOperator` | `And` | Operator between the two conditions. |
480
+ | `Condition1` | `ExcelFilterOperator` | — | Operator for the first condition. |
481
+ | `Value1` | `string` | `null` | Value for the first condition. |
482
+ | `Condition2` | `ExcelFilterOperator` | — | Operator for the second condition. |
483
+ | `Value2` | `string` | `null` | Value for the second condition. |
484
+
485
+ ### `TextToColumnsOptions`
486
+
487
+ Options for splitting text into columns.
488
+
489
+ | Property | Type | Default | Description |
490
+ |----------|------|---------|-------------|
491
+ | `ParsingType` | `TextToColumnsParsingType` | `Delimited` | Delimited (by characters) or FixedWidth (by character count). |
492
+ | `NumberOfCharactersPerColumn` | `int` | `0` | Width of each data unit (fixed width mode). |
493
+ | `ColumnsDelimiters` | `TextToColumnsDelimiters` | Tab, Semicolon, Comma, Space | Delimiters to use (flags enum). |
494
+ | `SplitByLineBreak` | `bool` | `false` | Split by line breaks. |
495
+ | `OtherSeparator` | `char?` | `null` | Custom separator character (when `Other` flag is set). |
496
+ | `ConsecutiveOperatorsAsOne` | `bool` | `true` | Treat consecutive delimiters as one. |
497
+ | `TextQualifier` | `TextToColumnsTextQualifier` | `None` | Character that encloses text values. |
498
+
499
+ ### `CreateChartConfig`
500
+
501
+ Configuration for creating a chart (portable API).
502
+
503
+ | Property | Type | Default | Description |
504
+ |----------|------|---------|-------------|
505
+ | `UseTableSource` | `bool` | `false` | Use a table as the data source (instead of a range). |
506
+ | `SourceSheet` | `string` | `null` | Sheet containing the source data. |
507
+ | `SourceRange` | `string` | `null` | Range address for the chart data (when `UseTableSource` is false). |
508
+ | `SourceTable` | `string` | `null` | Table name for the chart data (when `UseTableSource` is true). |
509
+ | `PlacementSheet` | `string` | `null` | Sheet where the chart will be placed. |
510
+ | `ChartCategory` | `ExcelChartCategory` | `Column` | Chart category (Area, Bar, Column, Line, Pie, Scatter). |
511
+ | `ChartType` | `ExcelChartType` | `xlColumnClustered` | Specific chart subtype. |
512
+ | `Height` | `int` | `211` | Chart height in points. |
513
+ | `Width` | `int` | `355` | Chart width in points. |
514
+ | `Left` | `int` | `60` | Left position in points. |
515
+ | `Top` | `int` | `20` | Top position in points. |
516
+
517
+ ### `UpdateChartConfiguration`
518
+
519
+ Configuration for updating an existing chart (portable API).
520
+
521
+ | Property | Type | Default | Description |
522
+ |----------|------|---------|-------------|
523
+ | `ChartName` | `string` | `null` | Name of the chart to update. |
524
+ | `PlacementSheet` | `string` | `null` | Sheet containing the chart. |
525
+ | `Type` | `ChartModificationType` | — | Type of modification to apply. |
526
+ | `Modifications` | `IEnumerable<IChartModification>` | `null` | Collection of modifications to apply. |
527
+
528
+ #### Chart Modification Types (`IChartModification`)
529
+
530
+ Each modification type corresponds to a `ChartModificationType` value:
531
+
532
+ **`ChangeDataRangeChartModification`**
533
+
534
+ | Property | Type | Description |
535
+ |----------|------|-------------|
536
+ | `UseTableSource` | `bool` | Use a table as the data source. |
537
+ | `TableName` | `string` | Table name (when `UseTableSource` is true). |
538
+ | `SheetName` | `string` | Sheet containing the data range. |
539
+ | `Range` | `string` | Range address for the new data. |
540
+
541
+ **`ModifyChartTitleChartModification`**
542
+
543
+ | Property | Type | Description |
544
+ |----------|------|-------------|
545
+ | `Title` | `string` | New chart title text. |
546
+ | `ShowTitle` | `bool` | Whether to display the title. |
547
+
548
+ **`UpdateAxisTitleChartModification`**
549
+
550
+ | Property | Type | Description |
551
+ |----------|------|-------------|
552
+ | `Axis` | `AxisOrientationType` | Which axis to update (`Horizontal` or `Vertical`). |
553
+ | `ShowTitle` | `bool` | Whether to display the axis title. |
554
+ | `Title` | `string` | New axis title text. |
555
+
556
+ **`UpdateAxisBoundsChartModification`**
557
+
558
+ | Property | Type | Description |
559
+ |----------|------|-------------|
560
+ | `Axis` | `AxisOrientationType` | Which axis to update (`Horizontal` or `Vertical`). |
561
+ | `MinBound` | `double?` | Minimum axis value (null for auto). |
562
+ | `MaxBound` | `double?` | Maximum axis value (null for auto). |
563
+
564
+ **`ShowHideLegendChartModification`**
565
+
566
+ | Property | Type | Description |
567
+ |----------|------|-------------|
568
+ | `ShowLegend` | `bool` | Whether to display the chart legend. |
569
+
570
+ **`ShowHideDataLabelsChartModification`**
571
+
572
+ | Property | Type | Description |
573
+ |----------|------|-------------|
574
+ | `ShowDataLabels` | `bool` | Whether to display data labels. |
575
+
576
+ ### `PivotTableDescriptor`
577
+
578
+ Describes the structure of a pivot table (Windows/Interop API).
579
+
580
+ | Property | Type | Default | Description |
581
+ |----------|------|---------|-------------|
582
+ | `Rows` | `List<RowPivotTableFieldDescription>` | empty list | Fields to use as row labels. |
583
+ | `Columns` | `List<ColumnPivotTableFieldDescription>` | empty list | Fields to use as column labels. |
584
+ | `Filters` | `List<FilterPivotTableFieldDescription>` | empty list | Fields to use as report filters. |
585
+ | `Values` | `List<ValuePivotTableFieldDescription>` | empty list | Fields to aggregate as values. |
586
+ | `ValuesMode` | `PivotTableValuesMode` | `Columns` | Display values in columns or rows. |
587
+ | `LayoutRowType` | `PivotTableLayoutRowType` | `Compact` | Row layout type (Compact, Tabular, Outline). |
588
+
589
+ **Pivot field description types** — All inherit from `PivotTableFieldDescriptionBase` with a `Name` property (the source column name). `ValuePivotTableFieldDescription` adds:
590
+
591
+ | Property | Type | Default | Description |
592
+ |----------|------|---------|-------------|
593
+ | `Function` | `PivotTableFunction` | — | Aggregation function (Sum, Count, Average, Max, Min, Product, etc.). |
594
+
595
+ ### `IPivotTableInfo`
596
+
597
+ Marker interface for pivot table creation info (portable API). Used by `IWorkHandle.CreatePivotTable`. No properties — implementations define the pivot table structure.
598
+
599
+ ### `SortXDescriptor`
600
+
601
+ Describes columns to sort by (Windows/Interop API).
602
+
603
+ | Property | Type | Default | Description |
604
+ |----------|------|---------|-------------|
605
+ | `SortColumns` | `List<SortXColumnModel>` | empty list | Ordered list of columns to sort by. |
606
+
607
+ ### `SortXColumnModel`
608
+
609
+ Holds sort information for a single column.
610
+
611
+ **Constructor:** `SortXColumnModel(string columnName, OrderType sortOrder)`
612
+
613
+ | Property | Type | Description |
614
+ |----------|------|-------------|
615
+ | `ColumnName` | `string` | Name of the column to sort by. |
616
+ | `SortOrder` | `OrderType` | Sort direction: `Ascending` or `Descending`. |
617
+ | `ColumnIndex` | `int` | Column index (set automatically during sort). |
618
+
619
+ ### `ICellFormat`
620
+
621
+ Represents a cell number format for formatting operations.
622
+
623
+ | Member | Type | Description |
624
+ |--------|------|-------------|
625
+ | `FormatType` | `CellFormat` | The format category: `General`, `Number`, `Date`, `Time`, `Percentage`, `Currency`, `Text`, `Custom`. |
626
+ | `UseLocal` | `bool` | Whether to use locale-specific formatting. |
627
+ | `ToExcelString(ExcelFormatParameters)` | `string` | Converts the format to an Excel format string. |
628
+
629
+ ### `AlignmentOptions`
630
+
631
+ Alignment settings for `FormatRange`.
632
+
633
+ | Property | Type | Description |
634
+ |----------|------|-------------|
635
+ | `HorizontalAlignment` | `ExcelRangeHorizontalAlignment` | Horizontal alignment. |
636
+ | `VerticalAlignment` | `ExcelRangeVerticalAlignment` | Vertical alignment. |
637
+ | `WrapText` | `bool` | Whether to wrap text in the cell. |
638
+
639
+ ### `FontOptions`
640
+
641
+ Font settings for `FormatRange`.
642
+
643
+ | Property | Type | Description |
644
+ |----------|------|-------------|
645
+ | `FontFamilyName` | `string` | Font family name (e.g., `"Calibri"`). |
646
+ | `Style` | `ExcelRangeFontStyle` | Font style (bold, italic, etc.). |
647
+ | `Size` | `double` | Font size in points. |
648
+ | `Color` | `Color` | Font foreground color. |
649
+ | `FillColor` | `Color` | Cell fill/background color. |
650
+ | `UnderlineStyle` | `ExcelRangeUnderlineStyle` | Underline style. |
651
+
652
+ ### `IExcelLabelObject`
653
+
654
+ Sensitivity label to apply to or retrieve from a workbook.
655
+
656
+ | Property | Type | Description |
657
+ |----------|------|-------------|
658
+ | `LabelId` | `string` | Sensitivity label ID. |
659
+ | `Justification` | `string` | Justification for changing the label. |
660
+
661
+ ---
662
+
663
+ ## Enum Reference
664
+
665
+ **`ConflictBehavior`**: `Replace`, `Fail`, `Skip`
666
+
667
+ **`ReadFormattingOptions`**: `Default`, `RawValue`, `DisplayValue`
668
+
669
+ **`ResizeWindowOptions`**: `None`, `Minimize`, `Maximize`
670
+
671
+ **`ExcelLabelOperation`**: `None`, `Add`, `Clear`
672
+
673
+ **`EmptyRowBehavior`**: `StopAfterThreeConsecutiveEmptyRows`, `Stop`, `Skip`, `Process`
674
+
675
+ **`PdfSaveQuality`**: `StandardQuality`, `MinimumQuality`
676
+
677
+ **`ExcelSaveAsType`**: `OpenXmlWorkbook`, `BinaryWorkbook`, `MacroEnabledWorkbook`, `OldWorkbook`
678
+
679
+ **`ExcelChartAction`**: `CopyToClipboard`, `SaveAsPicture`
680
+
681
+ **`ExcelChartCategory`**: `Area`, `Bar`, `Column`, `Line`, `Pie`, `Scatter`
682
+
683
+ **`CopyPasteRangeOptions`**: `All`, `Values`, `Formulas`, `Formats`
684
+
685
+ **`FindReplaceOptions`**: `Find`, `Replace`, `ReplaceAll`
686
+
687
+ **`LookInOptions`**: `Values`, `Formulas`
688
+
689
+ **`DeleteRowsOption`**: `Specific`, `Visible`, `Hidden`, `Duplicates`
690
+
691
+ **`InsertRowPosition`**: `Start`, `End`, `Specific`
692
+
693
+ **`ColumnRelativePosition`**: `Before`, `After`
694
+
695
+ **`ColumnsCompare`**: `IndividualColumns`, `AllColumns`
696
+
697
+ **`MatchType`**: `LargestValueLessOrEqual`, `ExactlyEqual`, `SmallestValueGreaterOrEqual`
698
+
699
+ **`LastRowConfiguration`**: `LastPopulatedRow`, `FirstEmptyRow`
700
+
701
+ **`PivotTableLayoutRowType`**: `Compact`, `Tabular`, `Outline`
702
+
703
+ **`ProtectSheetAdditionalPermissions`** (flags): `None`, `AllowDeletingColumns`, `AllowDeletingRows`, `DrawingObjects`, `Scenarios`, `AllowFiltering`, `AllowFormattingCells`, `AllowFormattingColumns`, `AllowFormattingRows`, `AllowInsertingColumns`, `AllowInsertingHyperlinks`, `AllowInsertingRows`, `AllowSorting`, `AllowUsingPivotTables`
704
+
705
+ **`DelimitatorOptions`**: `Comma`, `Semicolon`, `Pipe`, `Caret`, `Tab`
706
+
707
+ **`ExcelProcessMode`**: `AlwaysCreateNew`, `AttendedUser`, `ReuseIfExists`, `OnlyIfExists`
708
+
709
+ **`ExcelFileConflictResolution`**: `None`, `CloseWithoutSaving`, `PromptUser`, `ThrowException`
710
+
711
+ **`ExistingExcelProcessAction`**: `None`, `ForceKill`
712
+
713
+ **`ExcelStartMethod`**: `Automation`, `Application`
714
+
715
+ **`MacroSetting`**: `EnableAll`, `DisableAll`, `ReadFromExcelSettings`
716
+
717
+ **`LogicalOperator`**: `And`, `Or`
718
+
719
+ **`ExcelFilterOperator`**: `NONE`, `LT` (<), `GT` (>), `LTE` (<=), `GTE` (>=), `EQ` (=), `NOTEQ` (!=), `EMPTY`, `NOTEMPTY`, `STARTSWITH`, `ENDSWITH`, `CONTAINS`, `NOTSTARTSWITH`, `NOTENDSWITH`, `NOTCONTAINS`
720
+
721
+ **`ExcelChartType`**: `xlArea`, `xlAreaStacked`, `xlAreaStacked100`, `xlBarClustered`, `xlBarStacked`, `xlBarStacked100`, `xlColumnClustered`, `xlColumnStacked`, `xlColumnStacked100`, `xlLine`, `xlLineMarkers`, `xlLineMarkersStacked`, `xlLineMarkersStacked100`, `xlLineStacked`, `xlLineStacked100`, `xlDoughnut`, `xlPie`, `xlXYScatterSmoothNoMarkers`, `xlXYScatterSmooth`, `xlXYScatterLinesNoMarkers`, `xlXYScatterLines`, `xlXYScatter`, `Other`
722
+
723
+ **`TextToColumnsParsingType`**: `Delimited`, `FixedWidth`
724
+
725
+ **`TextToColumnsDelimiters`** (flags): `None`, `Tab`, `Semicolon`, `Comma`, `Space`, `Other`
726
+
727
+ **`TextToColumnsTextQualifier`**: `None`, `DoubleQuote`, `SingleQuote`
728
+
729
+ **`PivotTableFunction`**: `Sum`, `Count`, `Average`, `Max`, `Min`, `Product`, `CountNumbers`, `StdDev`, `StdDevp`, `Var`, `Varp`
730
+
731
+ **`PivotTableValuesMode`**: `Columns`, `Rows`
732
+
733
+ **`ChartModificationType`**: `ChangeDataRange`, `ModifyChartTitle`, `UpdateAxisTitle`, `UpdateAxisBounds`, `ShowHideLegend`, `ShowHideDataLabels`
734
+
735
+ **`ExcelRangeType`**: `Range`, `Table`, `PivotTable`, `Sheet`, `DataTable`
736
+
737
+ **`OrderType`**: `Ascending`, `Descending`
738
+
739
+ **`CellFormat`**: `General`, `Number`, `Date`, `Time`, `Percentage`, `Currency`, `Text`, `Custom`
740
+
741
+ **`ExcelRangeHorizontalAlignment`**: `xlHAlignGeneral`, `xlHAlignLeft`, `xlHAlignCenter`, `xlHAlignRight`, `xlHAlignFill`, `xlHAlignJustify`, `xlHAlignCenterAcrossSelection`, `xlHAlignDistributed`
742
+
743
+ **`ExcelRangeVerticalAlignment`**: `xlVAlignTop`, `xlVAlignCenter`, `xlVAlignBottom`, `xlVAlignJustify`, `xlVAlignDistributed`
744
+
745
+ **`ExcelRangeFontStyle`**: `Regular`, `Italic`, `Bold`, `BoldItalic`
746
+
747
+ **`ExcelRangeUnderlineStyle`**: `None`, `Single`, `Double`, `SingleAccounting`, `DoubleAccounting`
748
+
749
+ **`AxisOrientationType`**: `Horizontal`, `Vertical`
750
+
751
+ ---
752
+
753
+ ## Common Patterns
754
+
755
+ ### Read and process Excel data (Portable)
756
+
757
+ ```csharp
758
+ [Workflow]
759
+ public void Execute()
760
+ {
761
+ using var workbook = excel.UseWorkBook("C:\\Data\\report.xlsx", createNew: false);
762
+ var data = workbook.ReadRange("Sheet1", "A1:D100", addHeaders: true, preserveFormat: false);
763
+
764
+ foreach (DataRow row in data.Rows)
765
+ {
766
+ var name = row["Name"].ToString();
767
+ var amount = Convert.ToDecimal(row["Amount"]);
768
+ Log($"Processing {name}: {amount:C}");
769
+ }
770
+ }
771
+ ```
772
+
773
+ ### Read, transform, and write back (Windows/Interop)
774
+
775
+ ```csharp
776
+ [Workflow]
777
+ public void Execute()
778
+ {
779
+ using var file = excel.UseExcelFile("C:\\Data\\sales.xlsx", saveChanges: true, createIfNotExist: false);
780
+ var sheet = file.Sheet["Sales"];
781
+
782
+ var data = sheet.ReadRange(hasHeaders: true, visibleRowsOnly: false);
783
+
784
+ // Add a computed column
785
+ data.Columns.Add("Total", typeof(decimal));
786
+ foreach (DataRow row in data.Rows)
787
+ {
788
+ row["Total"] = Convert.ToDecimal(row["Quantity"]) * Convert.ToDecimal(row["Price"]);
789
+ }
790
+
791
+ // Write results to a new sheet
792
+ var resultsSheet = file.InsertSheet("Results");
793
+ resultsSheet.WriteRange(data, append: false, excludeHeaders: false);
794
+ }
795
+ ```
796
+
797
+ ### Iterate rows and update cells (Windows/Interop)
798
+
799
+ ```csharp
800
+ [Workflow]
801
+ public void Execute()
802
+ {
803
+ using var file = excel.UseExcelFile("C:\\Data\\inventory.xlsx");
804
+ var sheet = file.Sheet["Inventory"];
805
+
806
+ sheet.ForEachRow(EmptyRowBehavior.Stop, forceFirstRowAsHeaders: true, saveAfterEachRow: false, row =>
807
+ {
808
+ var quantity = row["Quantity"].Int32Value;
809
+ if (quantity < 10)
810
+ {
811
+ row["Status"].StringValue = "Low Stock";
812
+ }
813
+ });
814
+ }
815
+ ```
816
+
817
+ ### Create a workbook with options (Portable)
818
+
819
+ ```csharp
820
+ [Workflow]
821
+ public void Execute()
822
+ {
823
+ var options = new WorkbookOptions
824
+ {
825
+ Path = "C:\\Output\\new_report.xlsx",
826
+ CreateNew = true,
827
+ ConflictBehavior = ConflictBehavior.Replace
828
+ };
829
+
830
+ using var workbook = excel.UseWorkBook(options);
831
+ var report = new DataTable();
832
+ report.Columns.Add("Date", typeof(string));
833
+ report.Columns.Add("Revenue", typeof(decimal));
834
+ report.Rows.Add("2026-01-01", 15000.50m);
835
+ report.Rows.Add("2026-01-02", 22300.75m);
836
+
837
+ workbook.WriteRange("Summary", "A1", report, addHeaders: true);
838
+ }
839
+ ```
840
+
841
+ ### Excel Process Scope with filtering and export (Windows/Interop)
842
+
843
+ ```csharp
844
+ [Workflow]
845
+ public void Execute()
846
+ {
847
+ using var process = excel.ExcelProcessScope(new ScopeOptions
848
+ {
849
+ ShowExcelWindow = false,
850
+ MacroSetting = MacroSetting.DisableAll
851
+ });
852
+
853
+ var useOptions = new UseOptions
854
+ {
855
+ Path = "C:\\Data\\large_dataset.xlsx",
856
+ ExcelProcess = process,
857
+ SaveChanges = false,
858
+ ReadOnly = true
859
+ };
860
+
861
+ using var file = excel.UseExcelFile(useOptions);
862
+ var sheet = file.Sheet["Data"];
863
+
864
+ // Filter to specific values
865
+ sheet.Filter(new FilterOptions
866
+ {
867
+ ColumnName = "Region",
868
+ Filter = new BasicFilter { Values = new List<string> { "North", "East" } }
869
+ });
870
+
871
+ // Read only visible (filtered) rows
872
+ var filtered = sheet.ReadRange(hasHeaders: true, visibleRowsOnly: true);
873
+
874
+ // Export to CSV
875
+ ExcelOperations.WriteCsvFile("C:\\Output\\filtered.csv", filtered, UiPath.CSV.DelimitatorOptions.Comma,
876
+ addHeaders: true, encodingStr: "utf-8", shouldQuote: true);
877
+ }
878
+ ```