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Create an RPA Flow that Connects to SAP ByDesign Data in UiPath Studio

Use the SAP ByDesign ODBC Driver to create workflows that access real-time SAP ByDesign data without any coding.

UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for SAP ByDesign, users can embed SAP ByDesign data in the workflow.

This article walks through using the SAP ByDesign ODBC Driver in UiPath Studio to create an RPA program that accesses SAP ByDesign data.

Configure the Connection to SAP ByDesign

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Set the following connection properties to connect to SAP ByDesign.

  • Url: Set this to the Url of your SAP ByDesign site. For example, https://test.sapbydesign.com
  • User: Set this to the username of your account.
  • Password: Set this to the password of your account.
  • CustomService or AnalyticsService: Only one of these must be specified. If you have a custom service you want to retrieve data from, specify CustomService. If you want to retrieve the reports of a analytical service, specify AnalyticsService.
    If neither is specified, 'cc_home_analytics.svc' will used as a default for the AnalyticsService property. If you are not sure what service to specify, you can always query the Services view to list available services.

Connect UiPath Studio to SAP ByDesign Data

Now you are ready to use SAP ByDesign data ODBC DSN in UiPath Studio with the following steps.

  1. From the Start page, click Blank to create a New Project.
  2. Click Manage Packages then search for and install UiPath.Database.Activities.
  3. Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
  4. Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
  5. Double-click the Connect activity and configure the Connection.
    1. Click the Connection Wizard
    2. Select "Microsoft ODBC Data Source"
    3. In Connection Properties, select your DSN (CData SAPByDesign Source) and click OK
  6. To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.

Create an Execute Query Activity

With the connection configured, we are ready to query SAP ByDesign data in our RPA.

  1. From the Activities navigation, select Execute Query and drop it on the Flowchart.
  2. Double-click the Execute Query activity and set the properties as follows:
    • ExistingDbConnection: Your Connection variable
    • Sql: SELECT statement like SELECT ID, ProductCategoryID FROM [Inventory Balance] WHERE ProductCategoryID = '1234567'
    • DataTable: Create and use a variable with the Type System.Data.DataTable

Create Write CSV Activity

With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the SAP ByDesign data.

  1. From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
  2. Double-click the Write CSV activity and set the properties as follows:
    • FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
    • DataTable: Set to the DataTable variable you created earlier

Connect the Activities and Run the Flowchart

If they are not already connected, connect each Activity that you created to complete the RPA project for extracting SAP ByDesign data and exporting it to CSV.

Click Run to extract SAP ByDesign data and create a CSV file.

In this article, we used the CData ODBC Driver for SAP ByDesign to create an automation flow that accesses SAP ByDesign data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live SAP ByDesign data in UiPath Studio today!