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Celonis Product Documentation

Microsoft 365 Excel (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

The Microsoft 365 Excel modules enable you to monitor workbooks and rows or retrieve, add, update, or delete worksheets, rows, and tables in your Microsoft 365 Excel account.

To get started with Microsoft 365 Excel app, create an account at office.com.

Refer to the Microsoft Graph REST API documentation for the list of available endpoints.

Connect Microsoft 365 Excel to Celonis platform

To connect to the Excel app:

  1. Log in to your Celonis platform account, add any Microsoft 365 Excel module Action Flow, and click the Add button next to the Connection field.

  2. Optional: In the Connection name field, enter a name in the connection.

  3. Optional: Click Show advanced settings to enter your custom app client credentials and add additional scopes as needed.

    For more information about the permissions, see the Microsoft Graph permissions reference.

  4. Click Save.

  5. If prompted, log in to your Microsoft account and confirm the access.

You have successfully connected the app and can now build Action Flows.

Build Microsoft 365 Excel Action Flows

After connecting the app, you can perform the following actions:

Workbook

Keyword Query Language

Use Keyword Query Language (KQL) search syntax to build your search queries in Microsoft modules. For more information, see Microsoft Graph help.

  • Watch Workbooks

    Required Permissions: offline_access, User.Read, Files.Read.All

  • Search Workbooks

    Required Permissions: offline_access, User.Read, Files.Read.All

  • Download a Workbook

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

Worksheet

  • Watch Worksheet Rows

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • List Worksheets

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • List Worksheet Rows

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Add a Worksheet

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Add a Worksheet Row

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Update a Worksheet Row

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Delete a Worksheet Row

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

Table

  • Watch Table Rows

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • List Tables

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • List Table Rows

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Get a Table

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Add a Table

    To use tables, see Add a Table

  • Add a Table Row

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Add a Table Column

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Update a Table

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Update a Table Column

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Delete a Table

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

Other

Note

When using these modules in the Microsoft 365 Excel integration, there is a maximum limit of 3300 records per request. This limit is set to prevent service interruptions and ensure optimal performance during data retrieval operations.

  • Retrieve Data

    Required Permissions: offline_access, User.Read, Files.ReadWrite, Files.Read.All

  • Make an API Call

    Required Permissions: offline_access, User.Read

Table

The table here refers to the embedded table element in the Workbook. Not the entire table (workbook/worksheet).

The text preceding the image has the important information from it.
Add a Table

Adds a new table.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Update a Table

Select the option to choose the

Workbook ID

Enter the Workbook ID to whose worksheet you want to add a table.

Workbook

Select or map the workbook you want to use.

Worksheet

Select the Excel sheet you want to add a table to.

Has Headers

If you select this checkbox, the first defined row will be used as the table headers.

Example of table output with the "Has headers" options checked and unchecked.

Address

Set the size of the table. For example, A1:C10 will create a table with 3 columns and 10 rows.

Permission information for Microsoft 365 Excel

  • Add a Table - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Add a Table Row - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Add a Worksheet - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Add a Worksheet Row - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Add/Update a Worksheet Row (Advanced) - Files.ReadWrite, offline_access, User.Read

  • Delete a Table - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Delete a Worksheet Row - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Download a Workbook - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Get a Table - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • List Table Rows - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • List Tables - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • List Worksheet Rows - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • List Worksheets - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Retrieve Data - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Search Workbooks - Files.Read.All, offline_access, User.Read

  • Update a Table - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Update a Worksheet Row - Files.ReadWrite, Files.Read.All, offline_access, User.Read

  • Watch Workbooks - Files.Read.All, offline_access, User.Read

  • Watch Worksheet Rows - Files.ReadWrite, Files.Read.All, offline_access, User.Read