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Celonis Product Documentation

Microsoft 365 Excel

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.

Getting Started with Microsoft 365 Excel

Prerequisites

  • A Microsoft 365 Excel account

In order to use Microsoft 365 Excel with Execution Management System, it is necessary to have a Microsoft 365 account. If you do not have one, you can create a Microsoft 365 account at office.com.

Caution

The module dialog fields that are displayed in bold (in the Execution Management System Action Flow, not in this documentation article) are mandatory!

Connect Microsoft 365 Excel to Execution Management System

1. Go to Execution Management System and open the Microsoft 365 Excel module's Create a connection dialog.

2. Enter a name for the connection to the Connection name field and click Continue.

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Execution Management System will redirect you to the Microsoft 365 Excel website where you will be prompted to sign in.

After you sign in, the connection is established and you can continue with setting up the module.

Workbook

Retrieves workbook details when a new workbook is created.

Required Permissions: Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Folder

Select the folder you want to watch for new workbooks. If no folder is selected, all folders will be watched.

Filter

Set the filter. You can, for example, return only workbooks with the specified name.

Limit

Set the maximum number of workbooks Execution Management System will return during one execution cycle.

Retrieves workbooks in your account based on filter settings.

Required Permissions: Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Folder

Select the folder you want to retrieve workbooks from. If no folder is selected, workbooks from all folders will be retrieved.

Filter

Set the filter. You can, for example, return only workbooks with the specified name or last modified date.

Limit

Set the maximum number of workbooks Execution Management System will return during one execution cycle.

Downloads the specified workbook as an XLSX file.

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

Connection

Establish a connection to your Microsoft 365 account.

Download a Workbook

Select whether you want to select the workbook from the menu or enter (map) the ID of the workbook manually.

Workbook

Select the workbook from the menu or enter (map) the ID of the workbook manually.

Worksheet

Retrieves row details when a new row is added to the specified worksheet.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the Excel sheet you want to watch for new rows.

Limit

Set the maximum number of rows Execution Management System will return during one execution cycle.

Here you can define which rows will be processed.

Since specific ID

Enter the row number where the process will start from.

All

This option will process all rows in the worksheet.

Choose manually

Select the row from the menu.

Examples of use

Be inspired by our Microsoft 365 Excel predefined templates we have prepared for you.

Retrieves a list of worksheets in the specified workbook.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to retrieve worksheets from.

Limit

Set the maximum number of worksheets Execution Management System will return during one execution cycle.

Retrieves rows in the specified worksheet.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet you want to retrieve rows from.

Limit

Set the maximum number of rows Execution Management System will return during one execution cycle.

Creates a new worksheet in the specified workbook.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook where you want to add a new worksheet.

Name

Enter the name for the new worksheet.

Adds a new row to the specified worksheet.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet where you want to add rows to.

Type of Values Being Entered

Select the type of value to be entered into the worksheet. If you use a formula, Excel will try to evaluate the specified expression, e.g.:=SUM(A1:A10). The names of functions in a formula are in English, whereas in a formula local, the function names are in the language of your Excel application, e.g.=SUM(A1, 1.5) (in English) vs =SUMME(A1; 1,5) (in German).

Rows

Add values or formulas to the desired rows.

Updates an existing row in the specified worksheet.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet you want to update the rows for.

Type of Values Being Entered

Select the type of value to be entered into the worksheet. If you use a formula, Excel will try to evaluate the specified expression, e.g.:=SUM(A1:A10). The names of functions in a formula are in English, whereas in a formula local, the function names are in the language of your Excel application, e.g.=SUM(A1, 1.5) (in English) vs =SUMME(A1; 1,5) (in German).

Row ID

Select the number of the row to update.

Row

Add values or formulas to the row that you want to update.

Deletes a row in the specified worksheet.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet you want to delete the row from.

Row ID

Enter (map) or select the number of the row you want to delete.

Table

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

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Retrieves table details when a new row is added to the specified table.

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet where you want to watch table rows at.

Table

Select the table you want to watch for new rows.

Limit

Set the maximum number of rows Execution Management System will return during one execution cycle.

Returns details of all tables in the specified worksheet.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet you want to list tables from.

Limit

Set the maximum number of tables Execution Management System will return during one execution cycle.

Retrieves rows in the specified table.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet that contains the table you want to list table rows from.

Table

Select the table you want to list table rows from.

Limit

Set the maximum number of rows Execution Management System will return during one execution cycle.

Retrieves details.

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

Connection

Establish a connection to your Microsoft 365 account.

Get a Table

Select whether you want to select the table from the menu or enter (map) the ID of the workbook and table manually.

Workbook

Select or map the workbook you want to use.

Worksheet

Select the worksheet that contains the table you want to retrieve details for.

Table

Select or map the ID of the table you want to retrieve details for.

Creates a new table in the specified worksheet.

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

Connection

Establish a connection to your Microsoft 365 account.

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 this checkbox is checked then the first defined row will be used as the table headers.

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Address

Set the size of the table. E. g. A1:C10 will create a table with 3 columns and 10 rows.

Adds a row to the table element in your worksheet.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet containing the table you want to add a row to.

Table

Select the table you want to add a row to.

Row

Enter the values of the new row cells.

Row ID

To add a row to a specific position of the table, enter the row number to this field. The new row will be added after the specified row number.

Updates an existing table.

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

Connection

Establish a connection to your Microsoft 365 account.

Update a Table

Select whether you want to select the workbook, worksheet and table from the menu or enter (map) the ID of the workbook and table manually.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet containing the table you want to update.

Table

Select the table you want to update

Name

Enter the new name of the table.

Show Headers

Select the Yes option to make the headers visible.

Show Totals

Select the Yes option to make the total row is visible.

Style

Select the table style.

Deletes a table.

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

Connection

Establish a connection to your Microsoft 365 account.

Delete a Table

Select whether you want to select the workbook, worksheet and table from the menu or enter (map) the ID of the workbook and table manually.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet containing the table you want to delete.

Table

Select the table you want to delete.

Other

Retrieves data from the defined worksheet range.

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

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the Excel sheet containing the data you want to retrieve.

Range

Specify the area of the sheet you want to retrieve data from. E.g. A1:D10(case sensitive)

Allows you to perform a custom API call.

Connection

Establish a connection to your Microsoft 365 account.

URL

Enter a path relative to https://graph.microsoft.com.

For example /v1.0/me/drive/root/children.

For the list of available endpoints, refer to the Microsoft Graph REST API Documentation.

Method

Select the HTTP method you want to use:

  • GET: to retrieve information for an entry.

  • POST: to create a new entry.

  • PUT: to update/replace an existing entry.

  • PATCH: to make a partial entry update.

  • DELETE: to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we added those for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Contents of Root Folder

The following API call returns all folders and files in the root of the drive in your Microsoft 365 Excel:

URL:

/v1.0/me/drive/root/children

Method:

GET

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The result can be found in the module's Output under Bundle > Body > value.

In our example, 5 children were returned:

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