CoPilot for Excel data within SharePoint

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Posted on by MC-04022229-0

I am trying to create a CoPilot agent to pull data from my teams SharePoint. I would like to use copilot to extract data from an excel file within SharePoint using the "Actions" feature to create an excel connection.

However, I am unable to add "outputs" (greyed out in screenshot below). When testing copilot, I also receive the following error. Has anyone had success with asking copilot to return data within an excel file from SharePoint?

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DuaS. 187 Super User 2025 Season 2 on at

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Can you please share what action you're using and how you're configuring it? The attached screenshot shows that I'm using the "List rows present in a table (Excel Business)" action for an Excel file stored in SharePoint. The excel content/ data is getting stored in a variable called Questions.It would be great to see how you've set it up for reference.

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RR-27011928-0 7 on at

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It's been my experience that accessing Excel files using sharepoint as a standard knowledge source, no custom connector, does not work and is not supported: https://learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-boost-node#supported-content (i realize that is not your exact workflow but the lack of support _may_ affect yours? I don't know)

I found this video on Youtube that is able to access data from an Excel file where the data is "formatted as a table" which is key. HTH.

https://www.youtube.com/watch?v=vF2Z4T97xcQ&t=3261s (55'). She uses the OneDrive for Business (Excel) "Get a row"

Cheers.

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