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CoPilot for Excel data within SharePoint

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Posted on by MC-04022229-0 Microsoft Employee
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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  • Suggested answer
    DuaS. Profile Picture
    DuaS. 198 Moderator on at
    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. 
  • RR-27011928-0 Profile Picture
    RR-27011928-0 7 on at
    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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