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CoPilot for Excel data within SharePoint

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Posted on 4 Feb 2025 22:36:07 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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RR-27011928-0 7 on 22 Feb 2025 at 00:08:40

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CoPilot for Excel data within SharePoint

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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DuaS. 167 on 05 Feb 2025 at 17:03:50

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CoPilot for Excel data within SharePoint

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.