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Copilot Studio
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How to Make Copilot Studio Agents Read Excel Files for Answer Generation?

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Posted on by CU26111039-0 8

I’m trying to achieve the following workflow in Copilot Studio, but I’m running into issues:

What I want to do:


  • Based on the user’s input prompt, the AI should determine filtering conditions for an Excel (or CSV) file
  • Use the Code Interpreter capability to apply those filters
  • Extract the necessary information from the Excel file
  • Generate an answer while referencing that extracted data

What I’ve tried so far:


  • Uploaded an Excel file under Copilot Studio > Agent > Knowledge, but it doesn’t seem like the Code Interpreter is reading it
  • On the other hand, when I upload a CSV file as an attachment, the Code Interpreter appears to read and process it correctly

What I want to achieve:


  • Avoid using attachments and instead have the agent reference only the Excel file stored in Knowledge
  • Specifically, I want the agent to directly read the Excel file from Knowledge, apply filtering, extract data, and use that data in its response

Questions:


  1. Is it possible for Copilot Studio agents to read Excel files stored in Knowledge using the Code Interpreter?
  2. If yes, what is the correct setup or best practice to make this work?
  3. If not, what alternative approach would you recommend?
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I have the same question (0)
  • Verified answer
    bscarlavai33 Profile Picture
    bscarlavai33 756 Super User 2026 Season 1 on at
    Code Interpreter does not work with uploaded Knowledge files but it looks like you should be able to add SharePoint as a Knowledge source and Code Interpreter can then read Excel files that are stored in SharePoint.
  • CU16062241-0 Profile Picture
    CU16062241-0 2 on at
    In what way was this answered? I'm having the same issue as original question. 
    The OP said that is doesn't work as a knowledge source and have to upload documents but then it was said that using a knowledge should work.

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