Unable to read Excel files in sharepoint from Chatbot

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Posted on 28 Jun 2024 10:25:31 by GV-28060942-0

HI Team,

We have created a Custom chatbot using COPILOT Studio and it is working fine. The bot is pointing to the Sharepoint folder and public website to get the answers which are posted to BOT. For this we are using the option Generative answers.

But, it seems the bot is not accessing the excel files from sharepoint folder to get the answers. Where as it is reading the excel files to get the answers which are attached directly to the BOT using knowledge option.

Is copilot studio bot is not supporting the Excel files which are stored in sharepoint or do we have any specific steps to follow?

Appreciate your help on this.

Thanks in advance

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DM-06011630-0 2 on 06 Jan 2025 at 16:30:59

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Unable to read Excel files in sharepoint from Chatbot

Any plans to support excel files?
Expiscornovus 31,697 Most Valuable Professional on 08 Jul 2024 at 20:11:12

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Unable to read Excel files in sharepoint from Chatbot

You can use for example a Power Automate cloud flow and the list rows present in table action to interact with Excel data.

https://learn.microsoft.com/en-us/microsoft-copilot-studio/advanced-flow-create

Or directly call a flow action instead:

https://learn.microsoft.com/en-us/microsoft-copilot-studio/advanced-use-flow
SV-01071220-0 2 on 01 Jul 2024 at 12:21:42

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Unable to read Excel files in sharepoint from Chatbot

Thanks for your response.

In this case how to proceed further to access excel files which are stored in SharePoint from Copilot studio.
Expiscornovus 31,697 Most Valuable Professional on 29 Jun 2024 at 12:37:11

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Unable to read Excel files in sharepoint from Chatbot

As far as I am aware Excel files are not one of the supported content types in Generative answers feature.

For reference see the link below:

https://learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-boost-node#supported-content

Supported content

Generative answers obtain content stored in these formats:

SharePoint pages (modern pages)

Word documents (docx)

PowerPoint documents (pptx)

PDF documents (pdf)