Agent Creation

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Posted on 14 Apr 2025 07:04:59 by NR-03041312-0

Greetings, I am trying to build an agent which can read financial data from the excel provided as knowledge. The agent must be capable enough to read the data from the knowledge and provide the calculated result effectively, it should render all the matched results. How can I achieve this result? Is it possible for an agent to calculate implicitly without hardcoding? Tried with creating agent using description but not that effective. Can anyone help me with this? How can I achieve this ?

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w.p 4,373 on 14 Apr 2025 at 17:57:24

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Agent Creation

@NR-03041312-0

an example reading interest rate from excel file knowledge source.
ronaldwalcott 3,653 on 14 Apr 2025 at 17:39:22

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What type of description did you use?

Look at this example of using Copilot in Excel

The agent will first have to understand the relationship between the columns. It cannot calculate without understanding what it is calculating.

You can use flows for the calculations but the logic has to be added into the flow.

Call a Power Automate flow as an action - Microsoft Copilot Studio | Microsoft Learn