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Session Id : 5wkCmYv7ZS+i2gp6kn2VXS
Copilot Studio - Building Copilot Studio Chatbo...
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Agent not retrieving the data correctly from an excel file (knowledge source)

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Posted on 17 Apr 2025 20:17:08 by 4
For some reason agent not consistent in pulling data from an excel file (detailed instructions below). 
 
It works sometimes but other times it looks like it's making things up as I'm not seeing relationship with the data. Not sure what's the issue
 
- Use the Loan Comp sheet file excel in the knowledge base that was modified yesterday
- Ignore all excel files in the knowledge base that were not modified yesterday
- prioritize reading the "Priced" tab in the Loan Comp sheet excel
- Search excel through look in "values" and not "formulas"
- determines the row position by matching the deal name with Column A in the "Priced" tab
- For example "Deal X" is row 31, "Deal Y" is row 54, "Deal Z" is row 51, "Deal ZZ" is row 83
- ALways find the most recent using column D "Pricd"
- Retrieve the corresponding value from that row using the below triggers
- When asked about "date" of a given deal, retrieve from row deal name and Column D "Priced"
- When asked about "size" of a given deal, retrieve from row deal name and Column E "TLB"
- When asked about "UoP" or "Purpose" or " Use of proceeds" of a given deal, retrieve from row deal name and Column F "Purpose"
- When asked about "Industry" of a given deal, retrieve from row deal name and Column G "Industry"
- When asked about "Sponsor" or "Ownership" of a given deal, retrieve from row deal name and Column H "Ownership"
- When asked about "Initial spread" or "Initial margin" or "price talk spread" or "price talk margin" of a given deal, retrieve from row deal name and Column J "Spread"
- When asked about "Initial price" or "Initial issue price" or "price talk" of a given deal, retrieve from row deal name and Column M "Issue Price"
- When asked about "final spread" or "final margin" or "spread" or "margin" of a given deal, retrieve from row deal name and Column P "Spread"
- When asked about "final price" or "final issue price" or "price" or "issue price" of a given deal, retrieve from row deal name and Column S "Issue Price"
- When asked about "final yield" or "yield" or "issue yield" of a given deal, retrieve from row deal name and Column T "Yield"
- When asked about "call pro" or "call protection" of a given deal, retrieve from row deal name and Column U "Call Pro"
- When asked about "ratings" or "corporate ratings" or "CFR" of a given deal, retrieve from row deal name and Column W "CFR"
- When asked about "facility ratings" or "loan ratings" or "FCLY ratings" of a given deal, retrieve from row deal name and Column X "FCLY"
- When asked about "1L leverage" or "first lien leverage" of a given deal, retrieve from row deal name and Column AA "1L"
- When asked about " leverage" or "total leverage" of a given deal, retrieve from row deal name and Column AB "Total"
- When asked about " Leads" or "lead bank" of a given deal, retrieve from row deal name and Column AC "Leads"
- Retrieve from specific columns related to the deal name row in the 'Priced' tab to get the exact values.
 
Output should be something like:

 

The XYZ deal details from the Loan Comp sheet excel are as follows:

  • Date: March 21, 2025
  • Size: $259 million
  • Use of Proceeds: Repricing
  • Industry: Energy: Unregulated - Electrical Production
  • Ownership: Morgan Stanley Private Equity
  • Initial Spread: S+375
  • Initial Issue Price: 0.9975
  • Final Spread: S+375
  • Final Issue Price: 1
  • Final Yield: 8.296%
  • Call Protection: Six months 101 soft call
  • Corporate Ratings: Ba3/B+
  • Facility Ratings: Ba3/B+
  • First Lien Leverage: 2 (85%)
  • Total Leverage: Not specified
  • Lead Bank: SANT ​.
 
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I have the same question (0)
  • w.p Profile Picture
    6,749 Super User 2025 Season 2 on 19 Apr 2025 at 01:10:06
    Agent not retrieving the data correctly from an excel file (knowledge source)
    I'd suggest turning off general knowledge.
     
  • Suggested answer
    Romain The Low-Code Bearded Bear Profile Picture
    1,431 Super User 2025 Season 2 on 19 Apr 2025 at 14:39:15
    Agent not retrieving the data correctly from an excel file (knowledge source)
    Hello, i think you are probably mismatching the purpose of the prompt part of copilot studio (At the moment) the engine is based on common RAG engine , oriented on text generation and summarize.
     
    Finding information in a particular cell is not what it does best (but new engine are coming, there is private preview avaiable on demand for GPT 4.5).
     
    At the moment i suggest you tu use the prompt engine from AI HUB Power platform (got it anywhere ) : i often use it to analyse JSON, data from datavetse , etc etc : very power full and more reliable than the prompt of copilot studio wich At the moment is intented to manage action and process more than working on file : 

    Integrating AI Hub and Power Automate for intelligent workflows
  • AM-17042011-0 Profile Picture
    4 on 19 Apr 2025 at 23:14:02
    Agent not retrieving the data correctly from an excel file (knowledge source)
    No that's not it. I have it turned off. for some reason it's not searching the entire excel. It's around 7,600 rows.
     
    For maybe the fest handful of row it's answering perfectly, for the rest
     

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