Table Vlookup in Copilot Studio?

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Posted on by agradychandler

Hi All,

I'm experimenting a bit with the new "upload a document" in Copilot Studio's generative AI section. I find it very useful, but it's not always answering consistently.

I attached a document that is a simple dictionary table for our internal company “jargon” (mainly acronyms). It has two columns one for the acronym and the other with the definition/meaning. I've tried different document types (excel, pdf, word, etc.), but they all show some issues with consistency. If I think in terms of how I would pull something from Excel, it would be a simple vlookup on the table's acronym column. Is there some way I can create a specific topic that is connected directly to the Excel file and runs a vlookup instead of the generative AI path?

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MattJimison 577 Most Valuable Professional on at

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Re: Table Vlookup in Copilot Studio?

Hi, @agradychandler .

If you want to do this in a non-genai-fashion, you can definitely create an acronyms topic and use Power Automate to retrieve definitions. This could pull from an Excel file, Dataverse, SharePoint Online, etc.

The concern, however, would be how you filter the data source based on what the user enters (i.e. are you looking for an exact match, will all users type the same term, etc.) Ultimately, though, you'd pass into Power Automate the term the user types (or selects, based on if you want to provide them the options) and use that to filter the datasource and return the result.

Cheers,

Matt

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Cheers,
Matt