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Copilot Studio Sharepoint Excel

Posted on by 10
Dear All,
 
I am trying to test the Sharepoint Knowledge Source with Excel file i did the followowing.
 
1. Created the knowledge Source as Sharepoint.
2. Pointed to the file under documents folder
3. Created the "Inputs" Section, you can see the screen shot attached.
4. Created the "outputs" Section, you can see the screen shot attached.
 
Still i am not able to get any answers while testing the agent, it says " No information was found that could help answer this."
 
Please help me here....
Categories:
Knowledge.png
Inputs Section.png
Output Section.png
  • Verified answer
    Vinoth Selvam Profile Picture
    Vinoth Selvam 1,067 on at
    Copilot Studio Sharepoint Excel
    I have tried and the below links works as expected.
     
     
    Please make sure there are no issues related to security and Authentication. Can you try with Manual authentication method?
     
     
     
    Thanks.
     
  • Suggested answer
    AC-07110539-0 Profile Picture
    AC-07110539-0 10 on at
    Copilot Studio Sharepoint Excel
    Dear All,
    i could able to solve the issue by changing the setting located at "Using generative AI in conversations" to "AI Generative"
     
    Thanks for all the support
  • AC-07110539-0 Profile Picture
    AC-07110539-0 10 on at
    Copilot Studio Sharepoint Excel
  • AC-07110539-0 Profile Picture
    AC-07110539-0 10 on at
    Copilot Studio Sharepoint Excel
    Thank you for replying to my question, I have seen couple of videos where in Excel is formatted as table and can extract the data, here are the videos...
     
     
    This is what I am trying to do..
     
    1. My sales and accounts team will post the updated excel to one of my sharepoint location.
    2. I wanted this agent to answer the question to all other relevant departments.
     
    Ofcourse I am formatting as table etc etc.
     
    Please suggest.
     
    Regards
    Anil Charan.
  • CU07110739-0 Profile Picture
    CU07110739-0 2 on at
    Copilot Studio Sharepoint Excel
    Hi, according to documentation for Copilot Studio, gen AI supported content don't include excel...

    Generative answers obtain content stored in these formats:

    • SharePoint pages (modern pages)
    • Word documents (docx)
    • PowerPoint documents (pptx)
    • PDF documents (pdf)
    https://learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-boost-node#supported-content

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