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Excel

Reference

54 actions for Excel workflows.

01. Operations

Act on Excel from a workflow

Operations are the actions a workflow can take in Excel, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Other

54 operations

This category includes miscellaneous Excel operations that don't fit into primary workflows, such as managing named items, exporting workbooks to PDF, closing sessions, and retrieving chart properties. Use these operations when you need to perform one-off tasks like deleting worksheets, applying table sorts, or accessing specific range data from your spreadsheet.

Action★ Featured

Add Table

EXCEL_ADD_TABLE

Create a structured table in an Excel worksheet to organize and format your data for easier analysis and filtering. Tables make it simple to work with groups of related information and apply formulas across entire columns automatically.

6 input
Action★ Featured

Add Table Row

EXCEL_ADD_TABLE_ROW

Adds a new row to an existing table in Excel, automatically populating it with data you specify. Use this to grow your data tables without manually entering each row.

6 input
Action★ Featured

Apply Table Filter

EXCEL_APPLY_TABLE_FILTER

Apply filters to specific columns in your Excel tables to display only the data you need, making it easier to focus on relevant information and analyze subsets of your data.

7 input
Action★ Featured

Create Workbook

EXCEL_CREATE_WORKBOOK

Generate a new Excel workbook file with your specified worksheets and data, then automatically save it to your OneDrive for easy access and sharing.

4 input
Action★ Featured

Export Workbook to PDF

EXCEL_EXPORT_WORKBOOK_TO_PDF

Converts an Excel workbook into a PDF file format, making it easy to share, distribute, or archive spreadsheet data in a universally readable format.

5 input
Action★ Featured

List Drive Files

EXCEL_LIST_FILES

Retrieve a complete list of files and folders from your Excel drive or a specific folder path to organize and manage your spreadsheets. This helps you quickly find, audit, and keep track of all your data files in one place.

4 input
Action★ Featured

List Table Rows

EXCEL_LIST_TABLE_ROWS

Retrieves all rows from a specified table in an Excel workbook, allowing you to access and analyze tabular data stored in your spreadsheets.

6 input
Action★ Featured

Update Range

EXCEL_UPDATE_RANGE

Modify data in multiple cells at once within an Excel worksheet, allowing you to efficiently update values, formulas, or formatting across a selected range. This helps you quickly make batch updates without having to edit cells individually.

6 input
Action

Add Chart

EXCEL_ADD_CHART

Create visual charts and graphs in your Excel worksheets to transform raw data into easy-to-understand visualizations that tell a story about your business metrics.

7 input
Action

Add SharePoint Worksheet

EXCEL_ADD_SHAREPOINT_WORKSHEET

Create a new worksheet within an Excel workbook stored on SharePoint, allowing you to organize and expand your spreadsheet structure in the cloud. This enables you to keep related data separated and collaborate with team members on specific sections of your workbook.

4 input
Action

Add Table Column

EXCEL_ADD_TABLE_COLUMN

Adds a new column to an existing table in Excel, allowing you to expand your data structure with additional fields for tracking or analysis. This helps you organize related information together without restructuring your entire spreadsheet.

6 input
Action

Add Workbook Permission

EXCEL_ADD_WORKBOOK_PERMISSION

Grant access to an Excel workbook by sending invites to specific people with defined roles. Use this when you need to collaborate with team members or clients on shared spreadsheets while controlling their permission levels.

11 input
Action

Add Worksheet

EXCEL_ADD_WORKSHEET

Creates a new worksheet in your Excel workbook, allowing you to organize data across multiple sheets and separate different types of information within a single file.

4 input
Action

Apply Table Sort

EXCEL_APPLY_TABLE_SORT

Organize your spreadsheet data by sorting a table by specific columns in any order you need. This helps you quickly find, analyze, and present information without manually rearranging rows.

6 input
Action

Clear Range

EXCEL_CLEAR_RANGE

Removes values, formatting, or contents from a specified range of cells in your Excel worksheet, allowing you to reset cells before entering new data.

7 input
Action

Clear Table Filter

EXCEL_CLEAR_TABLE_FILTER

Remove filters from your Excel table columns to display all data again without restrictions. This helps you see the complete dataset after you've finished analyzing a filtered subset.

6 input
Action

Close Excel Session

EXCEL_CLOSE_SESSION

Ends an active Excel workbook session and releases any locks on the file, allowing other users or processes to access it freely. Use this when you're done working with a spreadsheet to prevent conflicts and free up resources.

3 input
Action

Convert Table To Range

EXCEL_CONVERT_TABLE_TO_RANGE

Transforms a formatted Excel table back into a regular cell range, removing table features while preserving the data. This is useful when you need to eliminate automatic filtering, formulas, or style formatting that comes with structured tables.

4 input
Action

Create Excel Session

EXCEL_GET_SESSION

Establishes a secure connection to your Excel workbook so you can read, modify, and manage spreadsheet data programmatically. This is the first step needed before performing any other operations on your Excel files.

3 input
Action

Delete Table Column

EXCEL_DELETE_TABLE_COLUMN

Remove a specific column from an Excel table to clean up data structure or eliminate unnecessary fields. This helps you maintain organized spreadsheets by removing columns that are no longer needed.

5 input
Action

Delete Table Row

EXCEL_DELETE_TABLE_ROW

Remove a specific row from an Excel table to keep your data clean and current. This helps maintain accurate records by deleting outdated or incorrect entries directly from structured tables.

5 input
Action

Delete Worksheet

EXCEL_DELETE_WORKSHEET

Removes a worksheet from your Excel workbook to keep your file organized and remove unnecessary sheets. Use this to clean up temporary work areas or consolidate data after completing analysis.

4 input
Action

Get Chart Axis

EXCEL_GET_CHART_AXIS

Retrieves detailed properties of a chart axis, including scale settings, intervals, and formatting, allowing you to programmatically inspect or verify chart configuration details.

8 input
Action

Get Chart Data Labels

EXCEL_GET_CHART_DATA_LABELS

Retrieve and inspect the label settings on your Excel charts, including their position, visibility, and formatting to ensure they display your data clearly.

5 input
Action

Get Chart Legend

EXCEL_GET_CHART_LEGEND

Retrieves the legend information from an Excel chart, including its visibility settings and formatting details. Use this to verify how your chart's legend appears and make adjustments to ensure clarity and readability.

7 input
Action

Get Range

EXCEL_GET_RANGE

Retrieve specific data from a worksheet in Excel, allowing you to extract values, formulas, or formatting from defined cell ranges. This enables you to read structured data from your spreadsheets programmatically for analysis, reporting, or integration with other tools.

5 input
Action

Get SharePoint Range

EXCEL_GET_SHAREPOINT_RANGE

Retrieve specific data from a worksheet stored in SharePoint, allowing you to access and work with spreadsheet information from your team's shared documents.

5 input
Action

Get SharePoint Worksheet

EXCEL_GET_SHAREPOINT_WORKSHEET

Retrieves a specific worksheet from an Excel workbook stored in SharePoint, allowing you to access and work with particular sheets within your business documents. This is useful when you need to pull data from or interact with individual worksheets in your shared Excel files.

4 input
Action

Get table column

EXCEL_GET_TABLE_COLUMN

Retrieve all data and properties from a specific column within an Excel table, enabling you to work with column-specific information for analysis or automation.

6 input
Action

Get workbook

EXCEL_GET_WORKBOOK

Retrieve and inspect the structure, properties, and contents of an Excel workbook including worksheets, tables, named ranges, and comments. Use this to understand what data and elements exist in your spreadsheet before performing other operations.

4 input
Action

Get Worksheet

EXCEL_GET_WORKSHEET

Retrieve a specific worksheet from your Excel workbook by name or ID to access its data and structure. This lets you programmatically interact with individual sheets within your spreadsheet.

4 input
Action

Get Worksheet Used Range

EXCEL_GET_WORKSHEET_USED_RANGE

Retrieves all data from a worksheet without needing to know the exact range beforehand, automatically identifying which cells contain actual values. This is useful when working with dynamic spreadsheets where the data boundaries change frequently.

5 input
Action

Insert Range

EXCEL_INSERT_RANGE

Insert a new cell range into your worksheet and automatically shift existing content down or right to make space for new data without losing information.

6 input
Action

List Chart Series

EXCEL_LIST_CHART_SERIES

Retrieve all data series contained within a chart to analyze and work with the underlying data structures. This helps you understand what data is visualized in your charts before making modifications or extracting information.

7 input
Action

List Charts

EXCEL_LIST_CHARTS

Retrieve all charts from a specific worksheet to see visualizations you've created, helping you organize and manage your data presentations.

6 input
Action

List Comments

EXCEL_LIST_COMMENTS

Retrieve all comments from an Excel workbook to review feedback, suggestions, and notes that team members have added to your spreadsheet.

5 input
Action

List Drive Item Children

EXCEL_LIST_DRIVE_ITEM_CHILDREN

Retrieve all files and folders contained within a specific folder in your Excel drive, making it easy to explore and organize your file structure. This helps you quickly find documents, understand folder hierarchy, and manage your cloud storage contents.

4 input
Action

List Named Items

EXCEL_LIST_NAMED_ITEMS

Retrieve all named ranges and defined names in your Excel workbook to see what references are available for formulas and reporting. This helps you organize and reference important data ranges by meaningful names instead of cell coordinates.

5 input
Action

List SharePoint Tables

EXCEL_LIST_SHAREPOINT_TABLES

Retrieve all tables stored in your SharePoint worksheet to see what data structures and datasets you have available. This helps you identify and organize your business data sources across your team's shared workspace.

6 input
Action

List SharePoint Worksheets

EXCEL_LIST_SHAREPOINT_WORKSHEETS

Retrieve all worksheets from an Excel workbook stored in SharePoint, allowing you to see what sheets are available in your shared workbook. This helps you organize and manage collaborative spreadsheets across your team.

6 input
Action

List Table Columns

EXCEL_LIST_TABLE_COLUMNS

Retrieve all columns from a specific table in your Excel workbook to understand the data structure and available fields. This helps you organize, validate, and work with your spreadsheet data programmatically.

6 input
Action

List Tables

EXCEL_LIST_TABLES

Retrieve all tables within a specific Excel worksheet to see structured data ranges and their properties. This helps you understand and work with organized data in your spreadsheets programmatically.

6 input
Action

List Workbook Permissions

EXCEL_LIST_WORKBOOK_PERMISSIONS

View all users and shared links that have access to your Excel workbook, helping you manage who can view or edit your important spreadsheets.

7 input
Action

List Worksheets

EXCEL_LIST_WORKSHEETS

Retrieve all worksheets available in an Excel workbook to see what sheets exist and access their contents. This helps you understand the structure of your spreadsheet before reading or updating data.

5 input
Action

Merge Cells

EXCEL_MERGE_CELLS

Combine multiple cells into a single cell in your Excel worksheet to create cleaner layouts for headers, titles, or grouped data sections. This is useful when you want to consolidate information visually or improve the readability of your spreadsheet formatting.

6 input
Action

Protect Worksheet

EXCEL_PROTECT_WORKSHEET

Protect a worksheet to prevent unauthorized edits while still allowing approved users to view and interact with specific cells. This helps you safely share spreadsheets while maintaining data integrity and controlling what others can modify.

5 input
Action

Search Drive Files

EXCEL_SEARCH_FILES

Find Excel files stored in your OneDrive by searching for file names or keywords, helping you locate the right workbook before opening or editing it.

6 input
Action

Sort Range

EXCEL_SORT_RANGE

Organizes data within a spreadsheet range in ascending or descending order by one or more columns, making it easier to analyze and find information quickly.

7 input
Action

Update Chart

EXCEL_UPDATE_CHART

Modify an existing chart in your Excel spreadsheet to reflect new data, change the chart type, or update formatting without recreating it from scratch.

10 input
Action

Update Chart Legend

EXCEL_UPDATE_CHART_LEGEND

Modify the appearance and placement of chart legends in your Excel worksheets to improve readability and presentation. Use this when you need to reposition, hide, or reformat legend elements to better suit your data visualization layout.

8 input
Action

Update SharePoint Range

EXCEL_UPDATE_SHAREPOINT_RANGE

Update a range in a SharePoint worksheet using Microsoft Graph Sites API.

6 input
Action

Update Table

EXCEL_UPDATE_TABLE

Update a table in a workbook using Microsoft Graph API.

8 input
Action

Update Worksheet

EXCEL_UPDATE_WORKSHEET

Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.

7 input
Action

Upload Workbook from URL

EXCEL_UPLOAD_WORKBOOK

Tool to upload an external Excel file from a URL into OneDrive/SharePoint.

4 input
What now

Use Excel in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.