Microsoft Excel

What is the Microsoft Excel Connection?

The Microsoft Excel connection connects your Microsoft account to Duvo, enabling your assignments to read, write, and analyze spreadsheet data stored in OneDrive or SharePoint on your behalf. This is a user-configured connection—you'll need to connect your Microsoft account before your assignments can use it.

What Can It Do?

The Microsoft Excel connection provides actions that allow your assignments to:

  • Create workbooks: Generate new Excel workbooks programmatically

  • Read data: Retrieve workbook content by ID from OneDrive or SharePoint

  • Update cells: Modify individual cell values in spreadsheets

  • Batch operations: Update multiple cells at once for efficiency

Why This Matters

Spreadsheets are the backbone of many business operations—tracking inventory, managing orders, maintaining customer lists, logging activities, and analyzing data. The Microsoft Excel connection allows your assignments to interact with these critical data sources automatically, reading information to inform decisions and writing results to keep records current, whether your spreadsheets are stored in OneDrive or SharePoint.

When to Use It

Use the Microsoft Excel connection when your assignment needs to:

  • Read data sources: Pull customer lists, inventory levels, pricing tables, or reference data from Excel workbooks

  • Log activities: Record assignment actions, transactions, or process results in tracking sheets

  • Update records: Modify order status, inventory counts, or customer information

  • Generate reports: Create and populate new workbooks with analyzed data

  • Maintain databases: Use Excel workbooks as simple databases for business information stored in OneDrive or SharePoint

How It Works

After connecting your Microsoft account, your assignments can access your Excel workbooks stored in OneDrive or SharePoint using your logins and permissions. When you include Microsoft Excel actions in your assignment's SOP, it will read and write data just as you would—pulling information to use in workflows and updating workbooks with results.

Key Benefits

Central data hub: Connect your assignments to the Excel workbooks your team already uses in OneDrive or SharePoint

Flexible data operations: Read individual values or batch update hundreds of cells efficiently

Real-time updates: Keep your workbooks current with automated data entry

Cloud storage connection: Seamlessly work with files stored in OneDrive or SharePoint

No database required: Use familiar Excel workbooks as your assignment's data source

The Microsoft Excel connection is essential for workflows involving data tracking, reference lookups, or record-keeping—transforming Excel workbooks from static documents into dynamic, automated data sources.

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