Microsoft Excel is a spreadsheet software application from Microsoft.
Integrations and Connectors
AgilePoint NX integrates in these ways with Microsoft Excel:
- Activities in Process Builder
- Lookups in eForm Builder
- Data source for process-based apps
- Data source for form-based apps
- Import and export entities in Data Entities
- Export entity model in Data Entities
- Import and export picklists and picklist items in Data Entities
Activities in Process Builder
An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.
The following activities are available for Microsoft Excel.
- Excel Read (Document tab)
- Excel Write (Document tab)
- Read Excel Table (Document tab)
- Write Excel Table (Document tab)
- Excel Calculate (SharePoint tab)
- Excel Read (SharePoint tab)
- Excel Write (SharePoint tab)
Lookups in eForm Builder
A lookup is an automated procedure that retrieves data from an external data source, such as a database or third-party service, to display runtime. For example, you can use a lookup to populate the options in a list on an eForm.
For more information, refer to Microsoft Excel Auto-Lookup configuration.
This image is only one example configuration screen from the Auto-Lookup form control. It does not show all the configuration options, and lookups can be configured and executed in multiple ways. The Auto-Lookup control can perform a lookup for eForms or other controls. However, many other form controls have built-in lookup capabilities — for example, the Drop-Down List form control. For information about how to configure lookups, refer to eForm Controls.
Data Source for Process-Based Apps
For more information, refer to Process-based app data source.
Data Source for Form-Based Apps
For more information, refer to Form-based app data source.
Import and Export Entities or Entities in Data Entities
You can use a Microsoft Excel file to import records to or export records from an existing entity in Data Entities. This function can be used to create a new entity, update an existing entity, or export the data and metadata for an existing entity.For more information, refer to:
Export Entity Model in Data Entities
You can use a Microsoft Excel file to download an entity model, which is is the metadata for an entity, from Data Entities.
For more information, refer to Export Template screen.
Import and Export Picklists and Picklist Items in Data Entities
For more information, refer to:
- Excel Calculate (SharePoint) activity
- Excel Read (SharePoint) activity
- Excel Write (SharePoint) activity
- Read and Create an Excel File in SharePoint
- Read Data from an Excel File in SharePoint
- Create an Excel File in SharePoint
- Excel Write (Document) activity
- Excel Read (Document) activity
- Read Excel Table activity
- Write Excel Table activity
- Process-Based App with Microsoft Excel as the Data Source (Modern)
- Process-Based App with Microsoft Excel Data Source (Classic)
- Form-Based App with Microsoft Excel as the Data Source (Modern)
- Form-Based App with Microsoft Excel Data Source (Classic)
- Microsoft Excel Auto-Lookup configuration
- Import Data screen
- Export Data screen
- Import Template screen
- Export Template screen
- Import Picklist screen
- Import Picklist Items screen
- Export Records from an Entity
- Export a Picklist
- Rules to Import Entities or Records from Microsoft Excel to AgilePoint NX Data Entities
- How Do I Configure a Microsoft Excel File to Use as a Data Source for an App?.
Microsoft Excel Documentation
Use these links to find third-party vendor documentation for Microsoft Excel:
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