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
You can use out-of-the-box activities for Microsoft Excel to execute actions in process-based apps.
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.
Process Activities for Excel (Document tab)
Process Activities for Excel (SharePoint tab)
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
You can create lookups for Microsoft Excel in eForm Builder and form-based apps.
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.
A drop-down list populated from a lookup
Sample lookup configuration screen
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
You can use Microsoft Excel as a primary data source for your process-based app. A primary data source provides a default data model for your app.
For more information, refer to Process-based app data source.
How do you want to set up your entity? > Configuration tab
Data Source for Form-Based Apps
You can use Microsoft Excel as a primary data source for your form-based app. A primary data source provides a default data model for your app.
For more information, refer to Form-based app data source.
How do you want to set up your entity? > Configuration tab
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:Import Data screen
Export Data screen
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.
Export Entity Model screen
Import and Export Picklists and Picklist Items in Data Entities
You can use a Microsoft Excel file to import or export picklists or picklist items in Data Entities.
For more information, refer to:
- Import Picklist screen
- Import Picklist Items screen
- Export Picklist screen
- Export Picklist Items screen
Import Picklist screen
Import Picklist Items screen
Export Picklist screen
Export Picklist Items screen
Related Topics
- Excel Calculate (SharePoint) activity
- Excel Read (SharePoint) activity
- Excel Write (SharePoint) activity
- 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 for Using Microsoft Excel Files with AgilePoint NX
Examples
Microsoft Excel Documentation
Use these links to find third-party vendor documentation for Microsoft Excel:
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Keywords
Microsoft Excel, Excel document, Excel file, Excel spreadsheet, spreadsheet, Excel integration, MS Excel, MS-Excel, Excel, Excel doc
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