Microsoft Excel Configuration screen

Configures a Microsoft Excel file as your data source.

Background and Setup

Prerequisites

Good to Know

  • Your Microsoft Excel file must be permanently stored in a supported repository. The following rules apply:
    • The file name must not change for the Excel file.
    • Once the data source is configured, the Excel file must not move from the configured location.
    • The names for any folders or other dependent items, such as SharePoint document libraries, in the path to the Excel file must not change.

How to Start

  1. Click App Builder.

    Build Apps screen
  2. On the Application Explorer screen, expand [App Name] > Processes.

    Application Explorer screen
  3. Click your process name.

    Application Explorer screen
  4. Click Schema.

    Application Explorer screen
  5. Select Schema.xsd

    Application Explorer screen
  6. Click Edit.

    Application Explorer screen
  7. On the Data Model screen, click Add Data Source Add Data Source icon.

    Application Explorer screen
  8. On the Select Data Source screen, select Microsoft Excel Excel Table icon.

    Select Data Source screen
  9. Click Next.

Repository screen

Specifies the location of your Microsoft Excel file that contains the data in table format.

Figure: Repository screen

Repository screen

Fields

Field Name Definition

Box

Opens this Screen:
Repository Configuration for Box
Function of this Screen:
Specifies the location of your Microsoft Excel file in Box.

OneDrive

Opens this Screen:
Repository Configuration for OneDrive
Function of this Screen:
Specifies the location of your Microsoft Excel file in OneDrive.

OneDrive For Business

Opens this Screen:
Repository Configuration for OneDrive For Business
Function of this Screen:
Specifies the location of your Microsoft Excel file in OneDrive for Business.

SharePoint

Opens this Screen:
Repository Configuration for SharePoint
Function of this Screen:
Specifies the location of your Microsoft Excel file in SharePoint.

Google Drive

Opens this Screen:
Repository Configuration for Google Drive
Function of this Screen:
Specifies the location of your Microsoft Excel file in Google Drive.

File System

Opens this Screen:
Repository Configuration for File System
Function of this Screen:
Specifies the location of your Microsoft Excel file on the AgilePoint Server machine.

Excel Table Configuration screen > Configuration tab

Configures how to collect data from a Microsoft Excel file for your process-based app.

Figure: Excel Table Configuration > Configuration tab

Excel Table Configuration Configuration tab

Good to Know

Fields

Field Name Definition

Data Source Name

Function:
Specifies a name for your data source.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Repository Type

Function:
Shows the type of repository you selected in the Repository screen for your Microsoft Excel file.
Accepted Values:
Read only.

File Name

Function:
Shows the name of the Microsoft Excel file you selected in your repository.
Accepted Values:
Read only.

Primary Entity Name

Function:
Specifies the name of the Microsoft Excel table to use for your process.
Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table.
Accepted Values:
A Microsoft Excel table name from the list.
Default Value:
None.

When you select the access token in the Repository Configuration screen for your repository, the Microsoft Excel tables associated with the Excel file in the repository show in the Primary Entity Name list.

Accepts Process Data Variables:
No

Excel Table Configuration screen > Fields tab

Specifies the Microsoft Excel columns to use in a process-based app.

Figure: Excel Table Configuration > Fields tab

Excel Table Configuration Fields tab

Prerequisites

Fields

Field Name Definition

Check box

Function:
Specifies the Microsoft Excel columns to use in your process.
Accepted Values:
  • Selected - Your process uses the Excel column.
  • Deselected - The Excel column does not show in your process.
Default Value:
Selected

Display Name

Function:
Shows the Microsoft Excel column associated with an Excel table.
Accepted Values:
Read only.

Data Type

Function:
Shows the data type for a Microsoft Excel column.
Accepted Values:
A data type from the list.
Default Value:
The data type of the associated Excel column.

Unique

Function:
Shows whether a duplicate value is permitted in the Microsoft Excel column.
Accepted Values:
Read only.
  • Yes - This column is unique. Duplicate values are not permitted.
  • No - Duplicate values are permitted.