Microsoft Excel

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.

Figure: Process Activities for Excel (Document tab)

Process Activities for Excel Document
Figure: Process Activities for Excel (SharePoint tab)

Process Activities for Excel SharePoint

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.

Figure: A drop-down list populated from a lookup

A drop-down list populated from a lookup
Figure: Sample lookup configuration screen

Configure Lookup 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.

Figure: How do you want to set up your entity? > Configuration tab

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.

Figure: How do you want to set up your entity? > Configuration tab

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:
Figure: Import Data screen

Import Data screen
Figure: Export 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.

Figure: Export Entity Model 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:

.

Figure: Import Picklist screen

Import Picklist screen
Figure: Import Picklist Items screen

Import Picklist Items screen
Figure: Export Picklist screen

Export Picklist screen
Figure: Export Picklist Items screen

Export Picklist Items screen

Related Topics

Examples

Microsoft Excel Documentation

Use these links to find third-party vendor documentation for Microsoft Excel:

About This Page

This page is a navigational feature that can help you find the most important information about this topic from one location. It centralizes access to information about the concept that may be found in different parts of the documentation, provides any videos that may be available for this topic, and facilitates search using synonyms or related terms. Use the links on this page to find the information that is the most relevant to your needs.

Keywords

Microsoft Excel, Excel document, Excel file, Excel spreadsheet, spreadsheet, Excel integration, MS Excel, MS-Excel, Excel, Excel doc