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

Related Topics

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