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Microsoft 365 Excel

The Microsoft 365 Excel modules enable you to monitor workbooks and rows, or retrieve, add, update, or delete worksheets, rows, and tables in your Microsoft 365 Excel account.

Getting Started with Microsoft 365 Excel

Prerequisites

  • A Microsoft 365 Excel account

In order to use Microsoft 365 Excel with Make, it is necessary to have a Microsoft 365 account. If you do not have one, you can create a Microsoft 365 account at office.com.

Caution

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connect Microsoft 365 Excel to Make

1. Go to Make and open the Microsoft 365 Excel module's Create a connection dialog.

2. Enter a name for the connection to the Connection name field and click Continue.

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Make will redirect you to the Microsoft 365 Excel website where you will be prompted to sign in.

After you sign in, the connection is established and you can continue with setting up the module.

Workbook

Retrieves workbook details when a new workbook is created.

Required Permissions: Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Folder

Select the folder you want to watch for new workbooks. If no folder is selected, all folders will be watched.

Filter

Set the filter. You can, for example, return only workbooks with the specified name.

Limit

Set the maximum number of workbooks Make will return during one execution cycle.

Retrieves workbooks in your account based on filter settings.

Required Permissions: Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Folder

Select the folder you want to retrieve workbooks from. If no folder is selected, workbooks from all folders will be retrieved.

Filter

Set the filter. You can, for example, return only workbooks with the specified name or last modified date.

Limit

Set the maximum number of workbooks Make will return during one execution cycle.

Downloads the specified workbook as an XLSX file.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Download a Workbook

Select whether you want to select the workbook from the menu or enter (map) the ID of the workbook manually.

Workbook

Select the workbook from the menu or enter (map) the ID of the workbook manually.

Worksheet

Retrieves row details when a new row is added to the specified worksheet.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the Excel sheet you want to watch for new rows.

Skip Empty Rows

Select whether you want to watch empty rows.

Limit

Set the maximum number of rows Make will return during one execution cycle.

Here you can define which rows will be processed.

Since specific ID

Enter the row number where the process will start from.

All

This option will process all rows in the worksheet.

Choose manually

Select the row from the menu.

Examples of use

Be inspired by our Microsoft 365 Excel predefined templates we have prepared for you.

Retrieves a list of worksheet objects.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to retrieve worksheets from.

Limit

Set the maximum number of worksheets Make will return during one execution cycle.

Retrieves a list of worksheet rows.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Select a workbook and a worksheet

Select the option to choose the worksheet whose rows you want to list:

  • Enter manually

  • Select from the list

Workbook Name

Enter the workbook name whose worksheet rows you want to list.

Worksheet Name

Enter the worksheet name whose rows you want to list.

Skip All Rows after a Blank Row

Select whether you want to skip all rows after encountering a blank row.

Limit

Set the maximum number of rows Make will return during one execution cycle.

Adds a new worksheet to a workbook.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook where you want to add a new worksheet.

Name

Enter the name for the new worksheet.

Column headers

Specify names for the worksheet column headers.

Adds a new worksheet row.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet in which you want to add a row.

Type of Values Being Entered

Select the type of value to be entered into the worksheet. If you use a formula, Excel will try to evaluate the specified expression, e.g.,=SUM(A1:A10). The names of functions in a formula are in English, whereas in a formula local, the function names are in the language of your Excel application, e.g.,=SUM(A1, 1.5) (in English) vs. =SUMME(A1; 1,5) (in German).

Rows

Add values or formulas to the desired rows.

Add/Update a Worksheet Row (Advanced)

Adds or updates a worksheet row.

Connection

Establish a connection to your Microsoft 365 account.

Select a Method

Select or map the operation you want to perform. For example, update a worksheet row.

Workbook ID

Click Search and select the workbook whose worksheet rows you want to add or update.

Worksheet Name

Enter the worksheet name where you want to add or update the rows.

Row Range

Enter the row range you want to add or update. For example, A:I,D:AB. Must match pattern /^[A-Z]+:[A-Z]+$/.

Row ID

Enter the Row ID you want to update.

Types of Values Being Entered

Select the type of value to be entered into the worksheet. If you use a formula, Excel will try to evaluate the specified expression, e.g.,=SUM(A1:A10). The names of functions in a formula are in English, whereas in a formula local, the function names are in the language of your Excel application, e.g.,=SUM(A1, 1.5)vs=SUMME(A1; 1,5)

Rows

The number of rows in the input array must match the size or dimensions of the range.

For example, if Row Range has A:G, this array parameter must have a total of 7 values.

Updates an existing row in the specified worksheet.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet you want to update the rows for.

Type of Values Being Entered

Select the type of value to be entered into the worksheet. If you use a formula, Excel will try to evaluate the specified expression, e.g.,=SUM(A1:A10). The names of functions in a formula are in English, whereas in a formula local, the function names are in the language of your Excel application, e.g.,=SUM(A1, 1.5) (in English) vs. =SUMME(A1; 1,5) (in German).

Row ID

Select the number of the row to update.

Row

Add values or formulas to the row that you want to update.

Deletes a row in the specified worksheet.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet you want to delete the row from.

Row ID

Enter (map) or select the row number you want to delete.

Deletes a worksheet row.

Connection

Establish a connection to your Microsoft 365 account.

Workbook ID

Select or map the Workbook ID you want to delete.

Worksheet Name

Enter the worksheet name you want to delete.

Row ID

Enter the Row ID you want to delete.

Table

The table here refers to the embedded table element in the Workbook. Not the entire table (workbook/worksheet).

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Triggers when a new row is added to a table.

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet where you want to watch table rows at.

Table

Select the table you want to watch for new rows.

Limit

Set the maximum number of rows Make will return during one execution cycle.

Retrieves a list of all table objects.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Enter a Worksheet

Select an option to choose the worksheet whose tables you want to list.

  • Enter manually

  • Select from the list

Workbook ID

Enter the Workbook ID whose worksheet tables you want to list.

Workbook Name

Select the workbook whose worksheets names you want to list.

Worksheet Name

Select or map the worksheet name whose tables you want to list.

Limit

Set the maximum number of tables Make will return during one execution cycle.

Retrieves a list of all table rows in a workbook.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet that contains the table you want to list table rows from.

Table

Select the table you want to list table rows from.

Limit

Set the maximum number of rows Make will return during one execution cycle.

Gets a metadata of a specified table.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Get a Table

Select an option to choose the table whose details you want to retrieve:

  • Enter manually

  • Select from the list

Workbook

Select or map the workbook whose worksheet table details you want to retrieve.

Workbook ID

Enter the Workbook ID whose worksheet tables you want to retrieve.

Worksheet

Select the worksheet whose table details you want to retrieve.

Table

Select or map the table whose details you want to retrieve.

Adds a new table.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Update a Table

Select the option to choose the

Workbook ID

Enter the Workbook ID to whose worksheet you want to add a table.

Workbook

Select or map the workbook you want to use.

Worksheet

Select the Excel sheet you want to add a table to.

Has Headers

If you select this checkbox, the first defined row will be used as the table headers.

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Address

Set the size of the table. For example, A1:C10 will create a table with 3 columns and 10 rows.

Adds a new table row.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet containing the table you want to add a row to.

Table

Select the table you want to add a row to.

Row

Enter the values of the new row cells. You can add multiple rows.

Row ID

To add a row to a specific table position, enter the row number in this field. The new row will be added after the specified row number.

Adds or updates a table row.

Connection

Establish a connection to your Microsoft 365 account.

Choose a Method

Select the action you want to perform:

  • Add a Table Row

  • Update a Table Row

Workbook ID

Click Search to select the workbook whose worksheet table rows you want to add or update.

Worksheet Name

Enter the worksheet name whose table rows you want to add or update.

Table Name

Enter the table that you want to add or update.

Table Rows

The number of rows in the input array must match the size or dimensions of the table column range.

For example, if table has 4 columns, this array parameter must have total 4 values.

Row ID

To insert a row at a specific position in a table, specify the row number.

Adds a new table column.

Connection

Establish a connection to your Microsoft 365 account.

Get a Table

Select an option to choose the table to which you want add a table column.

  • Enter manually

  • Select from the list

Workbook ID

Enter the workbook ID to whose worksheet you want to add a table column.

Table Name

Enter the table name in which you want to add a column.

Column Name

Enter the column name you want to add.

Column Index

Enter the column index number. If left empty, it will append the new column to the right side.

Updates an existing table.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Update a Table

Select an option to choose the table that you want to update.

  • Enter manually

  • Select from the list

Workbook

Select the workbook you want to use.

Workbook ID

Enter the Workbook ID whose worksheet table you want to update.

Worksheet

Select the worksheet containing the table you want to update.

Table

Select the table you want to update

Table Name

Enter the new name of the table.

Show Headers

Select the Yes option to make the headers visible.

Show Totals

Select the Yes option to make the total row visible.

Style

Select the table style.

Updates an existing table column.

Connection

Establish a connection to your Microsoft 365 account.

Get a Table

Select an option to choose the table column you want to update.

  • Enter manually

  • Select from the list

Workbook ID

Enter the Workbook ID whose worksheet table column you want to update.

Table Name

Enter the table name whose column you want to update.

Table Column ID

Enter the Table Column ID you want to update.

Column Name

Enter a new column name.

Deletes a table.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Delete a Table

Select whether you want to select the workbook, worksheet, and table from the menu or enter (map) the ID of the workbook and table manually.

Workbook

Select the workbook you want to use.

Worksheet

Select the worksheet containing the table you want to delete.

Table

Select the table you want to delete.

Other

Retrieves data from the defined worksheet range.

Required Permissions: Files.ReadWrite, Files.Read.All

Connection

Establish a connection to your Microsoft 365 account.

Select a workbook and a worksheet

Select an option to choose the worksheet whose data you want to retrieve.

  • Enter manually

  • Select from the list

Workbook Name

Select the workbook you want to use.

Worksheet Name

Select the Excel sheet containing the data you want to retrieve.

Range

Specify the area of the sheet you want to retrieve data from. For example, A1:D10 (case sensitive)

Allows you to perform a custom API call.

Connection

Establish a connection to your Microsoft 365 account.

URL

Enter a path relative to https://graph.microsoft.com.

For example /v1.0/me/drive/root/children.

For the list of available endpoints, refer to the Microsoft Graph REST API Documentation.

Method

Select the HTTP method you want to use:

  • GET: to retrieve information for an entry.

  • POST: to create a new entry.

  • PUT: to update/replace an existing entry.

  • PATCH: to make a partial entry update.

  • DELETE: to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we added those for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Contents of Root Folder

The following API call returns all folders and files in the root of the drive in your Microsoft 365 Excel:

URL:

/v1.0/me/drive/root/children

Method:

GET

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The result can be found in the module's Output under Bundle > Body > value.

In our example, 5 children were returned:

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