Microsoft 365 Excel package

The Microsoft 365 Excel package contains actions that enable you to automate tasks in the online version of Microsoft Excel.

Choosing the Excel package in Automation 360

Important: Microsoft has deprecated EWS API for Exchange Online and has recommended users to move to Graph API. Starting from Automation 360 v.29, Office 365 Excel package is now called Microsoft 365 Excel package. Although the package name has changed, the functionality remains the same. So your existing bots from previous releases will continue to work as expected after an update to Automation 360 v.29.
Automation 360 includes packages to support three types of Microsoft Excel usage. For optimal results, use the package that corresponds to the type of Excel that is available on the device you are running bots on.
  • No Excel installed: If you do not have Microsoft Excel installed on the device on which you are running bots to automate Excel-related processes, use the Excel basic package.
  • Desktop Excel installed: If you have a desktop version of Microsoft Excel installed on your computer, use the Excel advanced package in your bots.
  • Online Microsoft 365 Excel only: If you are using Microsoft Excel 365 on a web browser, use the Microsoft 365 Excel package for automating tasks related to Excel.

Before you start

  1. Use the Connect action to establish a connection to the Microsoft 365 server.

    See Using Connect action in Microsoft 365 Excel package.

    Note: Microsoft 365 packages do not currently support multi-factor authentication (MFA) or single sign-on (SSO).
  2. Use the Open action to select a workbook, or the Create action to create a new workbook. See Workbook operations in Microsoft 365 Excel.
  3. Optional: If the workbook contains more than one worksheet, use the Activate sheet action to specify which worksheet to use.
  4. Use a combination of actions available in this package to automate tasks.
    Note: To use actions from other Microsoft 365 packages, establish a connection using the Connect action from that package.
  5. Use the Close action to exit from the workbook.
  6. Use the Disconnect action to terminate the connection.

Actions in the Microsoft 365 Excel package

The actions in the Microsoft 365 Excel package enable you to perform the following operations:
Operations Description
Connect Establishes a connection with the Microsoft 365 server using your organization's client ID and tenant ID, and user credentials.

See Using Connect action in Microsoft 365 Excel package.
Cell Perform operations related to cell and range operations, such as append, delete, format, get properties, and insert.

See Cell operations in Microsoft 365 Excel

Row and column Perform operations related to column and row operations such as autofit, delete, and read.

See Column/Row operations in Microsoft 365 Excel.
Table Perform operations related to the table operations such as create, delete, filter, get properties, rename, and sort. See Table operations in Microsoft 365 Excel.
Workbook Automate opening, closing, and creating a workbook.

See Workbook operations in Microsoft 365 Excel.
Worksheet Perform operations related to worksheet operations, such as activate, delete, find, get worksheet names, hide, retrieve worksheet count, and show.

See Worksheet operations in Microsoft 365 Excel.