Use the Open
action to open a specific workbook from a Microsoft 365 Excel file. Ensure that
you insert this action at the start of your automation sequence.
Procedure
-
Double-click or drag the Open
action.
-
Enter the user session name in the Microsoft 365 user
session field.
Provide the username entering an unencrypted value or click the Insert
value icon and select an existing variable.
-
Enter the session name in the Microsoft 365 Excel session
field.
Use this same session name in subsequent actions to associate them
with this workbook.
-
Use the File Path to select one of the following
options:
- Optional:
If you want to open a specific worksheet, select the Specific sheet
name check box and enter the name of the worksheet.
If you have stored the name of the worksheet as a variable, click the
Insert a value icon to select the variable.
- Optional:
Select the Sheet contains header check box if the sheet
contains a header row.
-
Click Save.