Get worksheet as data table action in Microsoft 365 Excel

Use the Get worksheet as data table action in Microsoft 365 Excel to retrieve data from a worksheet and save that into a table variable, which can then be used in an automation.

Settings

  • Enter the name of the session in the Microsoft 365 Excel session field that is used to open the workbook, or if you stored the session name as a variable, click Insert a value icon to select it.

    See Using the Open action.

  • Use the Enter worksheet name field to select one of the following options:
    • Active worksheet: Is the default setting and the currently active worksheet is considered for retrieving data.
    • Specific worksheet: Select this option if you want specify a worksheet and enter the name of that worksheet in the field.

      (Optional) If the sheet that you specify has a header row, select the Sheet contains a header check box.

  • Use the Read option field to select one of the following options:
    • Read visible text in cell: Is the default setting and the data from the worksheet will be retrieved as is.
    • Read cell value: Select this option if you want to retrieve only the cell value as the data.
  • Click the Assign value to the variable drop-down menu and select an available variable to assign the data retrieved from the worksheet.

    (Optional) Click the Create variable icon if there is no existing variable available.

  • Click Save.