With the Microsoft Excel® connector, you can use commands to manage Excel workbooks—XLS, XLSX, and XLSM—in a chain. For example, with this connector, you can:
- Create an Excel workbook based on multiple files
- List all sheets in a workbook
- Convert data from a worksheet to a tabular file
The connector supports macro-enabled Excel workbook (XLSM) files, but doesn't run any Virtual Basic for Applications (VBA) macros or event-based macros such as Workbook Open, BeforeSave, or SheetCalculate.
Note: This connector is built by Workiva and connects to a third-party system. While our Support team can help configure this connector within your workspace, we are unable to troubleshoot or otherwise assist with any issues that originate outside of the Workiva platform.
Set up a Microsoft Excel connector
Note: To make the connector available for use in your organization's chains, an org security administrator first enables it from Configuration.
- From Chain Builder, click Connections , and then Create at the top right.
- Under BizApp Connection, select Microsoft Excel and the default CloudRunner.
- Under Basic Info, enter a unique name and description to help identify the connector.
- Select the environments to use with the connection, and click Save.
- To test the connection, create and run a chain with the connector's List Sheets command, and verify it returns a valid output.
Troubleshooting
If a Microsoft Excel connector command fails, verify the name of the Excel workbook to interact with.
If the Worksheet to CSV command doesn't convert any data:
- Verify the name or index of the sheet within the workbook to extract data from.
- Ensure the cell range within the sheet—based on the command's Start cell, End column, and End row properties—contains data.