# Excel Agent

### What Can You Do?

Once connected, the Excel Agent lets you:

* **Find Workbooks & Worksheets**: Search for Excel files, list all worksheets, and navigate your workbook structure
* **Read & Analyze Data**: Ask questions about specific tables, ranges, or cells—get summaries, extract numbers, or analyze content
* **Edit & Update**: Add, update, or delete rows, tables, and worksheets; update cell values and formatting
* **Automate Calculations**: Recalculate formulas, clear ranges, and apply formatting changes automatically
* **File Upload:** The Excel Agent works exclusively with **.xlsx** files. **CSV** files are **not supported** and must be converted to **.xlsx** format.

### Quick Setup

#### Step 1: Select Excel Agent

1. In any Blockbrain conversation, click the **AI Model selection** dropdown
2. Click **"Show detailed AI model list"**
3. Find and click **"Excel Agent"**
4. Look for **"Configure"** under the Status column

#### Step 2: Connect to Excel

1. Click **"Configure"**
2. Click the **"Connect"** button
3. Sign in with your Microsoft 365 account when prompted
4. Click **"Accept"** to allow Blockbrain to access your Excel files

#### Step 3: Start Using Excel

That's it! You can now ask Blockbrain about your Excel workbooks and data.

### What You Can Ask

#### Finding Workbooks & Worksheets

```
"Find my sales report workbook"
"List all worksheets in the Q1 Financials file"
"Show me all tables in the Marketing Analysis sheet" 
```

#### Reading & Analyzing Data

```
"Summarize the data in the Revenue table"
"What are the key numbers in the Budget worksheet?"
"Extract all email addresses from the Contacts table"
```

#### Editing & Updating

```
"Add a new row to the Expenses table"
"Update the value in cell B5 of the Forecast sheet"
"Delete the 'Archive' worksheet from the Operations workbook"
```

#### Automating Calculations & Formatting

```
"Recalculate all formulas in the Annual Report workbook"
"Clear the contents of range A1:D10 in the Inventory sheet"
"Make the header row bold in the Employees table"
```

### How It Works

**Your Access = Blockbrain's Access**

* Blockbrain can only see Excel files you can access
* If you can't open a workbook, neither can Blockbrain
* Your permissions stay exactly the same

**Safe and Secure**

* Your files remain in Excel/OneDrive/SharePoint
* Blockbrain reads and updates only as instructed—no unauthorized changes
* All access is logged in your organization's audit trail

### Tips for Better Results

#### Be Specific

**False:** "Find my file"\
**Correct:** "Find my budget spreadsheet from Q3 in the folder customers 2024"

#### Use File Types

**False:** "Show me documents"\
**Correct:** "Show me all Excel workbooks from last month"

#### Mention Locations

**False:** "Find the proposal"\
**Correct:** "Find the proposal worksheet in the Finance workbook"

### Troubleshooting

**"I can't find my worksheet"**

* Check if you can see the worksheet in Excel Online or OneDrive directly
* If the file has been recently created/uploaded, it takes a couple of minutes to show up due to OneDrive synchronization
* Try using different search terms (e.g., part of the filename, worksheet name)
* The file might be in a location you don't have access to

**"Permission denied" errors**

* Your Excel/OneDrive/SharePoint permissions may have changed
* Contact your IT team to verify your access
* Reconnect your agent - reconfigure the Excel Agent again like in [Step 2](#step-2-connect-to-excel)

**"No Excel files found"**

* You might not have any Excel files in your connected account
* Check with your administrator about file access or licensing

**"Unintended content was deleted/added"**

* Reverting back to an older version of the Excel File is possible via OneDrive -> version history

### Privacy and Security

* **Read/Write Access**: Blockbrain can only read or edit files as instructed—no unauthorized changes, deletions, or sharing. 

{% hint style="warning" %}
**Important:** When working with Excel Files, any changes made via the Excel Agent are applied directly to the file and saved automatically. Always double-check that you've selected the correct file. Consider saving a backup before editing
{% endhint %}

* **Your Permissions**: Access is limited to what you can normally see and do in Excel/OneDrive/SharePoint
* **No Storage**: Blockbrain doesn't store copies of your files

### Common Use Cases

**Data Research**

* Quickly find information across multiple workbooks and sheets
* Compare data between different tables or files
* Extract specific data points from large spreadsheets

**Content Analysis**

* Summarize complex tables or worksheets
* Identify key trends in financial or operational data
* Extract action items or KPIs from project trackers

### Example Conversation

**You:** "Find my 2023 budget workbook"

**Blockbrain:** "I found several workbooks named '2023 Budget' in your Excel files:

* 2023\_Budget.xlsx (in Finance)
* Budget\_2023\_Final.xlsx (in Shared Documents)
* Q1\_2023\_Budget.xlsx (in Projects)

Which one would you like me to open?"

**You:** "Open 2023\_Budget.xlsx and summarize the Expenses worksheet"

### Next Steps

Want to connect more services? Try the [ms-teams-agent](https://docs.en.theblockbrain.ai/for-users/agents/ms-teams-agent "mention") to access your MS Teams channels, chats, and groups through Blockbrain.