About
About Microsoft 365 Excel
Microsoft 365 Excel is the world's most widely used spreadsheet application, serving as a critical data layer across finance, operations, supply chain, HR, and sales functions in organisations of all sizes. In many enterprises, Excel workbooks stored in OneDrive for Business or SharePoint serve as live operational data stores, feeding reports, driving approvals, and recording transactions.
Core Capabilities
The Microsoft Graph Excel REST API exposes workbooks, worksheets, tables, rows, columns, ranges, charts, named items, pivot tables, and workbook functions, all accessible through standard CRUD operations over HTTPS.
Deployment
Workbooks are stored in OneDrive for Business or SharePoint document libraries. The connector accesses files by drive item path or ID, supporting both personal and shared drives across your Microsoft 365 tenant.
Data Model
The Graph Excel API supports Office Open XML workbooks (.xlsx) only. The connector handles session management, persistent and non-persistent sessions, and large-range operations within API limits.
Typical Landscape
Excel workbooks typically integrate with ERP systems (SAP B1, Dynamics 365 BC), financial platforms (QuickBooks, Xero), CRM tools (Salesforce, HubSpot), and BI platforms (Power BI, Tableau) as a shared data staging layer.
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System Objects
System Objects Covered
The System Connector covers the following Microsoft 365 Excel objects, providing secure API-level access and enabling seamless CRUD operations.
Workbook
Top-level Excel workbook resource. Session management, workbook-level properties, and file-level operations via the Graph drive item path.
Worksheet
Individual sheets within a workbook. Read, add, rename, reorder, and delete worksheets. Access sheet visibility and tab colour.
Range
Cell ranges within a worksheet. Read and write values, formulas, number formats, and cell formatting across any address or named range.
Table
Structured Excel tables (ListObjects). Create tables, manage columns and rows, apply filters, and read or update structured data sets.
Chart
Chart objects within a worksheet. Read chart metadata, type, and data series configuration. Retrieve chart images for reporting or document embedding.
What Lives Under One Roof
What you can do with this connector
All natively built, All sharing OES data model. All accessible from one workspace.
ERP Data Export to Excel Reports
Sales orders, invoices, and inventory snapshots from SAP Business One or Dynamics 365 BC are pushed directly into structured Excel tables in SharePoint, keeping finance and operations reports always current without manual exports.
Excel as an Intake & Staging Layer
Data entered into Excel worksheets, such as purchase requisitions, budget approvals, and headcount plans, is read by the connector and written into your ERP, CRM, or HRIS. Excel becomes a structured intake form with zero re-keying.
Financial Consolidation Automation
Figures from multiple source systems (accounting, payroll, project management) are written into designated ranges in a consolidation workbook. Period-end close processes that once required manual copy-paste have become fully automated.
Cross-System Data Reconciliation
The connector reads rows from Excel comparison tables, identifies discrepancies against live ERP or CRM data, and writes reconciliation results back, enabling audit trails and variance analysis without leaving the workbook.
Operational Dashboard Feeds
Named ranges and table structures in Excel serve as real-time data sources for Power BI or Tableau dashboards. The connector keeps those ranges updated from connected operational systems automatically, on schedule or on event.
Approval Workflow Integration
Excel workbooks used for budget approvals or project sign-offs are monitored for row-level status changes. When an approver updates a cell value, the connector triggers the next step in your ERP or workflow engine automatically.
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