# Excel Agent

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><strong>Overview</strong></td><td><ul><li>Search and retrieve Excel workbooks stored in OneDrive or SharePoint through Blockbrain</li><li>Read, update, and analyze data within Excel worksheets and tables</li><li>Extract and summarize spreadsheet content for reporting or AI analysis</li><li>Access workbook properties and file metadata</li><li>Automate data processing and reporting workflows using Excel files</li></ul></td><td><a href="/files/ikR2AL5octrVSvEocI7Z">/files/ikR2AL5octrVSvEocI7Z</a></td></tr><tr><td><strong>Prerequisites</strong></td><td><ul><li>Complete the <a href="https://docs.en.theblockbrain.ai/for-users/agents">general setup steps</a> from the main AI Agents page</li><li>Ensure users have active Microsoft 365 accounts with access to OneDrive or SharePoint</li><li>Verify appropriate Microsoft 365 or Office licensing for Excel Online and file access</li></ul></td><td><a href="/files/X7MpGP1nVARHAWPFype1">/files/X7MpGP1nVARHAWPFype1</a></td></tr></tbody></table>

### Azure App Registration Configuration

#### Required API Permissions

Add the following Microsoft Graph permissions to your app registration:

| Permission        | Type      | Description                                                                                       |
| ----------------- | --------- | ------------------------------------------------------------------------------------------------- |
| `offline_access`  | Delegated | Maintain access to data you have given it access to                                               |
| `Files.Read`      | Delegated | Read all files the signed-in user can access, including Excel workbooks in OneDrive or SharePoint |
| `Files.ReadWrite` | Delegated | Read and write all files the signed-in user can access, including editing Excel workbooks         |
| `openid`          | Delegated | Sign in the user and allow the app to read the user's basic profile information                   |
| `User.Read`       | Delegated | Read the signed-in user's profile, including basic information such as name and email             |
| `Sites.Selected`  | Delegated | Access content in specific SharePoint sites selected by the admin, including Excel files          |

> For Excel-specific operations, the most relevant permissions are `Files.Read`, `Files.ReadWrite`, and `Sites.Selected`, as these control access to Excel workbooks stored in OneDrive or SharePoint.

#### Redirect URL

* Add <https://nango.theblockbrain.ai/oauth/callback> as allowed redirect URL to your app registration

#### Permission Configuration Steps

1. In your Azure app registration, go to **API permissions**
2. Click **"Add a permission"** > **Microsoft Graph** > **Delegated permissions**
3. Search for and select each required permission
4. Click **"Add permissions"**
5. Click **"Grant admin consent"** (recommended for organization-wide deployment)

### Agent Configuration in Blockbrain

<div data-with-frame="true"><figure><img src="/files/IsMvHO9nYVb6K6yITUbZ" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/uK7fz0LTGmg3pR3S618f" alt=""><figcaption></figcaption></figure></div>

1. **Access Agent Settings**:
   * Navigate to your Blockbrain admin panel
   * Go to **Agents** > **Excel Agent**
   * Click **"Configure"**
2. **Enter Azure Credentials**:
   * **Client ID**: Enter the Application ID from your Azure app registration
   * **Client Secret**: Paste the client secret you generated
   * **Tenant**: Enter your Azure tenant ID
3. **Configure OAuth Scopes**:
   * Add each required scope individually using the **"Add"** button as mentioned [here](#required-api-permissions)
   * Each scope will appear as a removable tag
   * Use the **"X"** button to remove incorrect scopes
4. **Additional Configuration** (Optional):
   * Add custom key-value pairs if needed for specific requirements
   * Configure any organization-specific settings
5. **Save Configuration**:
   * Click **"Save"** to apply the settings
   * Wait for the confirmation message

### Alternative: Admin Consent Configuration

For simplified scope management with admin pre-approval:

1. In Azure, grant admin consent for all required permissions
2. In Blockbrain configuration, use `.default` scope instead of individual scopes
3. This eliminates the need for users to consent to individual permissions

### Testing the SharePoint Agent

#### Verification Steps

1. **Connection Test**:
   * Use the built-in connection test in Blockbrain
   * Verify successful authentication with Microsoft Graph
2. **User Testing**:
   * Have a test user connect their Microsoft account
   * Attempt to access a known Excel file in OneDrive or SharePoint
   * Verify file retrieval, worksheet access, and data read/write functionality
3. **Permission Validation**:
   * Check that the agent can access the appropriate Excel files and locations
   * Confirm read and write permissions are working correctly

### Common Excel Integration Use Cases

* **Workbook Search**: Find Excel files across OneDrive and SharePoint
* **Data Extraction**: Access and analyze data from specific worksheets or tables
* **File Editing**: Update or write data to Excel workbooks
* **Metadata Retrieval**: Extract workbook properties and file metadata

### Troubleshooting

#### Authentication Issues

**Problem**: "Access denied" or authentication failures

* **Solution**: Verify admin consent is granted for all required permissions
* **Check**: Ensure the redirect URL is exactly `https://nango.theblockbrain.ai/oauth/callback`

#### Permission Errors

**Problem**: "Insufficient privileges" when accessing Excel files

* **Solution**: Confirm the app registration has `Files.Read`, `Files.ReadWrite`, and `Sites.Selected` permissions
* **Check**: Verify the user has access to the relevant OneDrive or SharePoint locations

#### Scope Configuration Issues

**Problem**: Scopes not saving correctly

* **Solution**: Add each scope individually using the "Add" button
* **Check**: Remove any duplicate or incorrect scopes using the "X" button

### Security Considerations

* **File Access**: The agent inherits the user's Microsoft 365 file permissions
* **Location Scope**: Access is limited to files and sites the authenticated user can access
* **Data Privacy**: Files are processed according to Blockbrain's data handling policies
* **Audit Trail**: Excel file access is logged in both Azure AD and Microsoft 365 audit logs

### Next Steps

After successful Excel Agent configuration:

* Train users on Excel integration features
* Configure additional agents (e.g., SharePoint, Outlook) if needed
* Monitor usage and performance through Azure AD reports


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.blockbrain.ai/for-admins/agents/excel-agent.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.