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Excel Workbook Configuration

Excel activities operate on an Excel workbook identified by a file reference.

Each activity independently opens the specified workbook, performs the requested operation, saves any changes made to the workbook, and then closes the workbook. As a result, every Excel activity requires the workbook file to be specified as part of its configuration.

Workbook File​

Reference to the Excel workbook that will be used by the activity.

The workbook is typically obtained from a previous activity that retrieves or creates a file.

Examples include:

  • Downloading a file from cloud storage
  • Retrieving an email attachment
  • Getting a file from a document management system
  • Creating a workbook using another Excel activity

The activity opens the referenced workbook during execution and automatically persists any modifications made to the workbook.

Password​

Optional password used to open the workbook when the workbook is password protected.

If the workbook is not password protected, this property can be left empty.

Process Data Support​

Workbook file references and passwords can be configured dynamically using variables from the Process Data drawer.

This allows workflows to select workbooks based on runtime conditions, user input, or outputs from previous activities.