> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Excel
> What agents can do in Excel at each access level, and how to connect, limit, and disconnect Excel.
Connect Excel so your agents can work in your Excel account. You choose an access level for each account, and Squad refuses any agent action outside that level.
## Access levels
Each Excel account has an access level: **Read-only** and **Full access**. Squad refuses any agent action outside that level. You can also narrow or block single agents under **Per-agent access**.
| Level | The connect window describes this level as | Actions agents can use |
| ----------------------------- | ------------------------------------------------- | ---------------------- |
| **Read-only** | "Read your Excel workbooks. Cannot edit." | 26 of 55 |
| **Full access** (recommended) | "Read, edit, create, and delete Excel workbooks." | 55 of 55 |
**Full access** is the recommended level. The connect window selects it for you, and you can choose another level.
The Excel sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.
## What agents can do at each level
Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.
**Find an action.** Open a level and use your browser's find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example "What can you do in my Excel account?" The agent can search the Excel actions for you.
Each action shows its name, a one-line description where the Excel action catalog has one, and its slug. The slug is the ID that agents use when they call the action.
Agents can use 26 of the 55 Excel actions at this level:
* View worksheets
* View cell values
* View columns
* View and search files
* View tables
* View account details
* View charts
* View comments
* View items
* View labels
* View roles and permissions
* View rows
All 26 actions at this level:
| Works on | Action | What it does | Slug |
| ------------------------- | -------------------------- | ------------------------------------------------------------------------------------------------ | ---------------------------------- |
| **Account details** | Who am I | | `EXCEL_WHO_AM_I` |
| **Cell values** | Get range | Get a range from a worksheet using Microsoft Graph API. | `EXCEL_GET_RANGE` |
| | Get SharePoint range | Get a range from a worksheet in SharePoint using Microsoft Graph Sites API. | `EXCEL_GET_SHAREPOINT_RANGE` |
| | Get worksheet used range | Retrieve a worksheet's used range (active data region) without specifying a fixed range address. | `EXCEL_GET_WORKSHEET_USED_RANGE` |
| **Charts** | Get chart axis | Retrieve a specific axis from a chart. | `EXCEL_GET_CHART_AXIS` |
| | Get chart legend | Retrieve the legend object of a chart. | `EXCEL_GET_CHART_LEGEND` |
| | List chart series | List all data series in a chart. | `EXCEL_LIST_CHART_SERIES` |
| | List charts | List charts in a worksheet using Microsoft Graph API. | `EXCEL_LIST_CHARTS` |
| **Columns** | Get table column | Retrieve a specific column from a workbook table. | `EXCEL_GET_TABLE_COLUMN` |
| | List table columns | List columns in a table using Microsoft Graph API. | `EXCEL_LIST_TABLE_COLUMNS` |
| **Comments** | List comments | List comments in an Excel workbook. | `EXCEL_LIST_COMMENTS` |
| **Files** | List files | List files and folders in a drive root or specified path. | `EXCEL_LIST_FILES` |
| | Search files | Search OneDrive drive items by query to discover Excel workbook IDs. | `EXCEL_SEARCH_FILES` |
| **Items** | List drive item children | List immediate children (files/folders) of a folder DriveItem using driveId and itemId. | `EXCEL_LIST_DRIVE_ITEM_CHILDREN` |
| | List named items | List named items in a workbook using Microsoft Graph API. | `EXCEL_LIST_NAMED_ITEMS` |
| **Labels** | Get chart data labels | Retrieve the data labels object of a chart. | `EXCEL_GET_CHART_DATA_LABELS` |
| **Roles and permissions** | List workbook permissions | List permissions set on the workbook file. | `EXCEL_LIST_WORKBOOK_PERMISSIONS` |
| **Rows** | List table rows | List rows in a table using Microsoft Graph API. | `EXCEL_LIST_TABLE_ROWS` |
| **Sessions** | Get session | Create a session for an Excel workbook using Microsoft Graph API. | `EXCEL_GET_SESSION` |
| **Tables** | List SharePoint tables | List tables in a SharePoint worksheet using Microsoft Graph Sites API. | `EXCEL_LIST_SHAREPOINT_TABLES` |
| | List tables | List tables in a worksheet using Microsoft Graph API. | `EXCEL_LIST_TABLES` |
| **Workbooks** | Get workbook | Retrieve the properties and relationships of a workbook. | `EXCEL_GET_WORKBOOK` |
| **Worksheets** | Get SharePoint worksheet | Get a worksheet by name or ID from a SharePoint Excel workbook using Microsoft Graph Sites API. | `EXCEL_GET_SHAREPOINT_WORKSHEET` |
| | Get worksheet | Get a worksheet by name or ID from an Excel workbook using Microsoft Graph API. | `EXCEL_GET_WORKSHEET` |
| | List SharePoint worksheets | List worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API. | `EXCEL_LIST_SHAREPOINT_WORKSHEETS` |
| | List worksheets | List worksheets in an Excel workbook using Microsoft Graph API. | `EXCEL_LIST_WORKSHEETS` |
Agents can use 55 of the 55 Excel actions at this level: everything in **Read-only**, plus:
* Create, update, and delete cell values
* Create, update, and delete worksheets
* Create and update tables
* Create and update charts
* Create and delete columns
* Update and delete filters
* Create and delete rows
* Create workbooks
* Create roles and permissions
* Update sessions
The 29 actions that this level adds to **Read-only**:
| Works on | Action | What it does | Slug |
| ------------------------- | ------------------------ | -------------------------------------------------------------------------------------------- | -------------------------------- |
| **Cell values** | Clear range | Clear values, formats, or contents in a specified worksheet range. | `EXCEL_CLEAR_RANGE` |
| | Insert range | Insert a new cell range into a worksheet, shifting existing cells down or right. | `EXCEL_INSERT_RANGE` |
| | Merge cells | Merge cells in a worksheet range using Microsoft Graph API. | `EXCEL_MERGE_CELLS` |
| | Sort range | Sort a range in a worksheet using Microsoft Graph API. | `EXCEL_SORT_RANGE` |
| | Update range | Update a range in a worksheet using Microsoft Graph API. | `EXCEL_UPDATE_RANGE` |
| | Update SharePoint range | Update a range in a SharePoint worksheet using Microsoft Graph Sites API. | `EXCEL_UPDATE_SHAREPOINT_RANGE` |
| **Charts** | Add chart | Add a chart to a worksheet using Microsoft Graph API. | `EXCEL_ADD_CHART` |
| | Update chart | Update a chart in a worksheet using Microsoft Graph API. | `EXCEL_UPDATE_CHART` |
| | Update chart legend | Update formatting or position of a chart legend. | `EXCEL_UPDATE_CHART_LEGEND` |
| **Columns** | Add table column | Add a column to a table using Microsoft Graph API. | `EXCEL_ADD_TABLE_COLUMN` |
| | Delete table column | Delete a column from a table using Microsoft Graph API. | `EXCEL_DELETE_TABLE_COLUMN` |
| **Filters** | Apply table filter | Apply a filter to a table column using Microsoft Graph API. | `EXCEL_APPLY_TABLE_FILTER` |
| | Clear table filter | Clear a filter from a table column using Microsoft Graph API. | `EXCEL_CLEAR_TABLE_FILTER` |
| **Roles and permissions** | Add workbook permission | Grant access to a workbook via invite. | `EXCEL_ADD_WORKBOOK_PERMISSION` |
| **Rows** | Add table row | Add a row to a table using Microsoft Graph API. | `EXCEL_ADD_TABLE_ROW` |
| | Delete table row | Delete a row from a table using Microsoft Graph API. | `EXCEL_DELETE_TABLE_ROW` |
| **Sessions** | Close session | Close an existing Excel workbook session. | `EXCEL_CLOSE_SESSION` |
| **Tables** | Add table | Create a new table in a worksheet using the Microsoft Graph API. | `EXCEL_ADD_TABLE` |
| | Apply table sort | Apply a sort to a table using Microsoft Graph API. | `EXCEL_APPLY_TABLE_SORT` |
| | Convert table to range | Convert a table to a range using Microsoft Graph API. | `EXCEL_CONVERT_TABLE_TO_RANGE` |
| | Update table | Update a table in a workbook using Microsoft Graph API. | `EXCEL_UPDATE_TABLE` |
| **Workbooks** | Create workbook | Create a new Excel workbook file at a specified drive path. | `EXCEL_CREATE_WORKBOOK` |
| | Export workbook to PDF | Export an Excel workbook to PDF via Microsoft Graph's format conversion. | `EXCEL_EXPORT_WORKBOOK_TO_PDF` |
| | Upload workbook | Upload an external Excel file from a URL into OneDrive/SharePoint. | `EXCEL_UPLOAD_WORKBOOK` |
| **Worksheets** | Add SharePoint worksheet | Add a new worksheet to a SharePoint Excel workbook using Microsoft Graph Sites API. | `EXCEL_ADD_SHAREPOINT_WORKSHEET` |
| | Add worksheet | Add a new worksheet to an Excel workbook using Microsoft Graph API. | `EXCEL_ADD_WORKSHEET` |
| | Delete worksheet | Delete a worksheet from the workbook. | `EXCEL_DELETE_WORKSHEET` |
| | Protect worksheet | Protect a worksheet using optional protection options. | `EXCEL_PROTECT_WORKSHEET` |
| | Update worksheet | Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API. | `EXCEL_UPDATE_WORKSHEET` |
## Connect Excel
Before you start:
* You need an Excel account that you can sign in to.
* Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
Open **Settings** > **Integrations**.
On the **Connected apps** tab, click **+ Add integration**.
Find **Excel** in the catalog and click it. You can type the name in **Search the catalog…**.
Under **Default scope**, choose an access level. This level applies to every agent.
Click **Connect Excel**. The Excel sign-in page opens in a new tab.
Sign in to Excel and approve the request.
Check that it works: Excel shows under **YOUR CONNECTIONS**, with a row for the account and its access level.
## Change the access level
1. Under **YOUR CONNECTIONS**, find the Excel account.
2. Open the account menu (⋯) and click **Manage scope**.
3. Under **Default scope**, choose the new level.
4. Click **Save access**.
The change does not need a new sign-in. Agents get the new level from their next call.
## Set access for one agent
Every agent uses the account's level unless you set something else for it. You can narrow one agent to a lower level, or block it.
1. Under **YOUR CONNECTIONS**, open the account menu (⋯) on the Excel account.
2. Click **Manage scope**.
3. Under **Per-agent access**, find the agent.
4. Choose the **Default** option to follow the account's level, choose a lower level, or choose **No access**.
5. Click **Save access**.
An agent never gets more than the account's level, even if you choose a higher level for it. Changes apply from the agent's next call. An agent with **No access** does not see the account.
## Use more than one Excel account
Click **+ Account** on the Excel card to connect another account. Agents use the primary account unless they are asked to use a specific one.
* After you click **+ Account**, follow the connect steps above.
* Each account has its own access level.
* The first account you connect becomes the primary account. It shows **★ PRIMARY**.
* To change the primary account, open the account menu (⋯) and click **Make primary**.
* To tell accounts apart, open the account menu (⋯) and click **Rename**.
## Reconnect or disconnect
Reconnect when the connection has expired, or when you need to change what the account can reach on the Excel side:
1. Open the account menu (⋯) and click **Reconnect**.
2. Click **Reauthorize on Excel**.
3. Sign in to Excel and approve the request.
Reconnect signs in to the same account again. It does not add a second connection.
Open the account menu (⋯) on the Excel account and click **Disconnect**. Agents lose access to that account at once.
**Disconnect** acts at once, with no confirmation step. If it was the primary account, another connected Excel account becomes primary.
## Costs
Excel actions do not use Squad credits. Connected apps never use credits. For what does use credits, see [What Squad costs](/docs/costs).
## Troubleshooting
An agent reports that an action is not allowed on this account.
* Cause: the action is outside the account's access level, or outside the level you set for that agent.
* Fix: choose a higher level in **Manage scope**, or change the agent's row under **Per-agent access**.
An agent says it has no access to Excel, or it does not see the account.
* Cause: the agent is set to **No access** under **Per-agent access**, or the account is not connected.
* Fix: open **Manage scope** and change the agent's row. If the account is missing, connect it again.
Connecting or saving fails with "Your subscription isn't active."
* Cause: your Squad subscription is not active.
* Fix: resubscribe. See [Manage your subscription](/docs/billing).
An agent says the Excel connection has expired.
* Cause: the sign-in for that account is no longer valid.
* Fix: use **Reconnect** on the account.
## Common questions
Each Excel account has an access level: **Read-only** and **Full access**. Squad refuses any agent action outside that level. You can also narrow or block single agents under **Per-agent access**.
Click **+ Account** on the Excel card to connect another account. Agents use the primary account unless they are asked to use a specific one.
Open the account menu (⋯) on the Excel account and click **Disconnect**. Agents lose access to that account at once.
## Related pages
Use this when an action you need is not in this app.