The Excel Book allows you to work with Excel files when they are more than just a simple column row structure. For example we may have a sheet that looks like this:
We may only need to get the table that starts with the Pet Name column and ends with the Pet Type column. Excel sheets can get complicated so we can use Excel operations to get the data we need and then further process it.
As a reminder, once you have access to a table (may be one of many within an Excel sheet), you can follow this guide to perform a variety of actions on that table.
Navigate to the Department tab of Kognitos and select the Excel book to learn.
When working with Excel, it's super easy to connect and work with an Excel file. Unlike some other books where you need to write a sentence like
connect to salesforce, with Excel you can hit the ground running with your tables.
The key phrase to use if you want to work with an Excel workbook is open the sheet at:
the files are the spreadsheet files open the sheet at the spreadsheet file
Line 2 above shows how to use the keyword open the sheet at which allows Kognitos to recognize your file as an Excel Workbook.
If you have an Excel sheet that is very simple with just column headers and rows, you can also read in the Excel sheet directly as a table then work with the data as a table.
get the spreadsheet file open the sheet at the spreadsheet file get the sheet's table whose first header is "Pet Name" and whose last header is "Pet Type"
The above lines will grab this table from the example above INSTEAD OF THE WHOLE sheet:
|Pet Name||Pet Owner||Pet Age||Pet Type|
We cover table operations in the Table Data guide, but you may find yourself with a table, for example an extracted table from a document. Run the following command to turn it into an Excel file type:
convert the table to an excel
Updated 22 days ago