Excel Overview

Learn to work with local Excel files in Kognitos.

Excel (v2) refers to the latest version of Kognitos procedures for working with offline or local Excel files. This feature is currently in limited release. To learn more or request access, please contact our support team.

Overview

Excel procedures allow you to automate with offline or local Excel files in Kognitos. With these procedures, you can upload and interact with files stored on your device rather than in the cloud.

Looking to Work with Online Excel Files?

If you want to integrate with Excel files stored in the cloud, such as those in OneDrive or SharePoint — check out the Microsoft Excel Book (BDK), which supports integrating with and operating on online Excel files.

What You Can Do

With these procedures, you can automate a wide range of Excel-related tasks, including:

• Create new Excel files (workbooks)

• Access and manage worksheets

• Extract content from worksheets, such as text or tables

• Add, update, or remove data in specific rows, columns, or cells

• Get and apply changelogs

• Save changes to the Excel

Key Terminology

Excel procedures rely on several key concepts. Here's how they are defined:

Concept	Definition
Workbook	An entire Excel file (e.g., report.xlsx) that contains one or more worksheets.
Worksheet	A single tab within a workbook, like "January Sales" or "Summary," where data is organized in rows and columns.
Row	A horizontal line of cells, labeled with numbers (1, 2, 3, etc.). Each row represents a single record or data entry.
Column	A vertical line of cells, labeled with letters (A, B, C, etc.). Columns typically represent a type of data, such as "Date" or "Amount."
Cell	The smallest unit in a worksheet, identified by a column letter and row number (e.g., A1). A cell can hold text, numbers, formulas, or be left empty.
Table	A structured block of data within a worksheet that includes headers and rows of related information.
Changelog	A list of changes made to an Excel file.