Step by Step instructions on how to connect to Microsoft Workbooks.
Connections can be created to .xlsx files stored in OneDrive for Business, Teams and Sharepoint Online in Office 365. This includes files uploaded to Teams Chats and any file where the user has read access. It does not include attachments to outlook emails, calendar events, to-dos or OneNote Notebooks.
When creating a connection to a data source select the widget then click Connect to Data Source under the data header in the right hand properties panel.
Next click on Microsoft Workbook under the Create a Connection heading.
If you haven’t already connected to your Microsoft account. Connect will request you grant access. If you have already connected to your account you do not need to grant access again, click the name of your account to proceed.
Log in with your Microsoft Account.
Click Accept to authorize Connect with your Microsoft Account.
Now that your account is connected you can enter in a search term to search through your excel files in OneDrive for Business, Teams and Sharepoint Online. Then click the search button.
Results will appear below the search bar. Click the corresponding select button to choose a file.
Select the sheet from the workbook you want to use then click Continue.
Adjust the data Columns for name, data type and use the preview to validate your data connection is correct then click the continue button.
Set your synchronization frequency
Then name your connection and select if you want it shared with other apps.
Once the Connection has been made click Close.
Now your widget is Connected to a Microsoft Workbook.
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