Excel: Save Spreadsheet to Table

Use this action to convert an Excel XLSX or CSV file to a Catalytic data table. You can also use this action to overwrite or append spreadsheet data to an existing Catalytic data table.

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Use Case

A common application for this action is to set up a Workflow and Email trigger that receives Excel file attachments. In this scenario, the action converts the attachment into a data table for use in subsequent tasks.

How to configure this action

Depending on how the action is configured, this action can:

  1. Save spreadsheet data to a new table.
  2. Overwrite an existing table with spreadsheet data.
  3. Append spreadsheet data to an existing table.
  • To save spreadsheet data to a new table, leave the Data Table and Overwrite existing table blank.
  • To save and copy spreadsheet data to an existing table and overwrite that table’s data, provide a Data Table and set Overwrite existing table to true.
  • To save and copy spreadsheet data to an existing table and append onto that table’s data, provide a Data Table and set Overwrite existing table to false.

When saving a spreadsheet to a new table or overwriting an existing table, the action saves all spreadsheet data to the table.

When appending data, this action will copy the row data between the spreadsheet and existing data table for columns that have matching names. If the spreadsheet has columns the existing data table does not, the action creates new columns in addition to appending data. If the existing table has columns that the spreadsheet does not, null values are added to the appended rows in these columns.

Fields for this action

  • Spreadsheet file

    • This is the Excel file or CSV spreadsheet you want to save to a table. Use a field reference to a file uploaded in a prior task or instance.
  • Sheet

    • Enter the worksheet name or number in the spreadsheet. Enter a number to select by worksheet order. If the sheet does not exist, it will be created. - By default, Excel sheet names are “Sheet1”, “Sheet2”, etc. Enter a number to select by worksheet order, the first sheet starts at 1.
  • Header row number

    • If saving to a new table, enter the row number that defines the column names of the Excel file. For example, the first row on spreadsheets is often a header for each column with a name like “User ID” or “Date of birth”.

    • If column headers are added, they will become the headers in the Catalytic data table. If left blank, the resulting data table will only include column numbers as headers.

  • Start row

    • The row number from which to begin extracting data from the spreadsheet. If left blank, this defaults to the first row.
      • For example, if the start row is set to 5, rows 1-4 are not saved to the table.
  • Data table

    • Select a table from a list of all tables available on your team. The list only includes tables you have permission to view.
      • You can also reference a table stored in a field. Change the left hand drop-down to Use table via field then select from any field that is part of the process. Learn more.
      • If necessary, you can enter the Table ID directly. Change the left hand drop-down to Use table by ID then enter the ID manually. Learn more.
  • Overwrite existing table

    • Select True or False from the drop down to replace or append spreadsheet data onto the Table ID.
      • Select True to overwrite the existing table with the spreadsheet data.
      • Select False and provide a Data table to append the rows to that table.
      • Select False and provide no Data table to create a new data table with the name set in the Output field name.
  • Retain formatting

    • By default, the action will extract the underlying raw data from cells. You can choose whether you extract the displayed value, or the raw data. For example, a finance formatted cell displays $(12,345.67), but the raw value is -12,345.67.
      • Select True to extract the formatted display value. For example, a finance-formatted cell that contains $(12,345.67).
      • Select False to extract the raw cell data. For example, -12,345.67.
    • Dates and times will always be imported in ISO format YYYY-MM-DD and HH:MM:SS, respectively. Date times will respect the value of the “Retain formatting” parameter.
  • Output field name

    • Where a new table is created, enter the name of the field in which the data table should be saved.
      • If Overwrite existing table is False or blank, this configuration will be required.
      • If Overwrite existing table is True, this field is not required.

What will this output?

The expected output is either a new data table containing the information stored in the Initial file, or an existing data table is updated to contain the values stored in that file.

Output fields for this action

  • Output field name

    • This field stores the table ID utilized in the action. The field name will be the output field name defined during configuration.
  • tableExported

    • True or false based on the status of the export.

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