M365 Excel (.gov.sg Agencies only)

What is M365 Excel?

M365 Excel is a spreadsheet program used to organize, format, and analyse data using tables, calculations, formulas and graphs. It's part of the Microsoft Office suite and is widely used for tasks like data entry, accounting, financial analysis, and more.

What to take note?

There is a cap on total disk space and Excel actions across all Plumber users. Please exercise prudence when using this action. To ensure that storage space is sufficient for all users, versions are deleted when they exceed 90 days since last modified. We maintain a M365 Excel action queue to ensure fairness. If there are many executions on the same file, the changes may not execute immediately. To prevent choking of the system, the Plumber team reserves the right to pause your pipe from using Excel if:

• Your pipe exceeds a large amount of actions in a short span of time.

• You are storing large files in your folder.

If your use case requires large files (>500 MB), or more than 100 Excel actions per 10 minutes, please contact us at https://go.gov.sg/plumber-support to avoid any disruption to your workflow.

Setting up M365 Excel connection (one-time)

To get started, you need to perform a one-time configuration to connect your Plumber account to M365. This will create a shared folder, known as your "Plumber folder," where you can place Excel files for Plumber to access.

Follow the steps below to set up the configuration.

Part 1: Configure on Plumber

1. Select "Add step" in the pipe editor

1. Select “M365 Excel” action

1. Then select the “Create table row” action (or any action you require)

1. Click on "Connect" and we will create a folder for you to use on the SharePoint site

1. Click on "Ok, got it!" and the connection is completed. You can now perform M365 excel actions on Plumber!

Part 2: Start creating or moving Excel files into your Plumber folder on the SharePoint site

1. Go to your OneDrive on the SG Govt SharePoint, and click on the “Shared” link

1. You will see a new folder named with your email. The subtitle of that folder will be Plumber (OGP). Any Excel files placed in this folder can be processed in a plumber pipe. We recommend that you star this folder for easy access.

1. You can create a new excel file via the “Add New” button, or move an existing excel file to this folder.

Available Actions

• Create table row

• Find table row

• Update table row

Create Table Row

This action allows you to add rows to an Excel table.

You’ll need a table to use “create table row”. Please refer to Microsoft’s video here for instructions on creating a table.

1. Expand the “Choose app & event” section, and select “Create row” in the “Choose an event” dropdown.

2. Expand the “Set up Action” section

3. In the “Excel File” dropdown, select the file that you want plumber to edit.

4. In the “Table” dropdown, select the excel table you want plumber to add rows to.

5. In the “Values” section, input the columns you want to add your data to.

6. When you are done, click “Continue” and test your step to ensure you have configured it correctly.

Find Table Row

This action allows you to find a single table row by looking up a column value.

1. Expand the “Choose app & event” section, and select “Find table row” in the “Choose an event” dropdown.

2. Expand the “Set up Action” section

3. In the “Excel File” dropdown, select the file that you want plumber to edit.

4. In the “Table” dropdown, select the excel table want to lookup from.

5. In the “Lookup Column” section, select the table column you want to look up.

6. In the “Lookup Value” section, input the value you want to look up.

7. When you are done, click “Continue” and test your step to ensure you have configured it correctly.

Update Table Row

This action allows you to update a single table row whose column matches a lookup value

1. Expand the “Choose app & event” section, and select “Update table row” in the “Choose an event” dropdown.

2. Expand the “Set up Action” section

3. In the “Excel File” dropdown, select the file that you want plumber to edit.

4. In the “Table” dropdown, select the excel table want to lookup from.

5. In the “Lookup Column” section, select the table column you want to look up.

6. In the “Lookup Value” section, input the value you want to look up.

7. In the “Columns to update” section, input the columns and values that you want to update.

8. When you are done, click “Continue” and test your step to ensure you have configured it correctly.

List of agencies allow for M365 integration

This list was last updated on 29 Nov 2024.

If you're user with the email domains "x.gov.sg" and you're not able to access M365 app, please raise a ticket with us at https://go.gov.sg/plumber-support

Common Errors

Todo...

FAQ