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Microsoft 365 Excel — Application Overview

Written by Wrk Product

Microsoft 365 Excel is a cloud-based spreadsheet and data-management platform used by operations teams, finance departments, analysts, and business users to organize, calculate, report on, and automate structured data workflows. The Microsoft 365 Excel integration within the Wrk platform allows you to automate spreadsheet-based workflows by calling the Microsoft Graph Excel API through prebuilt Wrk Actions.

This document provides an overview of how Microsoft 365 Excel integrates into Wrk, how authentication works, general API behaviour, and a full list of available Wrk Actions.

Authentication

Microsoft 365 Excel uses OAuth 2.0 authentication for secure access.

  1. Create a new Microsoft 365 Excel Connected Account in Wrk.

  2. Sign in using your Microsoft 365 account.

  3. Review and approve the requested permissions.

  4. Select the Excel account or tenant Wrk should access which are used for all subsequent Microsoft Graph API requests.

Important Notes

  • Access tokens expire automatically and are refreshed by Wrk in the background.

  • Revoking permissions in Microsoft Entra ID or Microsoft 365 requires the account to be reauthenticated.

General API Behaviour

Workbook Sessions

Microsoft Graph Excel APIs support persistent workbook sessions. Sessions allow multiple API calls to operate against the same workbook context, improving performance and reducing recalculation overhead.

Wrk Actions may automatically create and reuse workbook sessions where supported.

Session-based operations typically include:

  • Reading worksheet data

  • Updating ranges

  • Creating tables

  • Appending rows

If a workbook session expires or becomes invalid, Microsoft Graph may return HTTP 404 or session-related errors.

Worksheet and Range References

Excel APIs commonly operate using workbook, worksheet, table, and range identifiers.

Examples include:

  • Worksheet names

  • Table IDs

  • Cell ranges such as: A1:D20

Ranges are case-insensitive but must follow valid Excel address syntax.

Pagination

Many Microsoft Graph collection endpoints support pagination using the @odata.nextLink property.

If additional results exist, Microsoft Graph returns a continuation URL which must be called to retrieve the next batch of records.

Data Types and Formatting

Excel cell values may be returned in multiple representations:

  • Raw values

  • Formatted text

  • Formulas

  • Number formats

Date and time values are often returned in ISO 8601 format.

File Locking and Concurrency

Excel workbooks stored in OneDrive or SharePoint may become temporarily locked during editing sessions.

Concurrent modifications from multiple users or automation processes can result in:

  • Conflict errors

  • Session invalidation

  • Delayed save propagation

For high-volume workflows, Microsoft recommends minimizing simultaneous writes to the same workbook.

Available Wrk Actions for Microsoft 365 Excel

  • Add new worksheet to workbook in Microsoft 365 Excel

  • Apply sort to range in worksheet in Microsoft 365 Excel

  • Clear range in a worksheet in Microsoft 365 Excel

  • Delete range in a worksheet in Microsoft 365 Excel

  • Refresh all pivot tables in a worksheet in Microsoft 365 Excel

  • Refresh pivot table in a worksheet in Microsoft 365 Excel

  • Retrieve range in a worksheet in Microsoft 365 Excel

  • Retrieve worksheet cell in Microsoft 365 Excel

  • Retrieve worksheet from Microsoft 365 Excel

  • Retrieve worksheet used range from Microsoft 365 Excel

  • Retrieve worksheets from Microsoft 365 Excel

  • Update worksheet properties in workbook in Microsoft 365 Excel

Additional Resources

Microsoft Graph Excel API Reference:

Authentication Documentation:

Workbook Sessions:

Pagination:

Microsoft Graph Throttling Guidance:

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