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By using the Microsoft Excel API and external application APIs, you can retrieve data from cells or ranges, and set or update values and formulas.
For example, you can synchronize customer information from an external application to Microsoft Excel, keeping the information in Microsoft Excel automatically up-to-date.
This automatic updating streamlines analysis and report creation based on the latest data in Microsoft Excel and helps reduce errors such as incorrect entries.
Additionally, the Microsoft Excel API allows you to create and save new files.
For instance, if a file is automatically created after executing an action in an external application, it becomes easier to share with the team, improving file management efficiency and preventing sharing omissions.
Furthermore, by leveraging the Microsoft Excel API, you can automate data integration between Excel and other Microsoft products or external applications and incorporate it into workflows.
For example, you can automatically import aggregated data from an online form into Excel and format it, maintaining data consistency while eliminating manual work.
You can also add or delete data in tables within Excel, as well as filter and sort them.
Custom table formatting can also be set with the Microsoft Excel API, allowing you to create visually organized data tables.
By utilizing the Microsoft Excel API in this way, manual operations are reduced, improving data processing efficiency and simplifying many business processes.
This time, we will use a service called Yoom to utilize Microsoft Excel without coding.
[What is Yoom]
First, please access the official Yoom website and create an account.
If you have already registered an account, please log in.
Yoom Account Issuance Page
1)Once logged into your Yoom account, register the app you want to use.
Click "My Apps" and select "New Connection."
2)A list of apps that can be connected with Yoom will be displayed, and you can search for "Microsoft Excel" from the search box at the top.
Once you can select Microsoft Excel, log in with the account you will use.
For more details, please check here.
My App Registration Procedure and Precautions in Microsoft365 Services | Yoom Help Center
3)Once registered, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.
Now you can use the Microsoft Excel API from Yoom!
Yoom offers many flowbot templates that allow you to easily use various automation features with just a click.
Details about flowbots are introduced in the video below.
From here, we will introduce the templates that are actually prepared for each recommended job type and usage scene.
Yoom allows integration with various services, and templates corresponding to each service are also available.
Utilize templates that can be linked with the services you usually use to automate Microsoft Excel!
By using the Microsoft Excel API and external application APIs, you can update or add information in Microsoft Excel based on updates or additions in external applications.
This eliminates the need to check external applications every time and manual operations in Microsoft Excel, improving work efficiency.
It also helps prevent human errors and improves information accuracy.
For example, with kintone, when a new employee record is registered in kintone by the general affairs department, that information can be automatically linked to the employee ledger in Microsoft Excel.
This saves the trouble of manual input, and the HR and accounting departments can quickly share the latest employee information. Additionally, data consistency is maintained, and related business processes are expected to be streamlined.
With Notion, when a new task is registered in Notion by the project management department, it can automatically be added to the progress management sheet in Microsoft Excel.
This allows the operations department and related departments to quickly grasp the latest task information, thereby streamlining task management and information sharing between departments.
Other external applications can also update or add to Microsoft Excel in a similar manner.
For example, when an order is placed in Webflow by the sales department, that information can be automatically added to the order management sheet in Microsoft Excel. The back office and inventory management department can quickly check the order information, leading to improved efficiency in inventory management and shipment preparation.
Manual entry of order information is no longer necessary, reducing the risk of human input errors.
By combining the Microsoft Excel API with an external application API, it is possible to issue documents in Microsoft Excel by updating or adding information from the external application.
Since documents can be created based on information from the external application, it is expected to improve data accuracy, reduce document creation time, and enhance operational efficiency.
For example, with kintone, when the sales department updates the case status in kintone, a report can be automatically generated in Microsoft Excel based on that information.
This allows sales representatives to obtain the latest reports based on the status, and management and marketing departments can quickly grasp the progress.
Manual report creation can also be omitted, leading to improved operational efficiency.
For example, when combining with Notion, it is possible to automatically create a quotation in Microsoft Excel based on the procurement information registered in the Notion database by the purchasing department and send it to the supplier via email.
This eliminates the need for manual quotation creation, saving time.
The accounting department can also keep track of the latest quotation information, and automating email sending is expected to improve the efficiency of procurement operations.
By utilizing the Microsoft Excel API and messaging app API, it is possible to automatically notify when information is added to Microsoft Excel.
This allows for automatic notification of data registration completion within the team, facilitating smooth information sharing and improving work efficiency.
For example, when a form is issued in the accounting department using RakuRaku Meisai, the form information is automatically added to the accounting sheet in Microsoft Excel and simultaneously notified to the accounting team via Slack.
This speeds up the process of verifying form information and ensures smooth information sharing.
The accounting department can always keep track of the latest form data, reducing errors and improving work efficiency.
・Those managing data with Microsoft Excel
・Those who want to centralize management while maintaining data integrity
・Those who need to share information within a team
・Those who want to reduce manual tasks and improve work efficiency
We introduced how to integrate the Microsoft Excel API with applications and provided actual use cases.
By utilizing the Microsoft Excel API and external application APIs, you can automatically reflect updates and additions from external applications, which can lead to improved work efficiency.
For example, newly registered employee information in kintone can be automatically added to the Excel employee ledger, eliminating the need for manual input, or task information registered in Notion can be added to the Excel progress management sheet, enhancing information accuracy and consistency.
Additionally, there are features for automatic creation of reports and quotations, as well as notification functions for information additions, enabling rapid information sharing within teams.
The Microsoft Excel API is ideal for those who use it for data management and want to improve work efficiency.
Be sure to use the Microsoft Excel API to aim for efficiency in your daily operations!
Moreover, with Yoom, you can easily implement the Microsoft Excel API without programming knowledge.
Take advantage of Yoom's simple and diverse templates!
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