📝 Overview
With Yoom, you can perform actions such as adding and updating values in Excel.
This article will explain the settings for managing a database in Excel.
⚙️ About Each Setting Item
When you select manage database actions for Excel, the settings screen will be displayed.
By entering each item, you can identify the target Excel sheet.
Execution Action
Choose the action to perform on the Excel sheet.
The available actions are:
Add a record
Retrieve a record
Retrieve multiple records (up to 10)
Update a record
Delete a record
File Storage Location
Select the primary storage location for the Excel sheet.
The available options are:
OneDrive
SharePoint
Drive ID or Site ID
If you select OneDrive as the file storage location, the Drive ID will appear.
If you select SharePoint, the Site ID will be shown.
Click the field to display the available IDs and select the relevant one.
☝️ Note:
Since the ID cannot be directly retrieved from OneDrive or SharePoint, select it from the displayed available IDs.
If you select SharePoint and the desired Site ID is not available, the target site may not be a hub site. Hub sites are displayed as IDs. You can refer to the following link to convert the target site to a hub site: Check Here
File Name (Optional)
After setting the Drive ID or Site ID, enter the file name of the target Excel file.
☝️ Note: If you later click the Item ID field and the available IDs are displayed, there is no need to re-enter the file name.
Item ID
Enter the Item ID, which is the identifier for the target Excel sheet.
Click the field and select from the available candidates.
☝️ Note: Since the Item ID cannot be obtained directly from the Excel sheet, select it from the list shown.
Sheet Name
Once you've entered the Item ID, click on the Sheet Name field, and a list of available sheets will appear. Select the target sheet from the options.
Table Range
Enter the range you want to target, including the column names (e.g., A1:G).
The table range setting is similar to Google Sheets.
👉 You can refer to: Definitions of Range Settings for Google Sheets.
📊 Table Range When Using Excel
When using Excel, the first row is treated as column names by default.
So, if the first row contains other values and the column names start from the third row or later, the range cannot be recognized correctly.
⬇️ Correct Configuration:
⬇️ Incorrect Configuration:
Even if the range is set to A3:D, the column names won't be recognized correctly.
🧑💻 Manage Databases Using Excel
Since the borders are also recognized as values, remove any borders before using the database.
👉 For more details, refer to: What You Can Do with Microsoft Excel Integration
Related Keywords
Related Keywords
Excel, Item ID, Site ID, Drive ID, Settings, Manage Database, ID