---
schema_version: "1"
id: b5e26e886877e77c715f684c4bbeb156909e3e36c13be2e3719481afe563ba8c
title: Process Tabular Data with the Excel Agent (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_automate_agentforce_supply_chain_excel_agent_update.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_excel_agent_update.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5c3bc4f51a65f16c389f6b3d18a22fddd21672df621cbf44023b99a9d2fee078
description: The Excel Agent (beta) can now process CSV files as tabular inputs and outputs, not just individual field values. Perform row-level calculations or add calculated columns across an entire dataset in a single automated task.
products:
  - Cross Cloud
release: "262"
---
# Process Tabular Data with the Excel Agent (Beta)

The Excel Agent (beta) can now process CSV files as tabular inputs and outputs, not just individual field values. Perform row-level calculations or add calculated columns across an entire dataset in a single automated task.

**Where:** This feature applies to an Agentforce Operations workspace that's external to Salesforce for an additional cost. To purchase an Agentforce Operations license, contact your Salesforce account executive.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-262-0-0-production-enus/e945111b-3e0a-4011-accc-d5949363bfcc/images/icon_note.png)

Note This feature is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/). Use of this pilot or beta service is at the Customer's sole discretion.

**How:** To use tabular data with the Excel Agent, Agentforce Operations requires two separate tasks. Set up one task to collect CSV files and one task that uses the Excel Agent. You can't collect CSV files and use the Excel Agent in the same task.

In the CSV collection task, in the **Request information** section, add a document field for the CSV file you want to use with the Excel Agent.

In the task that uses the Excel Agent, for **Description**, identify the **Share information** input field, describe its column structure, and specify the row-level operations to perform. Also identify the **Request information** output fields and what to store in each. Operations can include flagging values that exceed a threshold or adding a calculated column.

The Excel Agent supports tabular data only when it generates a new Excel file, so don't upload an Excel file to **Documents**.

In the **Share information** section, add the CSV document field from the CSV collection task. Optionally, add single-value fields that the agent uses as parameters in its logic, such as a threshold value. In the **Request information** section, add a document field for the agent's output.

When a workflow based on the blueprint runs, the agent outputs CSV results to the document field in the **Request information** section. The agent also generates a calculation audit workbook (.xlsx) that shows how the task completed its calculations.

#### See Also

- [_Salesforce Help_: Tabular Data Tasks with the Excel Agent (Beta)](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_excel_tabular_data_tasks.htm&type=5&language=en_US)