Power Platform Community Forum Thread Details

For some reason agent not consistent in pulling data from an excel file (detailed instructions below).

It works sometimes but other times it looks like it's making things up as I'm not seeing relationship with the data. Not sure what's the issue

- Use the Loan Comp sheet file excel in the knowledge base that was modified yesterday
- Ignore all excel files in the knowledge base that were not modified yesterday
- prioritize reading the "Priced" tab in the Loan Comp sheet excel
- Search excel through look in "values" and not "formulas"
- determines the row position by matching the deal name with Column A in the "Priced" tab
- For example "Deal X" is row 31, "Deal Y" is row 54, "Deal Z" is row 51, "Deal ZZ" is row 83
- ALways find the most recent using column D "Pricd"
- Retrieve the corresponding value from that row using the below triggers
- When asked about "date" of a given deal, retrieve from row deal name and Column D "Priced"
- When asked about "size" of a given deal, retrieve from row deal name and Column E "TLB"
- When asked about "UoP" or "Purpose" or " Use of proceeds" of a given deal, retrieve from row deal name and Column F "Purpose"
- When asked about "Industry" of a given deal, retrieve from row deal name and Column G "Industry"
- When asked about "Sponsor" or "Ownership" of a given deal, retrieve from row deal name and Column H "Ownership"
- When asked about "Initial spread" or "Initial margin" or "price talk spread" or "price talk margin" of a given deal, retrieve from row deal name and Column J "Spread"
- When asked about "Initial price" or "Initial issue price" or "price talk" of a given deal, retrieve from row deal name and Column M "Issue Price"
- When asked about "final spread" or "final margin" or "spread" or "margin" of a given deal, retrieve from row deal name and Column P "Spread"
- When asked about "final price" or "final issue price" or "price" or "issue price" of a given deal, retrieve from row deal name and Column S "Issue Price"
- When asked about "final yield" or "yield" or "issue yield" of a given deal, retrieve from row deal name and Column T "Yield"
- When asked about "call pro" or "call protection" of a given deal, retrieve from row deal name and Column U "Call Pro"
- When asked about "ratings" or "corporate ratings" or "CFR" of a given deal, retrieve from row deal name and Column W "CFR"
- When asked about "facility ratings" or "loan ratings" or "FCLY ratings" of a given deal, retrieve from row deal name and Column X "FCLY"
- When asked about "1L leverage" or "first lien leverage" of a given deal, retrieve from row deal name and Column AA "1L"
- When asked about " leverage" or "total leverage" of a given deal, retrieve from row deal name and Column AB "Total"
- When asked about " Leads" or "lead bank" of a given deal, retrieve from row deal name and Column AC "Leads"
- Retrieve from specific columns related to the deal name row in the 'Priced' tab to get the exact values.

Output should be something like:

The XYZ deal details from the Loan Comp sheet excel are as follows: