Dynamic Input from Sharepoint

Hello Folks,

I have a requirement of dynamically taking input from Sharepoint. Below is the details of the requirement.

I have around 30+ Sharepoint file that need to loaded into Alteryx. The files are of xlsx type. These excel files contains sheets which need to loaded into Alteryx. These files are basically files of products which contain forecasted quantities. These are generated every month.

My ask is, Is there anything in sharepoint tool where we can have this dynamically. I mean whenever the new file with the current Month Year (For Eg. Forecaste_072025) gets loaded into Sharepoint folder the files gets loaded into the flow and the flow runs at scheduled time.

All I want is to have a dynamic load of the files which will be added to the folder. Currectly the folder has around 30+ files. All the files have Month Year at the end of their name.

Dynamic Processing

Sharepoint

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aatalai

@Riox078 I would create a macro, dynamically updating the file name based on the month using the action tool

choosibng path value and updating with a formula like this

"file path"+"Forcaste"+datetimeformat(datetimestart(),"%m%Y")+".xlsx"

Screenshot 2025-07-10 152949.png

Please let me know how you get one (NB this is assume they will all be in the same sheet name

Riox078

I have few questions. Don't we need control Parameter in this ? Also, What if the sheet name is same across all sheets but the file contains multiple sheets ? Sheet name would be also same. Its just that it contains multiple sheets

Riox078

Also, filepath you mentioned in the formula is the file name of the file then the timestamp is in the dynamic way ?

aatalai

@Riox078 the sheet part you would go into configure File, select Sheet Names and input the Name you want

Screenshot 2025-07-11 085726.png

The file path is what you get from the file path in the select File section

Screenshot 2025-07-11 085845.png

In terms of control parameter, doing it this method you don't, but you could generate the file names/path in a workflow and then feed it into the macro with a control parameter, hope this helps

Riox078

The macro when used in main workflow without control parameter is giving an error. And when using control parameter its is asking for field in control parameter. Also in the input I am using a random file from that directory.

aatalai

@Riox078 what was the error when doing it without the control param?

And what are you inputting into the macro now?

Riox078

@aatalai When Using without the control parameter the macro was throwing an error "input field not valid" In the macro input I am inputting the one of the file which I need to take int that workflow. Please find the image attached.

aatalai

what are you inputting into the macro, and can I see inside the macro please

Riox078

aatalai

@Riox078 where is the control parameter?

Riox078

I have removed it. But even while adding it it will give the above error.

Riox078

I really need to find the solution. I have searched on the whole community but cannot find the solution to this problem

aatalai

@Riox078 try this

Step 1 put a sharepoint input tool onto a canvas, set it up and select a file (this includes in the configure file section too)

Screenshot 2025-07-16 170822.png

Step 2 add a control parameter and action tool and connect it to the sharepoint input tool

step 3 click onto the action tool and select the path option

Step 4 click on replace a specific string at the bottom of the actions config window

Screenshot 2025-07-16 171401.png

Step 6 keep only the string you want to update, which from my understanding will be the date

Step 7 put an output macro tool in and save

Step 8 insert it into a new workflow and a list of dates (in the correct format going into the control paramater) and for the date field to be the what you select for the question

Let me know how you get on

Riox078

@aatalai I have added only data part as you mentioned. And have attached the macro to SharePoint tool as a input in the main workflow. But I am receiving the below error which is there in there in 2nd screenshot attached. The file in the input is one of those file which will be there in the macro.

aatalai

@Riox078 thanks for this can you try with a text input tool with one date inputted manually and let me know how you get on with that please? As I don't think having a sharepoint input tool feeding the macro is correct.

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