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Access to SharePoint excel file via Analytical app

Rosh_2788
6 - Meteoroid

Hello, 

 

I've created an analytical app and want to give Users the option to select the input file. These are excel file stored in SharePoint. How can use the File Browse tool to help user select excel files on SharePoint site?

 

Regards,

Rosh

6 REPLIES 6
Joe_Lipski
13 - Pulsar
13 - Pulsar

Hi @Rosh_2788,

 

I've just tested this myself and it works well if the end user has their sharepoint file directory synced to their local machine as they would effectively upload the file to the app/gallery.

 

Joe_Lipski_0-1633957604687.png

 

Is this what you are after?

 

Thanks,

Joe

Joe Lipski
Rosh_2788
6 - Meteoroid

Hi Joe, 

 

Thanks for looking into this. Yes, this is what I'm after. I've created a similar workflow as you show above, however, when try to browse the file, it doesn't give me an option to connect to SharePoint? Below is what i see 

 

File..

Microsoft SQL Server..

Oracle..

Hadoop..

Other Database..

 

Joe_Lipski
13 - Pulsar
13 - Pulsar

Sounds like a great start @Rosh_2788

 

You won't see Sharepoint as a file type or database type as Sharepoint is just a repository for your flat files. What you and your users will need to do is SYNC sharepoint to your computer/file explorer.

 

Instructions on how to do that are here: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/How-To-Connect-to-Sharepoint-with-A...

 

The second option is to map the network drive which is explain in the solution here: https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Connect-Alteryx-Designer-to-Excel-in-S... 

Joe Lipski
Rosh_2788
6 - Meteoroid

Thanks again Joe! 

 

Yaa, the first option is what I'm looking to set up, where the user gets to the location and can select the file. However, i dont see the sync option in SP 😞

 

The second is similar to how I pull files into alteryx from SP, but dont think its a user friendly option for users. 

Joe_Lipski
13 - Pulsar
13 - Pulsar

What do you see in SharePoint online, could you share a screenshot?

 

Here's what you should be able to do:

  1. If you already have sharepoint synced to your machine, in file explorer, right click or a folder or file and click view online:
    1. Joe_Lipski_0-1634287520469.png

       

  2. Go back to the level you would like to sync and then click the sync button.
    1. Joe_Lipski_2-1634287724068.png

       


       

Joe Lipski
Joe_Lipski
13 - Pulsar
13 - Pulsar

Hey @Rosh_2788

 

I've also just noticed that the Sharepoint File Input Tool has recently been released, which you might want to check out: https://help.alteryx.com/20213/designer/sharepoint-files-input-tool

 

Cheers,

Joe

Joe Lipski
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