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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Connecting to Teams Sharepoint

AlanaZhang
5 - Atom

I'm currently attempting to access an Excel file located on a Teams SharePoint. My goal is to read the file and then export it as a standard Microsoft Excel file. I've tried using both the regular input tool and the SharePoint input tool, but unfortunately, neither method has been successful. Does anyone have experience with connecting to a Teams SharePoint specifically? It's important to note that there seems to be a distinct difference between a Teams SharePoint and a regular SharePoint. Any guidance or suggestions would be greatly appreciated. Thank you!

 

 
 
1 REPLY 1
Aaron_Foster
6 - Meteoroid

AlanaZhang - I think you'll want to you the SharePoint Input tool.  One thing that I've seen trip people up is the authorization.  You may need to go to Options/User Settings/Edit User Settings /General.  At the bottom you can Override DCM settings to be DCM Optional.  This allows you to authorize via the Browser (see screenshot).  

The downside to authorizing this way is that it's not able to be leveraged on the Server.

 

 

Aaron Foster, CPA | Crowe LLP Managing Director
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