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Alteryx Designer Desktop Discussions

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

Dynamic Input from Sharepoint

Riox078
7 - Meteor

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.  

15 REPLIES 15
aatalai
15 - Aurora

@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

aatalai_0-1752157817012.png

 

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

Riox078
7 - Meteor

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
7 - Meteor

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

aatalai
15 - Aurora

@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
7 - Meteor

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. 

Riox078_0-1752226115607.png

 

aatalai
15 - Aurora

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

 

And what are you inputting into the macro now?

Riox078
7 - Meteor

@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. 

Riox078_0-1752502260530.png

 

aatalai
15 - Aurora

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

Riox078
7 - Meteor

Riox078_0-1752644413062.png

 

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