Alteryx Designer Desktop Discussions

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

Excel files from local machine to SQL server

Arvindkumar
5 - Atom

Hi All,

 

Need help in getting data from Excel files on the local machine to the SQL server.

 

I have a few excel files on my local machine (can be in a shared location), want to import those files into SQL server (On-prem). or Destination can tableau extract as well.

 

The workflow works fine on my local machine, but I want to deploy onto the server and schedule a job to run every day.

 

This should be a simple task(I think) but not able to find any online guide to get this done.

 

In the power bi, Azure world we use Data gateway to get local/on-prem data.

 

Do we have something similar for Alteryx? I read somewhere we need to create .bat file with user credentials in the "Events" section.

 

Can you please help with the steps to get this working?

 

Regards,

Arvind

4 REPLIES 4
Qiu
21 - Polaris
21 - Polaris

@Arvindkumar 
It seems you need either Alteryx Scheduler or Alteryx Server for your purpose.

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Install-or-Upgrade-Designer-Schedul...

joshuaburkhow
ACE Emeritus
ACE Emeritus

If you are just looking to upload an dataset from excel to a table in SQL Server, you need two tools: Input (excel sheet) and Output (SQL Table). The challenge you might run into is that if you want to load onto a server you need to ensure that you have the permissions set correct for you workflow to access that server and file share.  

Joshua Burkhow - Alteryx Ace | Global Alteryx Architect @PwC | Blogger @ AlterTricks
Arvindkumar
5 - Atom

I have the server with me, that is where I want to schedule this and need the correct steps to make the workflow run on the server.

 

Arvindkumar
5 - Atom

"The challenge you might run into is that if you want to load onto a server you need to ensure that you have the permissions set correct for you workflow to access that server and file share.  "

 

How do get this working? basic steps please, my login has access to the file share and the SQL server, can hardcode my credentials to make it work for now.

 

Any link which does this step by step would be helpful.

 

Surprised, for this basic task I am not able to find any guide online.

Labels
Top Solution Authors