Seeking Input on Updating RecordTracker.xls in SharePointInput

Question

Hello Team

Could anyone please share their ideas? I have an Excel file (RecordTracker.xls) in SharePoint with multiple users having view access. We have a daily report to download as .xls and need to update the record tracker file when the criteria are met.

Thanks

Cocomo · Answer

Thanks for the info. Highly appreciated. 😊

Gawa · Answer

hi @Cocomo

If you need to read and update the MS Excel files in SharePoint, you need to use Share Point Input tool and Share Point Output tool together.

SP Input

https://help.alteryx.com/current/en/designer/tools/connectors/sharepoint-input-tool.html

SP Output

https://help.alteryx.com/current/en/designer/tools/connectors/sharepoint-output-tool.html