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Alteryx Designer Desktop Discussions

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

Seeking Input on Updating RecordTracker.xls in SharePointInput

Cocomo
5 - Atom
‎02-04-2024 07:21 PM

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

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gawa
16 - Nebula
16 - Nebula
‎02-04-2024 07:37 PM

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

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Cocomo
5 - Atom
‎02-05-2024 01:32 PM

Thanks for the info. Highly appreciated. 😊

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