Sheet Not Found on Input from Export XLSX from CRM

Hello all! Hope your days are going well.

My organization has CRM and we often do exports of spreadsheets of specific advanced finds. We then have an alteryx app that dynamically reads in the file that was exported out of CRM. However, we have always had to get into this raw export, and re-save the file so that alteryx can read in the sheet name of the file. For some odd reason, the input tool will not recognize the sheet names from the raw export.

The file is in xlsx format (not xls as i've seen that has caused issues before), and the directory tool finds the file fine. I've even gone to the extent of utilizing the directory tool to pull the full path of the file, and then try to append the sheet name using a formula tool, to then send into a dynamic input tool, and even that will not work.

Has anyone run into this issue before? At some point I hope we can set up the CRM integration, but have not to this point.

Datasets

Input

Error Message

Dynamic Processing

Accepted answers

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HomesickSurfer

Hi @JakeW

The error indicates that your input file doesn't have a sheet named Sheet1.

Please check and confirm.

JakeW

That is correct. When I drag and drop the file into the canvas, it only gives me "Sheet1" to select from. I do not have a Sheet1.

JakeW

Also...after opening the workbook and saving, it does then find the sheet we want (Opportunity Advanced Find View), plus a "hiddenSheet" that I don't even see when the workbook is open in excel.

Luke_C

Hi @JakeW

I recall seeing similar posts about this where system generated files sometimes had issues with the tabs not being readable. Could be a byproduct of how your CRM exports the file. I'm trying to dig up the post for further reference.

JakeW

That's what i'm playing with now...seeing if I can export the file out another way that the input tool will accept. Thanks Luke.

HomesickSurfer

Hi @JakeW

I've attempted to load in the file.

It defaults to Sheet1 that does exist...yet cannot input. It get overridden by the data connection or some sort of query in the hidden sheet. Also, your first columns A:D are hidden with checksums and such. You won't be able to input the data. Would you consider a DB connection to the query instead?

JakeW

I'd be 100% for the DB connection to do the query. Although, I am not familiar with how to set it up or if I would need to get some security clearances from my admin/IT group to do it. Is it pretty simple?

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