Alteryx Designer Desktop Discussions

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URGENT: Connecting alteryx to excel files on SharePoint Online Office 365

5 - Atom

I had a SharePoint portal which was on premise and I was able to connect to it using the input data tool and the Download tool to extract excel files successfully. On the other hand, for a client SharePoint Online Office 365 account, I am not able to do the same thing. I keep getting the error "File not found" in the input tool and "403 FORBIDDEN" in the download tool. I tested by making a trial account of SharePoint online myself to confirm access issue due to not being in the client environment, it is not the case. Please help.

What alternative can I have? Can I map the SharePoint Online drive to my local system and then connect it to Alteryx?

8 - Asteroid

You are a genius! This was the perfect solution and I thank you very much for providing this. If I could, I'd say that this is definitely the solution to the query.





5 - Atom

Hi JessicaS,

I followed your instruction to sync the sharepoint with my onedrive, but I used Directory tool

Alteryx only read properly the files in my Alteryx desktop version.

However, when I uploaded the WF to Alteryx server, it did not work.

Please kindly help me take a look.

Thank you very much.



7 - Meteor

Can latest version Alteryx connect to SharePoint file?

5 - Atom

The onedrive solution works, when the workflow is in your desktop.

If I have to upload the workflow to the server to schedule it, it wont work, since it is still referring to a Network folder, with my credentials on my desktop.

17 - Castor
17 - Castor

@Reesetrain2 your first solution using the network location worked perfectly! thanks! 


@Reesetrain2 wrote:



I posted this in adifferent forum, but I wanted to make sure everyone saw this as it is actually fairly simple to connect as long as you create a network location...


The easiest way that I have found to download a file from Sharepoint is as follows:


1.Open Sharepoint in Internet Explorer and browse your way to the file

2. Once you are to the file, copy the address

3. Truncate the address to just the sharepoint, i.e

4. Go to My Computer, right click and create Add a Network Location

5. Follow the wizard as you should just use the truncated address when setting up the new Network Location

6. Go to Alteryx and use the Input Data Tool.

7. You will now be able to click on the network location and then subsequently select the correct folders in order to get to the file.

8. Once selected, you are all set!


The other option is to use the Directory Tool

Follow steps 1-5

6. Go to Alteryx  and use the Directory Tool

7.You can now click on teh network location and then subsequently select the correct folders, expect now, use the folder that your file is in vice selecting on the file itself.

8. You will now be able to manipulate all files in this directory, if you say, need to download all files (If so, you can use the download tool and a select tool).