Update Excel File Saved on SharePoint

[JennyRuns24]

Hello,

How do I automatically update an excel file saved on a SharePoint site on a daily basis?

Thank you

[Yoshiro_Fujimori]

Hi @JennyRuns24 ,

I understand you are looking for a way to run a specific workflow on a daily basis,

and you do not have an issue in updating and saving an Excel file on a SharePoint site if it is run manually.

In that case, you have two options as described below.

https://help.alteryx.com/20231/designer/schedule-workflows

• Alteryx Server: Schedule to your company's Server, or to a controller.
• Designer plus Desktop Automation (Scheduler): Schedule to your computer.

As both incur additional cost, you would need to talk with the vendor and consider the cost benefit of each option.

Good luck.

[JennyRuns24]

Thank you for your response. Can I have some help with building the workflow to get the file onto the SharePoint site? I am able to schedule it to run daily, but I don't know how to set up the workflow to get it uploaded.

Thanks!

[Raj]

• Drag and drop a "Input Data" tool onto the canvas.
• Configure the "Input Data" tool to read the Excel file from the SharePoint site using the SharePoint connection you set up in the previous step.
• Drag and drop any other tools you need to modify or process the data as required.
• Drag and drop an "Output Data" tool onto the canvas.
• Configure the "Output Data" tool to save the modified Excel file back to the SharePoint site using the SharePoint connection.
• Specify the location and file name for the updated Excel file.

Hope this help