How To Upload Excel File On SharePoint List On Daily Basis

[shashank_shukla]

Good day, everyone!

Task:- Using Alteryx, I need to upload an Excel file to a SharePoint list.

Scenario:-

I have a Redshift table from which I am importing data into Alteryx.
I must upload the data in an Excel file after completing all data preparation and calculations.
On a daily basis, I must upload the same Excel file to SharePoint List with the datetime of creation in its name to update the file in SharePoint List.

Please assist me with the following scenario and, if possible, send a sample workflow.

Thanks & Regards,

Shashank R. Shukla

[MichaelSu]

Hi @shashank_shukla ,

You can use the SharePoint List Input Tool found under the Connectors tab. 

Additionally, some users have synced SharePoint files to OneDrive and connected directly to OneDrive without using the above tool.

Thanks,

Mike

[danilang]

Hi @MichaelSu 

The SharePoint List tools only connect to SharePoint lists and not document libraries.  To upload a file, like @shashank_shukla wants to do, you need a workaround method, either the url approach as found here or the OneDrive technique here.

Dan