How to combine files in Sharepoint using the Sharepoint Connector?

Question

Hi everyone,

I've been searching for solutions in the community, but although I found some related topics, I couldn't find anything that addresses my specific problem.

We have a SharePoint folder where we store multiple Excel files with the same format: identical columns or schema, but each file represents a different request.

My goal is to create a scheduled workflow that does the following:

* Reads all files and combines them into one dataset.
* Creates an aggregated table for stats monitoring.
* Uploads the workflow to the gallery for scheduled runs.

So far, I've created the DCM for the SharePoint connection, allowing me to read and write to the SharePoint folder without any issues when dealing with a single file. I also tried outputting the filenames and creating a batch macro to replace the filename, similar to the usual method of combining Excel files in Designer Desktop, but this approach didn't work. Now, I'm stuck on how to combine my Excel files in SharePoint.

Does anyone have experience with this and can help me solve this?

Thank you!

CullenJ · Answer

What is the output connected to?

I'm not too sure but you might want to ask this as a separate question on the forum (someone might know a lot about getting macro outputs to work on the server but skip this thread if they don't know about sharepoint stuff specifically!)

beejprado16 · Answer

Thank you for pointing this topic to me.

Initially, I cannot consolidate the files in my SharePoint folder. It only reads the file in the batch macro input tool. It turns out that I have to update the value of the Path attribute instead of the ItemName attribute. I tried to run it in Designer and it worked!

But when I uploaded it to Gallery, I am receiving an error that says the output connection of the batch macro is invalid.

is there a step that I need to do to make batch macros work in Gallery?

CullenJ · Answer

What didn't work with the batch macro? That seems to work for sharepoint (see Solved: Replicating Dynamic Input with SharePoint Files In... - Alteryx Community) - was it trouble getting the macro to work at all, or is it something specific to the server?