OneDrive Input Tool Icon

OneDrive Input Tool

Version:
2022.1
Last modified: May 04, 2022

OneDrive Input reads files from OneDrive to Designer. See Microsoft OneDrive to learn about known limitations. More information about Microsoft OneDrive can be found on the Microsoft OneDrive documentation site.

To maintain full functionality of the OneDrive data connector, pay attention to compatibility with Designer.

Connector Version 2.0.1 and Later

Designer version 2021.3.3 and later.

Connector Version 2.0.0

Designer versions 2021.2.1 - 2021.3.1.

This tool is not automatically installed with Designer. To use this tool, download it from Alteryx Community.

Sign In to OneDrive

The OAuth method is used for authentication, so you can either use the default Alteryx application by selecting Sign in via Internet Browser or you can provide your own API application by selecting Provide authentication information. Go to Microsoft OneDrive for more information on how to create an API application.  

To schedule your workflow on Server when using the Cloud services, you need to select Use Service Principal after selecting Provide authentication information so that your token has an extended expiration, and you need to provide your own API application. 

Sign in via Internet Browser 

  1. In Authentication Method, select Sign in via Internet Browser

  2. Select Connect

  3. Enter your credentials and sign in. 

Provide Authentication Information 

  1. In Authentication Method, select Provide authentication information

  2. Enter Client ID and Tenant ID. If you want to schedule workflows, select Use Service Principal and enter Client IDClient Secret, and Tenant ID

  3. Select Connect

  4. Enter your credentials and sign in. 

 

Select a Data Source 

OneDrive Input reads individual files or multiple files of the same type. You can select a folder to read all the files of the same type in that folder and its subfolders and you can define the files with wildcards. 

  1. Select which files to display in the Files to display dropdown. Options are Personal Files, Recent, and Shared with me

  1. Select the folder, the file in the file tree, or search for it by its name. You can also enter the file path in the File Path field. 

    TIP

    When you select a file, the file format is detected automatically. If you select a folder, you need to select the file type of the files you want to read in the Options tab. You can define the file path with wildcards. For example, “.../*2020.xlsx” for all XLSX files ending with '2020'.

  1. If you want to process a file of a file type that OneDrive Input doesn’t support or if you want to keep an offline copy of a file, select Download file locally for later processing and choose the location to save the file. The default location is %TEMP%. 

Select a File Format 

The file format is detected automatically when you select a file. To read multiple files from a folder and its subfolders, you need to manually select the file type in the Options tab. 

XLSX
  • Data Range options specify which sheets contain the data. Options are All SheetsSheet NamesSheet NumbersNamed Range, or Import only the list of sheet names

  • Check the First row contains field names box to set the first row of data as column headers. 

  • Use Start data on line to select which line to start the import. 

  • Select Code Page to determine the encoding of the data. 

  • Select the Propagate field immediately to the next tool to propagate all fields to a connected tool without the need to run the workflow. 

  • Use Attach Metadata to select the metadata to attach to every row of the input. 

CSV
  • Use Max Field Length to set the maximum length of each field, allowing control over string cut off. 

  • Use Field Delimiter to select a field delimiter between fields. Options are CommaSemicolonTabPipeSpace or Custom delimiter

  • Check the First row contains field names box to set the first row of data as column headers. 

  • Use Start Data on Line to select which line to start the import. 

  • Use Quote Character to select a format of the quote. Options are None, Single Quote, Double Quote, or Custom

  • Select Code Page to determine the encoding of the data. 

  • Select the Propagate field immediately to the next tool to propagate all fields to a connected tool without the need to run the workflow. 

  • Use Attach Metadata to select the metadata to attach to every row of the input. 
     

YXDB
  • Select the Propagate field immediately to the next tool to propagate all fields to a connected tool without the need to run the workflow. 

  • Use Attach Metadata to select the metadata to attach to every row of the input. 

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