SharepointFiles

SharePoint Files Input Tool

Version:
2022.1
Last modified: May 04, 2022

Use the SharePoint Files Input tool to read data from your CSV, XLSX, and YXDB files as well as lists from your SharePoint site.

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

SharePoint Files Input version 2.0.1 also contains lists reading functionality which was a standalone data connector. Please note compatibility with Designer to maintain full functionality of the SharePoint Files data connector.

Connector version 2.0.1 and Later

Designer version 2021.3.4 and later.

Connector Version 1.1.0 and 1.1.1

Designer version 2021.3.3 and later.

Connector Version 1.0.4

Designer version 2021.2.1–2021.3.1.

Sign In to SharePoint

The OAuth method is used for authentication, so you can either use the default Alteryx application via Sign in via Internet Browser or you can provide your own API application via Connect to URL with Client ID and Secret, Tenant ID. See the Custom API Application Setup section for the information on how to create your own API application.

You can use the default Alteryx application (Sign in via Internet Browser) to schedule workflows for up to 6 months. However, if you select Use as service principal (app-only authentication) after you select Connect to URL with Client ID and Secret, Tenant ID, you can set the expiration of the token according to your company policy and the scheduled workflows won’t be associated to a single user. This is convenient, for example, if a user leaves the company and their account is disabled, causing workflows to not run.

SharePoint Files Input version 2.0.1 requires Client Secret even when connecting with Client ID and Secret, Tenant ID without using as service principal. Contact your administrator to request the secret which is a Secret Value, not Secret ID.

The available authentication methods are the same for both Files and Lists but they differ for SharePoint versions. Additionally, you need to enter a SharePoint URL at the site level to read the lists:

  • SharePoint 365
    • Sign In via Internet Browser
    • Provide Client ID and Secret, Tenant ID
  • SharePoint 2013 and 2016 (On-premise)
    • Provide Username, Password and URL
    • Connect to URL with Windows Account

SharePoint Files

Select a File

  1. Select a site.
  2. Select a document library.
  3. Select a file in the tree view or enter a file path.

You can also insert (press Ctrl+V and Enter) the path of your file to File Path via the Copy Link button on the SharePoint site.

Configure the Tool

The file format is detected automatically when you select a file.

XLSX
  • Data Range options specify which sheets contain the data. Options are All Sheets, Sheet Names, Sheet Numbers, Named 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 Enable dry run 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. This gives you control over string cut-off.
  • Use Field Delimiter to select a field delimiter between fields. Options are Comma, Semicolon, Tab, Pipe, Space, 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 Enable dry run 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 Enable dry run 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.

SharePoint Lists

Select Data

  1. Select a list.
  2. Optionally, select a view.

Configure the Tool

  • Extract values of linked items: Check the box to automatically extract values of linked items.
  • Record limit: Enter the number of records you want to read.
  • Propagate field immediately to the next tool: Check the box to pass the values to a connected tool without the need to run the workflow.

Custom API Application Setup

The SharePoint connector comes with a built-in multitenant app you can use, but if you prefer using your own app, follow the steps below.

For more information on how to build and manage an application using the Microsoft Azure cloud services, refer to the Azure documentation.

  1. Navigate to  Microsoft Azure.
  2. Sign in with your Microsoft Azure Active Directory account.
  3. On the Home screen use Search, or go to the upper left corner menu to open the Azure Active Directory service.
  4. Open App registrations in the left menu.
  5. Select + New registration.
  6. Specify the Name of the app.
  7. Choose your desired account type–both Single tenant and Multitenant are allowed.
  8. In the optional Redirect URI:
  9. Select Register.
    • The Application (client) ID is your Client ID.
    • The Directory (tenant) ID is your Tenant ID.
  10. Go to Client credentials and add New client secret. Copy the Value as it won't be accessible again once you leave the page-this is your Client Secret.
  11. Go to API permissions to add these Delegated permissions - Microsoft Graph:
    • Files.ReadWrite.All
    • offline_access
    • openid
    • User.Read
    • Sites.Read.All
    • email
    • profile
  12. For Sharepoint Files Input version 2.0.1 and later, add also these Delegated permissions - SharePoint:
    • AllSites.Manage
    • AllSited.Read
    • AllSites.Write
    • Sites.Search.All
  13. To use service principal (app-only authentication) proceed to Certificates & secrets and add New client secret. Copy the Value as it won't be accessible again once you leave the page–this is your Client Secret. In API permissions, add these Application permissions - Microsoft Graph:
    • Files.Read.All
    • Files.ReadWrite.All
    • Sites.Read.All
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