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OneDrive Output Tool Icon OneDrive Output Tool

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

See Designer Compatibility with Data Connectors to maintain full functionality of the OneDrive connector.

Important

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

Sign In to OneDrive

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 Provide Client ID and Secret, Tenant ID. See the Custom API Application Setup for the information on how to create your own API application.Custom API Application Setup

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 Service Principal after you select Provide 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.

OneDrive Output 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.

Select a File

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

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

  • Use Existing File Action in the Options tab to select the handling of an existing file.

  • Rename: The Rename option will rename the file (appending a unique number to the end of the filename).

  • Overwrite: Overwrite option deletes the existing file and writes the new file contents.

  • Overwrite Sheet: The Overwrite Sheet option rewrites the selected sheets and makes no changes to other sheets.

  • Append: Append option adds the new data to the existing file.

  • Abort: When Abort is selected, the file will not upload if there is another file with the same name.

Warning

If you select the Overwrite File, Overwrite Sheet or Appendoptions in Existing File Action, the updated sheet becomes the first sheet in the file. This can impact tools using the order numbers of sheets.

Add a Folder

  • Navigate to the folder where you want to add a folder.

  • Select Add Folder.

  • Select By Name and enter the name of the new folder. Designer adds the folder without the need to run the workflow.

  • Select By Field to add multiple folders based on a specified field from the data.

  1. Enter the name of the new files in the File Name field.

    Important

    The File Name field requires the file name including the file type extension.

  2. Run the workflow to add the folders.

Add a File

  • Navigate to the folder where you want to add a file.

  • Select Add File.

  • Select By Name and enter the name of the new file.

    OneDrive Output excludes the field from the written data. You can keep it by selecting Keep Field in Output.

    Important

    The File Name field requires the file name including the file type extension.

  • Select By Field to add multiple files based on a specified field from the data.

  • Run the workflow to add the file.

Select a File Format

  • Data Range options specify the names of the sheets to create. Options are By Sheet Name and By Field.

    • OneDrive Output excludes the field from the written data. You can keep it by selecting Keep Field in Output.

Warning

If you select the By Field option, multiple sheets will be created and named based on the value selected in Select Field.

  • Enter the cell in Start in cell to specify the start of data output.

  • Select Write headers to include headers in the output data.

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

  • 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

    Comma, Semicolon, Tab, Pipe, Space or Custom delimiter.

  • Select Write headers to include headers in the output data.

  • 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.

No options.