How to use SharePoint List Input Tool in Alteryx

Open your Alteryx designer and search for SharePoint List input in the search box on the top right corner of the designer.

You can use the second tool from the list as that one is the latest version, but in this article, we will be focusing on the old version, which is "SharePoint List Input" of the tool as I like it better.

Drag and drop the tool in the workflow pane white space.

After dropping the configuration pane on the left, it will show the below details to enter in order to connect to the list.

The best part is that you can get the list data from a different version of SharePoint version from 2007 to SPO.

The first step is to select your SharePoint Site Version from the dropdown. I selected 2016 as my site is on SP Server 2016.

Then, enter your SharePoint Site URL. Give the URL of the site, like sharepoint.xyz.com/sites/abc. After that, enter your credentials (username and password) with which you access your site.

Once credentials are entered, if you click on the dropdown of lists, you will see all the lists that are on your site. You can then choose which list you want to get the data from.

You also get the option to select views; if no custom views and want to get all data select Allitems.aspx which is the default view.

Record limit can also be set. Let’s say if you only want to work with the Top 100 list items, then put 100 in the record limit box; otherwise, leave it blank if you want to get all the list data.

Once the configuration is done, you can search for the browse tool in the search box on the top right and drag it to the workflow pane.

Drag it near your SP tool in proximity so close that it creates a connection link between the two automatically.

Now, run the workflow using the run button on the top right of the workflow pane.

Once it's finished running, the data will appear in the results pane, which is just below the workflow pane; if you cannot see the data after the workflow finishes, just click on the browse tool, and it will be visible.

Here, if you notice, it says 84 fields that is telling the number of columns in your SharePoint list. It shows 216 records displayed which means there are 216 records on your list. I have hidden the data I got back, but you’re gonna get the headers (the columns) and the data in those columns as in the SP list.

You can further use the select tool to filter out the columns you don’t need in order to get only a few column values and data. Also, you can write this data you got in an Excel file using the output tool in Alteryx and connect it to the SP tool.