OneDrive Connector for Alteryx : Read Excel worksheet (from exact range) via SQL

Learn how to read Excel worksheet (from exact range) using the OneDrive Connector for Alteryx. This connector enables you to read and write Microsoft OneDrive data effortlessly. Integrate, manage, and automate files and folders — almost no coding required. We'll walk you through the exact setup.

Let's dive in!

OneDrive ODBC Driver Powering this integration

High performance
Bidirectional
Low-code / No-code
Easy to use

Built on the ZappySys API Driver, the OneDrive ODBC Driver is a high-performance, low-code / no-code solution. It enables you to connect to OneDrive data without any coding right in your SQL Server, or any ODBC/JDBC application. Part of the ODBC PowerPack.

Documentation

Create data source using OneDrive ODBC Driver

Download and install ODBC PowerPack (if you haven't already).
Search for odbc and open the ODBC Data Sources (64-bit):
Create a User data source (User DSN) based on the ZappySys API Driver driver:

ZappySys API Driver
- Create and use a User DSN if the client application runs under a User Account. This is the ideal option at design time (e.g., when developing in Visual Studio). Use it for both types of applications (64-bit and 32-bit).
- Create and use a System DSN if the client application runs under a System Account (e.g., as a Windows Service). This is usually the required option in a production environment. If your Windows Service is a 32-bit application, you must use the 32-bit ODBC Data Source Administrator to configure this
When the Configuration window appears give your data source a name if you haven't done that already, then select "OneDrive" from the list of Popular Connectors. If "OneDrive" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

OnedriveDSN

OneDrive

Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

User Credentials

OneDrive authentication

Use delegated access (User Credentials) whenever you want to let a signed-in user work with their own resources or resources they can access. Whether it's an admin setting up policies for their entire organization or a user deleting an email in their inbox, all scenarios involving user actions should use delegated access. [API reference]

Follow these simple steps below to create Microsoft Entra ID application with delegated access:

WARNING: To automate your company's processes, make sure you use a system/generic account (e.g. automation@my-company.com). When you use a personal account which is tied to a specific employee profile and that employee leaves the company, the token may become invalid and any automated processes using that token will start to fail.

Navigate to the Azure Portal and log in using your credentials.
Access Microsoft Entra ID.
Register a new application by going to App registrations and clicking on New registration button:
INFO: Find more information on how to register an application in Graph API reference.
When configuration window opens, configure these fields:
- Supported account type
  - Use Accounts in this organizational directory only, if you need access to data in your organization only.
- Redirect URI:
  - Set the type to Public client/native (mobile & desktop).
  - Use https://zappysys.com/oauth as the URL.
After registering the app, copy the Application (client) ID for later:
Then copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs to use later in the configuration:
Now go to SSIS package or ODBC data source and use the copied values in User Credentials authentication configuration:
- In the Authorization URL field paste the OAuth authorization endpoint (v2) URL value you copied in the previous step.
- In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
- In the Client ID field paste the Application (client) ID value you copied in the previous step.
- In the Scope field use the default value or select individual scopes, e.g.:
  - email
  - offline_access
  - openid
  - profile
  - User.Read
  - Files.Read.All
  - Files.ReadWrite.All
Press Generate Token button to generate Access and Refresh Tokens.
Optional step. Choose Default Drive Id from the drop down menu.
Click Test Connection to confirm the connection is working.
Done! Now you are ready to use the API Connector!

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to User Credentials [OAuth]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Press Generate Token button to generate the tokens.
Finally, hit OK button:

OnedriveDSN

OneDrive

User Credentials [OAuth]

https://graph.microsoft.com/v1.0

Required Parameters
Authorization URL	Fill-in the parameter...
Token URL	Fill-in the parameter...
Client ID	Fill-in the parameter...
Scope	Fill-in the parameter...
Optional Parameters
Client Secret
Refresh Token File Path
Return URL	https://zappysys.com/oauth
Default Group or User Id (additional Scopes needed to list - If fails enter manually)
Default Drive Id (Select after clicking Generate Token)	me
RetryMode	RetryWhenStatusCodeMatch
RetryStatusCodeList	429\|503\|423
RetryCountMax	5
RetryMultiplyWaitTime	True
Login Prompt Option
Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed)
Extra Headers (e.g. Header1:AAA\|\|Header2:BBB)
IsAppCred	0

Application Credentials

OneDrive authentication

Application-only access is broader and more powerful than delegated access (User Credentials), so you should only use app-only access where needed. Use it when: 1. The application needs to run in an automated way, without user input (for example, a daily script that checks emails from certain contacts and sends automated responses). 2. The application needs to access resources belonging to multiple different users (for example, a backup or data loss prevention app might need to retrieve messages from many different chat channels, each with different participants). 3. You find yourself tempted to store credentials locally and allow the app to sign in 'as' the user or admin. [API reference]

Follow these simple steps below to create Microsoft Entra ID application with application access permissions. Using following steps, you can grant very granular app permissions to access File(s). Choose permission based on your need.

Create OAuth app

Navigate to the Azure Portal and log in using your credentials.
Access Microsoft Entra ID.
Register a new application by going to App registrations and clicking on New registration button:
INFO: Find more information on how to register an application in Graph API reference.
When configuration window opens, configure these fields:
- Supported account type
  - e.g. select Accounts in this organizational directory only if you need access to data in your organization only.
- Redirect URI:
  - Set the type to Public client/native (mobile & desktop).
  - Leave the URL field empty.
After registering the app, copy the Application (client) ID for later:
Then copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs:
Continue and create Client secret:
Then copy the Client secret for later steps:
Continue by adding permissions for the app by going to the API permissions section, and clicking on Add a permission:
Select Microsoft Graph:
Then choose Application permissions option:
Continue by adding these Files (OneDrive) permissions (Just search for "Files" and then select desired permissions):
Finish by clicking Add permissions button:
Now it's time to Grant admin consent for your application:
Confirm all the permissions are granted:
Now go to SSIS package or ODBC data source and use the copied values in Application Credentials authentication configuration:
- In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
- In the Client ID field paste the Application (client) ID value you copied in the previous step.
- In the Client Secret field paste the Client secret value you copied in the previous step.
- Optional step. Choose Default Drive Id from the drop down menu.
Click Test Connection to confirm the connection is working.

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to Application Credentials [OAuth]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Finally, hit OK button:

OnedriveDSN

OneDrive

Application Credentials [OAuth]

https://graph.microsoft.com/v1.0

Required Parameters
Token URL	Fill-in the parameter...
Client ID	Fill-in the parameter...
Client Secret	Fill-in the parameter...
Default Group or User Id (additional Scopes needed to list - If fails enter manually)	Fill-in the parameter...
Default Drive Id	Fill-in the parameter...
Optional Parameters
Scope	https://graph.microsoft.com/.default
RetryMode	RetryWhenStatusCodeMatch
RetryStatusCodeList	429\|503\|423
RetryCountMax	5
RetryMultiplyWaitTime	True
Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed)
Extra Headers (e.g. Header1:AAA\|\|Header2:BBB)
IsAppCred	1

Application Credentials with Certificate (Sign JWT with Private Key)

OneDrive authentication

Similar to Assplication-only access but with JWT sign with Private Key [API reference]

Create OAuth app

Navigate to the Azure Portal and log in using your credentials.
Access Microsoft Entra ID.
Register a new application by going to App registrations and clicking on New registration button:
INFO: Find more information on how to register an application in Graph API reference.
When configuration window opens, configure these fields:
- Supported account type
  - e.g. select Accounts in this organizational directory only if you need access to data in your organization only.
After registering the app, copy the Application (client) ID for later:
Then copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs:

Configure App Permissions

Continue by adding permissions for the app by going to the API permissions section, and clicking on Add a permission:
Select Microsoft Graph:
Then choose Application permissions option:
Continue by adding these Files (OneDrive) permissions (Just search for "Files" and then select desired permissions):
Finish by clicking Add permissions button:
Now it's time to Grant admin consent for your application:
Confirm all the permissions are granted:

Generate a Self-Signed Certificate

Now let's go through setting up a certificate-based authentication flow for Microsoft Graph or other Azure AD protected APIs using client credentials and a JWT.

You can use OpenSSL or any other way to generate Certificate file but to make it simple we will use below example PowerShell script.

Open PowerShell and execute code listed in below steps.


# Run this in PowerShell
#Change .AddYears(1) to desired number. By default it expires certificate in one year as per below code.

$cert = New-SelfSignedCertificate `
  -Subject "CN=MyClientAppCert" `
  -KeySpec Signature `
  -KeyExportPolicy Exportable `
  -KeyLength 2048 `
  -CertStoreLocation "Cert:\CurrentUser\My" `
  -KeyAlgorithm RSA `
  -HashAlgorithm SHA256 `
  -NotAfter (Get-Date).AddYears(1) `
  -Provider "Microsoft Enhanced RSA and AES Cryptographic Provider"

# Export private key (.pfx)  - Keep this with you to make API calls (SECRET KEY - DONOT SHARE)
$pfxPath = "$env:USERPROFILE\Desktop\private_key.pfx"
$pwd = ConvertTo-SecureString -String "yourStrongPassword123" -Force -AsPlainText
Export-PfxCertificate -Cert $cert -FilePath $pfxPath -Password $pwd

# Export public certificate (.cer) - UPLOAD this to Azure Portal
$cerPath = "$env:USERPROFILE\Desktop\public_key.cer"
Export-Certificate -Cert $cert -FilePath $cerPath

Upload the Certificate (i.e. Public Key *.cer)

Once we have certificate file generated.

In your App Registration, go to Certificates & secrets
Under Certificates, click Upload certificate
Select the .cer file (public certificate)
Click Select a file (Browse button)
Select public key file (*.cer) from local machine and click OK to upload

Configure ZappySys Connection - Use private key (i.e. .pfx or .pem)

Now its time to use certificate pfx file (private key) generated in the previous step (NOTE: PFX file contains both private key and public key).

Go to SSIS package or ODBC data source and use the copied values in Application Credentials authentication configuration:
- In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
- In the Client ID field paste the Application (client) ID value you copied in the previous step.
Configure private key
- go to Certificate Tab
- Change Storage Mode to Disk File: *.pfx format (PKCS#12).
  
  NOTE: You can also use Stored In LocalMachine mode if PFX file already imported in the Local Certificate Storage Area - User Store OR Machine Store.
  If you used OpenSSL to generate key pair then use Disk File: *.pem format (PKCS#8 or PKCS#1) Mode for Cert Store Location.
- Supply the key file path
- Supply the certificate password (same password used in earlier PowerShell script)
Now go back to General Tab, choose Default Group / User Id and Default Drive Id from the drop down menu.
Click Test connection see everything is good

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to Application Credentials with Certificate (Sign JWT with Private Key) [OAuth]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Finally, hit OK button:

OnedriveDSN

OneDrive

Application Credentials with Certificate (Sign JWT with Private Key) [OAuth]

https://graph.microsoft.com/v1.0

Required Parameters
Token URL	Fill-in the parameter...
Client ID	Fill-in the parameter...
Certificate: * Configure [Client Certificate] Tab *	Fill-in the parameter...
Default Group or User Id (additional Scopes needed to list - If fails enter manually)	Fill-in the parameter...
Default Drive Id	Fill-in the parameter...
Optional Parameters
RetryMode	RetryWhenStatusCodeMatch
RetryStatusCodeList	429\|503\|423
RetryCountMax	5
RetryMultiplyWaitTime	True
Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed)
Extra Headers (e.g. Header1:AAA\|\|Header2:BBB)
IsAppCred	1

Then go to Preview tab to start building a SQL query.
Once you do that, proceed by opening Query Builder:

ZappySys API Driver - OneDrive

Read and write Microsoft OneDrive data effortlessly. Integrate, manage, and automate files and folders — almost no coding required.

OnedriveDSN
Then simply select the Read Excel Worksheet (From Exact Range) endpoint (action).
Continue by configuring the Required parameters. You can also set optional parameters too.
Move on by hitting Preview Data button to preview the results.

If you see the results you need, simply copy the generated query:

Read Excel Worksheet (From Exact Range)

Required Parameters
Drive Id / Shared Folder	Select the value from the dropdown
Excel File Id or Path (e.g. root:/somefolder/myfile.xlsx: ) - Max 200 Listed	Select the value from the dropdown
Sheet Id or Name (e.g. {00xx-xxx-xx123} -OR- Sheet1 )	Select the value from the dropdown
Optional Parameters
Search Type (For UI Only - Default=Recursive - i.e. Blank)
Search Folder (For UI Only - Helps to narrow down File Selection DropDown) - Max 200 Listed
Range	a1:j100
Advanced Properties
Read Filter (i.e. get value OR text OR formula)	$.values[*]
ArrayTransformType	TransformColumnslessArray
First Row Has Column Names	True
DataFormat	OData
Continue On 404 Error (When item not found)

SELECT * FROM get_excel_worksheet
WITH (
         DriveId='me'
      --OR-- Use Shared Drive Id or other User's Drive Id
      --,DriveId='b!GtLN726LE0eXXXXXXXXXXXX'
	  
	    ,FileId='root:/MyFolder/Book1.xlsx:' --Path must end with colon
		
		--OR Use File Id
  	    --,FileId='01SUOJPFXXXXXXXXXXXXXXXXXX'
	   
	    ,SheetId='Sheet1'
	  --OR-- Use Sheet ID - Using ID is good idea if Sheet ever renamed (Id doesnt change)
	  --,SheetId='{00000000-0001-0000-0000-000000000000}'
	  
	   ,Range='A1:K10000'
	   ,ArrayTransEnableCustomColumns='True' --set this to False if No header in first row
	   )
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
--SheetId can be retrieved by downloading Excel file and discovering what sheets exist or by selecting from 'list_excel_worksheets' endpoint.
--Range should be set to Excel-type of range where data is located.

Click OK to use built SQL query and close the Query Builder.

Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in Alteryx:

ZappySys API Driver - OneDrive

Read and write Microsoft OneDrive data effortlessly. Integrate, manage, and automate files and folders — almost no coding required.

OnedriveDSN

SELECT * FROM get_excel_worksheet
WITH (
         DriveId='me'
      --OR-- Use Shared Drive Id or other User's Drive Id
      --,DriveId='b!GtLN726LE0eXXXXXXXXXXXX'
	  
	    ,FileId='root:/MyFolder/Book1.xlsx:' --Path must end with colon
		
		--OR Use File Id
  	    --,FileId='01SUOJPFXXXXXXXXXXXXXXXXXX'
	   
	    ,SheetId='Sheet1'
	  --OR-- Use Sheet ID - Using ID is good idea if Sheet ever renamed (Id doesnt change)
	  --,SheetId='{00000000-0001-0000-0000-000000000000}'
	  
	   ,Range='A1:K10000'
	   ,ArrayTransEnableCustomColumns='True' --set this to False if No header in first row
	   )
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
--SheetId can be retrieved by downloading Excel file and discovering what sheets exist or by selecting from 'list_excel_worksheets' endpoint.
--Range should be set to Excel-type of range where data is located.

API ODBC Driver-based data source data preview

You can also access data quickly from the tables dropdown by selecting <Select table>.

A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the OneDrive API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in OneDrive servers).

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

OneDrive SQL query examples

Use these SQL queries in your Alteryx data source:

Read Excel worksheet data for a cell range

Gets data from an Excel worksheet for a specified cell range. Supply the range (e.g. A1:D10). For auto-detect range use the get_excel_worksheet_autodetect endpoint.

SELECT * FROM get_excel_worksheet
WITH (
         DriveId='me'
      --OR-- Use Shared Drive Id or other User's Drive Id
      --,DriveId='b!GtLN726LE0eXXXXXXXXXXXX'
	  
	    ,FileId='root:/MyFolder/Book1.xlsx:' --Path must end with colon
		
		--OR Use File Id
  	    --,FileId='01SUOJPFXXXXXXXXXXXXXXXXXX'
	   
	    ,SheetId='Sheet1'
	  --OR-- Use Sheet ID - Using ID is good idea if Sheet ever renamed (Id doesnt change)
	  --,SheetId='{00000000-0001-0000-0000-000000000000}'
	  
	   ,Range='A1:K10000'
	   ,ArrayTransEnableCustomColumns='True' --set this to False if No header in first row
	   )
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
--SheetId can be retrieved by downloading Excel file and discovering what sheets exist or by selecting from 'list_excel_worksheets' endpoint.
--Range should be set to Excel-type of range where data is located.

Create SQL view in ODBC data source

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

Go to Custom Objects Tab and Click on Add button and Select Add Table:
Enter the desired Table name and click on OK:
And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
```
SELECT
  "ShipCountry",
  "OrderID",
  "CustomerID",
  "EmployeeID",
  "OrderDate",
  "RequiredDate",
  "ShippedDate",
  "ShipVia",
  "Freight",
  "ShipName",
  "ShipAddress",
  "ShipCity",
  "ShipRegion",
  "ShipPostalCode"
FROM "Orders"
Where "ShipCountry"='USA'
```
That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
```
SELECT * FROM "vt__usa_orders_only"
```

Read Excel worksheet in Alteryx via SQL view

Open Alteryx Designer.
First, verify your DCM Settings to ensure you can access ODBC drivers. Go to Options > User Settings > Edit User Settings.

If DCM Mode is set to DCM Only, change it to DCM Optional if you would like to access the legacy Generic ODBC Connection.

After changing this setting, you may need to click Save and restart the connection window for the "Generic ODBC" icon to appear.
Drag an Input Data tool onto your Alteryx canvas.
In the Configuration pane, click Set Up a Connection.
Note for DCM Users: If your environment has DCM (Data Connection Manager) enabled, the classic "Generic ODBC" icon may be hidden. To find it, select Data sources on the left and type "ODBC" in the search bar.
Once the ODBC window opens, click Connect Asset and select your OnedriveDSN DSN from the list.

Ensure you have configured a 64-bit System DSN in the Windows ODBC Data Source Administrator before this step.
After selecting your DSN, configure your SQL Query in the Input Data tool configuration:
To save your data, drag an Output Data tool and connect it to the Input Data tool.
Configure the Output Data tool to write to a CSV file:
Press Run (Ctrl+R) to execute the workflow. Verify the results in the Results Window at the bottom.

Advanced topics

Creating SQL stored procedures

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
Enter the desired Procedure name and click on OK:
Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver. Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
```
CREATE PROCEDURE [usp_get_orders]
    @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
 AS
    SELECT * FROM Orders where OrderDate >= '<@fromdate>';
```
That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
```
Exec usp_get_orders '1996-01-01';
```

Conclusion

And there you have it — a complete guide on how to read Excel worksheet (from exact range) in Alteryx without writing complex code. All of this was powered by OneDrive ODBC Driver, which handled the REST API pagination and authentication for us automatically.

Download the trial now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):

Download Chat

More actions supported by OneDrive Connector

Got another use case in mind? We've documented the exact setups for a variety of essential OneDrive operations directly in Alteryx, so you can skip the trial and error. Find your next step-by-step guide below: