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The Ultimate Input Data Flowchart
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Created/Edited - 4/19/2026 by Maria Whiteside | Alteryx

How To

Bring in multiple files at once/ Efficiently Load Multiple Files in Alteryx Without Using Multiple Input Tools.


This can sometimes seem like a daunting task, but is often a necessary piece in developing those wonderful time-saving workflows. Here's a handy flowchart to help you get those tricky files in without a hitch!

 

The Ultimate Input Data Flowchart 1.png
 
Procedure

1. Input Data with wildcard

Most of the time, you just need an Input Data tool to get your data in, which is great, because it's by far the easiest and fastest method here.
 

Requirements:

  • You need all your files in the same directory.
  • All files must be the same type (e.g. csv, xlsx, yxdb)
  • All files must have the same schema.  (The same field names must be in the same order and have the same data types.)

How to do it:

  1. Configure an Input Data tool to bring in one of the files in your directory.
  2. In the connection string, replace the filename (or a portion of the filename) with an asterisk (*). The asterisk is a wildcard that essentially stands in for anything.

 

The Ultimate Input Data Flowchart 2.png

 

So in our flowchart above, this connection string will look in the directory C:\Users\akoszycki\Desktop\Input Data\Data to Input and then pick up every file that starts with "CO Store File - " and ends with ".xlsx".

 

Results:

  • All of the data from these files is stacked on top of each other.
  • If you want to see which file the data comes from, use the "Output File Name as Field" option in your Input Data tool configuration.

 

The Ultimate Input Data Flowchart 3.png
The Ultimate Input Data Flowchart 4.png
 

2. Dynamic Input with file paths

Sometimes the universe conspires against you and you can't use a wildcard. Why? Well maybe it's impossible to have all of your files located in the same directory, or maybe there are a ton of files in the directory that you don't want a wildcard to pick up. In this case you'll need to use a list of filepaths to feed a Dynamic Input.

 

Requirements:

  • All files must have the same schema.  (The same field names must be in the same order and have the same data types.)
 
The Ultimate Input Data Flowchart 5.png
 
  • A list of filepaths to import.
  • A file to populate the "Input Data Source Template" configuration of the Dynamic Input tool. This file must always be available for the tool to base its field schema on, and can be any of the files you wish to input. It *will not* be input if it is missing from the aforementioned file list.

How to do it:

  1. Configure the Input Data Source Template in the Dynamic Input just as you would a regular Input Data tool.
  2. This tool includes an option to "Read a List of Data Sources," which updates the connection string based on your list of filenames.
 
The Ultimate Input Data Flowchart 6.png
Working with tables:

Some file types require a table or sheet specification, such as Microsoft Excel or Access database files. If the sheet or table name is always going to be the same, you won't have a problem with the Dynamic Input tool. However, if your files have different tables or sheets that you're pulling from, you may get an error like...

 

The Ultimate Input Data Flowchart 7.png

If this happens, you'll have to add the table/sheet to the end of the file path in the form ‹file path›|||‹sheet/table›. For example, in the flowchart above I'm specifying "Sheet1" as the worksheet to import from the Excel files by using a simple formula:[FullPath]+"|||Sheet1$".

 

3. Batch Macro with file paths

No matter what you do, it seems you always get these pesky messages that keep your files from coming in. This is when we bring out the big guns - Batch Macros. 

The batch macro will run a workflow once per file, updating the Input Data tool each time. It would generally look like this:

 

The Ultimate Input Data Flowchart 8.png
 

The Batch Macro will automatically read in files which have the same field schema without errors. But what happens if your field schema is different from one file to another?

 

This is where the batch macro really comes into its own! Navigate to the Interface Designer (View > Interface Designer) output mode , and either use ‘Auto Configure by Name (Wait until All iterations Run)’ or ‘Auto Configure by Position (Wait Until All Iterations Run)’. 'Auto Configure by Name' will union the fields with the same names, and 'Auto Configure by Position' will union field 1 from file 1 on top of field 1 from file 2 and so on for every file.

 

The Ultimate Input Data Flowchart 9.png
 
Attachments

Batch Input.yxzp

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