Source File Name from Excel Folder Data Source

What if our Folder Data Source was an Excel file? In this video, we explore how to dynamically determine the source folder and sheet name for an Excel-based Folder Data Source in SmartConnect—without hardcoding paths.

We build upon previous techniques, leveraging SQL queries and COM automation to modify source files dynamically. Along the way, we encounter and solve a few tricky challenges, such as:

 

✅ Querying SmartConnect tables for the source folder and sheet name

✅ Using .NET and COM to open and modify Excel files

✅ Dynamically adding a new FileName column to source files

✅ Saving and preparing the modified data for SmartConnect processing

 

By the end, you’ll have a fully automated solution to enhance your SmartConnect integrations with an Excel-based Folder Data Source. If you'd like to read the help article on this, click here.