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URL: https://www.cdata.com/kb/tech/sharepoint-cloud-qlikcloud.rst

⇱ Create Apps from SharePoint Data in Qlik Sense Cloud

Create Apps from SharePoint Data in Qlik Sense Cloud

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to SharePoint Data and build apps from live SharePoint data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect AI creates a live connection to SharePoint. By pairing Qlik Sense Cloud with CData Connect AI, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect AI from Qlik Sense Cloud and get instant, live access to your SharePoint data.

In this article, we walk through two connections:

  1. Connecting to SharePoint in Connect AI
  2. Connecting to Connect AI from Qlik Sense Cloud to create a model and build a simple dashboard

About SharePoint Data Integration

Accessing and integrating live data from SharePoint has never been easier with CData. Customers rely on CData connectivity to:

  • Access data from a wide range of SharePoint versions, including Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007 and above, and SharePoint Online.
  • Access all of SharePoint thanks to support for Hidden and Lookup columns.
  • Recursively scan folders to create a relational model of all SharePoint data.
  • Use SQL stored procedures to upload and download documents and attachments.

Most customers rely on CData solutions to integrate SharePoint data into their database or data warehouse, while others integrate their SharePoint data with preferred data tools, like Power BI, Tableau, or Excel.

For more information on how customers are solving problems with CData's SharePoint solutions, refer to our blog: Drivers in Focus: Collaboration Tools.


Getting Started


Configure SharePoint Connectivity for Qlik Sense Cloud

Connectivity to SharePoint from Qlik Cloud is made possible through CData Connect AI. To work with SharePoint data from Qlik Cloud, we start by creating and configuring a SharePoint connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "SharePoint" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to SharePoint.

    Set the URL property to the base SharePoint site or to a sub-site. This allows you to query any lists and other SharePoint entities defined for the site or sub-site.

    The User and Password properties, under the Authentication section, must be set to valid SharePoint user credentials when using SharePoint On-Premise.

    If you are connecting to SharePoint Online, set the SharePointEdition to SHAREPOINTONLINE along with the User and Password connection string properties. For more details on connecting to SharePoint Online, see the "Getting Started" chapter of the help documentation

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add SharePoint Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to SharePoint data from Qlik Sense Cloud.

Create a Qlik Sense App from SharePoint Data

This section explains how to add SharePoint data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app 👁 Creating a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources 👁 Selecting a connector
  5. Select the Microsoft SQL Server connector and set the configuration properties.
    • Set Server to tds.cdata.com
    • Set Port to 14333
    • Set Database to the connection you created (e.g. SharePoint1)
    • Set User name to the Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    👁 Configuring the connection
  6. Select an owner for the connection
  7. Select a SharePoint entity (Table) to view 👁 Adding data to the app (Salesforce is shown.)
  8. Click Next, configure the model, and load the data into Qlik Sense.

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your SharePoint data.

👁 Generating insights on live data (Salesforce is shown.)

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live SharePoint data. For more information on creating OData feeds from SharePoint (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live SharePoint data in Qlik Sense Cloud.