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URL: https://www.cdata.com/kb/tech/sharepoint-odbc-spotfire.rst

⇱ Visualize SharePoint Data in TIBCO Spotfire through ODBC

Visualize SharePoint Data in TIBCO Spotfire through ODBC

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
The ODBC standard has ubiquitous support and makes self-service business intelligence easy. Use the ODBC Driver to load SharePoint data into TIBCO Spotfire.

This article walks you through using the CData ODBC Driver for SharePoint in TIBCO Spotfire. You will use the data import wizard to connect to a DSN (data source name) for Salesforce and build on the sample visualizations to create a simple dashboard.

Connect to SharePoint as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

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


Create Visualizations of SharePoint Tables

Follow the steps below to connect to the DSN and create real-time data visualizations:

  1. Click Data -> Add Data ...
  2. Click Other -> Load data with ODBC, OLE DB, or ADO.NET data provider.
  3. In the Data Source Type menu, select ODBC Data Provider and click Configure.
  4. Select the DSN. 👁 The DSN to connect to in the Add Data Tables wizard. (Salesforce is shown.)
  5. Select the tables that you want to add to the dashboard. This example uses MyCustomList. You can also specify an SQL query. The driver supports the standard SQL syntax. 👁 Tables and columns selected in the tree or specified by an SQL query. (Salesforce is shown.)
  6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Revenue in the Numbers section and Name in the Categories section.👁 Recommended visualizations for the imported data table. (Salesforce is shown.)

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can zoom in on high probability opportunities by applying a filter on the page. To add a filter, click the Filter button. The available filters for each query are displayed in the Filters pane.

👁 A simple dashboard with a global filter. (Salesforce is shown.)

Ready to get started?

Download a free trial of the SharePoint ODBC Driver to get started:

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Learn more:

👁 SharePoint Icon
SharePoint ODBC Driver

The SharePoint ODBC Driver is a powerful tool that allows you to connect with live data from SharePoint and SharePoint Online, directly from any applications that support ODBC connectivity.

Access SharePoint data like you would a database - read, write, and update SharePoint Lists, Contacts, Calendar, Links, Tasks, etc. through a standard ODBC Driver interface.