Visualize Live SharePoint Data in Tableau

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for SharePoint, you can easily get access to live SharePoint data within Tableau. This article shows how to connect to SharePoint in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live SharePoint data in Tableau. Once you install the connector, you simply authenticate with SharePoint and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing SharePoint data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to SharePoint data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver. If you wish to connect to SharePoint data in Tableau Cloud, you will need to use CData Connect AI.

Getting Started

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Connect to SharePoint in Tableau

Open Tableau and click More under Connect -> To a Server. Select "SharePoint by CData," then configure the connection and click "Sign In."

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

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select SharePoint from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables. 👁 Selecting table(s)
   
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
👁 Visualizing live SharePoint data

Using the CData Tableau Connector for SharePoint with Tableau, you can easily create robust visualizations and reports on SharePoint data. Download a free, 30-day trial and get started today.