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Model, Search, and Visualize Live SharePoint Data in ThoughtSpot
Use CData Connect Cloud to connect to live SharePoint data for modeling, searching, and visualizing.
ThoughtSpot is a cloud-based analytics platform that uses artificial intelligence (AI) and natural language processing (NLP) to help users analyze data and make decisions. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to SharePoint data for visualizations, dashboards, and more. This article shows how to connect to SharePoint and build visualizations from SharePoint data in ThoughtSpot.
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
CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for SharePoint, allowing you to easily build models and visualizations from live SharePoint data in ThoughtSpot. As you build visualizations, ThoughtSpot generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to SharePoint, leveraging server-side processing to quickly return SharePoint data.
Configure SharePoint Connectivity for ThoughtSpot
Connectivity to SharePoint from ThoughtSpot is made possible through CData Connect Cloud. To work with SharePoint data from ThoughtSpot, we start by creating and configuring a SharePoint connection.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "SharePoint" from the Add Connection panel
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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
- Click Create & Test
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Navigate to the Permissions tab in the Add SharePoint Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud 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 Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- 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 ThoughtSpot.
Model, Search, and Visualize Live SharePoint Data in ThoughtSpot
To establish a connection from ThoughtSpot to the CData Connect Cloud Virtual SQL Server API, follow these steps.
- Log into ThoughtSpot
- On the top navigation bar, click Data.
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Click Create new > Connection.
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Name the connection and click "SQL Server" as the data warehouse.
- Click Continue on the top right.
- Enter the connection settings:
- Host: enter the Virtual SQL Server endpoint: tds.cdata.com
- Port: : enter 14333
- Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
- Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, SharePoint1).
- Click Continue.
- After connecting successfully, you will be able to choose which tables to include.
- Click Create Connection.
After you successfully configure your connection, you can build models, search, and visualize your SharePoint data.
Real-Time Access to SharePoint Data from Cloud Applications
At this point, you have a direct, cloud-to-cloud connection to live SharePoint data from ThoughtSpot. You can model, search, and visualize your data from ThoughtSpot . For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like ThoughtSpot, refer to our Connect Cloud page.
