Create Interactive Metabase Dashboards that Work with SharePoint Data

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CData Connect



Use CData Connect to create a virtual MySQL database for SharePoint data and create an interactive dashboard in Metabase from SharePoint data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live SharePoint data. This article describes how to create a virtual database for SharePoint and build a simple visualization using SharePoint data.

CData Connect provides a pure SQL interface for SharePoint, allowing you to easily integrate with live SharePoint data in Metabase — without replicating the data. Connect looks exactly like a MySQL database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to SharePoint, leveraging server-side processing to quickly return SharePoint data.

Create a Virtual MySQL Database for SharePoint Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "SharePoint" from Available Data Sources.
  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

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the MySQL interface to connect to CData Connect.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to CData Connect and click "Save"
    • Database type: Select "MySQL"
    • Name: Name the connection (e.g. "SharePoint (CData Connect)")
    • Host: The URL of your Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the MySQL endpoint for your Connect instance (e.g. 3306)
    • Database name: The name of the virtual database you just created (e.g. SharePoint1)
    • Username: A CData Connect username
    • Password: The password for the above CData Connect user
    • Click to Use a secure connection (SSL)

Query SharePoint Data with Metabase

Once you configure the connection to CData Connect, you can query SharePoint and build visualizations.

  1. Use the "Write SQL" tool to retrieve the SharePoint data
  2. Write a SQL query based on the virtual database, e.g.

    SELECT Name, Revenue FROM MyCustomList
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from SharePoint data in Metabase. You can continue to work with live SharePoint data in Metabase just like you would any MySQL database. For more information on creating a virtual MySQL database for SharePoint (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live SharePoint data in Metabase today.