Build SharePoint Visualizations in Tableau Online

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for SharePoint data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. 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 create a virtual database for SharePoint and build visualizations from SharePoint data in Tableau Online.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for SharePoint, allowing you to easily build visualizations from live SharePoint data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online 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.

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. Login to 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.

With the virtual database created, you are ready to build visualizations in Tableau Online.

Visualize Live SharePoint Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual SharePoint database in Connect Cloud and building a simple visualization from the data.

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the MySQL Connector from the data wizard and fill in the values for your Connect Cloud instance.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL Access to SharePoint Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live SharePoint data from your Tableau Online workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Connect Cloud page.