Visualize Live SharePoint Data in Tableau



Use CData Tableau Connectors and Tableau Desktop to visualize live SharePoint data.

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 Tableau Connector for SharePoint. If you wish to connect to SharePoint data in Tableau Cloud, you will need to use CData Connect Cloud.

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


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.
  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.

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.

Ready to get started?

Download a free trial of the SharePoint Tableau Connector to get started:

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The fastest and easiest way to connect Tableau to SharePoint data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support.