OneDrive and Sharepoint Connector - New in Tableau 2022.2

With the new Tableau Connector for OneDrive and Sharepoint Online, users can now access shared OneDrive files and files in Sharepoint document libraries directly from Tableau both in desktop, web edit and tableau prep.

00:00 - Intro & How it works
05:21 - TABLEAU PREP
06:38 - Getting an Office 365 developer account
07:45 - Outro

#tableau #salesforce #analytics #data

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[benpeters]

Thanks Tim - This will be massive for where I work. We have access to Tableau via a third party intermediary remoting into their server. Wanted to access SharePoint Connector but intermediary was resistant to installing the driver on their system. New connector means I no longer need the driver and now able to directly access my team's SharePoint files instead of manually connecting Excel files.

[Blamson]

Hey Tim, thanks for the video, very helpful. Is this connection a live connection then? So if you were to update say an excel file in sharepoint, it would reflect those changes in tableau?

[PhilipWatkinson-od]

Hi Tim. Thank you for filming this video tutorial on SharePoint connectors. It so happens that SharePoint is a common tool in our community clinic health care sector, and is used for a variety of metrics. We are going to begin migration shortly to Tableau Online, so an update on this topic would be very much appreciated. Thanks.

[sreeramasharma]

Hi Tim, Any tips on connecting to the SharePoint list?

[antoinebesmargian]

Hi Tim, idk if you have found a solution for the csv file, but you can drag your mouse over the table display in the model pane, you'll see a down-arrow appear. Then you have a few options like the "Text File Properties" . If you click on it, you will be able to decide the field separator, that will change the file structure in the preview and you'll be able to use the file correctly. Is that what you were looking for ?

[marcofogale]

Hi, I'm a Power BI user learning Tableau. In Power BI one can connect to a Sharepoint folder, and combine all the files if they are about the same structure. I can't understand how to achieve this with Tableau... Is there a way to do it directly on Tableau, or do I need to prepare the data first ?

[raphacv]

Tim, can you do that with SharePoint Lists too?

[aniruddhokodali]

Hi, @Tim.Your video was so informative. curious to know how to get multiple CSV files inside a document library??
And with due respect, On the data source section, you will get the option "Field names are in first row".

[robertwatson]

Hi Tim, love the videos and your channel!
Wondered what’s the benefit of using this connector Vs. using excel connector after syncing the one drive to windows explorer and connecting?

[stephanielemejouk]

Thank you for the video. Please I have a concern, when I make a news post I can see just the number of people who have seen that news but how to see the person who has seen that news please, that is to say see the name of all the people who have seen the news in question. If you have already made a video on it, can you share the link with me? Thanks in advance

[sanoobarkhan]

Hi Tim, I connected to this new connector, but I am not able to publish the report, it asks me to make changes on the Tableau server "My account settings" and when I go there trying to add credentials I get this error "Custom OAuth is not configured for this datasource. Learn more. (errorCode=170001)", Please help

[brandontheITguy]

Hey Tim, are you familiar with Error Code 4D5A7A3C? I'm running 2023.3 and the error I receive is Couldn't start OAuth Server with the error code previously mentioned. Not sure what I can do to fix this.

[carolinaalvarez]

can we post a CSV file from the tableau to Sharepoint. SO instead of clicking crosstab>download and uploding the file to sharepoint, can we automate this task w tableau?

[federica]

Hi tim, if i have one file in the client's one drive, and we cannot see the file in the shared file with me. Is this because the file is in another one drive ?

[guillermoteletor]

I am connected to an excel on ondrive, how do I update my data in tableau, thanks

[AD-ihnt]

Hi Tim - Do u know who has to approve the request, in my org instead of asking for password in the browser, it is saying "This app requires your admin's approval" and giving Request Approval button when trying to use new Onedrive & Sharepoint Online Connector.

Above issue solved, after sharepoint admin allowed tableau app to connect to sharepoint. With this we are just able to connect to only documents on sharepoint, not the backend tables.

We are still not able to Sharepoint online using the dedicated Sharepoint lists driver, for us we are getting unauthorized error using the lists driver to connect to Sites on Sharepoint Online. Please let us know if u can connect, what should be done on sharepoint side to resolve unauthorized issue.

[loloschool]

Tableau does not support oauth2, so what's the point?