KNOWLEDGE BASE

Connecting to Files Hosted on SharePoint Online or Office 365


Published: 04 Aug 2016
Last Modified Date: 23 Apr 2018

Question

How to connect to files hosted on SharePoint Online or Office 365.

Environment

  • Tableau Server 
  • Tableau Desktop
  • Excel
  • CSV
  • SharePoint Online
  • Office 365

Answer

To connect to a file stored in a SharePoint list, try one of the following workarounds. In both scenarios, you can connect to the file and publish an extract. You will not have the ability to schedule a refresh. 

Additional Information

Tableau has the ability to connect to a SharePoint list using the built-in connector. This will pull in SharePoint Metadata from the list. 
For example:
 "Calendar" list will have metadata - Subject, Start date, End Date, Attendees, etc. 
 "Document Library" list will have metadata - File Name, Upload Date, Modified Date, Modified by, etc
For more information on connecting to a SharePoint list, see SharePoint Lists

However, connecting to a file stored in a Document Library, which is a SharePoint list, is not currently supported
Did this article resolve the issue?