Last Modified Date: 09 Jul 2018
- Tableau Desktop
- Microsoft SharePoint
- Microsoft Excel files
AnswerYou can connect to Microsoft Excel files hosted on SharePoint using the Microsoft Excel data connection in Tableau Desktop. For more information, see Microsoft Excel.
In order to connect to a file hosted on SharePoint, you will need to verify the following:
- Store the file on the SharePoint local file system. Files stored in the SharePoint content database don't have physical file paths and cannot be accessed by Tableau Desktop.
- On Windows, use the Universal Naming Convention (UNC) path, or network path, to connect to the data source. For example, connect to a path that looks similar to \\servername\sharename\directory\filename. For more information about displaying a Sharepoint library as a UNC path, see the following Microsoft Office Question.
- On a Mac, you will need to use OneDrive to sync the files. For more information, see Add and sync shared folders to OneDrive at Microsoft support.
Additional InformationA UNC path is the full name and directory path of a network resource, you can obtain it by right-clicking a file in Explorer > Properties > General tab, and the UNC path will be available in the Location section. The UNC path will follow a standard syntax such as: \\servername\sharename\directory\filename syntax, where servername is the name of the server, sharename is the name of the shared resource and directory\filename is the directory path to the file.
In Windows, the UNC path is often referred to as the network path.
- Tableau Community Forums question resolved: Connecting to excel data on a Sharepoint 365 site.
- If you use "Open with Explorer" in SharePoint, see How to use the "Open with Explorer" command to troubleshoot issues in SharePoint Online and Switch the default for document libraries from new or classic in SharePoint Online in the Microsoft Knowledge Base.
- If your UNC path contains DavWWWRoot, see Connecting to SharePoint server with DavWWWRoot in path name.
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