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Tableau Connect to Sharepoint Lists

Within Tableau it’s possible to connect to a Sharepoint list using the OData data connector. To connect to a Sharepoint list takes some understanding of the Sharepoint URL structure, which I’ll attempt to explain below.

Each Sharepoint site has it’s own administration, lists, pages, etc. For reporting from Sharepoint in Tableau I have always used a List, which is basically a Sharepoint version of a database table.

To connect to a Sharepoint list from Tableau you need to know the name of the LIST – the use of caps because this is important. Connect to the source list and NOT a view of a list.

The exact URL you would depends on your Sharepoint instance as each instance differs but the URL should have a root of something such as:

https://YourSharepointRoot/SharepointSite/SharepointArea/ then could be Pages, Lists, SitePages / PageName, ListName, etc.

We want the first part of the URL as we add this to the end: _vti_bin/ListData.svc/ giving a URL of https://YourSharepointRoot/SharepointSite/SharepointArea/_vti_bin/ListData.svc/

Opening that URL in your Sharepoint site, if you’ve got it right, will give an XML list of all of the objects, including the lists (not any views of lists). It doesn’t give a way to identify the list name, this is something you can find in the URL when viewing the actual list you’d like to bring into Tableau.

To complete our URL required for connecting to Sharepoint in Tableau we just need to add the list name to the end, such as:

https://YourSharepointRoot/SharepointSite/SharepointArea/_vti_bin/ListData.svc/ListName

Your OData connection window should appear as follows:

Tableau Sharepoint Odata Connection

Click OK and the Sharepoint list fields should be loaded into your Tableau workbook.

  1. Andy Miller
    April 6th, 2016 at 14:15 | #1

    Curious if you have a solution to the issue where columns that allow a “Choice” column with “Checkboxes (allow multiple selections)”? I notice that when I select the checkboxes, the dimension will not show up in Tableau through OData. But when i make it “Drop-down Menu” or “Radio Buttons” it will show up. HOwever this defeats the point, as I need multi select (which I will then parse in Tableau”. We are using Sharepoint 2010.

  2. Dan N
    May 19th, 2016 at 21:51 | #3

    @Andy Miller
    Hi Andy, I am running into the same issue; have you found a solution yet?

  3. shyam
    May 23rd, 2016 at 18:52 | #4

    @Andy Miller
    Hi..

    I did an integration between tableau and sharepoint , the sharepoint columns are transformed while seeing them in tableau ..
    one such example is , the NAME field has john,robert,david as values in the sharepoint list but in tableau it is shown as 123,784,987..Could you please help me resolve this ?

  4. Prakash
    July 11th, 2016 at 12:29 | #5

    @shyam
    How do we connect SharePoint to Tableau Server

    • awatson
      July 11th, 2016 at 13:19 | #6

      First connect a tableau extract to sharepoint. Next publish that extract to Tableau Server. Finally, within Tableau Server, set the extract to update to your required schedule.

  5. KAren GAlvin
    August 8th, 2016 at 10:46 | #7

    Hi Andy, Did you come up with a solution to your above issue ?

  6. Deeksha
    October 26th, 2016 at 04:26 | #8

    hi..

    Can we dump or export data from tableau into sharepoint on adaily basis?

    • awatson
      October 27th, 2016 at 13:26 | #9

      Tableau isn’t a database, it’s a visualisation tool. I expect you can are able to dump data from your database directly to sharepoint.

  7. May 12th, 2017 at 10:51 | #10

    @Andy Miller
    Hello Andy,
    The solution is to copy your multi-pick field to a text column and then use the text field in your Tableau dashboard.
    Hope that helps,
    Glenna

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