SharePoint Lists

This article describes how to connect Tableau to SharePoint lists and set up the data source.

Before you connect

Before you begin, gather this connection information:

  • The URL to the SharePoint site that contains the lists you want to connect to

  • The edition of your SharePoint server: on premise or SharePoint Online

  • The method of authentication: user name and password, third-party SSO, or integrated authentication

  • The user name or email address, password, and (optionally) SSO domain, if needed

Driver required

This connector requires a driver to talk to the database. You might already have the required driver installed on your computer. If the driver is not installed on your computer, Tableau displays a message in the connection dialog box with a link to the Driver Download page where you can find driver links and installation instructions.

Make the connection and set up the data source

  1. Start Tableau and under Connect, select SharePoint Lists. For a complete list of data connections, select More under To a Server. Then do the following:

    1. In the SharePoint Site text box, enter the SharePoint URL. Don't include the list name in the URL.

    2. Select the Edition: On Premise or SharePoint Online.

    3. Select the Authentication method: Username and Password, Third-party SSO, or Integrated Authentication.

    4. If the fields are available, enter the Username and Password, and optionally, enter SSO Domain.

    5. Select Sign In.

  2. On the data source page, do the following:

    1. (Optional) Select the default data source name at the top of the page, and then enter a unique data source name for use in Tableau. For example, use a data source naming convention that helps other users of the data source figure out which data source to connect to.

    2. Under Table, select a table and drag it to the top of the canvas.

    3. Select the sheet tab to start your analysis.

SharePoint lists data source example

Here is an example of a SharePoint lists data source using Tableau Desktop on a Windows computer:

Connection Tips

  • If you use Kerberos, select Integrated Authentication as your Authentication type.

  • If you use NTLM, select Username and Password as your Authentication type.

  • If you select Third-party SSO as your Authentication type, enter your credentials, which might be your user name or email address, and your password. Optionally, enter the SSO Domain.

    Note: Tableau currently supports only Okta and OneLogin for Third-party SSO connections.

  • Any list you connect to will be the existing default SharePoint view only. This means that if any rows of data are filtered on the default view in SharePoint, you will not be able to retrieve the filtered data. If your goal is to access everything in the SharePoint list then you will need to adjust the default view to show all rows.

Sign in on a Mac

If you use Tableau Desktop on a Mac, when you enter the server name to connect, use a fully qualified domain name, such as mydb.test.ourdomain.lan, instead of a relative domain name, such as mydb or mydb.test.

Alternatively, you can add the domain to the list of Search Domains for the Mac computer so that when you connect, you need to provide only the server name. To update the list of Search Domains, go to System Preferences > Network > Advanced, and then open the DNS tab.

Both Authentication methods on a Mac require you to enter your user name and password to connect.

Refresh your data

Tableau supports only extract connections for SharePoint lists, not live connections. You can update the data by refreshing the extract; incremental refreshes are not supported. For more information, see Refresh Extracts. For information about refresh schedules, see Schedule Extract Refreshes as You Publish a Workbook.

 

See also

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