Tableau Prep Sharepoint

Oct 29, 2018 Yay Tableau! If I have 20,000 records in a list, I can’t view them in native SharePoint’s default list, but Tableau will grab them all on each extract. This might mean you have to educate the list users on this. Ideally, though, you’ve got them using Tableau for reporting and they won’t need to go there anyway.

  • May 31, 2017 Make sure that none of the table names in the SharePoint are greater than 127 characters. Make sure there are no apostrophes in the password. Make sure that there's no block in the sign-on rule for the Office 365 Okta app while Tableau Desktop connect to SharePoint. Cause This is a limitation of the CData SharePoint driver.
  • Applies to: Tableau Data Management Add-on, Tableau Prep Role: Administrator (more) Flow input and output connections may need to connect to databases or files in the directories on your network.

If your Tableau Server is configured to use Active Directory and automatically authenticate users, they can see views you embed in SharePoint pages with the Tableau web part.

If your Tableau Server instead uses Local Authentication to authenticate users, see Embed Tableau Server Views into SharePoint (Local Authentication). If you don't know which type of authentication your Tableau Server uses, ask your administrator.

Sharepoint Online Tableau Web Part

Requirements

  • To embed views, you need SharePoint 2013 or later, and an administrator must deploy the TableauEmbeddedView web part to your SharePoint server. For sample SharePoint code and instructions, look in this folder:

    C:Program FilesTableauTableau Serverpackagesextras.<version_code>embeddingsharepoint

    The sample code is provided as an example and may require modification to work in your SharePoint deployment.

  • To see embedded views, users must have a Tableau Server license and the same user name on SharePoint.

Embedding a View into SharePoint

You can embed the Tableau web part in a new or existing SharePoint page.

  1. Open the page where you want to embed a view and switch to edit mode.

  2. In the section of the page where you want to embed the view, on the Insert tab, click Web Part.

  3. Under Categories, in the Custom (or Miscellaneous) folder, select TableauEmbeddedView, and then click Add in the lower-right corner.

  4. Select the TableauEmbeddedView web part, click the drop-down arrow, and then select Edit Web Part.

  5. On the right side of the page, you can specify the attributes of the TableauEmbeddedView web part.

    • In Tableau Server Name, enter the name of your Tableau Server. You do not need to enter 'http://' before the Tableau Server name.
    • In View Path, enter the path to the view you want to embed.
    • Specify whether you want to show the toolbar, use Trusted Authentication, use SSL, or if you want to embed the view as an image instead of as an interactive view.

    • In the Appearance section you can specify a Title for the web part, the Height, Width, Chrome State, and Chrome Type. In general you should specify a fixed height (for example, 700 Pixels) and adjust the width to fit the zone.

  6. Click OK to apply the changes and exit edit mode.

The view will be embedded into the web part that you just created. To see the view, your users will be automatically authenticated using Active Directory.

Thanks for your feedback!

Integrate connectivity to SharePoint data into your enterprise reporting capabilities. The CData ODBC Driver for SharePoint enables you to access live SharePoint data in business intelligence tools like Tableau Server. Connectivity to SharePoint APIs enables you to monitor changes to your data in real time. Other members of your organization can access your dashboards from a Web browser and get updates from their mobile phone.

This article walks through the process of configuring a DSN on the client and server machines, publishing a data source for SharePoint to Tableau Server, and publishing an entire Workbook to Tableau Server (including the data source). If you publish a data source, you will be able to create new, refreshable workbooks in Tableau Server.

Connect to SharePoint as an ODBC Data Source

To create a data source or workbook in Tableau Desktop and publish the data source or workbook to Tableau server, you will need to configure a DSN on each machine (Desktop and Server), specifying connection properties and creating DSNs using the same name on each machine. Information for connecting to SharePoint follows, along with different instructions for configuring a DSN in Windows and Linux environments.

Set the URL property to the base SharePoint site or to a sub-site. This allows you to query any lists and other SharePoint entities defined for the site or sub-site.

The User and Password properties, under the Authentication section, must be set to valid SharePoint user credentials when using SharePoint On-Premise.

If you are connecting to SharePoint Online, set the SharePointEdition to SHAREPOINTONLINE along with the User and Password connection string properties. For more details on connecting to SharePoint Online, see the 'Getting Started' chapter of the help documentation

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

If you are installing the CData ODBC Driver for SharePoint on Windows, DSN configuration is the last step of the driver installation. If you already have the driver installed, or you wish to configure new DSNs, you can use the Microsoft ODBC Data Source Administrator.

Linux

If you are installing the CData ODBC Driver for SharePoint in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

Sharepoint[CData SharePoint Source]Driver = CData ODBC Driver for SharePointDescription = My DescriptionUser = myuseraccount Password = mypassword Auth Scheme = NTLM URL = http://sharepointserver/mysite SharePointEdition = SharePointOnPremise

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Publish the SharePoint Data Source to Tableau Server

With the connections to SharePoint data configured, you are ready to publish a SharePoint data source on Tableau, ready to be leveraged by users in your organization to create workbooks based on SharePoint data.

Tableau Prep Sharepoint

Create and Publish a Data Source

  1. In the Connect pane, click More -> Other Databases (ODBC). Select CData SharePoint Sys, the system DSN.

    The driver installation automatically creates matching user and system DSNs: The system DSN is needed to connect from Tableau Server.

  2. In the Database menu, select CData.
  3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query.
  4. Drag the table onto the join area.
  5. From the Server menu, click Publish Data Source -> (YOUR DATA SOURCE).
  6. Enter the URL to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
    • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
    • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
    • If Tableau is configured to use Active Directory, enter your Windows username and password.
  7. In the resulting dialog, set the Project, Data Source, and other properties. If you want to schedule refreshes, select Embedded Password in the Authentication menu. Click Publish.
Sharepoint

You and other users in your organization can now create and share workbooks based on the published data source.

Refresh Workbooks

Tableau Sharepoint Driver

With a system DSN configured on the client (Tableau Desktop) machine and server (Tableau Server) machine, you can refresh workbooks connected to the SharePoint data source. From the Web interface for Tableau Sever, click Data -> (YOUR DATA SOURCE) -> Refresh.

Publish a Completed Workbook with SharePoint Data to Tableau Server

If you have a specific Workbook that you wish to share with your organization, you can create the Workbook on Tableau Desktop and publish the Workbook directly to Tableau Server.

Tableau Prep Sharepoint Download

  1. To connect to SharePoint and select data, follow steps 1-5 above.
  2. Click Server -> Sign in and configure the connection to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
    • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
    • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
    • If Tableau is configured to use Active Directory, enter your Windows username and password.
  3. With the data selected, select dimensions and measures to visualize and select a type of chart or graph to build your visualization(s).
  4. Once the Workbook is complete, click Server -> Publish Workbook to publish the Workbook to Tableau Server.
  5. In the resulting dialog, set the Project, Name, Description and other properties. If you want to schedule refreshes, click Edit under Data Sources and change the Authentication option to Embedded Password. Click Publish.

Tableau Prep Sharepoint Software

You and other users in your organization can now review the published workbook from Tableau Server.