Connecting Tableau Desktop to a file saved in OneDrive or SharePoint

Summary

Starting with version 2022.3, Desktop users can access flat files stored in SharePoint or OneDrive. The same file types that are supported by Excel, Text, and JSON connectors are accessible via the OneDrive and SharePoint Online connector.  This article has instructions for connecting to departmental files or scheduled WebI Reports on SharePoint or OneDrive and set up the data source from Tableau Desktop.

How-To

Instructions

Step 1 - On the Desktop start page, under Connect, click OneDrive and SharePoint Online. For a complete list of connections, select More under To a Server. In the tab that Tableau opens in your default browser, do the following:

1. Choose your institutional Windows account. If you are not already authenticated into windows you may need to enter your ad username and password as outlined in the window and provide a passcode sent via text or email.
   • An authentication message will appear in the browser that opens. “Tableau created this window to authenticate. It is now safe to close it.”
   • Close the browser window when notified to do so.
      
2. You can choose from OneDrive (Personal Files), OneDrive (shared with you) and SharePoint Sites and then search for or select the file you want, then click Connect.

Step 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. Click the sheet tab to start your analysis.

Steps for connecting desktop to the OneDrive and SharePoint Online Connector

1. Select the OneDrive and SharePoint Online Connector
   
    
2. Authenticate using Microsoft credentials in the browser window.
   
    
3. Browse to the file you would like to use by choosing OneDrive (personal files), OneDrive (shared with you), or SharePoint Sites.
   
    

Outcome

Users should be able to successfully connect Tableau with files that are saved in OneDrive or SharePoint.

Further Readings 

Read more from Tableau about the OneDrive and SharePoint connector 
The OneDrive and SharePoint connector allows Developers to connect to a their own data or a scheduled WebI report (Read More About Scheduling)
 

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