April 15, 2022

How to Connect Tableau Desktop to Sharepoint Lists

 

Here’re the steps on how to connect Tableau Desktop to SharePoint Lists:

 

1)  Download SharePoint Lists driver so that Tableau Desktop can connect to SharePoint.

https://www.tableau.com/support/drivers?_ga=2.72715419.922138399.1560965713-928115632.1560965713



2)  Open Tableau Desktop, go to Data \ New Data Source

In the Connect screen, select SharePoint Lists.

  

 

 

3)  In the SharePoint Lists log in screen, enter

 

SharePoint Site:  the base URL of SharePoint Site (e.g. https://companyabc.sharepoint.com/sites/DataAnalytics)

Edition:  SharePoint Online

Authentication:  Third-party SSO

        Username:  enter your full email address (including @companyabc.com)

        Password:  enter your password

        SSO Domain:  companyabc.com

 

Then, click Sign In button.

 

 

4)  After Tableau establishes connection to SharePoint, a list of tables will appear on the left side.

 


5)  Select the appropriate table, then double-click or drag the table to the canvas.

 

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