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Get the Report →Create Apps from SharePoint Data in Qlik Sense Cloud
Use CData Connect Cloud to connect to SharePoint Data and build apps from live SharePoint data in Qlik Sense Cloud.
Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect Cloud creates a live connection to SharePoint. By pairing Qlik Sense Cloud with CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud and get instant, live access to your SharePoint data.
In this article, we walk through two connections:
- Connecting to SharePoint in Connect Cloud
- Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard
About SharePoint Data Integration
Accessing and integrating live data from SharePoint has never been easier with CData. Customers rely on CData connectivity to:
- Access data from a wide range of SharePoint versions, including Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007 and above, and SharePoint Online.
- Access all of SharePoint thanks to support for Hidden and Lookup columns.
- Recursively scan folders to create a relational model of all SharePoint data.
- Use SQL stored procedures to upload and download documents and attachments.
Most customers rely on CData solutions to integrate SharePoint data into their database or data warehouse, while others integrate their SharePoint data with preferred data tools, like Power BI, Tableau, or Excel.
For more information on how customers are solving problems with CData's SharePoint solutions, refer to our blog: Drivers in Focus: Collaboration Tools.
Getting Started
Configure SharePoint Connectivity for Qlik Cloud
Connectivity to SharePoint from Qlik Cloud is made possible through CData Connect Cloud. To work with SharePoint data from Qlik Cloud, we start by creating and configuring a SharePoint connection.
(Optional) Add a New Connect Cloud User
As needed, create Users to connect to SharePoint through Connect Cloud.
- Navigate to the Users page and click Invite Users
- Enter the new user's email address and click Send to invite the user
- You can review and edit users from the Users page
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication to the CData Connect Cloud OData service. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Connect to SharePoint from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "SharePoint" from the Add Connection panel
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Enter the necessary authentication properties to connect to SharePoint.
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
- Click Create & Test
- Navigate to the Permissions tab in the Add SharePoint Connection page and update the User-based permissions.
With the connection to SharePoint configured, you are ready to connect to SharePoint data from Qlik Sense Cloud.
Create a Qlik Sense App from SharePoint Data
This section walks through adding SharePoint data to a Qlik Sense app for visualizations, analytics, reporting, and more.
Create a New App and Upload Data
- Log into your Qlik Sense instance and click the button to create a new app
- Name and configure the new app and click "Create"
- In the workspace, click to open the new app
- Click to add data from files and other sources
- Select the Microsoft SQL Server connector and set the configuration properties.
- Set Server to tds.cdata.com
- Set Port to 14333
- Set Database to the connection you created (e.g. SharePoint1)
- Set User name to the Connect Cloud user (e.g. [email protected])
- Set Password to the PAT for the above user
- Select an owner for the connection
- Select a SharePoint entity (Table) to view
- Click Next, configure the model, and load the data into Qlik Sense.
Generate Insights or Customize Your App
With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your SharePoint data.
More Information & Free Trial
Now, you have created a simple but powerful dashboard from live SharePoint data. For more information on creating OData feeds from SharePoint (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live SharePoint data in Qlik Sense Cloud.