Visualize SharePoint Excel Services Data in Tableau Desktop (through CData Connect)

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect (or Connect Server), you can easily get access to live SharePoint Excel Services data within Tableau.

CData Connect Server provides a pure SQL Server interface for SharePoint Excel Services, allowing you to easily build reports from live SharePoint Excel Services data in Tableau Desktop — without replicating the data to a natively supported database. As you build visualizations, Tableau Desktop generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to SharePoint Excel Services, leveraging server-side processing to quickly return the requested SharePoint Excel Services data.

This article shows how to create a virtual SQL Server database for SharePoint Excel Services, connect to the virtual database in Tableau, and build a simple chart.

Create a Virtual SQL Server Database for SharePoint Excel Services Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "SharePoint Excel Services" from Available Data Sources.
3. Enter the necessary authentication properties to connect to SharePoint Excel Services.

   The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to SharePoint Excel Services data from Tableau Desktop.

Visualize Live SharePoint Excel Services Data in Tableau Desktop

The steps below outline connecting to the virtual SharePoint Excel Services database in CData Connect and building a simple visualization from the data.

1. Open Tableau and click "Microsoft SQL Server" under Connect -> To a Server.
2. In the connection wizard, enter the values for your CData Connect instance and click "Sign In"
   • Server: the address of your Connect instance and port of the TDS endpoint, separated by a comma (default port is: 1433)
   • Database: the virtual database you configured for the SharePoint Excel Services data
   • Username & Password: the credentials for a CData Connect user
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
4. Select Dimensions and Measures and configure your visualization.

SQL Access to SharePoint Excel Services Data from On-Premise Applications

At this point, you have a direct connection to live SharePoint Excel Services data from your Tableau Desktop workbook. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 200 SaaS, Big Data, and NoSQL sources (including SharePoint Excel Services) from desktop applications like Tableau refer to our CData Connect page or download a free trial.