Connectors → Microsoft SharePoint
About Microsoft SharePoint
Microsoft SharePoint is a web-based collaborative platform that integrates with Microsoft Office. It is used to share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across the organization.
About the Microsoft SharePoint Connector
Incorta retrieves data from SharePoint Lists using the SharePoint REpresentational State Transfer (REST) API.
The SharePoint connector supports the retrieval of data from Sharepoint Lists, which represent a collection of data in a table format.
Starting the 2024.1.x releases, the Sharepoint connector also supports retrieving data from Excel and CSV files.
The SharePoint connector supports the following Incorta-specific functionality:
| Feature | Supported |
|---|---|
| Chunking | |
| Data Agent | |
| Encryption at Ingest | |
| Incremental Load | ✔ |
| Multi-Source | ✔ |
| OAuth | |
| Performance Optimized | ✔ |
| Remote | |
| Single-Source | ✔ |
| Spark Extraction | |
| Webhook Callbacks | ✔ |
Steps to connect SharePoint and Incorta
To connect SharePoint and Incorta, here are the high level steps, tools, and procedures:
- Create an external data source
- Create a schema with the Schema Wizard
- or, Create a schema with the Schema Designer
- Load the schema
- Explore the schema
Create an external data source
You can connect to SharePoint with an Administrative account or Non-Administrative account.
Here are the steps to create a external data source with the SharePoint connector:
- Sign in to the Incorta Direct Data Platform.
- In the Navigation bar, select Data.
- In the Action bar, select + New → Add Data Source.
- In the Choose a Data Source dialog, in File System, select SharePoint.
- In the New Data Source dialog, specify the applicable connector properties.
- To test, select Test Connection.
- Select Ok to save your changes.
SharePoint connector properties
Here are the properties for the SharePoint connector:
| Property | Control | Description |
|---|---|---|
| Data Source Name | text box | Enter the name of the data source |
| Username | text box | Enter the SharePoint account username |
| Password | text box | Enter the SharePoint account user password |
| Login URL | text box | Enter the URL of the SharePoint login site |
Create a schema with the Schema Wizard
Here are the steps to create an SharePoint schema with the Schema Wizard:
- Sign in to the Incorta Direct Data Platform.
- In the Navigation bar, select Schema.
- In the Action bar, select + New → Schema Wizard.
- In (1) Choose a Source, specify the following:
- For Enter a name, enter the schema name.
- For Select a Datasource, select the SharePoint external data source.
- Optionally create a description.
- In the Schema Wizard footer, select Next.
- In (2) Manage Tables, in the Data Panel, first select the name of the Data Source, and then check the Select All checkbox.
- In the Schema Wizard footer, select Next.
- In (3) Finalize, in the Schema Wizard footer, select Create Schema.
Create a schema with the Schema Designer
Here are the steps to create an SharePoint schema using the Schema Designer:
- Sign in to the Incorta Direct Data Platform.
- In the Navigation bar, select Schema.
- In the Action bar, select + New → Create Schema.
- In Name, specify the schema name, and select Save.
- In Start adding tables to your schema, select SharePoint.
- In the Data Source dialog, specify the SharePoint table data source properties.
- Select Add.
- In the Table Editor, in the Table Summary section, enter the table name.
- To save your changes, select Done in the Action bar.
SharePoint table data source properties
For a schema table in Incorta, you can define the following SharePoint specific data source properties as follows:
| Property | Control | Description |
|---|---|---|
| Type | drop down list | Default is SharePoint |
| Data Source | drop down list | Select the SharePoint external data source |
| Incremental | toggle | Enable the incremental load configuration for the schema table |
| List | drop down list | Select the SharePoint list you would like to load data from |
| Callback | toggle | Enable this option to call back on the source data set |
| Callback URL | text box | This property appears when the Callback toggle is enabled. Specify the URL. |
View the schema diagram with the Schema Diagram Viewer
Here are the steps to view the schema diagram using the Schema Diagram Viewer:
- Sign in to the Incorta Direct Data Platform.
- In the Navigation bar, select Schema.
- In the list of schemas, select the SharePoint schema.
- In the Schema Designer, in the Action bar, select Diagram.
Load the schema
Here are the steps to perform a Full Load of the SharePoint schema using the Schema Designer:
- Sign in to the Incorta Direct Data Platform.
- In the Navigation bar, select Schema.
- In the list of schemas, select the SharePoint schema.
- In the Schema Designer, in the Action bar, select Load → Full Load.
- To review the load status, in Last Load Status, select the date.
Explore the schema
With the full load of the SharePoint schema complete, you can use the Analyzer to explore the schema, create your first insight, and save the insight to a new dashboard.
To open the Analyzer from the schema, follow these steps:
- In the Navigation bar, select Schema.
- In the Schema Manager, in the List view, select the SharePoint schema.
- In the Schema Designer, in the Action bar, select Explore Data.