Bold BI dashboard designer supports connecting Microsoft SharePoint web services through REST API.
To configure the Microsoft SharePoint data source, follow the below steps:
Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the Microsoft SharePoint connection in the connection panel.
NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.
Use the following steps to authenticate with Microsoft SharePoint web service:
Click the data source, you will be prompted with a login window. Enter the credentials of your Microsoft SharePoint account to authorize.
Click Allow in the authorization window to accept the scopes requested by Bold BI dashboards.
NOTE: If the permission is denied, the account will not be accessible from the dashboard.
Set a name to identify the account and click Next.
You have now successfully authorized your connection. Click Connect to continue with the data source connection.
To connect via already connected account, refer Connected Accounts.
NOTE: To connect to another account click Connect New Account.
After successful authentication, File Explorer panel opens. Follow the below steps to create Microsoft SharePoint data source.
Enter a name for the data source and select the site from the dropdown.
Explorer will list out all the folders and files with extension
xlsx of selected site.
Select the file which you wish to preview and connect the data.
Choose a time interval for Refresh Settings using the combo box, to trigger the request periodically to keep the data in sync with our dashboard.
You can also edit the connection information set here using the Edit Connection option.
|Refresh Settings||Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date. If you do not want to sync your new data, choose ‘Never’.|
Click Preview & Connect to connect with the configurations set.
The Choose Schema(s) dialog opens. The schema represents the key fields of data retrieved from Microsoft SharePoint Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in grid for preview. Select required schema(s) from treeview to use in designer and click Connect.
NOTE: The sheets in
xlsxfile will be listed in drop down (at right-top end as shown in the image.) Also note that maximum file size allowed to get extract is
Now, the data design view page with selected table schema opens. Drag and drop the table.
Click Save to save the data source with a relevant name.
If you have already logged into the account and authenticated with web data source, the account information will be listed here. You can select one of the accounts or connect to a new account by clicking the Connect New Account button.
You can edit, delete and re-authorize this account from the Connected Accounts page.