SharePoint Online Query

To create a new data set from an existing SharePoint Online connection, follow the steps below:

  1. If you have not yet configured the database connection, see SharePoint Online. Then proceed with the steps below.

    If you see the ‘Create Visualization’ dialog box, press the ‘Close’ button close to continue with the steps below (recommended).

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    You can also press Create a Query to open the ‘New Data Worksheet’ dialog box, where you can select the query you wish to create. This allows you to skip the ‘Add’ button new objects and proceed to the next steps.

  2. Open the Data Worksheet that will contain the data. (See Create a Data Worksheet or Edit a Data Worksheet.)

  3. Press the ‘Add’ button new objects, and select ‘SharePoint Online Query’ tabular subquery. This opens the ‘SharePoint Online Query’ dialog box.

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  4. Enter the Sharepoint Online ‘Site’ and ‘List’ properties. See the SharePoint Online documentation for more information.

  5. Press OK. This creates a new data block in the Data Worksheet.

  6. Optional: Right-click on the data block, and select ‘Properties’ from the context menu. Note: You can also access menu options from the ‘More’ button (menu horizontal) in the mini-toolbar. This opens the ‘Table Properties’ panel. In the ‘Name’ field, enter a name for the data block, and press ‘OK’. (See Modify a Column for information about how to rename columns.

    Names must be unique without respect to case (e.g., "num1" is the same name as "Num1").

  7. Press the ‘Save’ button save in the toolbar to save the Data Worksheet.

You can now do pipeline operations on this data, as described in Prepare Your Data, or you can proceed to create Dashboards based on this Data Worksheet. See Visualize Your Data for information about how to construct a Dashboard.