![]() To start your analysis, select the sheet tab. (Optional) Select the default data source name at the top of the page,Īnd then enter a unique data source name for use in Tableau.įor example, use a data source naming convention that helps other users of the data source figureĢ. On the Data source page, do the following:ġ. ![]() For other authentication methods, enter the required information, and then select Sign In. Select the Authentication method: Azure AD, Username and Password, NTLM, ADFS or Basic.ĥ. Select the Edition: On Premise or SharePoint Online.Ĥ. In the Server text box, enter the SharePoint URL.ģ. Start Tableau and under Connect, select SharePoint Lists (JDBC).Ģ. ![]() Make the connection and set up the data sourceġ. If the driver is not installed on your computer, Tableau displays a message in the connection dialog box with a link to the Driver Download (Link opens in a new window) page where you can find driver links and installation instructions. You might already have the required driver installed on your computer. This connector requires a driver to talk to the database. The option to use your own OAuth client frees you from being tied to Tableau release cycles and Tableau’s OAuth client rotation schedule. You can fully control your OAuth configuration according to your own IT policies with a custom OAuth client. Recommendation Setup a custom OAuth Client to use your company's IT policies Grant Tableau the following application programming interface (API) permissions. The user name or email address, password, and (optionally) SSO domain, if needed Required API Permissions The method of authentication: Azure AD, third-party SSO or integrated authentication The edition of your SharePoint server: on premises or SharePoint Online The URL to the SharePoint site that contains the lists you want to connect to Before you connectīefore you begin, gather this connection information: Note: The SharePoint Lists JDBC connector requires Tableau 2022.3 or later and the SharePoint Lists JDBC driver. This document describes how to connect Tableau to the SharePoint Lists (JDBC) driver and set up the data source.
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