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Import and Visualize SharePoint Data in Power View
Create data visualizations based on SharePoint data in Excel.
NOTE: For Excel for the web (Excel 365) and Excel 2019 or higher, Power View is no longer supported. Microsoft encourages the use of Power BI for those users. Please read our article on working with SharePoint in Power BI using our Power BI connector for more information.
You can use the built-in ODBC support in Excel to rapidly create Power View reports featuring SharePoint data. This article shows how to use the Data Connection Wizard, accessible from the Data ribbon, to import SharePoint data into a Power View report.
Connect to SharePoint as an ODBC Data Source
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
Set the URL property to the base SharePoint site or to a sub-site. This allows you to query any lists and other SharePoint entities defined for the site or sub-site.
The User and Password properties, under the Authentication section, must be set to valid SharePoint user credentials when using SharePoint On-Premise.
If you are connecting to SharePoint Online, set the SharePointEdition to SHAREPOINTONLINE along with the User and Password connection string properties. For more details on connecting to SharePoint Online, see the "Getting Started" chapter of the help documentation
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
About SharePoint Data Integration
Accessing and integrating live data from SharePoint has never been easier with CData. Customers rely on CData connectivity to:
- Access data from a wide range of SharePoint versions, including Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007 and above, and SharePoint Online.
- Access all of SharePoint thanks to support for Hidden and Lookup columns.
- Recursively scan folders to create a relational model of all SharePoint data.
- Use SQL stored procedures to upload and download documents and attachments.
Most customers rely on CData solutions to integrate SharePoint data into their database or data warehouse, while others integrate their SharePoint data with preferred data tools, like Power BI, Tableau, or Excel.
For more information on how customers are solving problems with CData's SharePoint solutions, refer to our blog: Drivers in Focus: Collaboration Tools.
Getting Started
Connect with the Data Connection Wizard
Follow the steps below to connect to the DSN from the Data Connection Wizard in Excel.
- In recent versions of Excel the Data Connection Wizard is not visible by default. To enable the Data Connection Wizard in Excel, go to File -> Options -> Data and under Show legacy data import wizards check the From Data Connection Wizard (Legacy).
- After enabling the Data Connection Wizard, on the Data tab you can click Get Data -> Legacy Wizards -> From Data Connection Wizard (Legacy).
- In the Data Connection Wizard, select the ODBC DSN option.
- Select the ODBC DSN for SharePoint from the list.
Select the tables you want to work with.
If you want to import multiple tables, deselect the "Connect to a specific table" option. After you connect to the data source, you can select multiple tables: After you click Finish to close the Data Connection Wizard, select the "Enable selection of multiple tables" option in the Select Table dialog.
- In the Import Data dialog, select the destination for your data. For example, select the Table option and the Existing worksheet option. Then click the cell in your worksheet where results should be output.
- Click Insert -> Power View to create a new Power View report.
Create a Table
Tables are the starting point for charts and other representations of your data. To create a table, select a column in the field list. You can also drag and drop table names and column names onto the view.
Create Data Visualizations
On the Design tab, you can change tables into charts and other visualizations.
Ready to get started?
Download a free trial of the SharePoint ODBC Driver to get started:
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SharePoint ODBC Driver
The SharePoint ODBC Driver is a powerful tool that allows you to connect with live data from SharePoint and SharePoint Online, directly from any applications that support ODBC connectivity.
Access SharePoint data like you would a database - read, write, and update SharePoint Lists, Contacts, Calendar, Links, Tasks, etc. through a standard ODBC Driver interface.
