Within Tableau it’s possible to connect to a Sharepoint list using the OData data connector.
To connect to a Sharepoint list takes some understanding of the Sharepoint URL structure, which I’ll attempt to explain below.
How to connect Tableau to a Sharepoint List
Each Sharepoint site has its own administration, lists, pages, etc.
For reporting Sharepoint data in Tableau I have always used a List. A list is basically a Sharepoint version of a database table.
To connect to a Sharepoint list from Tableau you need to know the name of the LIST. The use of caps is deliberate because this is important. Connect to the source list and NOT a view of a list.
Build the Sharepoint to Tableau connection URL
The exact URL depends on your Sharepoint instance.
Each instance differs but the URL should have a root of something such as:
https://YourSharepointRoot/SharepointSite/SharepointArea/ then could be Pages, Lists, SitePages / PageName, ListName, etc.
We only want the first part of the URL, up to SharepointArea.
Add this to the end of the URL: _vti_bin/ListData.svc/.
This gives a URL of https://YourSharepointRoot/SharepointSite/SharepointArea/_vti_bin/ListData.svc/
Opening the URL in your Sharepoint site, if you’ve got it right, will give an XML list of all of the objects. This includes the lists (which we want), not the views of lists (which we don’t want).
However it doesn’t give a way to identify the list name. This is something you can find in the URL when viewing the list to bring into Tableau.
To complete the connecting Sharepoint to Tableau we just need to add the list name to the end, such as:
The OData connection window should appear as follows:
Click OK and the Sharepoint list fields should load into your Tableau workbook.