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SharePoint

SharePoint

SharePoint is a cloud-based platform that allows teams to create a document management system to store and collaborate on work within an organization. Excel workbooks can be published via Microsoft SharePoint.

With the SharePoint connector, Datagrid users can:

  • Continuously access and ingest Excel files via the Microsoft SharePoint connector.
  • Create automations to ingest data on a schedule or source update.
  • Create reusable data engineering flows and transform raw SharePoint data into interactive visuals.
  • Embed dashboards and reports within Sharepoint to provide access to stakeholders and teams outside of Datagrid.
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Table of Contents
  • Configuration Guide
  • Data Access
  • Security and Permissions
  • Integration Capabilities
  • FAQ

Configuration Guide

SharePoint can be connected using OAuth or a customer-provisioned Service Application.

Setup time: Less than one minute.

💡
Pre-Requisites
  • Datagrid Subscription
  • Microsoft Subscription with Sharepoint
  • Web Browser (Safari, Chrome, Edge, Firefox)

OAuth

When configuring the connection via OAuth, you simply need to accept installing the Datagrid application into your Tenant.

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Service Account

A service account allows you to provision an Azure application specifically to support this connection.

When provisioning the application, these are the needed permissions:

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Data Access

Datagrid can access the following data points:

API
Documents
Lists
Forms

Security and Permissions

Microsoft Graph permission:

Permission
Consent Required
Sites.Read.All
Delegated and Application
User.Read
Delegated
Files.Read.All
Delegated

Sharepoint permissions:

Permission
Consent Required
AllSites.Read
Delegated
MyFiles.Read
Delegated

See example below

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Integration Capabilities

Datagrid ingests data from SharePoint via APIs, and we currently support access to three endpoints: Documents, Lists, and Forms. Users can ingest the following file types from SharePoint into Datagrid:

  • CSV
  • XLS

FAQ

We're very happy to help answer any questions you may have.

  • Request an endpoint here: Don't see endpoints you're looking for? We're always happy to make new endpoints available.
  • Contact our support at support@datagrid.ai