Introduction
Connecting to SharePoint Lists requires Tableau version 2022.3 or greater and the SharePoint Lists (JDBC) driver.
Instructions
Install Drivers
Sharepoint drivers are included in the HITS packaged version of Tableau Desktop. If you installed Tableau manually you will need to install the appropriate drivers as described here.
Identify the SharePoint Site URL
https://umhealth.sharepoint.com/sites/<YOUR_SHAREPOINT_SITE>
Create Connection in Tableau Desktop
- Server: https://umhealth.sharepoint.com/sites/<YOUR_SHAREPOINT_SITE>
- Authentication: AzureAD
- OAuth Instance URL: https://login.microsoftonline.com/common
- Schema: REST
Save Credentials on Tableau Server
Before publishing to the Michigan Medicine Tableau Server you will need to save your credential to the Tableau Server as described KB0021459.