Microsoft SharePoint Files Connections

Create a connection to your Microsoft SharePoint instance from the Designer Cloud Powered by Trifacta Enterprise Edition.

Note

This connection supports connecting to SharePoint files.

For more information on Microsoft SharePoint, go to https://www.microsoft.com/en-us/microsoft-365/sharepoint/collaboration.

Limitations

Single Sign-On (SSO) is not supported.
The Microsoft SharePoint Files connection supports only import. Publish isn't supported.
The Microsoft SharePoint Files connection uses SharePoint APIs. As a result, transaction management and rollbacks are not supported.

Prerequisites

The logged-in user must have required access to the specific Sites and Folders within SharePoint.

Configure

To create this connection, on the Connections page select Create Connection and then search for Microsoft Sharepoint Files. Then select the Microsoft Sharepoint Files card. Go to the Connections Page for more information.

Modify the following properties as needed:

Property	Description
Default Column Data Type Inference	Set to `disabled` to prevent the platform from applying its own type inference to each column on import. The default value is `enabled`.
OAuth 2.0 client	Use OAuth 2.0 authentication to access SharePoint Online. Note that for OAuth 2.0 authentication, additional configuration is required. See OAuth 2.0 for SharePoint Files.
Authenticate	After you've defined the credentials, select Authenticate to validate them.
Connection Name	Display name of the connection
Connection Description	Description of the connection, which appears in the application.

Using Microsoft Sharepoint Files Connections

This section describes how you interact through the Designer Cloud Powered by Trifacta Enterprise Edition with your SharePoint files.

SharePoint is a content management system for sharing and collaborating across the enterprise. For more information, go to https://sharepoint.microsoft.com.

Uses of Microsoft Sharepoint Files

The Designer Cloud Powered by Trifacta Enterprise Edition can use SharePoint for the following tasks:

Import CSV and Excel files by reading from SharePoint.

Before You Begin Using Microsoft Sharepoint Files

Read Access: Your SharePoint administrator must configure read permissions.

Reading from SharePoint

You can create an Alteryx dataset from a file stored in SharePoint. To start, choose a SharePoint site that you have access to and then navigate to the folder and file that you want.

For more information, go to Database Browser.

Data Validation issues:

Note

Some Alteryx data types do not map exactly to SharePoint file data types. These differences might appear when writing to a new SharePoint file. For more information, see SharePoint Data Type Conversions.

No validation is performed for the connection and any required permissions during job execution. So, you can be permitted to launch your job even if you do not have sufficient connectivity or permissions to access the data. The corresponding publish job fails at runtime.

Known Issues

If you’ve recently granted or revoked access to a SharePoint asset, you might not notice the change immediately in the Microsoft Sharepoint Files Connection. Please try again later.
The Microsoft SharePoint Files connection supports only import even though an option to publish might be displayed. (TSMC-1730)

Reference

Supported versions: n/a

Import: Supported

In this section: