SharePoint Online Connector for Power BI
In this article you will learn how to integrate Using SharePoint Online Connector you will be able to connect, read, and write data from within Power BI. Follow the steps below to see how we would accomplish that. The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. |
Connect to SharePoint Online in other apps
|
Video Tutorial - Integrate SharePoint Online data in Power BI
This video covers following and more so watch carefully. After watching this video follow the steps described in this article.
- How to download / install required driver for
SharePoint Online integration in Power BI - How to configure connection for
SharePoint Online - Features about
API Driver (Authentication / Query Language / Examples / Driver UI) - Using
SharePoint Online Connection in Power BI
Create ODBC Data Source (DSN) based on ZappySys API Driver
Step-by-step instructions
To get data from SharePoint Online using Power BI we first need to create a DSN (Data Source) which will access data from SharePoint Online. We will later be able to read data using Power BI. Perform these steps:
-
Install ZappySys ODBC PowerPack.
-
Open ODBC Data Sources (x64):
-
Create a User Data Source (User DSN) based on ZappySys API Driver
ZappySys API DriverYou should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version. -
When the Configuration window appears give your data source a name if you haven't done that already, then select "SharePoint Online" from the list of Popular Connectors. If "SharePoint Online" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
SharepointOnlineDSNSharePoint Online -
Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.
OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-register-app-v2. [API reference]
Steps how to get and use SharePoint Online credentials
Firstly, login into Azure Portal and there create an OAuth application:
-
Login to Azure Portal:
- Navigate to the Azure Portal and log in using your credentials.
-
Access Azure Active Directory:
- In the left-hand menu, click on Azure Active Directory.
-
Register a New Application:
- Go to App registrations and click on New registration.
- Application Name: Enter a name for your application.
- Supported Account Types: Choose the account types your app will support. For example, select Accounts in this organizational directory only if you need access to data in your organization only.
- Redirect URI:
- Set the type to Web.
- In the textbox enter https://login.microsoftonline.com/common/oauth2/nativeclient as the Redirect URI or any other valid redirect URL, e.g., https://zappysys.com/oauth.
- Use this Redirect URI in the Redirect URL grid row.
-
Save Client ID:
- After registering the app, copy the Application (client) ID and paste it into the Client ID field in the API Connection Manager configuration.
-
Set Authorization & Token URLs:
- Click on the Endpoints link in the App registration overview.
- Authorization URL: Copy the OAuth 2.0 authorization endpoint (v2) URL (e.g.,
https://login.microsoftonline.com/{your-tenant-id}/oauth2/v2.0/authorize
) and paste it into the Authorization URL field in the configuration grid. - Token URL: Copy the OAuth 2.0 token endpoint (v2) URL (e.g.,
https://login.microsoftonline.com/{your-tenant-id}/oauth2/v2.0/token
) and paste it into the Token URL field.
-
Create a Client Secret:
- In the Certificates & secrets tab, click New client secret.
- Set an expiration period for the secret.
- Copy the generated client secret and paste it into the Client Secret field in the API Connection Manager configuration.
-
Configure API Permissions:
- Go to the API Permissions section.
- Click on Add a permission, select Microsoft Graph, and choose Delegated Permissions.
- Add the required permissions:
- offline_access
- Files.Read
- Files.Read.All
- Files.ReadWrite
- Files.ReadWrite.All
- openid
- profile
- Sites.Read.All
- Sites.ReadWrite.All
- User.Read
- Grant Admin Consent for the permissions that require it.
-
Generate Tokens:
- Use the Generate Token feature in the API Connection Manager to generate authentication tokens.
-
Use a Generic Account for Automation:
NOTE: If you are planning to use your current data connection/token for automated processes, we recommend that you use a generic account for token generation when the login box appears (e.g. sales_automation@mycompany.com instead of bob_smith@mycompany.com). When you use a personal account which is tied to a specific employee profile and that employee leaves the company, the token may become invalid and any automated processes using that token will fail. Another potentially unwanted effect of using a personal token is incorrect logging; the API calls (e.g. Read, Edit, Delete, Upload) made with that token will record the specific user as performing the calls instead of an automated process.
- That's it!
Fill in all required parameters and set optional parameters if needed:
SharepointOnlineDSNSharePoint OnlineUser Credentials [OAuth]https://graph.microsoft.com/v1.0Required Parameters Authorization URL Fill-in the parameter... Token URL Fill-in the parameter... Client ID Fill-in the parameter... Scope Fill-in the parameter... SiteId (select after pressing 'Generate Token') Fill-in the parameter... Optional Parameters Client Secret ReturnUrl Login Prompt Option RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429|503 RetryCountMax 5 RetryMultiplyWaitTime True Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed) Extra Headers (e.g. Header1:AAA||Header2:BBB) OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-v2-service [API reference]
Steps how to get and use SharePoint Online credentials
Firstly, login into Azure Portal and there create an OAuth application:
Step-1: Create OAuth App
- Go to Azure Portal and login there.
- Then go to Azure Active Directory.
- On the left side click menu item App registrations
- Then proceed with clicking New registration.
- Enter a name for your application.
- Select one of Accounts in this organizational directory only as supported account type to access data in your company.
- In Redirect URI section leave option selected at Web.
- Copy Application (client) ID and paste it into API Connection Manager configuration grid in Client ID row.
- Then click on Endpoints link and copy second, Token, URL to Token URL field in configuration grid. Usually they look similar to these:
https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/token https://login.microsoftonline.com/common/oauth2/v2.0/token
- Close "Endpoints" and create a Client Secret by clicking Certificates & secrets.
- Proceed by clicking New client secret and setting expiration period. Copy the client secret and paste it into configuration grid in Client Secret row.
- Go to API Permissions section and add Microsoft Graph permissions for SharePoint and Drive, e.g. Sites.Selected, Sites.Read.All, Sites.ReadWrite.All, Files.Read.All, Files.ReadWrite.All.
- Finally, Grant admin consent for your domain for your permissions.
Step-2: Register OAuth App in SharePoint Admin Portal
- After we create OAuth App we need to add grant SharePoint access to that App using Admin Portal. Make sure you have admin permission to acces Portal. For detailed steps you may refer to this link. Here are basic steps you can follow.
- Log in to SharePoint Admin Portal and access below URL
(Replace YOURCOMPANY)
https://YOURCOMPANY-admin.sharepoint.com/_layouts/15/appprincipals.aspx?Scope=Web
- Enter App Id and other information
- Enter XML snippet which describes which permission you want to grant. Here is an example permission (App with FullControl / Read / Write)
<AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" /> </AppPermissionRequests>
- Click Add to grant the permission. That's it!
https://YOURCOMPANY-admin.sharepoint.com/_layouts/15/appprincipals.aspx?Scope=Web
Fill in all required parameters and set optional parameters if needed:
SharepointOnlineDSNSharePoint OnlineApplication Credentials [OAuth]https://graph.microsoft.com/v1.0Required Parameters Token URL Fill-in the parameter... Client ID Fill-in the parameter... Client Secret Fill-in the parameter... SiteId Fill-in the parameter... Optional Parameters Scope https://graph.microsoft.com/.default RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429|503 RetryCountMax 5 RetryMultiplyWaitTime True Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed) Extra Headers (e.g. Header1:AAA||Header2:BBB) -
Login to Azure Portal:
-
Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
-
Click OK to finish creating the data source.
Video instructions
Read SharePoint Online data in Power BI using ODBC
Importing SharePoint Online data into Power BI from table or view
-
Once you open Power BI Desktop click Get Data to get data from ODBC:
-
A window opens, and then search for "odbc" to get data from ODBC data source:
-
Another window opens and asks to select a Data Source we already created. Choose SharepointOnlineDSN and continue:
SharepointOnlineDSN -
Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:
SharepointOnlineDSN -
Finally, you will be asked to select a table or view to get data from. Select one and load the data!
-
Finally, finally, use extracted data from SharePoint Online in a Power BI report:
Importing SharePoint Online data into Power BI using SQL query
If you wish to import SharePoint Online data from SQL query rather than a table then you can use advanced options during import steps (as below). After selecting DSN you can click on advanced options to see SQL Query editor.
SELECT ProductID, ProductName, SupplierID, CategoryID, QuantityPerUnit, UnitPrice FROM Products WHERE UnitPrice > 20
Using a full ODBC connection string
In the previous steps we used a very short format of ODBC connection string - a DSN. Yet sometimes you don't want a dependency on an ODBC data source (and an extra step). In those times, you can define a full connection string and skip creating an ODBC data source entirely. Let's see below how to accomplish that in the below steps:
-
Open ODBC data source configuration and click Copy settings:
ZappySys API Driver - SharePoint OnlineSharePoint Connector can be used to integrate SharePoint and your defined data source, e.g. Microsoft SQL, Oracle, Excel, Power BI, etc. Get, write, delete SharePoint data in a few clicks!SharepointOnlineDSN
- The window opens, telling us the connection string was successfully copied to the clipboard:
-
Then just paste the connection string into your script:
SharepointOnlineDSNDRIVER={ZappySys API Driver};ServiceUrl=https://graph.microsoft.com/v1.0;Provider=Custom;OAuthVersion=OAuth2;ScopeSeparator={space};GrantType=Default;Scope=[$Scope$];ScopeSeparator={space};ContentType=application/x-www-form-urlencoded;
- You are good to go! The script will execute the same way as using a DSN.
Have in mind that a full connection string has length limitations.
Proceed to the next step to find out the details.
Limitations of using a full connection string
Despite using a full ODBC connection string may be very convenient it comes with a limitation: it's length is limited to 1024 symbols (or sometimes more). It usually happens when API provider generates a very long Refresh Token when OAuth is at play. If you are using such a long ODBC connection string, you may get this error:
"Connection string exceeds maximum allowed length of 1024"
But there is a solution to this by storing the full connection string in a file. Follow the steps below to achieve this:
- Open your ODBC data source.
- Click Copy settings button to copy a full connection string (see the previous section on how to accomplish that).
- Then create a new file, let's say, in C:\temp\odbc-connection-string.txt.
- Continue by pasting the copied connection string into a newly created file and save it.
-
Finally, the last step! Just construct a shorter ODBC connection string using this format:
DRIVER={ZappySys API Driver};SettingsFile=C:\temp\odbc-connection-string.txt
- Our troubles are over! Now you should be able to use this connection string in Power BI with no problems.
Editing query for table in Power BI
There will be a time you need to change the initial query after importing data into Power BI. Don't worry, just right-click on your table and click Edit query menu item:
Using parameters in Power BI (dynamic query)
In the real world, many values of your REST / SOAP API call may be coming from parameters. If that's the case for you can try to edit script manually as below. In below example its calling SQL Query with POST method and passing some parameters. Notice below where paraAPIKey is Power BI Parameter (string type). You can use parameters anywhere in your script just like the normal variable.
To use a parameter in Power BI report, follow these simple steps:
-
Firstly, you need to Edit query of your table (see previous section)
-
Then just create a new parameter by clicking Manage Parameters dropdown, click New Parameter option, and use it in the query:
= Odbc.Query("dsn=SharepointOnlineDSN", "SELECT ProductID, ProductName, UnitPrice, UnitsInStock FROM Products WHERE UnitPrice > " & Text.From(MyParameter) & " ORDER BY UnitPrice")
Refer to Power Query M reference for more information on how to use its advanced features in your queries.
Using DirectQuery Option rather than Import
So far we have seen how to Import SharePoint Online data into Power BI but what if you have too much data and you dont want to import but link it. Power BI Offers very useful feature for this scenario. Its called DirectQuery Option. In this section we will explore how to use DirectQuery along with ZappySys Drivers.
Out of the box ZappySys Drivers wont work in ODBC Connection Mode so you have to use SQL Server Connection rather than ODBC if you wish to use Live data using DirectQuery option. See below step by step instructions to enable DirectQuery mode in Power BI for SharePoint Online data.
Basically we will use ZappySys Data Gateway its part of ODBC PowerPack. We will then use Linked Server in SQL Server to Link API Service and then we will issue OPENROWSET queries from Power BI to SQL Server and it will then call SharePoint Online via ZappySys Data Gateway.
- First read this article carefully, How to query SharePoint Online API in SQL Server.
- Once linked server is configured we are ready to issue API query in Power BI.
- Click Get Data in Power BI, select SQL Server Database
- Enter your server name and any database name
- Select Mode as DirectQuery
-
Click on Advanced and enter query like below (we are assuming you have created SharePoint Online Data Source in Data Gateway and defined linked server (Change name below).
SELECT * FROM OPENQUERY([SHAREPOINT_ONLINE_LINKED_SERVER], 'SELECT * FROM Customers')
SELECT * FROM OPENQUERY([SHAREPOINT_ONLINE_LINKED_SERVER], 'SELECT * FROM Customers') - Click OK and Load data ... That's it. Now your SharePoint Online API data is linked rather than imported.
Publishing Power BI report to Power BI service
Here are the instructions on how to publish a Power BI report to Power BI service from Power BI Desktop application:
-
First of all, go to Power BI Desktop, open a Power BI report, and click Publish button:
-
Then select the Workspace you want to publish report to and hit Select button:
-
Finally, if everything went right, you will see a window indicating success:
If you need to periodically refresh Power BI semantic model (dataset) to ensure data accuracy and up-to-dateness, you can accomplish that by using Microsoft On-premises data gateway. Proceed to the next section - Refreshing Power BI semantic model (dataset) using On-premises data gateway - and learn how to do that.
Refreshing Power BI semantic model (dataset) using On-premises data gateway
Power BI allows to refresh semantic models which are based on data sources that reside on-premises. This can be achieved using Microsoft On-premises data gateway. There are two types of On-premises gateways:
- Standard Mode
- Personal Mode
Standard Mode supports Power BI and other Microsoft Data Fabric services. It fits perfectly for Enterprise solutions as it installs as a Windows Service and also supports Direct Query feature.
Personal Mode, on the other hand, can be configured faster, but is designed more for home users (you cannot install it as a Windows Service and it does not support DirectQuery). You will find a detailed comparison in the link above.
We recommend to go with Personal Mode for a quick POC solution, but use Standard Mode in production environment.
Below you will find instructions on how to refresh semantic model using both types of gateways.
Refresh using On-premises data gateway (standard mode)
Here are the instructions on how to refresh a Power BI semantic model using On-premises data gateway (standard mode):
-
Go to Power BI My workspace, hover your mouse cursor on your semantic model and click Settings:
-
If you see this view, it means you have to install On-premises data gateway (standard mode):
-
Install On-premises data gateway (standard mode) and sign-in:
Use the same email address you use when logging in into Power BI account. -
Register a new gateway (or migrate an existing one):
-
If you are creating a new gateway, name your gateway, enter a Recovery key, and click Configure button:
-
Now, let's get back to your semantic model settings in Power BI portal. Refresh the page and you should see your newly created gateway. Click arrow icon and then click on Add to gateway link:
ODBC{"connectionstring":"dsn=SharepointOnlineDSN"} -
Once you do that, you will create a new gateway connection. Give it a name, set Authentication method, Privacy level, and click Create button:
dsn=SharepointOnlineDSNIn this example, we used the least restrictive Privacy level.If your connection uses a full connection string you may hit a length limitation when entering it into the field. To create the connection, you will need to shorten it manually. Check the section about the limitation of a full connection string on how to accomplish it.
On-premises data gateway (personal mode) does not have this limitation.
-
Proceed by choosing the newly created connection:
ODBC{"connectionstring":"dsn=SharepointOnlineDSN"} -
Finally, you are at the final step where you can refresh the semantic model:
Refresh using On-premises data gateway (personal mode)
Here are the instructions on how to refresh a Power BI semantic model using On-premises data gateway (personal mode):
-
Go to Power BI My workspace, hover your mouse cursor on your semantic model and click Settings:
-
If you see this view, it means you have to install On-premises data gateway (personal mode):
-
Install On-premises data gateway (personal mode) and sign-in:
Use the same email address you use when logging in into Power BI account. -
Again, go to your semantic model Settings, expand Data source credentials, click Edit credentials, select Authentication method together with Privacy level, and then click Sign in button:
dsn=SharepointOnlineDSN -
Finally, you are ready to refresh your semantic model:
Advanced topics
Create Custom Stored Procedure in ZappySys Driver
You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.
Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
-
Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
-
Enter the desired Procedure name and click on OK:
-
Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
CREATE PROCEDURE [usp_get_orders] @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>' AS SELECT * FROM Orders where OrderDate >= '<@fromdate>';
-
That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
Exec usp_get_orders '1996-01-01';
-
Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')
-
Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Create Custom Virtual Table in ZappySys Driver
ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.
If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.
Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.
-
Go to Custom Objects Tab and Click on Add button and Select Add Table:
-
Enter the desired Table name and click on OK:
-
And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
-
Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
SELECT "ShipCountry", "OrderID", "CustomerID", "EmployeeID", "OrderDate", "RequiredDate", "ShippedDate", "ShipVia", "Freight", "ShipName", "ShipAddress", "ShipCity", "ShipRegion", "ShipPostalCode" FROM "Orders" Where "ShipCountry"='USA'
-
That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
SELECT * FROM "vt__usa_orders_only"
-
Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')
-
Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Actions supported by SharePoint Online Connector
SharePoint Online Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.Parameter | Description |
---|---|
SiteId |
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Parameter | Description |
---|---|
SiteId |
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DriveId |
|
Parameter | Description | ||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Record Filter (Client Side) |
|
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SiteId |
|
||||||||||||||||||||
DriveId |
|
||||||||||||||||||||
Search Type (Default=Recursive) |
|
||||||||||||||||||||
Search Path (Default=Root Folder) |
|
||||||||||||||||||||
Order By Field(s) - Only for Recursive SearchType |
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Parameter | Description | ||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Record Filter (Client Side) |
|
||||||||||||||||||||
SiteId |
|
||||||||||||||||||||
DriveId |
|
||||||||||||||||||||
Search Type (Default=Recursive) |
|
||||||||||||||||||||
Search Path (Default=Root Folder) |
|
||||||||||||||||||||
Order By Field(s) - Only for Recursive SearchType |
|
Parameter | Description | ||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SiteId |
|
||||||||||||||||||||
DriveId |
|
||||||||||||||||||||
Record Filter (Client Side) |
|
||||||||||||||||||||
Search Type (Default=Recursive) |
|
||||||||||||||||||||
Search Path (Default=Root Folder) |
|
||||||||||||||||||||
Order By Field(s) - Only for Recursive SearchType |
|
Parameter | Description |
---|---|
SiteId |
|
Parameter | Description |
---|---|
SiteId |
|
Parameter | Description |
---|---|
SiteId |
|
ListId |
|
Expand |
|
Parameter | Description |
---|---|
SiteId |
|
ListId |
|
Parameter | Description | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
SiteId |
|
||||||||||
ListId |
|
||||||||||
Filter |
|
Parameter | Description | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
SiteId |
|
||||||||||
ListId |
|
||||||||||
Filter |
|
Parameter | Description |
---|---|
SiteId |
|
ListId |
|
ListItemId |
|
Parameter | Description |
---|---|
SiteId |
|
ListId |
|
Parameter | Description |
---|---|
SiteId |
|
ListId |
|
ListItemId |
|
Parameter | Description |
---|---|
SiteId |
|
ListId |
|
ListItemId |
|
Parameter | Description |
---|---|
SiteId |
|
DriveId |
|
FileId |
|
Parameter | Description | ||||||
---|---|---|---|---|---|---|---|
SiteId |
|
||||||
DriveId |
|
||||||
FileId |
|
||||||
SheetId |
|
||||||
AutoDetectByValue |
|
Parameter | Description |
---|---|
SiteId |
|
DriveId |
|
FileId |
|
SheetId |
|
Range |
|
Parameter | Description |
---|---|
SiteId |
|
DriveId |
|
FileId |
|
Parameter | Description |
---|---|
SiteId |
|
DriveId |
|
FileId |
|
Parameter | Description |
---|---|
SiteId |
|
DriveId |
|
FileId |
|
Parameter | Description |
---|---|
SiteId |
|
DriveId |
|
DiskFilePath |
|
SharePointFilePath |
|
Parameter | Description | ||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Url |
|
||||||||||||||||||||||||||
Body |
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||||||||||||||||||||||||||
IsMultiPart |
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||||||||||||||||||||||||||
Filter |
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||||||||||||||||||||||||||
Headers |
|
Parameter | Description |
---|---|
Url |
|
IsMultiPart |
|
Filter |
|
Headers |
|
SharePoint Online Connector Examples for Power BI Connection
This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.
Select lists from Lists table [Read more...]
SELECT * FROM Lists
Select data from a named list [Read more...]
SELECT * FROM MyList
--WHERE Id = 1234
Insert data into a named list [Read more...]
INSERT INTO MyList(Name, Surname)
VALUES ('John', 'Doe') WITH (Output=1)
Insert multiple person IDs into a named list [Read more...]
INSERT INTO MyList(Title, ManyPersonsLookupId, "fields.ManyPersonsLookupId@odata\u002Etype")
VALUES ('John Doe', '[11,22,33]', 'Collection(Edm.Int32)')
WITH (Output=1)
--Considering "ManyPersons" is the name of the field in SharePoint List
Update data in a named list [Read more...]
UPDATE MyList
SET Name = 'Elizabeth', Surname = 'Johnson'
WHERE Id = '123'
Update multiple person IDs in a named list [Read more...]
UPDATE MyList
SET Title = 'Elizabeth Johnson',
ManyPersonsLookupId = '[11,22,33]',
"fields.ManyPersonsLookupId@odata\u002Etype" = 'Collection(Edm.Int32)'
WHERE Id = '123'
Delete item from a named list [Read more...]
DELETE FROM MyList WHERE Id=888
--OR--
DELETE FROM MyList WITH (ListItemId='123')
--ListItemId can be retrieved by selecting from named list table, e.g. 'MyList'.
Main site [Read more...]
Gets main SharePoint site details
SELECT * FROM get_main_site
List sites [Read more...]
Lists all available SharePoint sites
SELECT * FROM Sites
List drives [Read more...]
Lists all drives
SELECT * FROM Drives
Get drive [Read more...]
SELECT * FROM get_drive
WITH (DriveId='b!GtLQTMU726LE0eY5F2BBNi14-XXXXXXXXXXX-GuQ4DORpHy-XXXXXXXXXXXXXX')
--You can get DriveId by selecting from 'Drives' table.
List folders [Read more...]
SELECT * FROM list_folders
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-XXXXXXXXXXXXX')
--You can get DriveId by selecting from 'Drives' table.
List files [Read more...]
SELECT * FROM list_files
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-XXXXXXXXXXXXX')
--You can get DriveId by selecting from 'Drives' table.
List Excel files [Read more...]
SELECT * FROM list_excel_files
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-XXXXXXXXXXXX')
--You can get DriveId by selecting from 'Drives' table.
Get list fields [Read more...]
SELECT * FROM get_list_fields
WITH (ListId='2e1d58e4-eced-4d1c-9279-XXXXXXXXXXXXX')
--You can get ListId by selecting from 'list_lists' endpoint.
Get list items [Read more...]
SELECT * FROM get_list_items
WITH (ListId='14bdfd1d-1090-4cfe-adc1-XXXXXXXXXXXXXX')
--You can get ListId by selecting from 'list_lists' endpoint.
Get list items (dynamic metadata) [Read more...]
Gets items of a specific list using dynamic metadata approach. Use this if other endpoint is showing null values for complex datatypes (e.g. Lookup, Location, Person)
SELECT * FROM get_list_items_dynamic
WITH (ListId='14bdfd1d-1090-4cfe-adc1-XXXXXXXXXXXXXX')
--You can get ListId by selecting from 'list_lists' endpoint.
Create list item [Read more...]
INSERT INTO create_list_item(Title, OrderId)
VALUES ('My super title', 12345)
WITH (ListId='14bdfd1d-1090-4cfe-adc1-XXXXXXXXXXXXXX'
,Output=1)
--You can get ListId by selecting from 'list_lists' endpoint.
Update list item [Read more...]
UPDATE update_list_item
SET Title = 'My super title', OrderId = 12345
WITH (ListId='14bdfd1d-1090-4cfe-adc1-XXXXXXXXXXXXX'
,ListItemId='775'
,Output=1)
--You can get ListId by selecting from 'list_lists' endpoint.
--ListItemId can be retrieved by selecting from 'get_list_items' endpoint.
Delete list item [Read more...]
DELETE FROM delete_list_item
WITH (ListId='14bdfd1d-1090-4cfe-adc1-XXXXXXXXXXXXXX'
,ListItemId='775')
--You can get ListId by selecting from 'list_lists' endpoint.
--ListItemId can be retrieved by selecting from 'get_list_items' endpoint.
List Excel file worksheets [Read more...]
SELECT * FROM list_excel_worksheets
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-XXXXXXXXXXXXXX'
,FileId='01SUOJPKECYDDVFZWXXXXXXXXXXXXXXXXX')
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
Read Excel Worksheet data - Auto Detect Range [Read more...]
Reads an Excel file without supplying Cell Address Range (It auto detects based on first and last cell)
SELECT * FROM get_excel_worksheet_autodetect
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-XXXXXXXXXXX'
,FileId='01SUOJPKECYDDVFXXXXXXXXXXXXXXXXXX'
,SheetId='Sheet1' --Id or Name
,AutoDetectByValue='true'
,ArrayTransEnableCustomColumns='True' --set this to False if No header in first row
)
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
--SheetId can be retrieved by downloading Excel file and discovering what sheets exist or by selecting from 'list_excel_worksheets' endpoint.
Read Excel Worksheet data for a specified Cell Address Range [Read more...]
Reads an Excel file from a specified Cell Range. To automatically read without cell range use other endpoint get_excel_worksheet_autodetect
SELECT * FROM get_excel_worksheet
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-XXXXXXXXXXX'
,FileId='01SUOJPKECYDDVFXXXXXXXXXXXXXXXXXX'
,SheetId='Sheet1' --Id or Name
,Range='A1:K10000'
,ArrayTransEnableCustomColumns='True' --set this to False if No header in first row
)
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
--SheetId can be retrieved by downloading Excel file and discovering what sheets exist or by selecting from 'list_excel_worksheets' endpoint.
--Range should be set to Excel-type of range where data is located.
Upload a file to a SharePoint site [Read more...]
SELECT * FROM upload_file
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-XXXXXXXXXXX'
,DiskFilePath='C:\My files\Employees\List.xls'
,SharePointFilePath='Uploads/Employees/List.xls')
--DriveId can be retrieved by selecting from 'Drives' table.
Download a file to a local disk from a SharePoint site [Read more...]
SELECT * FROM download_file_to_disk
WITH(
DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMxxxxxxxxxxxxx'
, FileId='01SUOJPKDXTQL2XI2EIFDYZxxxxxxxxxxxxx'
, TargetFilePath='C:\temp\List.xlsx'
--, FileOverwriteMode='FailIfExists' //change default overwrite mode from AlwaysOverwrite to FailIfExists
)
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
Read a file content as BASE64 (Binary to string) [Read more...]
Read file content as base64 string (Binary to Base64) and also save Base64 to disk to recreate file.
SELECT Data as BYTES_AS_BASE64_STRING, BASE64_TO_FILE('C:\My files\Employees\List.xls', Data) FILE_SAVED_TO_DISK_FROM_BASE64
FROM download_file
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-XXXXXXXXXXXXX'
,FileId='01SUOJPKHXMPKD2UXXXXXXXXXXXXXXXXXX')
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
Get full image path from Image type field [Read more...]
By default Image field in your List will show JSON document which contains many pieces of your Image field. To get full path of your Image file you can use JSON_VALUE function and extract multiple fields and concat together to get full path like below.
SELECT *,(JSON_VALUE(MyImageField,'$.serverUrl') || JSON_VALUE(MyImageField,'$.serverRelativeUrl')) as DevicePhotoUrl,
FROM "My SharePoint List Name"
List files in a folder path (Recursive) [Read more...]
Use list_files endpoint to list files recursively (list from child folder). However there are some limitations to list recursively, such as some new files may not appear right away or files not indexed wont show up.
SELECT * FROM list_files
WITH(
Filter='$.value[*]' --list both files and folders
--Filter='$.value[?(@.file.mimeType != null)]' --list only files
--Filter='$.value[?(@.folder.childCount != null)]' --list only folders
,DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-Sa5UzSpkaY9E'
--,SearchPath='/root:' --default
--,SearchPath='/root:/myfolder:' --folder path
,SearchPath='/root:/myfolder/subfolder:' --folder path nested
,OrderBy='lastModifiedDateTime desc'
)
--You can get DriveId by selecting from 'Drives' table.
List files in a folder Id (Non-Recursive) [Read more...]
This examplel shles under a specific FolderId (Available in Non-recursive mode only).
SELECT * FROM list_files
WITH(
Filter='$.value[*]' --list both files and folders
--Filter='$.value[?(@.file.mimeType != null)]' --list only files
--Filter='$.value[?(@.folder.childCount != null)]' --list only folders
,DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-Sa5UzSpkaY9E'
,SearchType='children' --must use this type if you like to list items by FolderId
,SearchPath='/items/01SUOJPKBVT5ZC2KVSXJAYSTTMA4I3GMHX'
)
--You can get DriveId by selecting from 'Drives' table.
.
Conclusion
In this article we discussed how to connect to SharePoint Online in Power BI and integrate data without any coding. Click here to Download SharePoint Online Connector for Power BI and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
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Call SharePoint Online API in Power BI
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SharePoint Online Power BI Integration
Integration SharePoint Online in Power BI
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Consume real-time SharePoint Online API data in Power BI
SharePoint Online ODBC Driver | ODBC Driver for SharePoint Online | ODBC SharePoint Online Driver | SSIS SharePoint Online Source | SSIS SharePoint Online Destination
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