Power BI SharePoint Online API Connector

In this article you will learn, how to integrate SharePoint Online data to Power BI without coding in few clicks (Live / Bi-directional connection to SharePoint Online). SharePoint 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!

Using SharePoint Online API Connector you will be able to connect, read and write data from within Power BI. Let's take a look at the steps below to see how exactly to accomplish that.

Download  Help File  Buy 

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 SharePoint Online Driver (Authentication / Query Language / Examples / Driver UI)
  • Using SharePoint Online Connection in Power BI

Create ODBC Data Source (DSN) based on ZappySys API Driver

To get data from SharePointOnline using Power BI we first need to create a DSN - Data Source - which will access data from SharePointOnline, which later will be able to get using Power BI. Perform these steps:

  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys API Driver:

    Create new API Connection for SharePoint Online

    You should create System DSN if client application is launched under Windows System Account, e.g. as a Windows Service.
    Launch ODBC Data Sources 32-bit version in case your client application is a 32-bit (x86) application (required only for System DSN).
  4. When a window appears, firstly 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 one where you downloaded it. Finally, hit Continue >> button to continue configuring DSN:

    SharePointOnlineDSN
    SharePoint Online
    ODBC DSN Template Selection

  5. Another window appears and it's time to configure the Connection Manager. Firstly, select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases default one is the right one). More info is available in Authentication section.

    Steps to get SharePoint Online Credentials

    Firstly, login into Azure Portal and there create an OAuth application:

    1. Go to Azure Portal and login there.
    2. Then go to Azure Active Directory.
    3. On the left side click menu item App registrations
    4. Then proceed with clicking New registration.
    5. Enter a name for your application.
    6. Select one of Accounts in this organizational directory only as supported account type to access data in your company.
    7. In Redirect URI section leave option selected at Web.
    8. In nearby textbox enter https://login.microsoftonline.com/common/oauth2/nativeclient as Redirect URI or any other valid redirect URL, e.g. https://zappysys.com/oauth
    9. Use this Redirect URI in Redirect URL grid row.
    10. Copy Application (client) ID and paste it into API Connection Manager configuration grid in Client ID row.
    11. Then click on Endpoints link and copy first URL to Authorization URL and second one to Token URL in configuration grid. Usually they look similar to these:
      • https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/authorize
      • https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/token
      • https://login.microsoftonline.com/common/oauth2/v2.0/authorize
      • https://login.microsoftonline.com/common/oauth2/v2.0/token
    12. Close "Endpoints" and create a Client Secret by clicking Certificates & secrets.
    13. Proceed by clicking New client secret and setting expiration period. Copy the client secret and paste it into configuration grid in Client Secret row.
    14. Use these scopes in Scopes field: offline_access Files.Read Files.Read.All Files.ReadWrite Files.ReadWrite.All openid profile Sites.Read.All Sites.ReadWrite.All User.Read email
    15. Click Generate Token to generate tokens.
    16. That's it!

    API Reference (External Site)

    And finally, fill in all the required parameters and set optional parameters if needed.:

    SharePointOnlineDSN
    SharePoint Online
    User Credentials [OAuth]
    https://graph.microsoft.com/v1.0
    Required 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 Generate Token) Fill in the parameter...
    Optional Parameters
    Client Secret Fill in the parameter...
    ReturnUrl Fill in the parameter...
    ODBC DSN Oauth Connection Configuration

  6. Once you configured a data source, you can preview data. Hit Preview tab, and use similar settings to preview data:
    ODBC ZappySys Data Source Preview

  7. Click OK to finish creating the data source

Read data in Power BI from the DSN

  1. Once you open Power BI Desktop click Get Data to get data from ODBC:
    Power Bi Get Data

  2. A window opens, and then search for "odbc" to get data from ODBC data source:
    Power Bi ODBC Get Data

  3. Another window opens and asks to select a Data Source we already created. Choose SharePointOnlineDSN and continue:

    SharePointOnlineDSN
    Power Bi Select ZappySys Driver DSN

  4. 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
    Power Bi DSN Authenticaation

  5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
    Power Bi Load DSN Table Data

  6. Finally, use data extracted from SharePoint Online API in Power BI reports:
    Power Bi Extracted DSN Table Data

Create Custom Store 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 Store Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Store Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Store Procedure Name

  3. Select the created Store Procedure and write the your desired store procedure and Save it and it will create the custom store 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>'

    ZappySys Driver - Create Custom Store Procedure

  4. That's it now go to Preview Tab and Execute your Store 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'

    ZappySys Driver - Execute Custom Store Procedure

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.

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.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. 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'

    ZappySys Driver - Create Custom Table

  5. 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"

    ZappySys Driver - Execute Custom Virtual Table Query

Import SharePoint Online data into Power BI from SQL Query

If you wish to import SharePoint Online data from SQL query rather than selecting table name 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.

Import SharePoint Online data into Power BI using SQL Query (ODBC Data source)

Import SharePoint Online data into Power BI using SQL Query (ODBC Data source)

Edit Query / 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.

Import REST API in Power BI - Using parameters in SQL Query (Edit code - Advanced Mode)

 

let
    vKey=paraAPIKey,
    Source = Odbc.Query(
    "dsn=ZS-OData Customers", 
    "SELECT * FROM $ WITH (SRC='http://httpbin.org/post'," 
    & "METHOD='POST'," 
    & "HEADER='Content-Type:application/json'," 
    & "BODY=@'{""CallerId"":1111, ""ApiKey"":""" & vKey & """}')")
in
Source

Edit Query Settings after Import

There will be a time you need to change initial Query after dataset import in Power BI. Not to worry, just follow these steps to edit your SQL.

Edit Power BI Data Source SQL after SOAP Web Service Import

Edit Power BI Data Source SQL after REST / SOAP Web Service Import

Using DirectQuery Option rather than Import

So far we have seen how to Import REST API 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 REST API 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 REST API via ZappySys Data Gateway.

Step-By-Step

  1. First read this article carefully, How to query SharePoint Online API in SQL Server.
  2. Once linked server is configured we are ready to issue API query in Power BI.
  3. Click Get Data in Power BI, select SQL Server Database
  4. Enter your server name and any database name
  5. Select Mode as DirectQuery
  6. Click on Advanced and enter query like below (we are assuming you have created JSON 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'
    )
    DirectQuery option for Power BI (Read REST API Data Example using SQL Server Linked Server and ZappySys Data Gateway)


    DirectQuery option for Power BI (Read REST API Data Example using SQL Server Linked Server and ZappySys Data Gateway)

  7. Click OK and Load data ... That's it. Now your SharePoint Online API data is linked rather than imported.

Working with Gateways in Power BI (Schedule Import)

If the data needs to be updated, it is necessary to create a gateway on-premises. In this new section, we will install a Power BI Gateway and in the next section schedule it to update the REST API information.
  1. In the last section, we Published the report. Power BI may ask you to SIGN IN.
    Sign in Power BI

    Sign in Power BI

  2. Select the Workspace and select Datasets
    Go do workspace and select dataset

    Go to workspace and dataset

  3. Right-click the report and select Settings.
    Define settings for Power BI report

    Specify settings for the report

  4. The system will ask for a Gateway. Stay here.
    add power bi gateway

    Add Power BI Gateway

  5. Use the following link to install a Data Gateway:
    https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem
  6. Run the installer and press Next
    Initial gateway window for installation

    Gateway installer

  7. Select the option On-premises data gateway (recommended). This option allows access to multiple users and can be used by more applications than Power BI.
    Choose Power BI gateway

    Choose Power BI option

  8. The installer will show a warning message.
    Warning message gateway installation

    Warning message during installation

  9. Select the path to install and check the I accept the terms.
    accept terms

    Accept terms

  10. Specify the email address to use the gateway.
    Register email in gateway installation

    Register email address

  11. After entering the email, write the gateway name and a recovery key. Make sure to confirm the recovery key.
    Specify name and recovery key

    Enter recovery key

Manage gateways and configure the schedule

Once that the gateway is installed we will configure it and add the connection strings.
  1. The next step is to go to manage gateway
    Power BI - Manage Gateway Setting

    Power BI - Manage Gateway Setting

  2. In order to get the connection string, we will need the connection string of the ZappySys JSON Driver. In the first section of this post, we explained how to configure it. Press Copy Connection String
    ZappySys connection properties

    Connection properties

  3. Once that the data is copied, add a New data Source. In Data Source Name, enter the Data Source Name of the ZappySys JSON driver in step 13 and in Data Source Type, select ODBC. In connection string copy and paste from the clipboard of the step 13 and press Add.
    Zappy connection properties

    ZappySys connection properties in Power BI

  4. Once added the gateway. You can see the schedule refresh to On and Add another time to add the time where you want to refresh the data.
    Schedule gateway

    Schedule gateway

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).

Documentation 

Actions supported by SharePoint Online Connector

SharePoint Online Connectors 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.
 Read Main Site
 List Sites
 List Drives
Parameter Description
SiteId Specify a site
 Read Drive
Parameter Description
SiteId Specify a site
DriveId Specify a drive
 List Folders
Parameter Description
SiteId Specify a site
DriveId Specify a drive
 List Files
Parameter Description
SiteId Specify a site
DriveId Specify a drive
 List Excel Files
Parameter Description
SiteId Specify a site
DriveId Specify a drive
 List SharePoint Lists
Parameter Description
SiteId Specify a site
 Read List Fields
Parameter Description
SiteId Specify a site
ListId Specify a list id to search items for
Expand
 Read List
Parameter Description
SiteId Specify a site
ListId Specify a list id to search items for
 Read List Items
Parameter Description
SiteId Specify a site
ListId Specify a list id to search items for
Expand
 Read List Item (By ID)
Parameter Description
SiteId Specify a site
ListId Specify a list id to search items for
ListItemId Specify a list item id (Record ID)
Expand
 Create List Item
Parameter Description
SiteId Specify a site
ListId Specify a list id to search items for
 Update List Item
Parameter Description
SiteId Specify a site
ListId Specify a list id to search items for
ListItemId Specify a list item id
 Delete List Item
Parameter Description
SiteId Specify a site
ListId Specify a list id to search items for
ListItemId Specify a list item id
 List Excel Worksheets
Parameter Description
SiteId Specify a site
DriveId Specify a drive Id to search items in
FileId Specify a drive Id to search items in
 Read Excel Worksheet
Parameter Description
SiteId Specify a site
DriveId Specify a drive Id
FileId Specify a file id
SheetId Specify a sheet name
Range
 Download File as a column field
Parameter Description
SiteId Specify a site
DriveId Specify a drive Id
FileId Specify a file id
 Download File to disk
Parameter Description
SiteId Specify a site
DriveId Specify a drive Id
FileId Specify a file id
 Delete File from Sharepoint Site
Parameter Description
SiteId Specify a site
DriveId Specify a drive Id
FileId Specify a file id
 Upload File
Parameter Description
DriveId Specify a drive Id
DiskFilePath Specify a disk file path
SharePointFilePath Specify target file path
 Generic Request
This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.
Parameter Description
Url API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body Request Body content goes here
IsMultiPart Check this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract
Headers Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair

Other App Integration scenarios for SharePoint Online

Other API Connectors for Power BI


Documentation 

  • How to connect SharePoint Online in Power BI?

  • How to get SharePoint Online data in Power BI?

  • How to read SharePoint Online data in Power BI?

  • How to load SharePoint Online data in Power BI?

  • How to import SharePoint Online data in Power BI?

  • How to pull SharePoint Online data in Power BI?

  • How to push data to SharePoint Online in Power BI?

  • How to write data to SharePoint Online in Power BI?

  • How to POST data to SharePoint Online in Power BI?

  • Call SharePoint Online API in Power BI

  • Consume SharePoint Online API in Power BI

  • SharePoint Online Power BI Automate

  • SharePoint Online Power BI Integration

  • Integration SharePoint Online in Power BI

  • Consume real-time SharePoint Online data in Power BI

  • Consume realtime 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

  • Connect SharePoint Online in Power BI

  • Load SharePoint Online in Power BI

  • Load SharePoint Online data in Power BI

  • Read SharePoint Online data in Power BI

  • SharePoint Online API Call in Power BI