topic Re: How to create a Source in Sharepoint that I can upgrade daily in Dashboards & Analytics Discussions

How to create a Source in Sharepoint that I can upgrade daily

Dan79 — Fri, 29 Jul 2022 08:14:38 GMT

Hello all, I need to create a data source, the Schema, the Business Schema and the dashboard.

This data source is a excel file that I will upload in Sharepoint and it will be upgrade appending data daily.

My goal is create a dashboard that I can see daily/weekly and have data updated automatically.

is it possible?

many thanks

Regards

Re: How to create a Source in Sharepoint that I can upgrade daily

RADSr — Fri, 29 Jul 2022 13:51:58 GMT

Do you have to use Sharepoint?

It's been a while ( > a year probably ) but I seem to recall Sharepoint as a source being limited. I've done something similar using Google Drive though, so I know it can be done.

I see Google Sheets listed as a data source as well if you wanted to skip Excel altogether.

Re: How to create a Source in Sharepoint that I can upgrade daily

ZachBreimayer — Wed, 10 Aug 2022 17:47:09 GMT

Hi Dan, Is this Sharepoint Online or on premise?

Re: How to create a Source in Sharepoint that I can upgrade daily

dylanwan — Fri, 12 Aug 2022 13:09:32 GMT

This is the data source setup I shared earlier - https://community.incorta.com/t5/data-schema-discussions/how-does-one-set-up-a-sharepoint-connection/m-p/1936/highlight/true#M94

Re: How to create a Source in Sharepoint that I can upgrade daily

joedelpercio — Thu, 18 Aug 2022 14:12:29 GMT

Hey there, Dan. Would you have to use Sharepoint or could you use a folder path? If so, we could connect with a data file via folder and set a scheduler in Incorta to pick it up. If not, with Sharepoint, you can load the list into Sharepoint as Incorta can grab lists from SP. We can then load the data into Incorta, and then set up a scheduler to run the updates.