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

Dan79
Rocketeer

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

 

R

 

 

4 REPLIES 4

RADSr
Partner
Partner

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.  

ZachBreimayer
Employee
Employee

Hi Dan, Is this Sharepoint Online or on premise?

dylanwan
Employee
Employee

joedelpercio
Employee
Employee

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.