The CData Tableau Connector for Microsoft SharePoint Excel is built on top of a JDBC driver. This section discusses how to install the connector, set up a data source, and connect from Tableau.

Installing the Connector

Installing the Connector describes how to install the CData Tableau Connector for Microsoft SharePoint Excel.

Connecting from Tableau

Configuring a Connection shows how to create a Excel Services Data Source from Tableau's Connect To Server window.

Tableau Version Support

The connector supports Tableau Desktop 2020.1 or later and Tableau Prep 2020.4.1 or later. Versions between 2020.1 and 2020.3 of Tableau Desktop are supported via the legacy connector file (cdata.excelservices.legacy.taco) and versions 2020.3 and higher are supported using the modern connector file (cdata.excelservices.taco).

For older versions of Tableau, use the CData ODBC Driver for Excel Services or the CData JDBC Driver for Excel Services to connect.

Excel Services Version Support

The connector supports retrieving Excel data from SharePoint On-Premises through the REST API and through the OData API introduced in SharePoint 2013. Excel files must have the .xlsx format used in Excel 2007 and later.

Note: Microsoft has stated that they plan to sunset the Excel Services API for SharePoint Online in February 2022. Please consider migrating to the CData connector for Excel Online for future access to your SharePoint data.