DatriseAI-first ETL

Microsoft SharePoint to Tableau Integration

AI-first ETL from Microsoft SharePoint into Tableau. Governed entities, incremental sync, typed landing tables.

How Datrise loads Microsoft SharePoint into Tableau

Datrise syncs Microsoft SharePoint's sites, lists, list items, documents, libraries, and permissions into Tableau as warehouse tables or a refreshed .hyper extract. Flexible or custom fields land in flattened columns for Tableau fields, and timestamps such as created, updated, and status changes are typed as date/datetime fields.

Sync is incremental: Datrise uses incremental refresh of the tables behind a live connection or extract, so re-runs update only what changed. Date-partitioned facts to keep extract refresh quick. Tableau .hyper extracts snapshot data, so Datrise keeps the source tables incremental and lets you choose live vs extract.

Ideal for visual analytics and dashboards in Tableau.

Endpoints

Microsoft SharePoint: Document libraries and team site content.

Tableau: Salesforce analytics platform for interactive dashboards and visual exploration.

How Microsoft SharePoint entities map to Tableau

Microsoft SharePoint entityTableau objectNotes
sitesmicrosoft_sharepoint_sitesid PK · custom fields → flattened columns for Tableau fields
listsmicrosoft_sharepoint_listsid PK · linked to microsoft_sharepoint_sites
list itemsmicrosoft_sharepoint_list_itemsid PK · linked to microsoft_sharepoint_sites
documentsmicrosoft_sharepoint_documentsid PK · linked to microsoft_sharepoint_sites

FAQ

How does Datrise handle Microsoft SharePoint's custom fields in Tableau?

Flexible values are stored as flattened columns for Tableau fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Tableau types.

How does the Microsoft SharePoint to Tableau sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the tables behind a live connection or extract.

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