Tableau can't connect to your excel file via http (like this):
Instead, you'll want to use "WebDav" (here's a 3rd party article about same: Knowledge Base) to connect to the document library and use it as a mapped drive. (z: for example). Then, you can just connect to the file via z:
I have a tableau extract hooked up to an excel file saved within a sharepoint library that Tableau Server then refreshes twice daily during our key periods. I skipped the drive mapping and just created a UNC path URL by removing the http: and converting forward to backslashes. For example;
Original : http://portal.mycompany.com/l3/WS1/Global_HR_Lists_Workspace/PerformanceLINK/FY14 Goal Setting.xlsx
Amended: \\portal.mycompany.com\l3\WS1\Global_HR_Lists_Workspace\PerformanceLINK\FY14 Goal Setting.xlsx
Been using this approach for the last year or so and not had any problems accessing the data in desktop or server.
That’s webdav at work. Suggested the mapped drive to make life easier, but using a UNC path is actually smarter since it’ll be easier accessible by server.
Silly question that is escaping me but what connector (ODBC?) is being used?
Have you checked if the solutions provided by Russell and Andy work for you?
In that case, could you mark the thread as answered?
By using hadoop connection in tableau, you can access the file frm the share point.
Muthu Krishnan. M
I'm trying to do the same thing as Josiah, but the connection from Tableau Server to the file on SharePoint doesn't quite work for me. I can access the data from Tableau Desktop without any issues, but when I publish to Server I get a DataSourceException (see below). I converted the http address to a UNC path as suggested above, but still I get this error.
Any thoughts? Do I actually need to install a driver, and if so, which one? Or, do some settings on SharePoint need to be changed?
Thanks in advance!
Hi Sean - pretty late on this reply, sorry This is probably because the 'Run-As' user that is configured on Tableau Server does not have access to that file. Tableau Server runs its processes under a specific Windows account, and if you have not changed this from the default account to one of your real Active Directory users that has access to this source, then the connection will fail. Think of this as the user Tableau Server is trying to log into the datasource as (this is only true for Microsoft data sources that leverage Active Directory, such as SQL Server, Analysis Services, and files stored on network drives - including sharepoint files as described in this article).
Here is more info on configuring the Run-As user: