Tableau Desktop can connect to SharePoint lists using the pre-packed oData connector. It is important to note that connecting using oData does not give a live connection. Any connection Tableau makes to SharePoint using this method will result in a local extract being created and simply refreshing the connection will not result in an updated dataset being returned.
Before we connect to a SharePoint list we need to understand how the SharePoint URL is structured. This will enable us to know how to define the correct connection string. In a browser open the list that you want to report on in Tableau and make a note of the URL. This will be structured as:
Using the structure of the list we’ve just looked at and adding “/_vti_bin/ListData.svc” as a suffix we can build the following URL which will catalogue all SharePoint lists within the sub site:
Suffixing the name of the list on to the catalogue address, above, will give the URL we enter in the Tableau data connection:
To connect to this list in Tableau Desktop you will need to:
Connect to Data > More Servers… > oData
Then enter the URL we identified above into the Server field and click OK.
Tableau will then connect to the SharePoint list and a create a local extract.