0:00In 2.2, Tableau have made a new connector
0:03for OneDrive and SharePoint into one
0:05connector.
0:05Essentially it allows you to connect to
0:07files in OneDrive and simultaneously
0:09connect to
0:10files in SharePoint libraries. Let's get
0:12stuck in. So we're here in Tableau, you
0:14just need to go over
0:15to the left hand side, just over here where
0:17it says more and when you connect to a
0:19connector,
0:20essentially what happens is essentially
0:22Tableau remembers this and it brings it
0:24into your most
0:24recently connected connector. So you can
0:26actually see the connector is already there
0:28because I was
0:29practicing for this demo, but in essence if
0:31you don't have that in this list here on
0:33the left hand
0:33side, what you can do is you can open up
0:35this more connector. You can see all the
0:37connectors
0:37that Tableau can connect to or the
0:39databases that it can connect to and just
0:42over here on the top
0:43you can see OneDrive SharePoint online is a
0:44file there and you've also got the previous
0:46one which
0:47was just OneDrive. We'll actually take a
0:48look at both of these and sort of try and
0:50see the
0:50difference. So first let's connect to what
0:53the OneDrive connector used to do before.
0:55So let's
0:55go ahead and connect to that. You'll see
0:57that it throws me over to the browser. I
0:58sign into my
0:59SharePoint OneDrive or Microsoft account
1:02and once that's done I can actually go back
1:05to Tableau
1:06just over here and you can see that it
1:08shows me a file that's in my OneDrive
1:09folder. Now this is the
1:10only file I have in my OneDrive folder. I
1:12wanted to make it super simple just so you
1:14could see this.
1:15I've actually used this in another video in
1:17this particular release. Now if we hit
1:19cancel and we
1:20go back to this view, we can now go to the
1:21SharePoint lists connector and you can see
1:23here
1:24that it's not quite the same. You can't
1:26connect to files in document libraries. You
1:29see to use
1:30this connector you need to download and
1:31install a driver first which is already a
1:33frictional sort of
1:34point of interaction with the software. So
1:37instead what you can do is you can just go
1:39over here to
1:40the OneDrive and SharePoint online
1:41connector. It does the same thing. It
1:43throws you to the
1:43Microsoft authentication. You can go ahead
1:46and connect to that and then when we go
1:47back to Tableau
1:48let's just go back over here. You get the
1:50same looking interface except for this time
1:53alongside
1:53OneDrive we actually have a couple of new
1:56areas just here. So you can see here that
1:58we also have
1:59the ability to look at files that are
2:01shared with you in OneDrive and we have the
2:03SharePoint sites
2:04capabilities here. So if I go over to that
2:06you'll see that I have a list of SharePoint
2:08sites that I
2:09have access to. I can browse this. I can
2:11look around. You can see there's a couple
2:13that are
2:13most recently modified. These are ones that
2:15I actually created in a developer account.
2:17So let me
2:18go ahead and sort that to these two. You
2:19can see there's a Tableau Tim SharePoint
2:21site. So let's go
2:22into that. You'll see there's a documents
2:24folder and boom we have the CSV files. Now
2:27I found a
2:27little issue with CSV files. It's actually
2:29worth mentioning this. If I go ahead and
2:31connect to my
2:32let's connect to this particular one. I
2:33know this is a good example. If I go ahead
2:35and connect to
2:36the CSV files essentially don't carry any
2:39information about the file. It's just
2:41basically
2:42text in a file. That's why it's called
2:44comma separated values and when we connect
2:46to it in
2:47Tableau you can see that we have the column
2:49headers on the first row but there is no
2:51capability at
2:51least in the desktop interface to say grab
2:55the column names from the first row. Unless
2:58I'm missing
2:59something, I'm a pretty familiar user of
3:01Tableau, I couldn't find any way of
3:04basically telling Tableau
3:05hey use this first row as column. So that
3:07would drive me nuts. What this essentially
3:10means is if
3:10you're going to connect to CSV files you're
3:12going to need to do some data prep and
3:13something like
3:14Tableau prep. Put it into server and get
3:16that fixed. Now that's not ideal but when
3:18you connect
3:19to excel files that's obviously not an
3:21issue because excels files do specify the
3:24headers and
3:24columns because of the way they work. So
3:26that's just something to be aware of. CSV
3:28files might be
3:29a pain point whilst they either fix this,
3:31it might be a bug, it might be an issue or
3:33they add the
3:34functionality to support pulling the column
3:36headers out of this file and working with
3:38it. Now the fix
3:39to this is actually quite simple. You can
3:41just go ahead and rename all of these
3:42fields. In fact if
3:43you go over here to the little gears you
3:48can see this capability to show aliases and
3:51hidden fields.
3:52And over here on the left hand side you've
3:54also got the ability to just go in and
3:55click on any
3:56one of these and you can just go ahead and
3:58rename them. So you might have to sit here,
4:00spend a little
4:00bit of time renaming things, it might take
4:02a little while. But then the downside of
4:04that is
4:04when this does get fixed you've already
4:06gone through and renamed all the columns to
4:08what they
4:09should have been in the first place. So do
4:11make sure you rename them exactly as they
4:12are in the
4:13file. So that's one particular example. Let
4:15's go ahead and connect to another example.
4:17This time
4:18we'll connect to an excel file. Every time
4:21you do this it authenticates you into the
4:24OneDrive.
4:25Essentially think of each file as a
4:26different connection. So we'll go back into
4:28our SharePoint
4:29site. Now I'm going to go into a different
4:31site. This time I'm going to go to the
4:32landing
4:33where I have a folder called test documents
4:35and you can see here I have the beta book
4:37shop.xlsx.
4:38This is a demo file created by Tableau. Hit
4:41connect and when we do that it brings in a
4:44second
4:44connection. So here I'm connected twice to
4:46different SharePoint sites bringing them
4:49together
4:49and over on the left hand side you can of
4:51course see the information that I'm looking
4:53for. If I go
4:54ahead and preview this file you can see the
4:56column headers coming absolutely fine and I
4:58can go ahead
4:58and build my data model as I would have
5:01done with that. So the real key thing here
5:03is sort of
5:04nuance. The first thing is SharePoint, One
5:06Drive files, everything can be done through
5:08one connector
5:09now which is great. The second thing is you
5:12can also bring in files from document
5:14libraries inside
5:15of SharePoint and work with them here but
5:17there's also that catch of that csv. Now
5:19this is not just
5:20applicable in Tableau desktop. If I head
5:22over to Tableau prep let's go over to this
5:24window which
5:25is Tableau prep. I'll go ahead connect to
5:27the OneDrive connector. Now here I do have
5:30to go
5:31looking for it a little bit. Let's just go
5:32to the OneDrive and SharePoint online
5:34connector.
5:35When we do that exactly the same
5:36authentication this might get tiring if you
5:37have something like
5:38single sign-on you'll probably skip past
5:40that page it'll be really really smooth but
5:43because I don't
5:43I'm just using a SharePoint 365 developer
5:46account I have to log in manually each time
5:48. Again when we
5:49get to prep you see this interface where
5:51you can see the one file I've got in One
5:53Drive. I don't
5:53have anything shared with me because I'm in
5:55a developer account with just myself so
5:56that would
5:57be weird to share stuff with myself but of
5:59course the SharePoint science turn up here
6:00as well. I can
6:01go to the same landing folder and go to
6:03test documents this time I'll connect to
6:06that csv file
6:06click connect and once we've done this you
6:09can just start working with the file as you
6:11would have
6:11done anyway and of course here we do have
6:13to go and rename everything as well and
6:15make sure
6:16everything works. So you know it's kind of
6:19a great addition. I think a lot of people
6:22on Twitter
6:23were saying this is a massive life quality
6:25of life improvement if you use OneDrive and
6:28SharePoint and
6:28you just want to work with both of these
6:29files. I think it does make it easy it's
6:31always better if
6:32you've got one connector that does
6:33everything that's supposed to in one place
6:35so that's going
6:36to be a really nice addition to 22.2.
6:38Before I hop off I actually forgot to show
6:40you how to try this
6:41for yourself essentially obviously you need
6:43access to Tableau that's a given but what I
6:45did is I went
6:46to the Microsoft 365 developer program and
6:49it turns out they actually give you 90 days
6:51of access
6:52to the 365 developer setup and that
6:54essentially creates an administrator
6:57account for you and
6:58creates some fake users, an email account,
7:01Microsoft teams and SharePoint capabilities
7:03.
7:04Now when you create this it takes a little
7:06while so give it a couple of hours for
7:07everything to
7:08sync up and work and show up but once you
7:10've done that everything will work swimming
7:12ly you can
7:12create a couple of new SharePoint libraries
7:15and sites and once you've done all of that
7:17when you
7:17go to Office 365 login as yourself you can
7:20of course go to SharePoint and access all
7:22the
7:22different places you can see here I've got
7:24Tableau Tim and the landing on the bottom
7:26here and I just
7:27went ahead and messed around I have no clue
7:28what I'm doing with SharePoint but maybe
7:30you do if
7:31you're trying to figure out how to use
7:32SharePoint work better with SharePoint this
7:34is how you can do
7:35that and get stuck in so that that's how I
7:37did this demo that's how I got access to
7:39SharePoint
7:40even though I didn't pay a single penny for
7:41it so if you want to learn how to use Share
7:43Point this is
7:44probably a great way to do that I'd love to
7:46know why this is a big quality of life
7:48improvement if
7:49it is for you let me know in the comments
7:50below I don't often work with Office 365 it
7:53's just not
7:53something that kind of turns up in my field
7:55of work typically it's Google or typically
7:57we work
7:58on the databases so if this is a big change
7:59for you let me know in the comments let me
8:01know what
8:02you think about this feature and I'll catch
8:04you in the next video thanks for watching
8:07see you soon
8:07you
8:10[ Silence ]
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