How do I set up a SharePoint Destination in ATRS?

Deliver your Tableau reports directly to SharePoint libraries and folders.

Destinations - SharePoint

  • In the Schedule Wizard, go to Destinations.
  • Click Add and select SharePoint.

 

  • Exporting to SharePoint allows you to deliver the report to a SharePoint Library.
  • You can also select a configured location and click Edit or Remove to edit or remove the destination respectively.
  • Click Add to specify a location to export to.

  • SharePoint Site: Enter the path for your SharePoint Site.
  • Domain/Username: Enter the Domain and username required to connect to the site.
  • Password: Enter the password for the username specified above.
  • Click Connect to connect to the site, once connected you can browse and select the SharePoint Library and path to export to.
  • Click OK to save the destination.

Using Modern Authentication type in a Sharepoint Destination

ATRS has the ability to export reports using modern authentication in a Sharepoint Destination. This Authentication type works for SharePoint Online (Office 365). 

In order to use a modern authentication type in a SharePoint Destination, you must have the App ID and Secret ID created. For more information on how to create an App Id and Secret Id for SharePoint, click here

  • In order to use the modern authentication type in a SharePoint Destination, select the Modern Authentication option. 

  • SharePoint Site: Enter the path for your SharePoint Site.
  • App Id: Enter your App ID credentials.
  • App Secret: Enter your App Secret credentials.
  • Click Connect.
  • Once connected you can browse and select the SharePoint Library and path to export to.
  • Click OK to save the destination.

Crystal Reports: SharePoint destination in CRD.

For information on format tab, click here.
For information on naming tab, click here.