Create a SharePoint connection

Note:

SharePoint connections are not currently supported in Insights desktop.

The SharePoint connector can be disabled for an Insights in ArcGIS Enterprise organization during the installation process. Contact your administrator if the SharePoint connector is not available. For more information, see Install Insights in ArcGIS Enterprise.

Microsoft SharePoint can be used to store and share datasets in your organization. Microsoft 365 users can create a connection to SharePoint to access your data directly in Insights.

The following data sources can be accessed through a connection to SharePoint:

• Microsoft Excel workbooks (.xlsx)
• Comma-separated values files (.csv)
• Shapefiles (.zip)
• GeoJSON files (.json, .geojson, or GeoJSON in a .zip file)
• SharePoint subsite
• SharePoint document library
• SharePoint list

Note:

Data from a SharePoint connection is copied when added to a workbook. Therefore, updates to the source data will not be reflected in Insights. If an update has occurred in the data, you can add the updated dataset to the workbook and rerun the model.

Prerequisites

Before you can create a connection to SharePoint, your Microsoft 365 administrator must register Insights with Microsoft Azure. Once Insights is registered in Azure you can create connections to both SharePoint and Microsoft OneDrive.

For information on how to register Insights with Azure, see the Insights connector guide.

Create a SharePoint connection

SharePoint connections can be created from the home page or the Add to page window within a workbook.

Home page

Complete the following steps to create a SharePoint connection from the home page:

1. Click the Connections tab .
2. Click New connection and choose SharePoint from the menu.

   The New connection window appears.

3. Provide the following required connection properties:
   • Name—The alias that will be assigned to the SharePoint connection.
   • Client ID—The ID of your SharePoint app in Azure. To find the ID in Azure, browse to App registrations, select your SharePoint app, and click Application (client) ID.
   • Organization name—The name of your organization. You can find the organization name in Azure using your sign in information.
   • SharePoint URL—The URL of your SharePoint site. The URL must be entered using the following format: https://organization.sharepoint.com/sites/sitename.
4. Click Add.

   Insights uses the connection properties to connect to SharePoint. Once successful, the connection appears on the Connections page.

Workbook

Complete the following steps to create a SharePoint connection from the Add to page window in a workbook:

1. Open the Add to page window using one of the following options:
   • Create a workbook. The Add to page window appears when the workbook is created.
   • Click the Add to page button above the data pane in an existing workbook.
   • Create a page in an existing workbook. The Add to page window appears when the page is created.
2. In the Add to page window, choose SharePoint.
3. Click New connection.
4. Provide the following required connection properties:
   • Name—The alias that will be assigned to the SharePoint connection.
   • Client ID—The ID of your SharePoint app in Azure. To find the ID in Azure, browse to App registrations, select your SharePoint app, and click Application (client) ID.
   • Organization name—The name of your organization. You can find the organization name in Azure using your sign in information.
   • SharePoint URL—The URL of your SharePoint site. The URL must be entered using the following format: https://organization.sharepoint.com/sites/sitename.
5. Click OK.

   Insights uses the connection properties to connect to SharePoint. Once successful, the datasets from the connection are listed in the middle pane. You can choose datasets from your new connection to add to your workbook page.

Edit a SharePoint connection

Complete the following steps to edit a SharePoint connection:

1. On the home page, click the Connections tab .
2. Click the name of the SharePoint connection to be edited.
3. To change the name of the SharePoint connection, edit the Name parameter.

   The name can also be changed using the Rename button .

4. Optionally, change the Client ID, Organization name, and SharePoint URL parameters.
5. Click OK to apply the changes.

Troubleshoot a SharePoint connection

The message Your Microsoft authentication is out of date. Contact your Microsoft 365 administrator to register Insights with Microsoft Azure using authorization flow authentication will appear for SharePoint connections after Insights is upgraded from 2023.1 or lower to 2023.2 or higher. When Insights is upgraded, the Microsoft 365 administrator will need to update how Insights is registered in Azure.

Resources

Use the following resources to learn more:

• Insights connector guide
• Add data
• Create a OneDrive connection