Create a OneDrive connection

Note:

OneDrive connections are not currently supported in Insights desktop.

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

Microsoft OneDrive can be used to store and access your datasets across devices. Microsoft 365 users can create a connection to OneDrive to access your data directly in Insights.

Note:

Insights does not support connections to personal OneDrive accounts. Only OneDrive accounts through Microsoft 365 (OneDrive for Business) are supported. You can access datasets from a personal OneDrive connection using the Upload file tab in the Add to page window and browsing to the files through the file explorer.

OneDrive accounts are specific to each individual user. Therefore, OneDrive connections cannot be shared.

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

  • Microsoft Excel workbooks (.xlsx)
  • Comma-separated values files (.csv)
  • Shapefiles (.zip)
  • GeoJSON files (.json, .geojson, or GeoJSON in a .zip file)
Note:

In Insights in ArcGIS Online, files from OneDrive have a maximum size of 100 MB.

Create a OneDrive connection

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

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

OneDrive 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 OneDrive connection from the home page:

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

    The New connection window appears.

  3. Provide the following required connection properties:
    • Name—The alias that will be assigned to the OneDrive connection.
    • Client ID—The ID of your OneDrive app in Azure. To find the ID in Azure, browse to App registrations, select your OneDrive 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.
  4. Click Add.

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

Workbook

Complete the following steps to create a OneDrive connection from the Add to page window:

  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 Add to page 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 OneDrive.
  3. Click New connection.
  4. Provide the following required connection properties:
    • Name—The alias that will be assigned to the OneDrive connection.
    • Client ID—The ID of your OneDrive app in Azure. To find the ID in Azure, browse to App registrations, select your OneDrive 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.
  5. Click OK.

    Insights uses the connection properties to connect to OneDrive. 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 OneDrive connection

Complete the following steps to edit a OneDrive connection:

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

    The name can also be changed using the Rename button Rename.

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

Troubleshoot a OneDrive connection

OneDrive connections will fail in browsers using Incognito mode if cookies and pop-ups are disabled. You can fix this error by enabling cookies and pop-ups in your browser.