Create a OneDrive connection

Note:

OneDrive connections are not currently supported in Insights desktop.

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 connection to personal OneDrive accounts. Only Insights 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)

Register ArcGIS Insights with Microsoft Azure

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.

  1. Open Azure (https://portal.azure.com/#home).
  2. Under Azure services, click App registrations. If you do not see App registrations, use the search bar to find the service.
  3. Click New registration.
  4. Enter a display name for your OneDrive app and click Register.
  5. On the App registrations page, click the display name for the app you just registered.
  6. On the overview tab, copy the Application (client) ID value.

    You will need the ID later when you create the connection to OneDrive from Insights.

  7. Click the Authentication tab.
  8. On the Web dialog box, under Redirect URIs, click Add URI.
  9. Enter the URI for your Insights organization:
    • For Insights in ArcGIS Online, enter https://insights.arcgis.com/msal-callback.html.
    • For Insights in ArcGIS Enterprise, enter your organization's URL, followed by /msal-callback.html, for example, https://webadaptorhost.domain.com/portal/apps/insights/msal-callback.html.
  10. Under Implicit grant, ensure that Access tokens and ID tokens are selected.

    Insights is now registered with your OneDrive app. Along with the Application (client) ID value, you will also need your organization name to create a OneDrive connection.

  11. Click the API permissions tab.
  12. Click Add a permission. In the Request API permissions window, select SharePoint.
  13. Under What type of permissions does your application require?, select Delegated permissions.
  14. Under AllSites, select AllSites.Read. Under MyFiles, Select MyFiles.Read.
  15. Close the Request API permissions window.
  16. Click Grant admin consent for the user. Click Yes to verify you want to grant permissions to the account.
  17. Click your user name to display your sign in information.

    Your account information is displayed in the format username@organizationname.com.

  18. Copy the organization name for your reference when you create the connection in Insights.

For more information on API permissions, see Manage app registration and API permission for Microsoft Graph notifications.

Create your OneDrive connection

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

Home page

Use 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

Use 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 button Add 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

Use 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.