Create a SharePoint connection

Note:

SharePoint connections are not currently supported in Insights desktop.

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.

Register ArcGIS Insights with Microsoft Azure

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.

  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 SharePoint 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 SharePoint 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 SharePoint app. Along with the Application (client) ID value, you will also need your organization name to create a SharePoint 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 SharePoint connection

SharePoint 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 SharePoint connection from the home page:

  1. Click the Connections tab Connections.
  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.
  4. Click Add.

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

Workbook

Use 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 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 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 nane in Azure using your sign in information.
    • SharePoint URL—The URL of your SharePoint site.
  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

Use the following steps to edit a SharePoint connection:

  1. On the home page, click the Connections tab Connections.
  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 Rename.

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