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.

Create a SharePoint connection

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.

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 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

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 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 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.
  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 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.

Troubleshoot a SharePoint connection

SharePoint 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.