Ready to visualize and track your Microsoft SharePoint data? Get started by setting up a connection between PowerMetrics and your SharePoint account and adding one (or more) data sources.
When you're finished adding SharePoint data sources, you'll use them to power your custom metrics.
This article includes:
- Connecting PowerMetrics to your SharePoint account
- Adding a SharePoint data source
- Creating SharePoint custom metrics
Connecting PowerMetrics to your SharePoint account
To retrieve your data and visualize it as custom metrics, you first need to connect PowerMetrics to your SharePoint account.
Here are a couple things to note:
Your data is safe with us. The first time you connect your SharePoint account to PowerMetrics, you'll be prompted to enter your SharePoint login credentials and give permission to allow access to the data within your SharePoint account. We are serious about protecting your data privacy.
Managing your connections. By default, your connection name looks like this: yourname@SharePoint<date and time created>. You can modify the default connection name when you create a new connection or from your list of connections, accessed by clicking your Account Name (located at the bottom of the left navigation sidebar) and selecting Account > Connected Accounts or by clicking the button in the left navigation sidebar and selecting Connections. Each time you connect to SharePoint, you can use the same account (or switch to a different account if needed). If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, go here for help.
Adding a SharePoint data source
To add a SharePoint data source:
- In the left navigation sidebar, click your Account Name > Data Sources.
- Click the Create a New Data Source button.
- On the Where is your data? page, select Microsoft SharePoint. (See below.)
- If this is your first time connecting to Microsoft SharePoint:
- Click Connect an account. Enter your SharePoint login credentials and click Next. If prompted, click Allow to enable Klipfolio to securely access your SharePoint data. Click Continue.
- If you’ve connected to Microsoft SharePoint before:
- Select an existing connection (token) from the drop-down list and click Continue.
- On the Configure your connection page, select the desired Microsoft SharePoint Site.
You can filter the results by Last Modified or Alphabetical. If you're unable to access a file that was shared with you via a SharePoint group, ask the owner of the file to instead share it with you as an individual user.
- Find and select the desired file.
- Click Get data.
- Ensure this is the data you're looking for and, then, click Continue.
- On the Verify your data page (the modeller) you can make modifications to your data if desired. Learn about modelling data sources.
- When you’re done making changes, click Save and continue to save your modelled data source.
Note: To ensure your data source continues to update and refresh correctly, after saving, don't change its name or ID.
The modelled data source is added to your account and is ready to use for custom metrics. To see a list of all your data sources, click your Account Name > Data Sources in the left navigation sidebar.
Creating SharePoint custom metrics
Now that you've created a SharePoint data source, you can return to it and use it to make custom metrics. A single data source can be used to create a single or multiple custom metrics.
To create a SharePoint custom metric:
- Open your list of data sources by clicking your Account name > Data Sources.
- Select the modelled SharePoint data source you want to use for your custom metric.
- On its details page, click Create metrics.
- On the Create a custom metric page, choose the desired metric value, segmentation, date & time, data shape, and display settings for your metric. If you need help, go here to learn more.
- Click Save.
Your new metric is added to your list of metrics (accessed by clicking Metrics in the left navigation sidebar) and is ready to add to a dashboard. Learn more about dashboards.