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 feeds.
When you're finished adding SharePoint data feeds, you'll use them to power your custom metrics.
This article includes:
Creating a SharePoint data feed
When you create a SharePoint data feed, you:
Connecting PowerMetrics to your SharePoint account
The first step in creating a SharePoint data feed is 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 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.
To connect PowerMetrics to your SharePoint account:
- In the left navigation sidebar, click the + button beside Data Feeds.
- Click Select data.
- On the Where is your data? page, select Microsoft SharePoint. (See below.)
- If this is your first time connecting to SharePoint:
- Click Connect an account. Enter your SharePoint login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your SharePoint data. Click Continue.
- If you've connected to SharePoint before:
- Select an existing connection from the drop-down list and click Continue.
Choosing data for the data feed
To choose data for the data feed:
- On the Configure data service 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.
Note: If you're uploading a multi-sheet file, use the Sheet selector to choose the sheet to show by default when you enter the data feed editor. (See below.) You can also switch between sheets in the editor by double-clicking a column header in the data feed table. This opens the raw data, where, under Sheet, you can choose the sheet you want to work with from the drop-down list.
- You're taken to the data feed editor, where you can either save the data as-is or modify it.
If you want to modify the data feed, go to this article for detailed editing information.
- Click Save data feed.
Next steps - Creating SharePoint custom metrics
Now that you've created one or more SharePoint data feeds, you can return to them and use them to make custom metrics. A single data feed can be used to create a single or multiple custom metrics.
To create custom metrics using a data feed:
- In the left navigation sidebar, click Data Feeds to open your list of data feeds.
- Select the data feed you want to use for your custom metric.
- Click either the +Add metric button in the top right corner of the window or open the Metrics tab and click +Add metric. (See below.)
- Choose settings for your custom metric and click Save metric. If you need help, go here to learn more.
The metric opens in its homepage and is added to your list of metrics (accessed by clicking Metrics in the left navigation sidebar).