trying to connect to sharepoint cloud Excel file as data source

@Allan Palmes

Hi, 

the post you referenced is from 2021. At that time, there was only a Sharepoint List Connector (JDBC driver based) that was therefore limited. 

Since Tableau Server v. 2023.1 and above, there is a consolidated connector called "OneDrive and Sharepoint Online" based on Microsoft authentication and that allows the users to reference online excel files, that would reflect live changes (because I will assume that what you want to achieve; if your excel file can remain static, then that it is easy as it can be embedded in the workbook or even have an extract created on top of it). 

Coming back to the "live" approach, another alternative is indeed a windows fileshare path in UNC path reference (so

But either it is about 1)  "OneDrive and Sharepoint Online" connector or 2) Windows FileShare, in order for it to work from Tableau Server perspective, you cannot do this out of the box. I don't know what is your role, but the Tableau Server Admin needs to take ownership as it requires additional setup and configuration (Microsoft OAuth Integration for 1. and Whitelisting / IT Networking for 2.) 

That was a high level description. Feel free to comment.  

I'm sure

has a more user friendly answer in his bag-back :)