SharePoint
Connect Microsoft SharePoint to Klipfolio Klips and build dashboards that update automatically. Pull data from any SharePoint site or OneDrive document, combine it with tools like Google Analytics 4 and Facebook Ads, and display your metrics on TV screens or scheduled reports.
Track all your SharePoint KPIs in one place
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Tracking down SharePoint data across documents and sites shouldn't mean manual exports and stale reports. Connect Microsoft SharePoint to Klipfolio Klips and your data updates automatically, so your dashboards always reflect what's actually happening.
How to connect SharePoint to Klipfolio
Connecting SharePoint takes a few minutes using OAuth. Follow these steps:
- In the left navigation sidebar, click the 3-dot menu beside Data Sources and select + New data source.
- On the Where is your data? page, select Microsoft SharePoint.
- Click Connect an account, enter your SharePoint login credentials, and click Next. If prompted, click Allow to grant Klipfolio secure access to your SharePoint data, then click Continue. (If you've connected before, select an existing connection from the drop-down and click Continue.)
- On the Configure your connection page, select the desired Microsoft SharePoint site. Filter results by Last Modified or Alphabetical to find your file faster.
- Click Get data beside the file you want to use. Optionally, enable Model your data to shape the data before saving.
- Name the data source, set your refresh schedule, and optionally share it with teammates. Click Save.
Note: If a shared file isn't visible, ask the file owner to share it with you directly as an individual user rather than through a SharePoint group.
View the step-by-step setup guide
Top reasons to use Klipfolio for SharePoint dashboards
Once your SharePoint data source is live, here's what you can do with it:
Build dashboards from any SharePoint document. Pull data from lists, spreadsheets, or files stored across your SharePoint sites and OneDrive, and turn them into live dashboards without manual exports.
Combine SharePoint with your other tools. Blend SharePoint data with sources like Google Analytics 4, Facebook Ads, Excel, and more — all in a single dashboard view.
Display data on a TV screen. Use TV mode to show your SharePoint-powered dashboards on a wall screen, keeping your whole team aligned on the numbers that matter.
Design custom visualizations. Use the Klip Editor to build charts, tables, and scorecards tailored to your data, with 30+ visualization types and Excel-like formula support.
Keep data fresh automatically. Scheduled refreshes (from 1 minute to 24 hours) mean your dashboards update without anyone lifting a finger.
What Klipfolio adds to your SharePoint workflow
| What you do in SharePoint | What Klipfolio adds |
|---|---|
| Manually export lists or files as CSV | Automated dashboards that update on a set schedule |
| View data inside SharePoint's interface | Combine SharePoint data with other tools in one dashboard |
| Share files with individual colleagues | Distribute dashboards via TV mode, public links, or scheduled PDF emails |
| Build static reports in Excel or Word | Create interactive, always-current visualizations |
Stop exporting data manually. Start building SharePoint dashboards that update themselves.
Use the Connector Gallery to create a custom SharePoint dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your SharePoint account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your SharePoint data with other relevant data to create your custom dashboard.
Learn more about working with the SharePoint API and how you can start building your own SharePoint queries in Klipfolio.
