Set up a new connection
- From the Home screen, select the Add button under Tables.
- In Datasets, enter SharePoint and select the connector from the results.
- Enter a Name that identifies the connection.
- From Permission Level select Read/Write if you want to edit files Connect pulls from SharePoint. If you select Read Only you cannot edit or export the files.
- Select Next.
- Select Authorize Microsoft Account. Enter the Microsoft credentials for the account that you want to use. When connected, the button updates to Authorization Successful. Select Save.
After you save the connection, Connect displays options to import data into a new table. Start at step 4 of the following section for more information on importing data to create a table.
Create a table with data from a connection
- From the Home screen, select the Add button under Tables.
- In Datasets, enter SharePoint and select the connector from the results.
- Under Connection, select a SharePoint connection that you previously set up. If you have not previously set up a connection, select New Connection and follow the steps in the previous section.
- On the left panel, enter a Name that identifies the table and select a Folder to save the table.
- Under Update Frequency, specify how often you want Connect to update the table. You can import the data one time or have Connect continuously import the data at a set time interval. Connect automatically creates a flow for your import. If you select Once, you can use the flow at a later time to automatically run the import again.
- In Site Search, enter text to search for the site that you want. Connect returns all sites on SharePoint that contain the text that you enter. Then select Next.
-
From Sites, select a site from the search results. From Endpoint, select whether you want to import files or lists from the site. For Lists, Connect displays both standard lists and document libraries, and pulls metadata of the items included in the list that you select. For Files, Connect can pull .xlsx, .csv, and .txt files.
- Select Next.
- If you selected Lists, select the list you want to import.
-
If you selected Files, Connect displays the libraries contained on the site's document library under Drives. Select the library you want then select Next.
Under Files, type the name or select the file you want to import and select Next. If your file is nested in a folder, you have to select the folder and select Next before you can select the file. If your file is nested in multiple folders, you will have to do this step for each folder. Enter text in Wildcard to pull in all files that contain the text.
- Select Save
. If you go to the
Prep Tool and select Run
, Minitab Connect
displays the imported data. Note
If no data appears after you select Run, select Reset Config
.
Export a file
- Open the Outputs tab of the Flow Tool
. - Select the plus sign
beside
Export to add a new export. - Under Export, select New Export. If you select One Time Download, Connect downloads the file to your computer and does not create an export.
- Enter a Name for the export.
- Under View, select a saved view of the table. If you select None, Connect exports all the data from the table. For more information on saved views, go to Example of creating a data view.
- Under Delivery, select Connection.
- Under Connection, select the SharePoint connection that you previously set up.
You can specify the file type and file name along with other options. Select
Save to add the export to the list of exports in the Outputs tab. Select
Run
to run the export.
