SharePoint Excel Data

SharePoint Excel Data

Connect Excel Data

Alert
Make sure you already completed the SharePoint authentication


Display Excel (XLSX) data and any associated images stored in SharePoint folders.
  1. In the Vibe Admin Console, go to Add-On Modules > SharePoint API > Settings.
  2. Under the SHAREPOINT FOLDERS tab:
    1. Click [+ NEW FOLDER]
    2. Enter the SharePoint folder URL* in the URL field
      The correct way to enter the SharePoint Folder URL is:
      1. Open the folder in SharePoint
      2. Copy the URL in the browser address bar
      3. Remove all other parameters except 'id' before pasting into the URL field
        e.g. https://<domainname>.sharepoint.com/sites/<sitename>/shared%20documents/Forms/AllItems.aspx?id=<folderid>


    3. Select Extract Excel Data as the processing type
    4. Click [Save]
Notes
    • The URL must point to a folder containing XLSX files.
    • Repeat the steps to connect multiple folders.
    • Image subfolders do not need to be added unless they also contain XLSX data files.
      e.g. Parent Folder (containing XLSX files) - ADD Folder URL
      • Sub folder 1 (containing images only) - Folder URL not required
      • Sub folder 2 (containing images only) - Folder URL not required
      • Sub folder 3 (containing XLSX and images files) - ADD Folder URL

Create Vibe Slides

  1. Set the Content Source to SharePoint (XLSX) and wait for the slide editor refresh
  2. In the SharePoint Spreadsheet dropdown, select the Excel data template that contains the content you want to share onscreen.