Export to Microsoft SharePoint (Beta)

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This documentation describes a public beta feature and is under construction. This page should not be considered part of our published documentation until this notice, and the corresponding Beta flag on the feature in the Sigma service, are removed. As with any beta feature, the feature discussed below is subject to quick, iterative changes. The latest experience in the Sigma service might differ from the contents of this document.

Beta features are subject to the Beta features disclaimer.

To send documents, reports, and data to a Microsoft SharePoint site, schedule or set up an export. When you export to Microsoft Teams , the exported file is also stored in the SharePoint site associated with the Team. You can also send files directly to a SharePoint folder.

Export an element, a workbook page, or an entire workbook to Microsoft SharePoint. An export is sent from the latest published version of the workbook, or you can choose a saved view or tagged version of the workbook to send instead. Changes you make to a workbook draft or custom view cannot be exported unless you publish or save the changes.

For a matrix of supported file formats, see Available export destinations and formats.

This documentation describes how to send and schedule exports to Microsoft SharePoint.

User requirements

The ability to export to Microsoft SharePoint requires the following:

• The Microsoft integration must be added for your organization.
• One Sigma organization can only connect to one Microsoft organization, but you can share to any SharePoint site within the Microsoft organization.
• You must be assigned an account type with the Export to Microsoft Teams and SharePoint permission enabled.

Any files added from Sigma appear as modified by the SharePoint App.

Prerequisites

You must know the URL of the SharePoint folder that you want to export to. To copy a link to a SharePoint folder, click Copy Link or navigate to Share > Copy Link.

You cannot export directly to a document or page library in a Site, but you can export to a folder within a document library.

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You cannot export to a personal SharePoint folder. Personal SharePoint folder URLs are formatted like: -my.sharepoint.com.

Send to Microsoft SharePoint

To send an ad hoc export to Microsoft SharePoint:

1. From the workbook menu , select Share and export > Export....

2. Select Microsoft SharePoint.

3. For Folder URL, enter the URL to the SharePoint folder to which to send your exported file(s).

4. In the Attachments section, choose what you want to export as an attachment. You can export:

   • An Entire workbook and export all workbook pages.
   • A specific workbook page, by navigating to the workbook page and choosing Entire page.
   • An element on a specific workbook page, by navigating to the workbook page and choosing the name of the element.

   Select + Add to add more attachments.

5. For each attachment, select a supported file format. For a matrix of supported file formats, see Available export destinations and formats.

6. Click Create.

Schedule an export to Microsoft SharePoint

To schedule an export to a Microsoft SharePoint folder:

1. From the workbook menu , select Share and export > Schedule exports….

2. If this is the first schedule for the workbook, click Add Schedule, otherwise click + New schedule.

3. Select Microsoft SharePoint.

4. For Folder URL, enter the URL to the SharePoint folder to which to send your exported file(s).

5. In the Attachments section, choose what you want to export as an attachment. You can export:

   • An Entire workbook and export all workbook pages.
   • A specific workbook page, by navigating to the workbook page and choosing Entire page.
   • An element on a specific workbook page, by navigating to the workbook page and choosing the name of the element.

   Select + Add to add more attachments.

6. For each attachment, select a supported file format. For a matrix of supported file formats, see Available export destinations and formats.

7. In the Frequency section, set the delivery schedule:

   • (Optional) Select the dropdown for Daily and select Weekly, Monthly, or Custom.

     • For Daily, select Once a day or Multiple times.

     • For Weekly, select which days of the week to send an email, and choose between Once a day or Multiple times.

     • For Monthly, select which day of the month to send an email, and the time of day.

     • For Custom, specify a schedule using cron syntax. See Set up a custom delivery schedule.

       If you select Multiple times, specify the frequency. For example, every 2 hours on the :15 of the hour between 9 AM and 6 PM.

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       If you don't have the option to set a specific frequency, export frequency might be restricted for your organization. For more details, see Restrict export recipients and frequency.

   • (Optional) Adjust the default schedule time zone using the dropdown menu.

   • (Optional) Choose how often to send the export: Always or only If a condition is met. See Schedule a conditional export or alert.

     • (Optional) If you choose to send an export only If a condition is met, you can turn on the switch to stop notifying after a set number of occurrences per day, week, or in total. (This feature is in beta and subject to the Beta features notice).

8. (Optional) Select the checkbox for Customize control values to filter the exported data according to the value of one or more workbook controls. See Configure additional options for exports.

9. Click Create.