ShareExport data

Export to Microsoft SharePoint

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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 entire document to Microsoft SharePoint. Workbooks also support exporting a specific page or element.

Sigma generates exports from the document’s latest published version. Changes you make to a draft cannot be exported unless you save or publish the changes. In a workbook, this also applies to a custom view or exploration. Depending on your export destination, you can also choose to export a tagged version of the document, or, if you’re exporting a workbook, a saved view. If you are exporting workbook elements that are only on a saved view, you must open the export modal from the saved view.

For a matrix of supported workbook file formats and saved view/version tag export support, 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.

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 document 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. (Optional) If you have translations added in your document, you can use one of those translations when exporting content. Turn the Translate attachment content toggle on, and select your desired Language from the dropdown.

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

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

Select +Add to add more attachments.

In reports, you can export:

  • An Entire report and export all report pages.
  • Specific report pages by selecting the names of those pages.

  1. For each attachment, select a supported file format:

  2. Click Create.

Schedule an export to Microsoft SharePoint

To schedule an export to a Microsoft SharePoint folder:

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

  2. If this is the first schedule for the document, 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. (Optional) If you have translations added in your document, you can use one of those translations when exporting content. Turn the Translate attachment content toggle on, and select your desired Language from the dropdown.

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

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

Select +Add to add more attachments.

In reports, you can export:

  • An Entire report and export all report pages.

  • Specific report pages by selecting the names of those pages.

  1. For each attachment, select a supported file format:

  2. 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.

        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.

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

  4. Click Create.