Data sources

Office 365 Sharepoint List

The [SharePoint Lists] data source connects Peakboard to lists from Microsoft 365 / SharePoint Online. Sign-in uses modern Microsoft authentication (Microsoft Entra ID, OAuth). You can choose between two authorization methods: a multi-tenant and a single-tenant application (see Office 365 connection).

For a general walkthrough of how to configure external data sources and link them to Peakboard elements, see:

Getting started with external data sources using an XML data source as an example

Add the data source

Right-click [Data] or click the […] button and choose [Add data source]. Switch to the [Office 365] category (1) and select the [SharePoint Lists] data source (2).

Add SharePoint Lists data source

Configure the connection

Give the data source a name, then set up the [Connection]. Picking the authorization method, signing in with [Authorize] and reusing an existing connection work the same for all Office 365 data sources and are described once here: Office 365 connection.

Specify details

After signing in successfully, click [Retrieve SharePoint sites] to load the available SharePoint sites. Then pick the desired site under [SharePoint site (collection)] (1) and the list under [SharePoint Lists] (2).

The [Show user display name] checkbox returns the display names instead of the internal user IDs for person columns. Use the row limit to define how many rows are loaded at most, and the [Sort] section to set the sort column and direction.

SharePoint Lists – pick site and list with data preview

Load data

Click [Load data] to generate a preview of the list data – on the right of the dialog you see the loaded rows with the list’s columns (in the example above id, Title, Description and Priority). Besides the actual payload, meta columns are also delivered (e.g. creation date, creator, date of the last change), which you can use depending on your scenario.

Click [OK] to create the data source. It then appears in the Explorer under [Data] and can be linked to controls like any other data source.

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