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1. Add your Sharepoint Excel access

  1. In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Sharepoint Excel option from the list of connectors.

  2. Click Next and you’ll be prompted to add your access. First of all, authorize Nekt through Microsoft Authorization button. Then, inform Customer IDExcel File Share Link (check linked documentation to discover where you can find this parameter).

  3. Inform the name of the sheet you want to bring data from.

  4. Click Next.

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2. Select your Excel columns

  1. Seelct all columns you want to bring to your catalog.

Tip: The column can be found more easily by typing its name.

  1. Click Next.

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3. Configure your Excel data streams

  1. Customize how you want your data to appear in your catalog. Select a name for the table (which will contain the selected columns with the fetched data). The sync type is always Full Table here.

  2. Click Next.

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4. Configure your Sharepoint Excel data source

  1. Describe your data source for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.

  2. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).

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Check your new source!

  1. Click Next to finalize the setup. Once completed, you’ll receive confirmation that your new source is set up!

  2. You can view your new source on the Sources page. Now, for you to be able to see it on your Catalog, you have to wait for the pipeline to run. You can now monitor it on the Sources page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your new table will appear in the Catalog section.

If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!

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