How to connect to SharePoint connector in Bold BI?

This article will guide you through the process of integrating SharePoint with the on-premise version of Bold BI. By following these steps, you can easily connect your SharePoint data to the on-premise version of Bold BI and create interactive dashboards.

Prerequisites

• An active Azure Portal account
• A Bold BI account

Steps to Integrate SharePoint in Bold BI

1. Log in to your Azure Portal

2. Navigate to Azure Active Directory.

3. Click on “App registrations” in the left pane.

   

4. Click on “New registration.”

   

5. Provide a name for your app.

6. Provide the Redirect URL in the following format: http://{Your_hostname}/designer/v1.0/oauth/agent

   

7. Register your application.

8. Go to “Certificates & secrets” in the left pane, and create a new client secret.

   

9. Go to “Overview” in the left pane, and find the client ID.

   

10. Copy the client ID and client secret, and use them in the BoldBI application.

    

By following these steps, you have successfully integrated SharePoint with Bold BI. You can now use SharePoint data to create interactive dashboards and reports in Bold BI.

Additional References

• SharePoint Integration Documentation
• Azure Portal