Prerequisites to connect excel from SharePoint – RightData

Visit the link- https://portal.azure.com/
Sign in to Microsoft Azure portal with your credentials.
Click on App registrations.

An App registrations session page is displayed.
Click on + New registration.

This action navigates to Register an application page.
Add the required application name under the Name text field.
Select the option Accounts in any organizational directory (Any Microsoft Entra Id tenant – Multitenant) for the Supported accounts types.
Select Redirect Url (optional) as Web with IP address as http://localhost:33333.
Click the Register button.

Select API permissions from the left pane options.
Click on + Add a permission.
Choose Microsoft Graph from Microsoft APIs.

Click on Delegated permissions.

Select AccessReview.Read.All.
Click Add permissions.

Select Files.Read.All.
Click Add permissions.

Select Sites.Read.All.
Click Add permissions.

Select User.Read.
Click Add permissions.

Now, Select SharePoint.
Click on Delegated permissions.

Select Allsites.FullControl, Allsites.Read, and Allsites.Write and click on Add permissions.

Choose the option Grant admin consent for Rightdata,Inc. which pops up Grant admin consent confirmation and select Yes.

After creating the application, copy the Application (client) Id value displayed in the "Overview" section. This value is used as the OAuthClientId. Define the app authentication type by going to the "Certificates & Secrets" section, create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once. You will use it as the OAuthClientSecret. On the Authentication tab, make sure to select Access tokens: used for implicit flows (Mandatory).

Authenticating AzureAD App from DataTrust:

Add the required Profile name, Path (Excel File server URL), Client Id (App Client ID), Client Secret, Excel file (Exact Excel file name must be added), and Domain URL (SharePoint Domain).

By Following the above steps and clicking on connect, this will redirect you to Initiate OAuth pop-up. Enter your SharePoint credentials. You will see this message for successful authentication.

Note: OAuth takes place only for the first time, if you want to re-initiate OAuth again, then you will need to manually delete the ‘OAuthSettings.txt’ file from this location the path -%appdata%\CData\ExcelOnline.