Connecting to sharepoint document sets

[willatkinson]

Hi,

I am trying to connect to sharepoint document sets to report on the metadata.

I can find the files in the documnet set through the sharepoint folder connector, but I can't see any of the additional columns that appear in sharepoint as shown in the screenshot.

Is it possible to report on the data in these columns for document sets?

 

[willatkinson]

Hi v-pagayam-msft

Thanks again for your help with this.

Does this mean that you can't report on the meta data for files that sit in a document set?

Thanks,

Will

[v-pagayam-msft]

Hi @willatkinson ,
Thank you for reaching out to us on Microsoft Fabric Community Forum!

Yes, it is possible to report on metadata columns for document sets, but the SharePoint Folder connector only returns file-level details and might not include custom metadata like your "Test column." To access document set metadata, you may use the SharePoint Online List connector, which may retrieves both standard and custom columns from the library.
Please refer the sharepoint-list connectors document.

I hope this helps.If so,give us kudos and consider accepting it as solution.

Regards,
Pallavi.

[willatkinson]

Hi @v-pagayam-msft,

Thanks for your reponse, however, when I use the sharepoint online list connector, my document sets are not appearing with the other tables, do you know why this might be?

Thanks,

Will

[v-pagayam-msft]

Hi @willatkinson ,
Yes, you may report on metadata for files inside a document set, but since the metadata lives at the folder (document set) level, it is not automatically linked to the files. As per my knowledge, To bring it into your report, you may need to use the SharePoint Folder connector to get the files and the SharePoint Online List connector to get the document set metadata, then merge them in Power Query using the folder path.
Refer below links:
https://learn.microsoft.com/en-us/fabric/data-factory/connector-sharepoint-folder 
https://learn.microsoft.com/en-us/power-query/connectors/sharepoint-list 

Hope this helps.

Thank you.

[willatkinson]

Hi v-pagayam-msft,

I have tried using the sharepoint online list and sharepoint folder, but neither of them have shown the meta data for the individual files such as test column.

How would combining those work if there still isn't any individual file meta data available?

Thanks,

Will

[v-pagayam-msft · Accepted solution]

Hi @willatkinson ,
Thanks again for your patience and all the detailed testing.Since you have already tried both the SharePoint Folder and List connectors and still can’t access the expected metadata for the files.At this stage, I’d recommend opening a Microsoft support ticket, so the team can take a closer look .
To raise a support ticket for Fabric and Power BI, kindly follow the steps outlined in the following guide:

How to create a Fabric and Power BI Support ticket - Power BI | Microsoft Learn

Hops this resolve your query.If so,give us kudos and consider accepting it as solution.

Regards,
Pallavi.

[v-pagayam-msft]

Hi @willatkinson ,
Thank you for the follow-up.I would be happy to assist you!

Using the SharePoint Online List connector in Power BI Desktop by connecting to your SharePoint site URL and selecting the relevant document library. In Power Query Editor, look for columns like ContentType (which should show “Document Set” for your document sets) and FSObjType (where 1 indicates folders/document sets). You may filter by ContentType = "Document Set" or FSObjType = 1 to isolate document sets and see their metadata, including any custom columns like your “Test column.”

Hope this resolve your query.iIf so,consider accepting it as solution.

Regards,
Pallavi.

[willatkinson]

Hi v-pagayam-msft,

Thanks again for your help.

When I connect to the correct library, all I can see is rows makring the folders in that library.

I can only see these and I can not expand the folders, do you know why this is?

Thanks,

Will

[v-pagayam-msft]

Hi  @willatkinson ,
Thanks again for the follow-up!I would be happy to assist you!

As per my understanding,Document sets appear as single rows in the SharePoint Online List connector, but you might not expand them to see files inside. To access the files, use the SharePoint Folder connector. Since it doesn’t include metadata, you may combine both connectors in Power Query: one for the files, one for the metadata, and join them using the folder path. Let me know how it goes.

Hope this resolve your issue.If so,give us kudos and consider accepting it as solution.