This presentation highlights a project where our team needed to automate the integration of an Excel file stored in SharePoint into SQL, refreshing the data daily to provide estimated enrollments. While this task may seem simple at first glance, it required careful planning and infrastructure setup.
We began by establishing a secure connection between SharePoint and Azure using a linked service. From there, we developed an Azure pipeline with a scheduled trigger that refreshes the data every morning. This automation ensures that the Residential Graduate Programs team has timely and accurate data to assess student engagement and predict likelihood of enrollment.
This project highlights the power of collaboration and cloud-based infrastructure in transforming manual processes into automated solutions.

About this event:

Presenters:

• • Lauren Gray, Data Analyst, IT Partners

• • Sahar Pani, Data Reporting Specialist, IT Partners

• • Dejan Trencevski, IT Solutions Architect, IT Partners

Track:

Process Management and Business Operations

Experience Needed:

Intermediate

Learning Outcome:

1. Understand the process of integrating SharePoint-hosted Excel files into SQL using Azure Data Factory.
Attendees will learn the steps and tools required to connect SharePoint to SQL, including setting up a linked service and managing permissions.
2. Learn how to automate daily data refreshes using Azure pipelines and triggers.
This session will show how to schedule data pipelines to maintain for reporting purposes.
3. Demonstrate how infrastructure planning and cross-functional collaboration helps build automated data solutions.
The session will highlight how collaboration between analysts, reporting specialists, and IT Solutions Architects to build an automated solution.
4. Learn how real-time engagement data supports planning and decision-making.
Attendees will understand how real-time engagement data makes it easier to track trends and predict who’s likely to enroll.

Additional Keywords:

Azure Data Factory, SharePoint, Automation, SQL, Enrollment Management, Student Engagement, IAM, Networking

When and where:

Day 1
2 – 2:45 pm
Zoom Room D