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CData Connect Server

Create Apps from Quickbase Data in Qlik Sense Cloud



Use the CData Connect Server to create an OData API for Quickbase data and build apps from live Quickbase data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Server creates a virtual database for Quickbase and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Quickbase. By pairing Qlik Sense Cloud with the CData Connect Server, you get live connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Server from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Quickbase data.

In this article, we walk through two connections:

  1. Connecting to Quickbase in Connect Server
  2. Connecting to Connect Server from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Server to Connect to Quickbase

To connect to Quickbase data from Qlik Sense Cloud, you need to configure Quickbase access from your Connect Server instance. This means creating a user, connecting to Quickbase, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Server User

Create a Connect Server User to connect to Quickbase from Qlik Sense Cloud.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to Quickbase from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open Connect Server and click Connections
  2. Select "Quickbase" from Available Data Sources
  3. Enter the necessary authentication properties to connect to Quickbase.

    User Authentication Method

    To authenticate with user credentials, specify the following connection properties:

    1. Set the User and Password.
    2. If your application requires an ApplicationToken;, you must provide it otherwise an error will be thrown. You can find the ApplicationToken under SpecificApp > Settings > App management > App properties > Advanced settings > Security options > Manage Application Token.

    User Token Authentication

    To authenticate with a user token, specify the following connection properties:

    1. Set UserToken and you are ready to connect. You can find the UserToken under Quick Base > My Preferences > My User Information > Manage User Tokens.
  4. Click Save Changes
  5. Click Privileges -> Add, and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal)

Add Quickbase OData Endpoints in Connect Server

After connecting to Quickbase, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Quickbase database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Qlik Sense App from Quickbase Data

With the connection to Quickbase and OData endpoints created, we are ready to add Quickbase data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources
  5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
    • URL: Set this to the API endpoint for your Quickbase table, using the @CSV URL parameter to ensure a CSV response (i.e. CONNECT_SERVER_URL/api.rsc/QuickBase_SampleTable_1?@CSV)
    • Authentication Schema: Set this to "Basic"
    • User Name: Set this to the user name you configured above
    • Password: Set this to the Authtoken for the above user
  6. Click "Create" to query Connect Server for the Quickbase data
  7. Check "CSV has header" and under "Tables," select "CSV_source"
  8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your Quickbase data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Quickbase data. For more information on creating OData feeds from Quickbase (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Quickbase data in Qlik Sense Cloud.