Ready to get started?

Learn more about the CData JDBC Driver for QuickBase or download a free trial:

Download Now

Integrate QuickBase Data in the Pentaho Report Designer

Publish reports based on QuickBase data in the Pentaho BI tool.

The CData JDBC Driver for QuickBase data enables access to live data from dashboards and reports. This article shows how to connect to QuickBase data as a JDBC data source and publish reports based on QuickBase data in Pentaho.

Connect and Create a Report

  1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
  2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.
  3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new QuickBase connection. In the resulting dialog, configure the connection properties as shown below.

    • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:quickbase: and is followed by a semicolon-separated list of connection properties.

      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.

      Built-in Connection String Designer

      For assistance in constructing the JDBC URL, use the connection string designer built into the QuickBase JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.quickbase.jar

      Fill in the connection properties and copy the connection string to the clipboard.

      When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

      Below is a typical JDBC URL:

      jdbc:quickbase:User=user@domain.com;Password=password;Domain=myinstance.quickbase.com;ApplicationToken=bwkxrb5da2wn57bzfh9xn24
    • Custom Driver Class Name: Enter cdata.jdbc.quickbase.QuickBaseDriver.
    • User Name: The username to authenticate with.
    • Password: The password to authenticate with.

Add QuickBase Data to a Report

You are now ready to create a report with QuickBase data.

  1. Add the QuickBase source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

  2. Configure the query. This article uses the one below:

    SELECT Id, Column1 FROM SampleTable_1 WHERE Column2 = '100'
  3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the SampleTable_1 table.
  4. Finally, run the report to see the chart.