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Use the CData ODBC Driver for QuickBase in SAS for Real-Time Reporting and Analytics

Connect to real-time QuickBase data in SAS for reporting, analytics, and visualizations using the CData ODBC Driver for QuickBase.

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for QuickBase, you gain database-like access to live QuickBase data from SAS, expanding your reporting and analytics capabilities. This articles walks through creating a library for QuickBase in SAS and creating a simple report based on real-time QuickBase data.

The CData ODBC Driver offers unmatched performance for interacting with live QuickBase data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to QuickBase, the driver pushes supported SQL operations, like filters and aggregations, directly to QuickBase and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can easily visualize and analyze QuickBase data in SAS.

Connect to QuickBase as an ODBC Data Source

Information for connecting to QuickBase follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for QuickBase must be installed on the machine hosting the SAS System).

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.

When you configure the DSN, 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.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for QuickBase in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData QuickBase Sys] Driver = CData ODBC Driver for QuickBase Description = My Description User = user@domain.com Password = password Domain = myinstance.quickbase.com ApplicationToken = bwkxrb5da2wn57bzfh9xn24

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a QuickBase Library in SAS

Connect to QuickBase in SAS by adding a library based on the CData ODBC Driver for QuickBase.

  1. Open SAS and expand Libraries in the Explorer pane.
  2. In the Active Libraries window, right-click and select New.
  3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
  4. Set Data Source to the DSN you previously configured and click OK.

Create a View from a QuickBase Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live QuickBase data for reports, charts, and analytics.

Using the Query Tool

  1. In SAS, click Tools -> Query
  2. Select the table sources and the table(s) you wish to pull data from. Then, click OK.
  3. Select columns and right-click to add filtering, ordering, grouping, etc.
  4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK.

Using PROC SQL

  1. In SAS, navigate to the Editor window.
  2. Use PROC SQL to query the data and create a local view.
    NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.
    proc sql;
      create view sampletable_1_view as
      select 
        id, 
        column1 
      from 
        odbclib.sampletable_1 
      where 
        Column2 = '100';
    quit;
    
  3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize QuickBase Data in SAS

With a local view created, you can report, visualize, or otherwise analyze QuickBase data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

  1. In SAS, navigate to the Editor window.
  2. Use PROC PRINT to print an HTML report for the QuickBase SampleTable_1 data.
    proc print data=sampletable_1;
      title "QuickBase SampleTable_1 Data";
    run;
    

Print a Chart

  1. In SAS, navigate to the Editor window.
  2. Use PROC GCHART to create a chart for the SampleTable_1 data.
    proc gchart data=sampletable_1;
      pie id / sumvar=column1
          value=arrow
          percent=arrow
          noheading
          percent=inside plabel=(height=12pt)
          slice=inside value=none
          name='SampleTable_1Chart';
    run;