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Visualize QuickBase Data in TIBCO Spotfire through ODBC

The ODBC standard has ubiquitous support and makes self-service business intelligence easy. Use the ODBC Driver to load QuickBase data into TIBCO Spotfire.

This article walks you through using the CData ODBC Driver for QuickBase in TIBCO Spotfire. You will use the data import wizard to connect to a DSN (data source name) for Salesforce and build on the sample visualizations to create a simple dashboard.

Connect to QuickBase as an ODBC Data Source

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.

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.

Create Visualizations of QuickBase Tables

Follow the steps below to connect to the DSN and create real-time data visualizations:

  1. Click File -> Add Data Tables.
  2. Click Add -> Database.
  3. In the Data Source Type menu, select ODBC Provider and click Configure.
  4. Select the DSN.
  5. Select the tables that you want to add to the dashboard. This example uses SampleTable_1. You can also specify an SQL query. The driver supports the standard SQL syntax.
  6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Column1 in the Numbers section and Id in the Categories section.

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can zoom in on high probability opportunities by applying a filter on the page. To add a filter, click the Filter button. The available filters for each query are displayed in the Filters pane.