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Create SSAS Tabular Models from Quickbase Data


How to build a SQL Server Analysis Service Tabular Model from Quickbase data using CData drivers.

SQL Server Analysis Services (SSAS) is an analytical data engine used in decision support and business analytics. It provides enterprise-grade semantic data models for business reports and client applications, such as Power BI, Excel, Reporting Services reports, and other data visualization tools. When paired with the CData ODBC Driver for Quickbase, you can create a tabular model from Quickbase data for deeper and faster data analysis.

Create a Connection to Quickbase Data

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.

Creating a Data Source for Quickbase

Start by creating a new Analysis Services Tabular Project in Visual Studio. Next create a Data Source for Quickbase in the project.

  1. In the Tabular Model Explorer, right-click Data Sources and select "New Data Source"
  2. Select "ODBC" from the Other tab and click "Connect"
  3. Select the DSN you previously configured
  4. Choose "Default or Custom" as the authentication option and click "Connect"

Add Tables & Relationships

After creating the data source you are ready to import tables and define the relationships between the tables.

  1. Right-click the new data source, click "Import New Tables" and select the tables to import
  2. After importing the tables, right-click "Relationships" and click "Create Relationships"
  3. Select table(s), and choose the foreign keys, cardinality, and filter direction

Create Measures

After importing the tables and defining the relationships, you are ready to create measures.

  1. Select the column in the table for which you wish to create a measure
  2. In the Extensions menu -> click "Columns" -> "AutoSum" and select your aggregation method

Deploy the Model

Once you create measures, you are ready to deploy the model. Configure the target server and database by right-clicking the project found in the Solution Explorer and selecting "Properties." Configure the "Deployment Server" properties and click "OK."

After configuring the deployment server, open the "Build" menu and click "Deploy Solution." You now have a tabular model for Quickbase data in your SSAS instance, ready to be analyzed, reported, and viewed. Get started with a free, 30-day trial of the CData ODBC Driver for Quickbase.

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Quickbase Icon Quickbase ODBC Driver

The Quickbase ODBC Driver is a powerful tool that allows you to connect with live data from Quickbase, directly from any applications that support ODBC connectivity.

Access Quickbase data like you would a database - read, write, and update Quickbase Applications, etc. through a standard ODBC Driver interface.

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