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URL: https://www.cdata.com/kb/tech/quickbase-cloud-google-data-studio.rst

⇱ Create Reports from Quickbase Data in Looker Studio

Create Reports from Quickbase Data in Looker Studio

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to gain access to live Quickbase data and create custom reports in Looker Studio.

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Quickbase data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Quickbase and generating reports from Quickbase data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Quickbase, making it straightforward to construct reports directly from live Quickbase data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Quickbase. This leverages server-side processing to swiftly provide the requested Quickbase data.

This article requires a CData Connect AI instance and the CData Connect AI Connector for Looker Studio. Get more information on the CData Connect AI and sign up for a free trial at https://www.cdata.com/cloud.


Configure Quickbase Connectivity for Looker Studio

Connectivity to Quickbase from Looker Studio is made possible through CData Connect AI. To work with Quickbase data from Looker Studio, we start by creating and configuring a Quickbase connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Quickbase" from the Add Connection panel
    3. 👁 Selecting a data source
  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.
    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Quickbase Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to Quickbase data from Looker Studio.

Visualize Live Quickbase Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Quickbase data source and build a simple visualization from the data.

  1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
    2. 👁 Create a new connection in Looker Studio
  2. Click Authorize and allow access to your Google account. 👁 Granting permissions to the Connector
  3. Click Authorize to authenticate with your CData Connect AI instance 👁 Authenticating with CData Connect AI
  4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
    5. 👁 Importing from Connections
  5. Now select a Connection (e.g. QuickBase1) and click Next 👁 Selecting a Connection
  6. Select a Table (e.g. SampleTable_1) or use a Custom Query and click Connect to continue 👁 Selecting a Table
  7. If needed, modify columns, click Create Report, and add the data source to the report.
    8. 👁 Configuring column definitions
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.
    10. 👁 Visualizing Quickbase data in Looker Studio

Live Access to Quickbase Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Quickbase data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Quickbase data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.