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URL: https://www.cdata.com/kb/tech/quickbase-cloud-powerbi-service.rst

⇱ Import Quickbase Data into the Power BI Service for Visualizations

Import Quickbase Data into the Power BI Service for Visualizations

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Quickbase Data and provide access to live Quickbase data for custom reports in the Power BI Service.

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to Quickbase data for visualizations, dashboards, and more. This article shows how to connect to Quickbase in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Quickbase data in the Power BI service.

Configure Quickbase Connectivity for Power BI Service

Connectivity to Quickbase from Power BI Service is made possible through CData Connect AI. To work with Quickbase data from Power BI Service, 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 the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Quickbase in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect AI account 👁 Authenticating with Connect AI
  3. After signing in, click "Connect" 👁 Connecting to Connect AI
  4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
  5. Click Load to establish the connection to your Quickbase data from Power BI
  6. Define any relationships between the selected entities on the Relationships tab.
  7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Quickbase Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

  1. Log in to PowerBI.com.
  2. Click Workspaces and select a workspace.
  3. Click Create and select Report.
  4. Select the published dataset for the report. 👁 Select a dataset
  5. Choose fields and visualizations to add to your report. 👁 Visualizing Quickbase data in the Power BI service

Live Access to Quickbase Data from Cloud Applications

Now you have a direct connection to live Quickbase data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Quickbase data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.