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

⇱ Create Apps from Quickbase Data in Qlik Sense Cloud

Create Apps from Quickbase Data in Qlik Sense Cloud

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Quickbase Data and build apps from live Quickbase data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect AI creates a live connection to Quickbase. By pairing Qlik Sense Cloud with CData Connect AI, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect AI from Qlik Sense Cloud and get instant, live access to your Quickbase data.

In this article, we walk through two connections:

  1. Connecting to Quickbase in Connect AI
  2. Connecting to Connect AI from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Quickbase Connectivity for Qlik Sense Cloud

Connectivity to Quickbase from Qlik Cloud is made possible through CData Connect AI. To work with Quickbase data from Qlik Cloud, 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

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Quickbase data from Qlik Sense Cloud.

Create a Qlik Sense App from Quickbase Data

This section explains how to add Quickbase data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app 👁 Creating a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources 👁 Selecting a connector
  5. Select the Microsoft SQL Server connector and set the configuration properties.
    • Set Server to tds.cdata.com
    • Set Port to 14333
    • Set Database to the connection you created (e.g. QuickBase1)
    • Set User name to the Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    👁 Configuring the connection
  6. Select an owner for the connection
  7. Select a Quickbase entity (Table) to view 👁 Adding data to the app (Salesforce is shown.)
  8. Click Next, configure the model, and load the data into Qlik Sense.

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your Quickbase data.

👁 Generating insights on live data (Salesforce is shown.)

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Quickbase data. For more information on creating OData feeds from Quickbase (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Quickbase data in Qlik Sense Cloud.