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how to link quickbase with tableau

  • 1.  how to link quickbase with tableau

     
    Posted 09-05-2018 14:57


  • 2.  RE: how to link quickbase with tableau

    Posted 09-05-2018 15:11
    It�s not for the faint of heart. I suggest using CloudBase.

    https://cloudbaseservices.com/

    Contact Debbie, she is great.

    debbie@cloudbaseservices.com


  • 3.  RE: how to link quickbase with tableau

    Posted 01-18-2019 15:36
    Out of curiosity, what makes you say it's not for the faint of heart?  


  • 4.  RE: how to link quickbase with tableau

    Posted 01-18-2019 16:01
    It's complicated to set up.  Too complicated for me to invest the time to learn.


  • 5.  RE: how to link quickbase with tableau

    Posted 01-18-2019 16:10
    It's really not complicated at all. 

    You really have three options:
    (1) Move the data into a SQL-based database, and then connect Tableau or any BI tool to that database.  There are data services (typically called "ETL") that will do this for you.  A good example is Stitch Data (example: https://www.stitchdata.com/integrations/quick-base/) depending on your volume that could even be free.  I'd recommend if you're not looking to spend a bunch of money, to either use Google Cloud's bigquery or Heroku's postgres as your database. 

    (2) Use an ODBC driver for Quickbase (example: https://www.qunect.com/) - Open Database Connectivity (ODBC) is a tool that can run on your machine or server and lets Quickbase "pretend" to be a database - and then just connect Tableau or other BI tool to that ODBC/translator-created database.

    (3) Use Tableau's Web Data Connector (WDC) framework to connect directly the Quickbase API - this approach is pretty similar to using an ODBC, but its just using less software and is specific to Tableau (example: https://www.quicktab.xyz/">https://www.quicktab.xyz/">https://www.quicktab.xyz/)

    Happy to follow up with pros/cons of each if you're still interested.


  • 6.  RE: how to link quickbase with tableau

    Posted 01-19-2019 17:54
    I've used (2) before and it worked well. I couldn't get (1) working - just kept getting errors and no help resolving them. It also looked like (1) was inefficient and showing 10x+ rows aggregated versus the actual size of my QB db. Haven't tried (3)


  • 7.  RE: how to link quickbase with tableau

    Posted 09-05-2018 15:44
    Emma -

    There are a bunch of options (eg quNECT, Amazon RedShift, APIs) for linking Quick Base to Tableau.  What's best depends on a few things:
    • The version of Tableau that you are using
    • How much data is involved
    • What (if any) other data source you are using
    • Whether you need to transform (re-arrange) the data to make the viz' you want
    CloudBase Services can recommend options and integrate the system.  In the end, you will have data automatically flowing from QuickBase into Tableau AND Tableau graphs on your Quick Base dashboards.

    Reach out to CloudBase Services through our website.

    And, thanks, Your Quick Base Coach!

    Debbie


  • 8.  RE: how to link quickbase with tableau

    Posted 09-05-2018 16:46
    Not sure about cloudbase as I haven't used it, but using Qunect, you can create an ODBC connection to QuickBase. Then you can connect to that ODBC connection with Tableau to read the data and generate the reports in Tableau. Another way, is to export the data from QuickBase to CSV files and then use them as your data source in Tableau.


  • 9.  RE: how to link quickbase with tableau

    Posted 12-07-2018 22:46
    We have one too (www.quicktab.xyz) built on the WDC framework.


  • 10.  RE: how to link quickbase with tableau

    Posted 10-14-2019 12:05
    We tackled this issue as well and have started Paasporter to make it easy for anybody else.   The secret is to extract Quick Base data to a real SQL DB.  Now Tableau or any other SQL compliant took can query, curate, optimize and splice the data to your hearts content.

    It is online at www.paasporter.com  

    Quick Base is king for business process but SQL rules reporting.

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    Don Larson
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  • 11.  RE: how to link quickbase with tableau

    Posted 08-22-2020 01:31
    Edited by Krunal Lathiya 08-22-2020 07:44
    To connect with tableau, I use the Download Tool in Alteryx in combination with the Quickbase HTTP API and I have been trying to get this to work for some time.  Any further instructions that you might have would be super helpful!!

    There is one more solution but I don't know if it is working which is QuNect - which is a third-party ODBC driver for QuickBase.


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    Krunal Lathiya
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  • 12.  RE: how to link quickbase with tableau

    Posted 05-31-2021 10:32
    The way we did for several clients is to use a MySQL database which is used by Tableau. A tool is used to sync incrementally MySQL Db to Quickbase.
    more info on:
    Quickbase Export to Microsoft SQL Server or MySQL | AIRO Ltd (airosoftware.com)

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    AIRO Ltd
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