Forum Discussion

Qrew Cadet

8 years ago

Automatic download of QuickBase data to Excel spreadsheet

I'm using a data connection ("From the web") in Excel to automatically download the data that I need from QuickBase. The only issue I'm facing now is that from time to time my data connection seem...

Data import and export

AlisherNizamov

Qrew Trainee

7 years ago

Hello,

I am looking into creating an excel query for a quickbase table. I used the Data - New Query - Web Query, in the field I insert the web site where the table sits and hit Enter. Excel returns a Navigator window where the table view shows a two-row four-column table that is not even close to what the actual table has.

My goal: I pull tables from quickbase on a regular bases and wanted to automate the operation by creating a web query and refreshing it every time I am ready to export tables from QB into excel.

I have read the posts regarding my matter but the posts are old and the approaches are not working in my case.

Thank you in advance,
Alec.

AdminEntry
Qrew Cadet
7 years ago
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Hello Alec,

Here's how I made this work for me.

1. Make sure the report you want to export/download is in "Normal" format.

2. Set the Dynamic Filters to "None".

3. Uncheck the "Allow users to search using the Quick Search field".

4. In Excel, make the connection to the report in the way you specified. Make sure that when you get to the step where you select the dataset you want to download, you click the little arrow that selects the entire table.

5. The report will download and it will look wonky. Don't worry about that. Now go back to Quick Base and change the format of that same report to "Tab-Separated Values" and save it.

6. Go back to Excel and refresh your query. You should now see the report in the format that you need.

Hope that helps.

Juan
AlisherNizamov
Qrew Trainee
7 years ago
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Juan, thanks for the response.

Here is what I am doing: in Excel I go to Data - New Query - From another Source - From Web - in the dialogue in the URL field I paste the link of the quickbase where the table sits - hit OK and below is what it displays. The headers in the display table are not what I have in the table in QB.

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spreadsheet","id":"message:75920","revisionNum":1,"repliesCount":12,"author":{"__ref":"User:user:31524"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:75920"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:75920"},"body@stripHtml({\"truncateLength\":200})":"I'm using a data connection (\"From the web\") in Excel to automatically download the data that I need from QuickBase. The only issue I'm facing now is that from time to time my data connection seem...","body@stringLength":"1176","rawBody":"I'm using a data connection (\"From the web\") in Excel to automatically download the data that I need from QuickBase.

The only issue I'm facing now is that from time to time my data connection seems to \"forget\" my QuickBase credentials and the data download fails, until I go into Connection Properties and click on \"Edit Query\". When I do this, Excel attempts to open the QuickBase report in a browser window within the Edit Query dialog box and asks me to enter my QuickBase credentials. Once I re-enter my credentials, the data download executes successfully.

I've attached a screenshot of the Edit Query dialog box.

I don't want to have to do this every time. Is there a way to store the credentials within the connection string?

Thanks in advance.

Juan","kudosSumWeight":2,"postTime":"2017-05-01T14:26:00.000-07:00","images":{"__typename":"AssociatedImageConnection","edges":[{"__typename":"AssociatedImageEdge","cursor":"MjUuMnwyLjF8b3wyNXxfTlZffDE","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS03NTkyMC04ODY1aTk5QjNDRjgxMTlDQkFFOTE?revision=1\"}"}}],"totalCount":1,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjUuMnwyLjF8b3wxMHxfTlZffDE","node":{"__typename":"Tag","id":"tag:Data import and export","text":"Data import and export","time":"2024-04-03T08:20:25.297-07:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:75920_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":228},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[],"body":"I'm using a data connection (\"From the web\") in Excel to automatically download the data that I need from QuickBase.

The only issue I'm facing now is that from time to time my data connection seems to \"forget\" my QuickBase credentials and the data download fails, until I go into Connection Properties and click on \"Edit Query\". When I do this, Excel attempts to open the QuickBase report in a browser window within the Edit Query dialog box and asks me to enter my QuickBase credentials. Once I re-enter my credentials, the data download executes successfully.

I've attached a screenshot of the Edit Query dialog box.

I don't want to have to do this every time. Is there a way to store the credentials within the connection string?

Thanks in advance.

Juan"},"Conversation:conversation:75920":{"__typename":"Conversation","id":"conversation:75920","solved":false,"topic":{"__ref":"ForumTopicMessage:message:75920"},"lastPostingActivityTime":"2018-11-13T09:19:00.000-08:00","lastPostTime":"2018-11-13T09:19:00.000-08:00","unreadReplyCount":12,"isSubscribed":false},"ModerationData:moderation_data:75920":{"__typename":"ModerationData","id":"moderation_data:75920","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS03NTkyMC04ODY1aTk5QjNDRjgxMTlDQkFFOTE?revision=1\"}":{"__typename":"AssociatedImage","url":"https://community.quickbase.com/t5/s/kqufx49752/images/bS03NTkyMC04ODY1aTk5QjNDRjgxMTlDQkFFOTE?revision=1","title":"8858.png","associationType":"BODY","width":490,"height":373,"altText":null},"Revision:revision:75920_1":{"__typename":"Revision","id":"revision:75920_1","lastEditTime":"2017-05-01T14:26:00.000-07:00"},"ForumReplyMessage:message:75924":{"__typename":"ForumReplyMessage","id":"message:75924","conversation":{"__ref":"Conversation:conversation:75920"},"author":{"__ref":"User:user:39506"},"revisionNum":1,"uid":75924,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"subject":"Re: Automatic download of QuickBase data to Excel spreadsheet","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:75924"},"parent":{"__ref":"ForumTopicMessage:message:75920"},"body":"Hello,

I am looking into creating an excel query for a quickbase table. I used the Data - New Query - Web Query, in the field I insert the web site where the table sits and hit Enter. Excel returns a Navigator window where the table view shows a two-row four-column table that is not even close to what the actual table has.

My goal: I pull tables from quickbase on a regular bases and wanted to automate the operation by creating a web query and refreshing it every time I am ready to export tables from QB into excel.

I have read the posts regarding my matter but the posts are old and the approaches are not working in my case.

Thank you in advance,
Alec.","body@stringLength":"1235","rawBody":"Hello,

I am looking into creating an excel query for a quickbase table. I used the Data - New Query - Web Query, in the field I insert the web site where the table sits and hit Enter. Excel returns a Navigator window where the table view shows a two-row four-column table that is not even close to what the actual table has.

My goal: I pull tables from quickbase on a regular bases and wanted to automate the operation by creating a web query and refreshing it every time I am ready to export tables from QB into excel.

I have read the posts regarding my matter but the posts are old and the approaches are not working in my case.

Thank you in advance,
Alec.","kudosSumWeight":0,"repliesCount":2,"postTime":"2018-11-08T11:50:00.000-08:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:75924_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":105},"visibilityScope":"PUBLIC","isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"customFields":[],"replies":{"__typename":"MessageConnection","edges":[{"__typename":"MessageEdge","cursor":"MjUuMnwyLjF8b3wxMHwxNDowLDM5OjF8MQ","node":{"__ref":"ForumReplyMessage:message:75926"}},{"__typename":"MessageEdge","cursor":"MjUuMnwyLjF8b3wxMHwxNDowLDM5OjF8Mg","node":{"__ref":"ForumReplyMessage:message:75928"}}],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"CachedAsset:theme:customTheme1-1741681923152":{"__typename":"CachedAsset","id":"theme:customTheme1-1741681923152","value":{"id":"customTheme1","animation":{"fast":"150ms","normal":"250ms","slow":"500ms","slowest":"750ms","function":"cubic-bezier(0.07, 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comment","noRepliesDescription@board:OCCASION":"Be the first to comment","messageReadOnlyAlert:BLOG":"Comments have been turned off for this post","messageReadOnlyAlert:TKB":"Comments have been turned off for this article","messageReadOnlyAlert:IDEA":"Comments have been turned off for this idea","messageReadOnlyAlert:FORUM":"Replies have been turned off for this discussion","messageReadOnlyAlert:OCCASION":"Comments have been turned off for this event"},"localOverride":false},"CachedAsset:text:en_US-shared/client/components/nodes/NodeIcon-1738074982000":{"__typename":"CachedAsset","id":"text:en_US-shared/client/components/nodes/NodeIcon-1738074982000","value":{"contentType":"Content Type {style, select, FORUM {Forum} BLOG {Blog} TKB {Knowledge Base} IDEA {Ideas} OCCASION {Events} other {}} icon"},"localOverride":false},"ModerationData:moderation_data:75926":{"__typename":"ModerationData","id":"moderation_data:75926","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:75926":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:31524"},"id":"message:75926","revisionNum":1,"uid":75926,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:75924"},"conversation":{"__ref":"Conversation:conversation:75920"},"subject":"Re: Automatic download of QuickBase data to Excel spreadsheet","moderationData":{"__ref":"ModerationData:moderation_data:75926"},"body":"Hello Alec,

Here's how I made this work for me.

1. Make sure the report you want to export/download is in \"Normal\" format.

2. Set the Dynamic Filters to \"None\".

3. Uncheck the \"Allow users to search using the Quick Search field\".

4. In Excel, make the connection to the report in the way you specified. Make sure that when you get to the step where you select the dataset you want to download, you click the little arrow that selects the entire table.

5. The report will download and it will look wonky. Don't worry about that. Now go back to Quick Base and change the format of that same report to \"Tab-Separated Values\" and save it.

6. Go back to Excel and refresh your query. You should now see the report in the format that you need.

Hope that helps.

Juan","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":0,"repliesCount":0,"postTime":"2018-11-08T15:41:00.000-08:00","lastPublishTime":"2018-11-08T15:41:00.000-08:00","metrics":{"__typename":"MessageMetrics","views":148},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:75920/message:75926","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":false,"editFrozen":false,"body@stringLength":"876","rawBody":"Hello Alec,

Here's how I made this work for me.

1. Make sure the report you want to export/download is in \"Normal\" format.

2. Set the Dynamic Filters to \"None\".

3. Uncheck the \"Allow users to search using the Quick Search field\".

4. In Excel, make the connection to the report in the way you specified. Make sure that when you get to the step where you select the dataset you want to download, you click the little arrow that selects the entire table.

5. The report will download and it will look wonky. Don't worry about that. Now go back to Quick Base and change the format of that same report to \"Tab-Separated Values\" and save it.

6. Go back to Excel and refresh your query. You should now see the report in the format that you need.

Hope that helps.

Juan","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:75926_1"},"latestVersion":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}}},"ModerationData:moderation_data:75928":{"__typename":"ModerationData","id":"moderation_data:75928","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:75928":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:39506"},"id":"message:75928","revisionNum":1,"uid":75928,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:75924"},"conversation":{"__ref":"Conversation:conversation:75920"},"subject":"Re: Automatic download of QuickBase data to Excel spreadsheet","moderationData":{"__ref":"ModerationData:moderation_data:75928"},"body":"Juan, thanks for the response.

Here is what I am doing: in Excel I go to Data - New Query - From another Source - From Web - in the dialogue in the URL field I paste the link of the quickbase where the table sits - hit OK and below is what it displays. The headers in the display table are not what I have in the table in QB.

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":0,"repliesCount":0,"postTime":"2018-11-10T02:19:00.000-08:00","lastPublishTime":"2018-11-10T02:19:00.000-08:00","metrics":{"__typename":"MessageMetrics","views":94},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:75920/message:75928","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":false,"editFrozen":false,"body@stringLength":"712","rawBody":"Juan, thanks for the response.

Here is what I am doing: in Excel I go to Data - New Query - From another Source - From Web - in the dialogue in the URL field I paste the link of the quickbase where the table sits - hit OK and below is what it displays. The headers in the display table are not what I have in the table in QB.

","images":{"__typename":"AssociatedImageConnection","edges":[{"__typename":"AssociatedImageEdge","cursor":"MjUuMnwyLjF8b3wyNXxfTlZffDE","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS03NTkyOC04ODU0aUY4M0UzNzU0MTlCOTM1NEI?revision=1\"}"}}],"totalCount":1,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:75928_1"},"latestVersion":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}}},"CachedAsset:text:en_US-components/tags/TagView/TagViewChip-1738074982000":{"__typename":"CachedAsset","id":"text:en_US-components/tags/TagView/TagViewChip-1738074982000","value":{"tagLabelName":"Tag name {tagName}"},"localOverride":false},"Revision:revision:75926_1":{"__typename":"Revision","id":"revision:75926_1","lastEditTime":"2018-11-08T15:41:00.000-08:00"},"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS03NTkyOC04ODU0aUY4M0UzNzU0MTlCOTM1NEI?revision=1\"}":{"__typename":"AssociatedImage","url":"https://community.quickbase.com/t5/s/kqufx49752/images/bS03NTkyOC04ODU0aUY4M0UzNzU0MTlCOTM1NEI?revision=1","title":"8857.png","associationType":"BODY","width":490,"height":179,"altText":null},"Revision:revision:75928_1":{"__typename":"Revision","id":"revision:75928_1","lastEditTime":"2018-11-10T02:19:00.000-08:00"}}}},"page":"/forums/ForumMessagePage/ForumMessagePage","query":{"boardId":"quickbase-discussions","messageSubject":"automatic-download-of-quickbase-data-to-excel-spreadsheet","messageId":"75920","replyId":"75924"},"buildId":"k2ra3WbQxEm0ebgjo41Oz","runtimeConfig":{"buildInformationVisible":false,"logLevelApp":"info","logLevelMetrics":"info","openTelemetryClientEnabled":false,"openTelemetryConfigName":"quickbase","openTelemetryServiceVersion":"25.2.0","openTelemetryUniverse":"prod","openTelemetryCollector":"http://localhost:4318","openTelemetryRouteChangeAllowedTime":"5000","apolloDevToolsEnabled":false,"inboxMuteWipFeatureEnabled":false},"isFallback":false,"isExperimentalCompile":false,"dynamicIds":["./components/seo/QAPageSchema/QAPageSchema.tsx","./components/community/Navbar/NavbarWidget.tsx","./components/community/Breadcrumb/BreadcrumbWidget.tsx","./components/messages/TopicWithThreadedReplyListWidget/TopicWithThreadedReplyListWidget.tsx","./components/messages/RelatedContentWidget/RelatedContentWidget.tsx","./components/community/FooterWidget/FooterWidget.tsx","./components/customComponent/CustomComponent/CustomComponent.tsx","./components/messages/MessageView/MessageViewStandard/MessageViewStandard.tsx","./components/community/FooterWidgetHelpLink/FooterWidgetHelpLink.tsx","./components/community/KhorosLogo/KhorosLogo.tsx","../shared/client/components/common/List/UnstyledList/UnstyledList.tsx","./components/messages/MessageView/MessageView.tsx","./components/messages/MessageView/MessageViewInline/MessageViewInline.tsx","../shared/client/components/common/Pager/PagerLoadMore/PagerLoadMore.tsx","./components/customComponent/CustomComponentContent/HtmlContent.tsx","./components/customComponent/CustomComponentContent/TemplateContent.tsx","./components/customComponent/CustomComponentContent/CustomComponentScripts.tsx","../shared/client/components/common/List/UnwrappedList/UnwrappedList.tsx","./components/tags/TagView/TagView.tsx","./components/tags/TagView/TagViewChip/TagViewChip.tsx"],"appGip":true,"scriptLoader":[]}