how to link quickbase with tableau

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  • Updated 6 months ago
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Emma Li

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Posted 11 months ago

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It’s not for the faint of heart. I suggest using CloudBase.

https://cloudbaseservices.com/

Contact Debbie, she is great.

debbie@cloudbaseservices.com
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Christine

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Out of curiosity, what makes you say it's not for the faint of heart?  
It's complicated to set up.  Too complicated for me to invest the time to learn.
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Mike Karp

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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/)

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

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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)
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Debbie Taylor

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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
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.
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First Last

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We have one too (www.quicktab.xyz) built on the WDC framework.