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Connecting Bold BI to Quickbase data source

The Bold BI dashboard designer supports connecting Quickbase web services through REST API.

Choose Quickbase data source

To configure the Quickbase data source, follow these steps:

  1. Click the Data Sources button in the configuration panel to add a new data connection.

    Data source icon

  2. Click CREATE NEW to launch a new connection from the connection panel.

  3. Select the Quickbase connection in the connection panel.

    Choose data source

    NOTE: You can also create a data source from the home page by clicking the Data Sources menu from the left menu panel and Create Data Source from the data sources page.

    Choose data source from server

Create Quickbase data source

Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow these steps to create a Quickbase data source:

  1. Enter a name and description (optional) for the data source.

  2. Enter the QB-Realm-Hostname for the connected account.

  3. Enter the QB-USER-TOKEN in Authentication text box for the connected account.

  4. Enter the App Id for the connected account.

  5. Click the Table dropdown box and choose the required table.

  6. In Max Rows, enter the maximum number of rows fetched from the Quickbase data source. This value is used to fetch the data from the Quickbase data source using the pagination.

  7. Choose a time interval for the Refresh Settings using the combo box to periodically trigger the Rest API request to keep the data in sync with your dashboard.

    Data source preview

You can also edit the connection information set using the Edit Connection option.

Additional information

Max Rows Most REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.
Refresh Settings Period of time before the next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date.

Setting up the URL

  1. For entering the URL manually, click the Custom URL and select the relevant method type in Method combo box, then enter the URL. Refer to the Quickbase API documentation for more details.
  2. For instance, if you need to get a list of App Events details, you need to replace your appId in the following API in Custom URL.
  3. Replace it in the URL to query particular conversations.

https://api.quickbase.com/v1/apps/<:appId>/events

Sample queries

Get all relationship details

https://api.quickbase.com/v1/tables/<:tableId>/relationships

Get reports as for tables

https://api.quickbase.com/v1/reports?tableId=<:tableId>

Preview and data import

  • Click the Preview & Connect to connect with the configurations set.

  • The Choose Tables dialog opens. The schema represents the key fields of JSON data retrieved from the Quickbase Rest API request. This dialog displays a list of schema(s) in the treeview and their corresponding values in the grid for preview. Select required schemas from the treeview to use in the designer and click Connect.

    Preview

  • Now, the data design view page with the selected table schema opens. Drag from the treeview table in the left pane and drop the table on the Query designer page.

    Query Editor

  • Click Save to save the data source with a relevant name.

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough