Access Live Quickbase Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to Quickbase data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Quickbase within your Connect Cloud instance and accessing live Quickbase data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect Cloud provides a pure cloud-to-cloud interface for Quickbase, allowing you to easily access live Quickbase data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Quickbase, leveraging server-side processing to quickly return Quickbase data.

Configure Quickbase Connectivity for Excel

Connectivity to Quickbase from Excel is made possible through CData Connect Cloud. To work with Quickbase data from Excel, we start by creating and configuring a Quickbase connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Quickbase" from the Add Connection panel
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.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Quickbase Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Quickbase data from Excel for the web.

Access Live Quickbase Data in Excel for the web

The steps below outline connecting to CData Connect Cloud from Excel to access live Quickbase data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. QuickBase1), Table (e.g. SampleTable_1), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Quickbase Data from Excel

In addition to viewing Quickbase data in Excel, CData Connect Cloud also lets you update and delete Quickbase data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Quickbase (your changes will be in red)
2. In the CData Connect Cloud Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Quickbase

A notification will appear when the update is complete

Live Access to Quickbase Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Quickbase data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.