Analyze Quickbase Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect Cloud. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Quickbase data. In this article, we will guide you through the process of connecting to Quickbase via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.

Connect to Quickbase from Infragistics Reveal

To work with live Quickbase data in Infragistics Reveal, we need to connect to Quickbase from Connect Cloud, provide user access to the connection, and create OData endpoints for the Quickbase data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Quickbase through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. Oa the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Quickbase from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

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.