After Installing the Connector you can connect and create a Data Source for data in Quickbase.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called Quickbase by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for Quickbase folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Authenticating to Quickbase

User Authentication

Set the AuthScheme to Basic to authenticate with this method.

To authenthenticate with user credentials, specify the following connection properties:

1. Set the Quickbase 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 MyAppName > Settings > App properties > Advanced settings > Security options > Require Application Tokens > Manage Application Token.

User Token

Set the AuthScheme to Token to authenticate with this method.

To authenthenticate 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.

Next Step

See Using the Connector to create data visualizations.