Analyze Quickbase Data in R


Create data visualizations and use high-performance statistical functions to analyze Quickbase data in Microsoft R Open.

Access Quickbase data with pure R script and standard SQL. You can use the CData ODBC Driver for Quickbase and the RODBC package to work with remote Quickbase data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Quickbase data and visualize Quickbase data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Quickbase as an ODBC Data Source

Information for connecting to Quickbase follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Quickbase in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData QuickBase Source] Driver = CData ODBC Driver for Quickbase Description = My Description User = user@domain.com Password = password Domain = myinstance.quickbase.com ApplicationToken = bwkxrb5da2wn57bzfh9xn24

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint) checkpoint("2016-01-01")

Connect to Quickbase Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData QuickBase Source")

Schema Discovery

The driver models Quickbase APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Quickbase API.

sampletable_1 <- sqlQuery(conn, "SELECT Id, Column1 FROM SampleTable_1 WHERE Column2 = '100'", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(sampletable_1)

Plot Quickbase Data

You can now analyze Quickbase data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2)) barplot(sampletable_1$Column1, main="Quickbase SampleTable_1", names.arg = sampletable_1$Id, horiz=TRUE)

Ready to get started?

Download a free trial of the Quickbase ODBC Driver to get started:

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Learn more:

Quickbase Icon Quickbase ODBC Driver

The Quickbase ODBC Driver is a powerful tool that allows you to connect with live data from Quickbase, directly from any applications that support ODBC connectivity.

Access Quickbase data like you would a database - read, write, and update Quickbase Applications, etc. through a standard ODBC Driver interface.

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