Automatic export from QuickBase into Excel
Hello! There are a few parts to this project I'm trying to complete. First, I have specific filtered table reports I've created in QuickBase in multiple different tables. I'd like to automatically ...
Forum Discussion
Read this article:
http://www.kimgentes.com/worshiptech-web-tools-page/2010/8/19/web-connecting-csv-files-as-external-data-to-excel-spreadshe.html
The URL you would use would be a CSV report using either a report with this setting:
Options | Format = Comma-Separated Values
Or a URL that calls API_GenResultsTable
https://YOURSUBDOMAIN.quickbase.com/db/YOURDBID?act=API_GenResultsTable&qid=1&options=csv
http://www.kimgentes.com/worshiptech-web-tools-page/2010/8/19/web-connecting-csv-files-as-external-data-to-excel-spreadshe.html
The URL you would use would be a CSV report using either a report with this setting:
Options | Format = Comma-Separated Values
Or a URL that calls API_GenResultsTable
https://YOURSUBDOMAIN.quickbase.com/db/YOURDBID?act=API_GenResultsTable&qid=1&options=csv
The link given in this post above is slightly incorrect. It should be http://www.kimgentes.com/worshiptech-web-tools-page/2010/8/18/web-connecting-csv-files-as-external-d...
- I realize this is an older post, but I am also trying to figure out how to automate the downloading of my tables into local Excel files, and running into a few issues with all of the suggestions I have been able to find. I can't get the "From Text" option to work, as it doesn't use the stored credentials, and redirects to a login page -- wheres the credentials do work when I get data From Web.
With the From Web method, there are two problems. The main problem is that it only downloads the first 100 rows, as the remaining rows are on additional pages and I can't find a way to make QuickBase display all table rows on one page even in plain text format. Second, it is less of a problem, but above and to the left of the data table the downloaded data shows the following text that appears to be some hidden menu artifact coming through from the html:
Table Show your data in a spreadsheet-style report with rows and columns. Kanban Work with your data as cards in columns. Unavailable for this table because it has no valid multiple-choice or user fields. Grid edit Create a report to enter or edit many records at once. Summary Group and total your data to answer questions about large data sets. Chart Visualize your data in charts including pie, bar, line and others. Map Display records with an address as pins on a map. Calendar Show your data as events on a calendar to help with scheduling and timing. Timeline Create a Gantt chart for records that have start and end dates. Full Report Grid Edit Email More 1-100 of 498 Buses
Any help appreciated, as I am very eager to automate the process of downloading my tables to Excel on a regular basis for backup and version control purposes.
------------------------------
Robin Gold
------------------------------- Hi Robin,
I had the same issues as you: authentication, additional column data, etc.
I got around this by:
1/ my URL included a usertoken, options set to tsv
2/ in Excel, I defined my data query as "From text" and pasted the URL, then reviewed the properties
Here is an example:
https://YOURSITE.quickbase.com/db/YOUR_DATABASE?act=API_GenResultsTable&usertoken=YOUR_USER_TOKEN&options=tsv&qid=YOUR_QUERY_ID
This pulls thte data right into the designate area ni the spreadsheet. I pulled 500 rows without truncation. Hope that helps.
------------------------------
Dean Robson
------------------------------
