This page provides you with instructions on how to extract data from Quick Base and load it into Panoply. (If this manual process sounds onerous, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
What is Quick Base?
"Quick Base is a low-code database and application development platform. It lets teams work with a common data repository to build forms, create reports, set up workflows, and automate processes. And its low-code capability enables non-developers, sometimes called citizen developers, to create applications without having to request time and attention from the IT department." (Source: Computerworld)
What is Panoply?
Panoply is a fully managed data warehouse service that can spin up an Amazon Redshift instance in just a few clicks. It uses machine learning and natural language processing (NLP) to learn, model, and automate standard data management activities from source to analysis. It can import data with no schema, no modeling, and no configuration. With Panoply, you can use your favorite analysis, SQL, and visualization tools just as you would if you were creating a Redshift data warehouse on your own.
Getting data out of Quick Base
Quick Base has a REST API that developers can use to get at information stored in the platform. The API relies on XML for data interchange. To get information about a database by name, you would create and post an XML file like this:
<qdbapi> <ticket>auth_ticket</ticket> <dbname>TestTable</dbname> </qdbapi>
Sample Quick Base data
Here's an example of the kind of response you might see with a query like the one above.
<?xml version="1.0" ?> <qdbapi> <action>API_FindDBByName</action> <errcode>0</errcode> <errtext>No error</errtext> <dbid>bdcagynhs</dbid> </qdbapi>
Preparing Quick Base data
If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them. Quick Base's documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes.
Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists. In these cases you'll likely have to create additional tables to capture the unpredictable cardinality in each record.
Loading data into Panoply
Once you have identified all of the columns you want to insert, you can use the CREATE TABLE statement in Panoply's Redshift data warehouse to create a table to receive all of the data.
With a table built, it may seem like the easiest way to migrate your data (especially if there isn't much of it) is to build INSERT statements to add data to your Redshift table row by row. If you have any experience with SQL, this will be your gut reaction. But beware! Redshift isn't optimized for inserting data one row at a time. If you have a high volume of data to be inserted, you would be better off loading the data into Amazon S3 and then using the COPY command to load it into Redshift.
Keeping Quick Base data up to date
At this point you've coded up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.
Instead, identify key fields that your script can use to bookmark its progression through the data and use to pick up where it left off as it looks for updated data. Auto-incrementing fields such as updated_at or created_at work best for this. When you've built in this functionality, you can set up your script as a cron job or continuous loop to get new data as it appears in Quick Base. And remember, as with any code, once you write it, you have to maintain it. If Quick Base modifies its API, or the API sends a field with a datatype your code doesn't recognize, you may have to modify the script. If your users want slightly different information, you definitely will have to.
Other data warehouse options
Panoply is great, but sometimes you need to optimize for different things when you're choosing a data warehouse. Some folks choose to go with Amazon Redshift, Google BigQuery, PostgreSQL, Snowflake, or Microsoft Azure SQL Data Warehouse, which are RDBMSes that use similar SQL syntax. Others choose a data lake, like Amazon S3. If you're interested in seeing the relevant steps for loading data into one of these platforms, check out To Redshift, To BigQuery, To Postgres, To Snowflake, To Azure SQL Data Warehouse, and To S3.
Easier and faster alternatives
If all this sounds a bit overwhelming, don’t be alarmed. If you have all the skills necessary to go through this process, chances are building and maintaining a script like this isn’t a very high-leverage use of your time.
Thankfully, products like Stitch were built to move data from Quick Base to Panoply automatically. With just a few clicks, Stitch starts extracting your Quick Base data via the API, structuring it in a way that's optimized for analysis, and inserting that data into your Panoply data warehouse.