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Connecting To Snowflake QRG

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0% found this document useful (0 votes)
16 views15 pages

Connecting To Snowflake QRG

Uploaded by

Parth
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

Connecting to Snowflake

Quick Reference Guide

Table of Contents
1. SIGNING IN FOR THE FIRST TIME ............................................................................... 2

2. SETTING UP THE SNOWFLAKE ODBC DRIVER ......................................................... 2

3. CONNECTING TO SNOWFLAKE .................................................................................. 5


a. Via the Web Interface ........................................................................................ 5
b. Via Tableau......................................................................................................... 6
c. Via Excel............................................................................................................. 9
d. Other Ways to Connect to Snowflake ............................................................ 10

4. ADDITIONAL SNOWFLAKE DOCUMENTATION AND SQL ....................................... 11

5. TROUBLESHOOTING .................................................................................................. 11
a. Unable to Login using “Sign in to FMG” ........................................................ 11
b. Forgotten Password or Locked Account ....................................................... 11
c. Unable to Connect with Tableau or Excel ...................................................... 12
d. How to reset username or password in Excel ............................................... 13
e. Error when setting up the DSN (Error Code 126) .......................................... 14

Connecting to Snowflake V1.0


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1. Signing in for the First Time

If this is your first-time accessing Snowflake you will need to login with your one-time password and set
a new one.

You can read how to do this in the section on Connecting to Snowflake via the Web Interface

2. Setting up the Snowflake ODBC Driver

Configuration of the driver enables connections between Snowflake and Windows programs such as
Excel and Tableau.
You will need to have the ODBC Driver installed, which can be installed via the Software Center.

1. Search and select Software Center on your PC. Note: You will need to be on the FMG Network to
access Software Centre.

2. Search for "Snowflake" and install the 64-bit Driver by clicking it and clicking "Install" on the next
screen

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When you have installed the Snowflake ODBC Driver, you can configure the driver using the method
which follows.
To begin, you will need to create a Data Source Name (DSN) for the driver.

1. Search for and launch the ODBC Data Source Administration (64-bit) tool

2. Click the "Add" button


3. Select the "SnowflakeDSIIDriver"

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4. Click "Finish"
5. If you have followed the steps above or have clicked the "Configure" button. The Snowflake
Configuration dialog opens.

The configuration should be entered as below

Data Source Snowflake

User <<Your Snowflake Logon here>>


e.g. [email protected]

Password Leave Blank

Server wn74261.ap-southeast-2.snowflakecomputing.com

Database Leave Blank

Schema Leave Blank

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Warehouse WH_EDW_SELFSERVICE

Role <<EDW_USERNAME>>
e.g. EDW_JBLOGGS (only include the prefix not @fmgl.com.au)

Tracing 4

Authenticator Leave Blank

Proxy Leave Blank

NoProxy Leave Blank

2. Click OK to create the new DSN.

This DSN can now be referenced in ODBC-based client applications, such as Excel, for
connecting to Snowflake.

3. Connecting to Snowflake
a. Via the Web Interface

You can sign-in using the Snowflake Web UI (bookmark for future use!)

If this is your first time you will need to enter your details in the red box as below and enter your
one-time password. You will then be able to change it.

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You will also need to remember this password to utilise Tableau, Excel or other Products. The
“FMG Login” is currently only available for the Snowflake Web UI.

Note: If you forget your password, you will need to raise a Service Desk Ticket to the “Data
Platform” Assignment Group

b. Via Tableau
To use the data with Tableau, you need to connect Tableau. To do this, with Tableau open,
1. Select More in the Connect section under To a Server.
2. Select Snowflake from the list of servers. The Snowflake configuration dialog opens.

To configure the dialog, enter the following information.


• Server – wn74261.ap-southeast-2.snowflakecomputing.com
• Role – This field is not required - but you can enter EDW_USERNAME
• Authentication – Make sure Username and Password is selected.
• Username – The username is your full Fortescue email address
• Password – This is the password provided to you by Support for Snowflake. (Note: You must
have done your reset on the Web UI First)

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The example which follows displays a completed Snowflake connection dialog.

*Note that the server name does not include https:// and does not require ‘privatelink’ in the URL

3. Click the Sign In button when the dialog is configured.


The Tableau Desktop Workbook opens. The EDW is now connected.

When connected, from within Tableau,


4. Use the Warehouse drop down list to select the relevant data warehouse for your workbook.
5. For example; select WH_EDW_SELFSERVICE
6. Use the Database drop down list to select the database for your workbook.
7. Use the Schema drop down list to select the schema for your workbook.
8. For example, select SELFSERVICE

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A list of available tables from the selected configuration will be displayed in the column on the left – as
shown in the following diagram.

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c. Via Excel
Before connecting to Snowflake, you will need to have the ODBC driver installed.

With the ODBC driver installed and configured,


9. Open Microsoft Excel
10. Open a new or existing worksheet
From the Data menu,
11. Click the drop down on Get Data
12. Point to the From Other Sources option
13. Select From ODBC
14. Select Snowflake DSN from the drop down list in the From ODBC dialog

15. You will then be prompted with the below screen, select "Snowflake" (the DSN you configured)
and Press "OK"

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16. Enter your credentials in the below login screen

***Important Note** your password is the local Snowflake password, not your Fortescue Login
Password (AD Account).
If you have forgotten your password, please raise a service desk ticket to "Data Platform"
assignment group.

17. You should then see the Snowflake Schemas you have access to (similar to below)

**Note after signing in the first time your credentials will be saved for subsequent use in Excel.

d. Other Ways to Connect to Snowflake


Snowflake has a large ecosystem of tools and technologies which can be connected and can be
found in the Snowflake Ecosystem Documentation

Additionally, Snowflake can accessed via several different drivers and connectors (e.g. .NET,
Python, Spark etc)

Please review the Snowflake Connectors & Drivers Documentation for more information

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4. Additional Snowflake Documentation and SQL
There are lot of different ways to access and use Snowflake.

Snowflakes primary language is “Snowflake SQL”. It follows the ANSI SQL standard. Most of
the SQL in Snowflake follows the SQL-1999 specification with a few additional ones from SQL-
2003 specification.

You can read more information about Using Snowflake in their Documentation

In addition, there is ongoing Snowflake Training provided by the Data & Advanced Analytics
Team which you can register for

5. Troubleshooting
a. Unable to Login using “Sign in to FMG”
If you have not logged in before you will need to get a Snowflake account created before you
can login.

This can be achieved through this Service Now Form

b. Forgotten Password or Locked Account


You have two passwords – a Snowflake specific OR using your FMG Logon.

Applications such as Excel and Tableau require your Snowflake specific password

If you have forgotten your Snowflake specific password, you will need to log a Service Desk
ticket to have it reset.
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This can be achieved through this Service Now Form and setting the “Assignment Group” to
“Data Platform”

Active Directory integration for other applications is planned for later in FY22

c. Unable to Connect with Tableau or Excel


If the below error is popping up, it is likely you have made a mistake with the Server Address
in the DSN configuration

Please review your DSN configuration

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d. How to reset username or password in Excel

If you are getting errors with your credentials because you haven’t put in your “@fmgl.com.au”
username.

You can reset your stored user name / password in excel by following the below steps

1. Click the “Data” tab in the Excel Ribbon


2. Click “Get Data”
3. Select “Data Source Settings

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4. Select your DSN from the list
5. Click the “Clear Permissions” button

6. Redo the step to “Get Data” from ODBC

e. Error when setting up the DSN (Error Code 126)


If you receive the below error when setting up the ODBC Data Source (DSN)

Please uninstall the Snowflake Driver (Remove App) and re-install it from the Software Centre.

If issues persist please raise a service desk ticket to “Analytics” Resolver Group
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Quick Reference Guide

Connecting to Snowflake V1.0


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100-TE-DC-0040_2

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