LogoLogo
HomeUser GuidesAPI Reference
  • 👏Welcome to Whaly 🐳
  • Team
    • 👨‍👩‍👧‍👦What is a team?
    • 🛡️Single Sign On
    • 🥷Impersonate
  • Organisation
    • 🏫What is an organisation?
    • 📤Upload your Organisation logo
    • 🔑Manage Access to your organisation
    • ❓Understanding Licences
    • 👮Understanding User Roles
  • User Management
    • 🏷️User Attributes
    • 👭User Groups
    • 🤖Service Accounts
  • Workspace
    • ✏️Workspace
    • 📂Report Folders
    • ✨Sharing & Collaboration
      • Share a report to the Web
    • 📗Catalog
    • ⚙️Settings
  • Warehouse
    • 🏦Connect your Warehouse
    • ⚔️Amazon Athena
      • Connect your Athena
    • 🏮Amazon Redshift
      • Connect your Redshift
    • 🧱Databricks
      • Connect your Databricks
    • 🔷Google BigQuery
      • Connect your BigQuery
      • Grant access to BigQuery datasets
      • Enable multi project support
    • 🐘Postgres
      • Connect your Postgres
      • Whitelisting Whaly IPs
    • ❄️Snowflake
      • Connect your Snowflake
      • Giving access to Snowflake data
  • Models
    • 💞Models sync
      • Where should my models be managed?
      • dbt Cloud
        • Configuration
        • Exposing models into Whaly
    • 📥Persistence Engine
      • Configuration
        • Snowflake
      • Check Materialisation runs status
  • Workbench
    • 🚀Navigating the workbench
    • 🛠️Modeling
      • Understanding Datasets
        • General Information
        • Drills
        • Relationships
        • Primary Keys
        • Cache
      • Model Data
        • SQL Models
        • Flow Models
          • Create a Flow
          • Update a Flow
          • Flow steps
            • From Model
            • From Raw
            • Hide Column
            • Filter
            • Lookup
            • Rollup
            • Formulas
            • Group
            • Union
      • Import raw data
        • From your warehouse
        • From third party data
    • 🧭Explorations
      • Configure an exploration
      • Exploration Templates
      • Tables
        • Configure a table
        • Add related data
      • Metrics
        • Create a Metric
        • Create a Calculated Metric
        • Create Drill Downs
        • Using custom formatting
      • Dimensions
        • Create a dimension
      • Check measure usage
      • Row Level Access
  • Data consumption
    • 💡Exploring data
      • How to explore data
      • Drill Down
      • Forecasting
    • 💹What is a Report?
    • 📊Dashboards
      • Create a dashboard
      • Manage tiles
        • Add chart tiles
        • Add text tiles
        • Add navigation tiles
        • Arranging tiles
      • Add a description
      • Share a dashboard
      • Filter a dashboard
      • Push dashboard
      • Delete a dashboard
    • 📈Questions
      • Create a question
      • Add a description
      • Share a question
      • Push question data
      • Delete a question
    • 🔁Refreshing a report
  • Data visualisation
    • 🎨Theming
    • 🖌️Chart your data
      • Bar chart
      • Calendar chart
      • Funnel chart
      • Gauge chart
      • Geo map chart
      • Heatmap chart
      • Interactive map chart
      • Line chart
      • Metric chart
      • Pie chart
      • Retention chart
      • Table chart
      • Treemap chart
      • Waterfall chart
      • Custom time format in time series
  • Content management
    • ⭐Explorations Section
    • ✂️Bulk Content Management
  • Embedding
    • 📌Embed in Business apps
      • Notion
      • Clickup
      • Hubspot
      • Google Chrome
        • 🌱Install
        • ⚙️Configure the Chrome extension
    • 👩‍💻Embedding API
    • 🪟Partner Portal
  • Workflows
    • 🚀Push
      • Configure a Push
      • Manage Push
    • 💼Manage Installed Actions
    • ⚡Actions catalog
      • Airtable
      • Google Sheets
      • Slack
      • Sendgrid
      • Webhook
  • Platform concepts
    • ✳️Query Mode
    • 💫Caching
  • Guides
    • ⛑️Support
  • User
    • 🤩Upload your profile picture
  • Connectors
    • 🔌Connect your Sources
    • ⚙️Warehouse setup
      • BigQuery
        • Configure a Cloud Storage cleaning rule
      • Snowflake
    • ☁️Whitelisting Whaly connectors IPs
    • 🔐SSH Tunneling
    • 🏄Schema drift
    • 🔁Replication method
    • 🧙Source monitoring
    • 🎁Source catalog
      • Community
        • Github Stars
        • Slack
        • Orbit
      • Database
        • PostgreSQL / Postgres
          • 💡Tip: Extracting the relationships
        • MariaDB / MySQL
      • eCommerce
        • WooCommerce
      • Engineering
        • Github
      • Finance
        • Brex
        • Pennylane
          • Pennylane (Redshift) - General Ledger & Trial Balance
          • Pennylane API - Customer Invoices
        • Qonto
        • Stripe
        • QuickBooks
      • Marketing / Growth
        • Facebook Ads
        • Google Ads
        • Google Analytics
          • Google Analytics (V4)
          • Google Analytics (Universal Analytics)
        • LaGrowthMachine
        • lemlist
        • LinkedIn Ads
        • Salesloft
      • No-Code
        • Airtable
        • Bubble
        • Google Sheets
      • Support
        • Intercom
      • Product
        • Amplitude
        • MixPanel
        • Segment
      • Sales / CRMs
        • Aircall
        • Pipedrive
        • Hubspot
        • Recruit CRM
        • Salesforce
Powered by GitBook
On this page
  • Prerequisites​
  • Step 1: Set up Whaly-specific entities in Snowflake​
  • Step 2: Set up Snowflake dataloading credentials in Whaly

Was this helpful?

  1. Connectors
  2. Warehouse setup

Snowflake

Setting up the Snowflake destination connector involves setting up Snowflake entities (warehouse, database, schema, user, and role) in the Snowflake console, and configuring the Snowflake destination connector using Whaly UI.

This page describes the step-by-step process of setting up the Wahly->Snowflake connectors integration.

Prerequisites​

  • A Snowflake account with the ACCOUNTADMIN role. If you don’t have an account with the ACCOUNTADMIN role, contact your Snowflake administrator to set one up for you.

Step 1: Set up Whaly-specific entities in Snowflake​

To set up the Snowflake destination connector, you first need to create Whaly-specific Snowflake entities (a warehouse, database, schema, user, and role) with the OWNERSHIP permission to write data into Snowflake, track costs pertaining to Whaly, and control permissions at a granular level.

You can use the following script in a new Snowflake worksheet to create the entities:

  1. Log into your Snowflake account.

  2. Edit the following script to change the password to a more secure password and to change the names of other resources if you so desire.

  3. Execute the script as an ACCOUNTADMIN user (check on the top right corner of the Worksheet interface).

Note: Make sure you follow the Snowflake identifier requirements while renaming the resources.

-- set variables (these need to be uppercase)
set whaly_dataloading_username = 'WHALY_DATALOADING_USER';
set whaly_dataloading_password = 'you_should_change_me';

-- This shouldn't be modified
set whaly_dataloading_role = 'WHALY_DATALOADING_ROLE';
set whaly_dataloading_warehouse = 'WHALY_DATALOADING_WAREHOUSE';
set whaly_dataloading_database = 'WHALY_DATALOADING_DATABASE';
set whaly_bi_role = 'WHALY_BI_ROLE';

begin;

-- create Whaly roles
use role securityadmin;
create role if not exists identifier($whaly_dataloading_role);
grant role identifier($whaly_dataloading_role) to role SYSADMIN;

-- create Whaly users
create user if not exists identifier($whaly_dataloading_username)
password = $whaly_dataloading_password
default_role = $whaly_dataloading_role
default_warehouse = $whaly_dataloading_warehouse;

grant role identifier($whaly_dataloading_role) 
    to user identifier($whaly_dataloading_username);

-- change role to sysadmin for warehouse / database steps
use role sysadmin;

-- create Whaly warehouses
create warehouse if not exists identifier($whaly_dataloading_warehouse)
warehouse_size = xsmall
warehouse_type = standard
auto_suspend = 1800
auto_resume = true
initially_suspended = true
statement_timeout_in_seconds = 600;

-- grant Whaly Warehouse access
grant USAGE
    on warehouse identifier($whaly_dataloading_warehouse)
    to role identifier($whaly_dataloading_role);

-- create Whaly data loading database
create database if not exists identifier($whaly_dataloading_database);

-- grant Whaly database access
grant OWNERSHIP
    on database identifier($whaly_dataloading_database)
    to role identifier($whaly_dataloading_role);

grant USAGE
    on database identifier($whaly_dataloading_database)
    to role identifier($whaly_bi_role);

commit;

Step 2: Set up Snowflake dataloading credentials in Whaly

Navigate to your Warehouse page in the Settings and configure the Dataloading credentials.

Field
Description

Dataloading | User

The username you created in Step 1 to allow Whaly to access the database. Example: WHALY_DATALOADING_USER

Dataloading | Password

The password associated with the dataloading user.

PreviousConfigure a Cloud Storage cleaning ruleNextWhitelisting Whaly connectors IPs

Last updated 1 year ago

Was this helpful?

⚙️