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Installation and Setup

Microsoft's PowerBI is the platform of choice for dashboarding. PowerBI comes with a native connector for Snowflake.

You'll need the servername, the warehouse (basically: the virtual machine to use) and your username/password to set this up.

Download PowerBI desktop

Get PowerBI desktop from: https://www.microsoft.com/en-us/download/details.aspx?id=58494

For future reference and support from Active Ants, please download the English version.

Install the application.

Connecting to Snowflake

Start up PowerBI desktop.

Start with a blank report.

Click on "Get data from another source ->".

Search for "Snowflake" (just type it in, or look for it under the Database section).

Snowflake connector

Type in Servername (1): astunbh-ln60614.snowflakecomputing.com

Type in Warehouse name (2): WH_EXTERN_PRD

Hit OK (3):

Select server

Set the username (1) and password (2), hit "Connect" (3):

Select server

If something goes wrong, see the section on "reset connection in PowerBI".

In the Navigator, select the views from DWH_DEV (1) - IA_EXTERN (2) that you want to load to your dashboard (e.g. Countries (3) and Orders (4)): Navigator

Hit "Load" (5). Then specify how you want the data to be imported: Import Connection Settings

Typically you'll select "Import" (1) here. If you use "DirectQuery" it might run into limitations when you load more than 1 million records. Hit "OK" (2) and the data will start loading. This takes a while, depending on connection and volume of data.

Loading Data

Reset connection in PowerBI

If you made a mistake in PowerBI when setting up your credentials to Snowflake, you'll notice that it is near impossible to change your settings. PowerBI is known for this.

The safest way to reset your login credentials is this:

  1. Go to "File - Options and Settings", select "Data source settings":
Select server
  1. Select "Global permissions" (1), then your Snowflake connection (2), then "Edit Permissions..." (3): Select server
  2. Select "Edit" (1):
Select server
  1. Select "Snowflake" (1), and set Username (2) and Password (3), hit "Save"" (4): Select server

  2. "OK" out of these screens and continue with setting up your dashboard.