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URL: https://www.cdata.com/kb/tech/snowflake-cloud-datapine.rst

⇱ Build Snowflake-Connected Visualizations in datapine


Build Snowflake-Connected Visualizations in datapine

πŸ‘ Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI and datapine to build visualizations and dashboards with access to live Snowflake data.

datapine is a browser-based business intelligence platform. When paired with the CData Connect AI, you get access to your Snowflake data directly from your datapine visualizations and dashboards. This article describes connecting to Snowflake in CData Connect AI and building a simple Snowflake-connected visualization in datapine.

CData Connect AI provides a pure SQL Server interface for Snowflake, allowing you to query data from Snowflake without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Snowflake, leveraging server-side processing to return the requested Snowflake data quickly.

About Snowflake Data Integration

CData simplifies access and integration of live Snowflake data. Our customers leverage CData connectivity to:

  • Reads and write Snowflake data quickly and efficiently.
  • Dynamically obtain metadata for the specified Warehouse, Database, and Schema.
  • Authenticate in a variety of ways, including OAuth, OKTA, Azure AD, Azure Managed Service Identity, PingFederate, private key, and more.

Many CData users use CData solutions to access Snowflake from their preferred tools and applications, and replicate data from their disparate systems into Snowflake for comprehensive warehousing and analytics.

For more information on integrating Snowflake with CData solutions, refer to our blog: https://www.cdata.com/blog/snowflake-integrations.


Getting Started


Configure Snowflake Connectivity for datapine

Connectivity to Snowflake from datapine is made possible through CData Connect AI. To work with Snowflake data from datapine, we start by creating and configuring a Snowflake connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Snowflake" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to Snowflake.

    To connect to Snowflake:

    1. Set User and Password to your Snowflake credentials and set the AuthScheme property to PASSWORD or OKTA.
    2. Set URL to the URL of the Snowflake instance (i.e.: https://myaccount.snowflakecomputing.com).
    3. Set Warehouse to the Snowflake warehouse.
    4. (Optional) Set Account to your Snowflake account if your URL does not conform to the format above.
    5. (Optional) Set Database and Schema to restrict the tables and views exposed.
    6. (Optional) If MFA is enabled on your Snowflake account (via Duo Security), set MFACode to the passcode generated by your Duo authenticator app.

    See the Getting Started guide in the CData driver documentation for more information.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Snowflake Connection page and update the User-based permissions. πŸ‘ Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. πŸ‘ Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Snowflake data from datapine.

Connecting to Snowflake from datapine

Once you configure your connection to Snowflake in Connect AI, you are ready to connect to Snowflake from datapine.

  1. Log into datapine
  2. Click Connect to navigate to the "Connect" page
  3. Select MS SQL Server as the data source
  4. In the Integration step, fill in the connection properties and click "Save and Proceed"
    • Set the Internal Name
    • Set Database Name to the name of the connection we just configured (e.g. Snowflake1)
    • Set Host / IP to "tds.cdata.com"
    • Set Username to your Connect AI username (e.g. [email protected])
    • Set Password to the corresponding PAT
    • Set Database Port to "14333"
    πŸ‘ Configuring the connection to CData Connect AI
  5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed" πŸ‘ Selecting tables and fields to visualize (Salesforce is shown)
  6. In the References step, define any relationships between your selected tables and click "Save and Proceed" πŸ‘ Defining foreign key relationships
  7. In the Data Transfer step, click "Go to Analyzer"

Visualize Snowflake Data in datapine

After connecting to CData Connect AI, you are ready to visualize your Snowflake data in datapine. Simply select the dimensions and measures you wish to visualize!

πŸ‘ Visualizing data in datapine (Salesforce is shown)

Having connect to Snowflake from datapine, you are now able to visualize and analyze real-time Snowflake data no matter where you are. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect AI today!