Integrating Snowflake With Tableau Desktop

Author: Srutimala Deka

A Brief Introduction to Snowflake

Snowflake is a cloud platform that primarily provides data warehouses and computes as a service. Snowflake enables businesses to harness the power of data through their Saas platform that is easily scalable and adds performance with zero tunings.
Snowflake has made its mark as a reliable and scalable solution to meet modern data demands without costing a limb.

Snowflake provides:

  • A single source of unlimited data that becomes immediately queryable using SQL.

A Brief Introduction to Tableau

Tableau is a data visualization tool in the form of a software application for business intelligence.
Tableau has made its mark in the data scene with its easy-to-use platform, which uses drag and drops features to give complex analytics with stark visualization capabilities within minutes.
Tableau has single-handedly changed the way data is utilized for business and created a new benchmark on the versatility of such tools.

Tableau provides:

  • User-oriented design that requires no special training to use the software.

Why integrate Snowflake and Tableau?

  • Snowflake warehouses allow data to reside within a single place, which means only a single connection from Tableau Desktop would be sufficient.

Connecting Snowflake and Tableau Desktop

  • Download drivers from the snowflake’s help menu
  • Go to Help > Download.
  • Select the ODBC Driver option and choose one of the two options on the right pane.
  • Click on the downloaded file and follow the instructions by clicking on next. Click install once the steps are complete.
  • Connect to Snowflake account from Tableau Desktop
  • The Snowflake connection form opens up. Enter the server name for your Snowflake account and your role.
  • For authentication, there are three options, as shown in the image. We will use the username and password which we use to log into our snowflake account. If you have an OAuth setup for your account, it is recommended to use the OAuth option here.
  • Once the connection is successful, you will be taken to the Data Source page. Choose the preferred warehouse, database, and schema. The snowflake tables belonging to the schema will automatically appear below.

Note: Tableau requires a snowflake warehouse to query data into Tableau for analysis.

Conclusion

It is extremely easy to connect Snowflake to Tableau.
Once a connection is established, it will persist. The password, however, is not stored in Tableau and needs to be entered each time the Data Source page is accessed. Before analysis can begin, the data model needs to be prepared, consisting of one or more tables based on business requirements.