The Coefficient Snowflake connector comes with a visual query builder where you can select tables, columns, and filters, which we automatically translate into SQL query that is run on your Snowflake instance. In addition, you can supply custom SQL as well if you prefer to set up your import based on a Snowflake SQL query.
When you begin a Snowflake import for the first time, you can either connect using your account credentials or via Snowflake OAuth.
Let’s discuss each of them! 💡
When connecting to Snowflake using your account credentials, Coefficient will need the following information: Snowflake Account Name, Database Name, Username, Password, and/or Warehouse Name.
ℹ️ NOTE: when entering your Account Name, you may need to include the region ID and/or cloud platform (aws, azure, gcp). For details, see Account Locator in a Region (Snowflake Documentation).
If you would like to use a different Snowflake Warehouse or you don’t have a default warehouse assigned to your account, you can manually enter it by clicking the “Advanced Settings” link.
ℹ️ NOTE: You can leave this section blank and Coefficient automatically connects to your default warehouse.
ℹ️ OPTIONAL - Once the connection is made, you will see an optional setting that will allow you to share your Snowflake connection with your team. Your password will never be visible to your team members.
ℹ️ NOTE: Your Snowflake Admin needs to configure the Snowflake OAuth for your domain first to be able to use this feature.
Open the Coefficient Sidebar and click on the Menu.
Select Connected Sources.
Select “Add Connection” at the bottom and then select “Snowflake”.
Click the “connect using Snowflake OAuth” link.
Click “Configure”.
You will then be redirected to the Snowflake OAuth Configuration page. Follow the instructions below and save the configuration.
