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Connect using Insights Direct Connect from PowerBI to Snowflake

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Level: Data Analyst

Prerequisites

  • You must have purchased a license for Insights Direct Connect.
  • Download and install Microsoft PowerBI Desktop.

After you have established your Direct Connect account, our Support team will provide you with:

  • Connection String and Warehouse Name.
  • Website link to set up your credentials to Snowflake. Before you complete the connection to Snowflake, make sure you follow the link and set up your credentials.

Snowflake Direct Connect

After you have completed the prerequisites, you can set up the connection to Snowflake.

  1. Open Microsoft Power BI Desktop.

image2020-5-22_10-33-3.png

2. From the ribbon menu, click Get Data. The menu expands.

image2020-5-22_10-33-58.png

3. In the Search field, enter Snowflake. The search result displays.

4. Click on Snowflake.

5. Click the Connect button. The Snowflake dialog displays.

image2020-5-22_10-34-40.png

6. In the Server field, enter the name of the server. Details are provided by Serraview.

When you enter the Snowflake server name do not include the Port Number :443 at the end.

7. In the Warehouse, enter the name of the warehouse. Details are provided by Serraview.

8. Select the Data Connectivity mode, either Import or DirectQuery.

9. Click the OK button. The Snowflake user account dialog displays.

image2020-5-22_10-34-57.png

10. In the User name field, enter the user name. The user name and password are provided by the Serraview team.
11. In the Password field, enter the password.
12. Click the Connect button.

image2020-5-22_10-35-8.png

When the connection is successful, the shared tables display.

13. Navigate and select the table(s).

14. Click either the Load button or the Transform Data button.

Now you can start to build your visuals and always remember to save your work.