Prerequisites
Quantive can connect to your Snowflake Data Warehouses in Microsoft Azure or Amazon AWS.
Snowflake user
The connection uses username and password over a secure channel. It is recommended that you create a new user for Quantive and limit its read permissions only to data you want to sync with Quantive. For more information on creating users in Snowflake check out this article: Snowflake Documentation | Create User. Here is a quick example:
CREATE USER quantivesync PASSWORD = '********' DEFAULT_ROLE = "PUBLIC" DEFAULT_WAREHOUSE = "COMPUTE_WH" MUST_CHANGE_PASSWORD = FALSE;
The above SQL statement will create quantivesync user with default role and warehouse. Make sure you use strong password for this user. You can generate strong passwords using https://randomkeygen.com/
How to connect
In Quantive, navigate to Settings > Data Sources screen
Click the Select data source button
From the Choose a connector dialog, select the Database tab and then Snowflake
User - The user account to authenticate as.
Password - Password of the user you are authenticating as.
Account URL - The URL to your Snowflake account. E.g. if the account is AWS instance it should look like https://account.region.snowflakecomputing.com.
Warehouse - The name of your Snowflake warehouse.
Database - The name of the database you want to connect to
Database schema - The name of the schema to connect to.
Click on the Connect button.
Define who will have access and who will be able to administrate this connection using Data Connection permissions.
Choose a table to which you want to connect and click on the Use ... button
Give the name of your data source, something that makes sense to you and select the sync schedule (how often you want this data source to be synced automatically)
Click on the Add my data source button.
Define who will have access and use the information in this entity to create insights and automate KRs and KPIs using the Data Source permissions.
Click on the Finish button.