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Version: 1.2.1

Connect GX Cloud to Snowflake

Prerequisites​

  • You have a GX Cloud account with Admin or Editor permissions.

  • You have a Snowflake database, schema, and table.

  • You have a Snowflake account with USAGE privileges on the table, database, and schema you are validating, and you have SELECT privileges on the table you are validating. To improve data security, GX recommends using a separate Snowflake user service account to connect to GX Cloud.

  • You know your Snowflake password.

Connect to a Snowflake Data Asset​

You can use an existing Snowflake warehouse, but GX recommends creating a separate warehouse for GX Cloud to simplify cost management and optimize performance.

  1. In GX Cloud, click Data Assets > New Data Asset > Snowflake.

  2. Copy the code in the code pane.

  3. Prepare your Snowflake environment:

    • In Snowflake Snowsight, click Worksheets > Add > SQL Worksheet.

    • Paste the code you copied in step 2 into the SQL worksheet.

      Replace your_password with your value and your_database_name and your_schema with the names of the database and schema you want to access in GX Cloud.

      grant select on future tables in schema "your_database.your_schema" to role gx_role; is optional and gives the user with the gx_role role access to all future tables in the defined schema.

      The settings in the code example optimize cost and performance. Adjust them to suit your business requirements.

    • Select Run All to define your user password, create a new GX role (gx_role), assign the password and role to a new user (gx_user), create a new warehouse (gx_wh) for the GX Agent, and allow the user with the gx_role role to access data on the Snowflake database and schema.

      Snowflake Run All

  4. In GX Cloud, click I have created a GX Cloud user with valid permissions and then click Continue.

  5. Enter a meaningful name for the Data Source in the Data Source name field.

  6. Optional. To use a connection string to connect to a Data Source, click the Use connection string selector, enter a connection string, and then move to step 6. The connection string format is: snowflake://<user_login_name>:<password>@<accountname>.

  7. Complete the following fields:

    • Account identifier: Enter your Snowflake organization and account name separated by a hyphen (oraganizationname-accountname) or your account name and a legacy account locator separated by a period (accountname.region). The legacy account locator value must include the geographical region. For example, us-east-1.

      To locate your Snowflake organization name, account name, or legacy account locator values see Finding the Organization and Account Name for an Account or Using an Account Locator as an Identifier.

    • Username: Enter the username you use to access Snowflake.

    • Password: Enter a Snowflake password. To improve data security, GX recommends using a Snowflake service account to connect to GX Cloud.

    • Database: Enter the name of the Snowflake database where the data you want to validate is stored. In Snowsight, click Data > Databases. In the Snowflake Classic Console, click Databases.

    • Schema: Enter the name of the Snowflake schema (table) where the data you want to validate is stored.

    • Warehouse: Enter the name of your Snowflake database warehouse. In Snowsight, click Admin > Warehouses. In the Snowflake Classic Console, click Warehouses.

    • Role: Enter your Snowflake role.

  8. Click Connect.

  9. Complete the following fields:

    • Table name: Enter the name of the Data Source table you're connecting to.

    • Data Asset name: Enter a name for the Data Asset. Data Asset names must be unique. If you use the same name for multiple Data Assets, each Data Asset must be associated with a unique Data Source.

  10. Select the Complete Asset tab to provide all Data Asset records to your Expectations and validations, or select the Batches tab to use subsets of Data Asset records for your Expectations and validations. If you selected the Batches tab, complete the following fields:

    • Split Data Asset by - Select Year to partition Data Asset records by year, select Year - Month to partition Data Asset records by year and month, or select Year - Month - Day to partition Data Asset records by year, month, and day.

    • Column of datetime type - Enter the name of the column containing the date and time data.

  11. Optional. Select Add Data Asset to add additional tables or queries and repeat steps 8 and 9.

  12. Click Finish.

  13. Create an Expectation. See Create an Expectation.