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Connect to Live Snowflake Data in MicroStrategy through CData Connect Cloud



Create a live connection to Snowflake in CData Connect Cloud and connect to your Snowflake data from MicroStrategy.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect Cloud, you gain database-like access to live Snowflake data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through connecting to Snowflake in Connect Cloud and connecting to Connect Cloud in MicroStrategy to create a simple visualization of Snowflake data.

As a cloud-based integration platform, Connect Cloud is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a live connection to Snowflake and connect from MicroStrategy to start performing analytics based on live Snowflake data.

Configure Snowflake Connectivity for Microstrategy

Connectivity to Snowflake from Microstrategy is made possible through CData Connect Cloud. To work with Snowflake data from Microstrategy, we start by creating and configuring a Snowflake connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Snowflake" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Snowflake.

    To connect to Snowflake:

    1. Set User and Password to your Snowflake credentials and set the AuthScheme property to PASSWORD or OKTA.
    2. Set URL to the URL of the Snowflake instance (i.e.: https://myaccount.snowflakecomputing.com).
    3. Set Warehouse to the Snowflake warehouse.
    4. (Optional) Set Account to your Snowflake account if your URL does not conform to the format above.
    5. (Optional) Set Database and Schema to restrict the tables and views exposed.

    See the Getting Started guide in the CData driver documentation for more information.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Snowflake Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. Oa the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Snowflake data from MicroStrategy.

Connect to and Visualize Snowflake Data Using MicroStrategy

You can connect to Snowflake in MicroStrategy by adding a data source based on the native SQL Server functionality. Once you have created a data source, you can build dynamic visualizations of Snowflake data in MicroStrategy.

  1. Open MicroStrategy and select your account.
  2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
  3. In the Import from Tables wizard, click to add a new Data Source.
  4. Select "SQL Server" in the Database menu and select "SQL Server 2017" in the Version menu.
  5. Sat the connection properties as follows:
    • Server Name: tds.cdata.com
    • Port Number: 14333
    • Database Name: the name of your Snowflake connection (e.g. Snowflake1)
    • User: a Connect Cloud user
    • Password: the PAT for your Connect Cloud user
    • Data Source Name: a name for the new external data source, like "CData Cloud Snowflake"
  6. Expand the menu for the new data source and choose "Edit Catalog Options"
  7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).

    SELECT DISTINCT 
      TABLE_SCHEMA NAME_SPACE, 
      TABLE_NAME TAB_NAME, 
      COLUMN_NAME COL_NAME, 
      (CASE 
        WHEN 
          (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='usc2')) 
        THEN 
          CONCAT('a',DATA_TYPE) 
        ELSE 
          DATA_TYPE 
      END) DATA_TYPE, 
      CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
      NUMERIC_PRECISION DATA_PREC, 
      NUMERIC_SCALE DATA_SCALE 
    FROM 
      INFORMATION_SCHEMA.COLUMNS 
    WHERE 
      TABLE_NAME 
    IN 
      (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
    ORDER BY 
      1,2,3
    
  8. Select the new data source and select the Namespace that corresponds to your virtual Snowflake database (like Snowflake1).
  9. Drag tables into the pane to insert then. Note: Since we create a live connection, we can insert whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
  10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect Cloud.
  11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Snowflake data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Snowflake, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect Cloud.
  12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect Cloud with MicroStrategy, you can easily create robust visualizations and reports on Snowflake data. For more information on connecting to Snowflake (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Snowflake data in MicroStrategy.