Snowflake Integration with Power BI

Steps

Step 1: Initiate Snowflake Connection

Select Get Data from the Home ribbon in Power BI Desktop. From the available categories on the left, select Database, choose Snowflake, and then select Connect.

Step 2: Enter Server and Warehouse Details

In the Snowflake connection window that appears, enter:

• The Snowflake server name in the Server field
• The Snowflake computing warehouse name in the Warehouse field

Step 3: Provide Advanced Connection Parameters

Select Advanced options and enter the following details:

• Database
• Warehouse
• Role

These details are provided to users by the Maximo Renewables team.

Step 4: Confirm Connection Details

Select OK to proceed with the connection.

Step 5: Authenticate to Snowflake

When prompted, enter your Snowflake username and password, and then select Connect to sign in to the Snowflake computing warehouse.

Step 6: Select Data to Import

In the Navigator window, select one or more Snowflake objects (tables or views) to import into Power BI Desktop. Choose one of the following options:

• Load - to load the data directly into Power BI Desktop
• Transform Data – to open the Power Query Editor, where you can filter and refine the data before loading it

Step 7: Create Reports and Visualizations

Load the data into your Power BI workbook and begin creating dashboards and visualizations as per business requirements.