This article describes how to connect Tableau to a Snowflake data warehouse and set up the data source.
Before you begin, gather this connection information:
- Name of the server name that you want to connect to
- Username and Password
- SAML IdP
- Sign in credentials depend on the authentication method you choose and can include the following:
- User name and password
- URL for the SAML IdP server
- User Name
- (Optional) Initial SQL statement to run every time Tableau connects
This connector requires a driver to talk to the database. You might already have the required driver installed on your computer. If the driver is not installed on your computer, Tableau displays a message in the connection dialog box with a link to the Driver Download page where you can find driver links and installation instructions.
Note: To support using OAuth with Snowflake, you must install the latest ODBC driver from Snowflake (currently version 2.17.5).
Connect Tableau to your data
- Start Tableau and under Connect, select Snowflake. For a complete list of data connections, select More under To a Server.
- Enter the name of the server that you want to connect to.
- Select the Authentication method: Username and Password, SAML IdP, or Sign in using OAuth.
- Enter the information that you are prompted to provide. The information you are prompted for depends on the authentication method you choose.
- If you select SAML IdP, enter the Username and Password, then in the SAML IdP (Okta) field, enter the URL for the SAML IdP server. Proceed to step 5.
- If you select Sign in using OAuth follow these steps:
- Select Initial SQL if you want to run a SQL command at the beginning of every connection. For more information, see Run Initial SQL.
- Select Sign In.
- In the web page that opens, log in to Snowflake by entering your User Name and Password and selecting Log In. Or select Single Sign On if Snowflake is configured to support SSO.
- Click OK to confirm authorization to access your Snowflake data.
- Close the browser window and return to Tableau.
- Proceed to the next section, "Set up the data source."
- (Optional) Select Initial SQL to specify a SQL command to run at the beginning of every connection, such as when you open the workbook, refresh an extract, sign in to Tableau Server, or publish to Tableau Server. For more information, see Run Initial SQL.
- Select Sign In.
If Tableau can't make the connection, verify that your credentials are correct. If you still can't connect, your computer is having trouble locating the server. Contact your network administrator or database administrator.
Set up the data source
On the data source page, do the following:
(Optional) Select the default data source name at the top of the page, and then enter a unique data source name for use in Tableau. For example, use a data source naming convention that helps other users of the data source figure out which data source to connect to.
- From the Warehouse drop-down list, select the warehouse or use the text box to search for a warehouse by name.
- From the Database drop-down list, select a database or use the text box to search for a database by name.
- From the Schema drop-down list, select a schema or use the text box to search for a schema by name.
- Under Table, select a table or use the text box to search for a table by name.
- Drag a table to the canvas, and then select the sheet tab to start your analysis. Use custom SQL to connect to a specific query rather than the entire data source. For more information, see Connect to a Custom SQL Query.
If you use Tableau Desktop on a Mac, when you enter the server name to connect, use a fully qualified domain name, such as mydb.test.ourdomain.lan, instead of a relative domain name, such as mydb or mydb.test.
Alternatively, you can add the domain to the list of Search Domains for the Mac computer so that when you connect, you need to provide only the server name. To update the list of Search Domains, go to System Preferences > Network > Advanced, and then open the DNS tab.
Configure Snowflake server support for OAuth
For information about how to configure the Snowflake server to support OAuth, see Configuring OAuth for Partner Applications on the Snowflake website.
- Set Up Data Sources – Add more data to this data source or prepare your data before you analyze it.
- Build Charts and Analyze Data – Begin your data analysis.
- Best Practices for Using Tableau with Snowflake on the Snowflake website (registration required).