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Setting Up Snowflake Secure Data Share

Setting Up Snowflake Secure Data Share

Daniel
  • Updated

If you are using NinjaCat's New Interface Design watch the linked video for a major landmark tour!

If you use the Snowflake Data Warehouse to house data that you'd like to use with NinjaCat, we support moving data into our system using a Snowflake Secure Data Share.  This article is a basic overview of the steps to set up and use the Snowflake Secure Data Share.

 

Section Links

Create a Snowflake Secure Data Share

Create a Snowflake Share Network

Creating a Snowflake Share Mapping

Connecting a Snowflake Share Network to a NinjaCat Account

Using Snowflake Share Data in a Template

 

Create a Snowflake Secure Data Share

1. Customer initiates Secure Snowflake Data Share with NinjaCat Snowflake Database using NinjaCat Snowflake ID provided by NinjaCat

NinjaNote: In order to perform this process, the account you use to access Snowflake must have account admin permissions

  • Log in to your Snowflake control panel
  • Click on "Shares" near the top left1.png
  • Click on "Outbound" under "Secure Shares"2.png
  • Click "Create" next to "Outbound"3.png
  • Fill in the Name for the Secure Share

NinjaNote: In order to set up Snowflake Share your share name must use this naming convention. The share name needs to say NC_COMPANYNAME where COMPANYNAME is your company name

  • Select Database4.png
  • Select Tables to share
  • Add a note in the "Comment" box to briefly explain what the share is for: "Shared data between COMPANYNAME and NinjaCat"
  • Click the "Apply" button in the bottom right5.png
  • Click the "Create" button in the bottom right6.png
  • Click the "Next: Add Consumers" button in the bottom right7.png
  • Select "Full" under "Account Type"8.png
  • Enter the provided NinjaCat Snowflake Account ID in the field labeled "Enter a Snowflake account name"
  • Click the "Add" button in the bottom right9.png
  • Verify that the Secure Data Share you created has been added to the "Outbound" list10.png
  • Alert your contact at NinjaCat when you've completed the Secure Data Share setup

2. NinjaCat creates an access account for Secure Snowflake Data Share

3. NinjaCat links Secure Data Share to the system using the created access account

4. Customer creates Snowflake Share data network and mapping inside NinjaCat

 

Create a Snowflake Share Network

1. Go to the Setup Settings

2. Follow the instructions in the article How To Add a Direct Network Connection, selecting "Snowflake Share" as the desired network

 

Creating a Snowflake Share Mapping

1. Go to the Setup Settings

2. Select the new Snowflake Share Network you just created in the previous steps1.png

3. Click on "Edit Mapping" near the top right2.png

4. Click on the "Add Mapping" button near the center3.png

5. FILL IN THE NEEDED INFORMATION IN EACH OF THE REQUIRED TABS

     

6. SETTINGS Tab -- NinjaNote: This tab and the "Advanced" tab are the only tabs visible until you successfully query data from the Snowflake Share Database

  • Name Identifier - Type a unique identifier that is used to find this mapping in the NinjaCat Template Builder
  • Query - Type in a SQL query you want to execute in order to define the data set to connect to
  • Click the "Connect" button near the bottom right4.png5.png

NinjaNote: After the query successfully connects to a data set, several new configuration tabs become visible. Also, the "Connect" button changes to a "Save" button near the bottom left. DON'T CLICK IT YET! You must follow the instructions to create at least one Dimension and one Metric in this Mapping before clicking Save. That button is the final step in creating the Mapping NOT an incremental "save" step.

 

7. FILTERING Tab

  • Date Column - Unless designated by the query, use this drop-down to select the column from the data set that contains the date value
  • Non-Aliased Date Column - In the field enter the non-aliased column name within your query that references the date value within the data
  • Account Matching - Use the drop-down to select how you want to match your accounts to the data
    • NinjaCat ID: Matches by the ID found in the edit account screen or the accounts export
    • Account Name: Matches by the name of the account
    • External ID: Matches by the External ID value you provided in Account Settings
      If not provided then no account filtering will be used
  • Account Column - Use the drop-down to select which column in your query holds the value for the Account (in the Account Matching above) within the data. If not provided then no account filtering will be used.

6.pngNinjaNote: There are two options for filtering your mapping to Advertiser/Account/Client specific data:

  • If there is a column in your Snowflake data table that allows for Advertiser/Account/Client specification of your data, you can use the account matching described above
  • If there are no Advertiser/Account/Client filtering options inside the table you MUST connect the mapping itself to an Advertiser/Account/Client by following the instructions in this article's section Connecting a Snowflake Share Network to a NinjaCat Account

8. DIMENSIONS Tab -- Repeat the instructions below for each dimension you need to pull from your data set

  • Click the "Add Dimensions" button near the center or top right

7.png

  • Fill in the needed fields in the "Dimension Editor" pop-up window
    • Name - A title for the Dimension that will be visible in the Template Builder
    • Header Mapping - Select the actual column from your sheet that contains the right data for the Dimension
    • Aggregation Mapping - (If appropriate) The common Dimension set that this data could fall under if being combined with data from other data sources
    • Display As - The specific format that the data from the sheet should be represented as
  • Click the "OK" button near the bottom right of the pop-up window after all the fields are filled8.png

9. METRICS Tab -- Repeat the instructions below for each metric you need to pull from your data set

  • Click the "Add Metrics" button near the center or top right9.png
  • Fill in the needed fields in the "Metrics Editor" pop-up window
    • Name - A title for the Metric that will be visible in the Template Builder
    • Header Mapping - Select the actual column from your sheet that contains the right data for the Metric
    • Display As - The specific numeric format that the data from the sheet should be represented as
    • Calculate totals as... - For combining metric values choose Summation or Average
    • Aggregation Mapping - (If appropriate) The common Metric set that this data could fall under if being combined with data from other data sources
  • Click the "OK" button near the bottom right of the pop-up window after all the fields are filled10.png

10. ADVANCED Tab

  • Refresh Type - Select whether data should be refreshed using the connection default, once a day, or multiple times a day. The connection default is once at midnight UTC.11.png

11. BACKFILL Tab

  • Save and Start Backfill - Click the button to save and begin the backfilling of your data into our data warehouse12.png13.png

 

Connecting Snowflake Share to a NinjaCat Account

1. Click on "Accounts" in the Top Navigation

2. Click on the desired account in the Account list5_6.png

3. In the Account Command Center click on the plus "+" near the top right of the card labeled "Data Sources"6_7.png

4. Select "Snowflake Share" from the list2.png1.png

5. Select the desired Snow Flake Network from the first drop-down menu2.png

6. Type a unique description in the "Description" field then click the "Advanced" tab near the top left3.png

7. Select the desired from the drop-down menu4.png8. Click the "Connect" button near the bottom left5.png

 

Using Snowflake Share Data in a Template

1. Access the NinjaCat Template Builder

2. Add a data widget to the template

3. Click on "Add Data Source" near the top right6.png4. Click on "Snowflake Share" from the list of data sources7.png

5. Click on the "Pencil" icon next to the "Snowflake Share" entry under "Data Sources"8.png

6. Select the desired Mapping from the field labeled "Mapping - Select a Mapping" in the "Snowflake Share" pop-up window9.png

7. Click the "Close" button near the bottom right of the pop-up window10.png

8. Continue to style, filter, and further configure the widget to suit your display needs

NinjaNote: Once a mapping is selected in the pop-up window, two buttons will now be available below the "Mapping" field. The "View Mapping" button will give you a view of the Dimensions and Metrics available through the Mapping. The "Edit Mapping" button will take you to the Edit Mappings area and allow you to make changes to the Mapping itself. When done you will be returned to the NinjaCat Template builder.

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