Connect your Snowflake data warehouse to Basedash to analyze and visualize your enterprise data.

Prerequisites

  • A Snowflake account
  • User credentials with appropriate access
  • Account identifier (organization-account.region)
  • Warehouse, database, and schema information

Connection setup

  1. From your Basedash dashboard, click “Add Data Source”
  2. Select “Snowflake” as your data warehouse
  3. Enter your connection details:
    • Account identifier
    • Username
    • Password
    • Warehouse name
    • Database name
    • Schema (optional)
    • Role (optional)
  4. Click “Test Connection” to verify
  5. Save your connection

Required permissions

Your Snowflake user needs:
  • USAGE on warehouse
  • USAGE on database
  • USAGE on schema
  • SELECT on required tables
  • MONITOR on warehouse (recommended)

Best practices

  • Create a dedicated user for Basedash
  • Use appropriate warehouse sizing
  • Grant minimum required permissions
  • Set resource monitors for cost control
  • Regularly rotate credentials

Performance optimization

  • Choose appropriate warehouse size
  • Use clustering keys for large tables
  • Leverage materialized views
  • Set up proper table maintenance
  • Configure query timeouts
  • Enable result caching

Troubleshooting

  • Verify user permissions
  • Check warehouse availability
  • Monitor credit usage
  • Review query history for errors
  • Validate network access

Next steps: Add custom context

You can add custom context to help the AI better understand your data structure and business logic. Consider adding context at the database or schema level if you notice the AI struggling to locate or understand specific data.

When to add context

  • Complex transformed data: When the AI needs help understanding data transformation logic
  • Business-specific metrics: If calculated fields or KPIs need additional explanation
  • Unclear naming conventions: When table or column names don’t clearly indicate their purpose
For detailed guidance, see our custom context documentation.