Snowflake Analytics & BI - AgenticBI Integration

AgenticBI enables visualization, warehousing and reporting automation from Snowflake along with other structured and unstructured datasources.

Overview

  1. Connect, extract and transform data from your Snowflake database through our UI to connect directly, if the database is accessible from the cloud.

  2. Visualize and Automate your Reporting instantly.

UI

Connecting

  1. Login to AgenticBI and select Settings -> Datasources from the left down menu.

  2. Click on Snowflake. Either follow the prompts to set up connectivity to your own Snowflake database or use AgenticBI's own simulation demo Snowflake database.

    When connecting from the UI directly to your Snowflake database, please follow the connectivity instructions to allow AgenticBI to access your database.

  3. Save the Connection. Click on the "Configure Queries" link on the success bar.

Queries & Reports

  1. This section enables you to setup automated queries that can either be run on a schedule or once.

    Snowflake Query

    Report Name: Specify a name for the report.

    SQL Query: Modify or enter SQL queries directly. Datetime timestamp fields without a time zone (e.g., Snowflake TIMESTAMP_NTZ type) are supported.

    Cloud9QL: Optional SQL-Like post processor for the data returned by the SQL query. See Cloud9QL Docs for more details.

    If you're using the AgenticBI simulation demo Snowflake database, click 'Preview' to see the results.

  2. Scheduling: Configure how often this should be run. Select 'None' for a one time operation. The results are stored within AgenticBI.

  3. Overwrite Strategy (for scheduled query runs):

    Overwrite Strategies determines how the data is stored in AgenticBI:

    i. If empty, data will be added on to the existing data for this dataset within AgenticBI. Or,

    ii. "All": Any existing data for this dataset will be replaced by these results.

    iii. One or More Field Names (Example: "A,B,C"): A new record is created where the values of the combination of the field names do not exist, and, updates current records for the field grouping where it exists. For example, if this is set to say "Date, Type", existing data with the same Date and Type values will be updated with the latest data, and new records created when they do not exist.

  4. Click on 'Save' to complete setting up the report. This also sets up this data extraction on a schedule, if configured.

  5. Click on 'Dashboards' to access dashboards. You can drag and drop the newly created report from the bottom list into the dashboard.