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Documentation Index

Fetch the complete documentation index at: https://docs.summation.com/llms.txt

Use this file to discover all available pages before exploring further.

Summation queries Snowflake using a username and password, scoped to a warehouse and role you specify.

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What you’ll need

Click on View account details link from the menu as seen below:
Snowsight Gs Account Details
Switch to the Config File tab on the Account Details modal, we need the following fields from the code block displayed there
Snowflake Account
  • A Snowflake account identifier, that would be of the form <orgname>-<account_name>
  • A warehouse Summation can use to run queries.
  • A username and password that can be used to authenticate

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Form fields

FieldRequiredStored asNotes
Account IdentifierYesConfige.g. myorg-myaccount. Don’t include .snowflakecomputing.com. See Finding the organization and account name in the Snowflake docs.
WarehouseYesConfigThe compute warehouse, e.g. COMPUTE_WH. See Overview of warehouses.
RoleOptionalConfigSnowflake role to assume. Defaults to the user’s default role if blank. See Overview of access control.
UsernameYesConfigSnowflake login name.
PasswordYesSecret
Create a dedicated SUMMATION_USER and SUMMATION_ROLE rather than re-using a personal login. Easier to audit, and you can rotate credentials without disrupting humans.

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Setup SQL

Run as ACCOUNTADMIN (or another role with sufficient privileges): 
CREATE ROLE IF NOT EXISTS SUMMATION_ROLE;

CREATE WAREHOUSE IF NOT EXISTS SUMMATION_WH
  WITH WAREHOUSE_SIZE = 'XSMALL'
       AUTO_SUSPEND   = 60
       AUTO_RESUME    = TRUE;

GRANT USAGE ON WAREHOUSE SUMMATION_WH TO ROLE SUMMATION_ROLE;

-- Grant read access to the data you want exposed
GRANT USAGE  ON DATABASE ANALYTICS                       TO ROLE SUMMATION_ROLE;
GRANT USAGE  ON ALL SCHEMAS IN DATABASE ANALYTICS        TO ROLE SUMMATION_ROLE;
GRANT SELECT ON ALL TABLES  IN DATABASE ANALYTICS        TO ROLE SUMMATION_ROLE;
GRANT SELECT ON FUTURE TABLES IN DATABASE ANALYTICS      TO ROLE SUMMATION_ROLE;

CREATE USER IF NOT EXISTS SUMMATION_USER
  PASSWORD          = '<strong-password>'
  DEFAULT_ROLE      = SUMMATION_ROLE
  DEFAULT_WAREHOUSE = SUMMATION_WH;

GRANT ROLE SUMMATION_ROLE TO USER SUMMATION_USER;
For more on grants, see GRANT <privileges> in the Snowflake docs.

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Adding datasets

After saving the connection, browse the tree of databases and schemas in the dataset picker and select tables or views. Each dataset’s source reference looks like: 
snowflake:DATABASE.SCHEMA.TABLE

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Common problems

Error or symptomLikely cause
Authentication failedWrong username or password, or the user is locked or password-expired.
Object does not exist or not authorizedThe role can’t see the schema or table. Re-check the GRANT statements.
Warehouse not foundWarehouse name is case-sensitive in some accounts — match casing exactly.
Login blocked by MFASummation uses password auth. Use a service user that doesn’t require MFA.