Using Snowflake with Tableau
3h 40mIntermediate2024-11-12
Authors

Tim Ngwena
Tableau Visionary, Senior Consultant, Product Manager, Content Creator
Course details
Did you know that you can use Tableau and Snowflake together to create more efficient, secure, and high-performing data solutions? In this course, instructor Tim Ngwena provides an in-depth exploration of the synergies between the leading data visualization tool and the popular cloud-based data warehousing platform. Explore a wide range of topics, from basic connectivity and data handling to advanced techniques in security, performance tuning, and workbook design. Ideal for data analysts, business intelligence developers, data engineers, database administrators, and data architects, this course equips you with both the theoretical knowledge and practical skills to leverage the power of Tableau and Snowflake in tandem.
Learning objectives
Connect and configure Tableau to work efficiently with Snowflake data sources, demonstrating the ability to choose appropriate connection methods, manage relationships and joins, and handle semistructured data.
Apply advanced connection techniques, including custom SQL queries and Snowflake-specific features like materialized views and time travel to optimize data retrieval and manipulation in Tableau.
Design and build efficient Tableau workbooks that leverage Snowflake's capabilities, incorporating best practices for calculations, filters, and dashboard design to enhance performance and user experience.
Implement comprehensive security and governance measures across both Tableau and Snowflake, including role-based access control, secure data sharing, and data anonymization techniques.
Optimize and measure performance in both Tableau and Snowflake environments, demonstrating the ability to fine-tune queries, scale data warehouses, leverage caching mechanisms, and push calculations to the appropriate layer for maximum efficiency.
Learning objectives
Connect and configure Tableau to work efficiently with Snowflake data sources, demonstrating the ability to choose appropriate connection methods, manage relationships and joins, and handle semistructured data.
Apply advanced connection techniques, including custom SQL queries and Snowflake-specific features like materialized views and time travel to optimize data retrieval and manipulation in Tableau.
Design and build efficient Tableau workbooks that leverage Snowflake's capabilities, incorporating best practices for calculations, filters, and dashboard design to enhance performance and user experience.
Implement comprehensive security and governance measures across both Tableau and Snowflake, including role-based access control, secure data sharing, and data anonymization techniques.
Optimize and measure performance in both Tableau and Snowflake environments, demonstrating the ability to fine-tune queries, scale data warehouses, leverage caching mechanisms, and push calculations to the appropriate layer for maximum efficiency.
Skills covered
SnowflakeCloud StorageTableauTableau SoftwareData VisualizationBusiness AnalyticsData EngineeringDatabase DevelopmentDatabase ManagementCloud ServicesData AnalysisCloud ComputingData ScienceBusiness Analysis and StrategyBusiness Software and ToolsSoftware DevelopmentOne-Off
Concepts
0. Introduction
- 01 - Setting the scene with Tableau and Snowflake
- 02 - Who this course is for and what you need
- 03 - A brief overview of Tableau and Snowflake
1. Connecting to Your Data
- 04 - Choosing the right connector
- 05 - Live connections vs. extracts
- 06 - Relationships vs. joins
- 07 - A note on referential integrity
- 08 - Tableau Server vs. Tableau Cloud
- 09 - Tableau Web Authoring
2. Advanced Connection Techniques
- 10 - Custom SQL in Tableau
- 11 - Using initial SQL to change context
- 12 - Views and materialized views
- 13 - Semi structured data, RAWSQL functions, and UDFs
- 14 - Using virtual connections - Introduction and setup
- 15 - Virtual connections - Security policies and row-level security
3. Building Efficient Workbooks
- 16 - Efficient calculations
- 17 - Filters and controls
- 18 - Worksheets and dashboards
- 19 - Publishing to Tableau Cloud or Tableau Server
4. Security and Governance
- 20 - Tableau data management and security
- 21 - Snowflake governance at a glance
- 22 - Snowflake secure data sharing
- 23 - Visualizing data quality in Tableau
- 24 - Anonymization and masking in Snowflake
5. Performance Tuning
- 25 - Best practices across both platforms as starting point
- 26 - Caching in Tableau and Snowflake
- 27 - Tuning and scaling warehouses
- 28 - Measuring performance in Snowflake
- 29 - Measuring performance in Tableau
Conclusion
- 30 - Conclusion