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Tableau - Snowflake OAuth Authentication

In this tutorial we will show how to connect to snowflake via tableau with OAuth as the authenitcation method. Snowflake official documentation can be found here:

Video

Video is still in development.

Requirement

This tutorial assumes you have nothing in your Snowflake account (Trial) and no complex security needs.

Warning

You can not use the ACCOUNTADMIN or SECURITYADMIN role by default. Documentation on this block.

Note

If you do want to use ACCOUNTADMIN or SECURITYADMIN roles please submit a support ticket allowing it with the integration name created below.

Snowflake

Lets start in Snowflake first.

Intergration

Start a worksheet and add either or both security integrations below.

use role accountadmin;

-- For tableau desktop
create security integration tableau_desktop_oauth
    type = oauth
    enabled = true
    oauth_client = tableau_desktop;

-- For tableau cloud
create security integration tableau_cloud_oauth
    type = oauth
    enabled = true
    oauth_client = tableau_server;

Account URL

Before we leave Snowflake we'll want to copy our account url to later add to tableau. account indo

Next you'll see the url account url

Tableau Desktop

Lets start by adding Snowflake as a source. Search for Snowflake in "Connect to Server". UPDATE

Warning

You can not use the ACCOUNTADMIN or SECURITYADMIN role by default. Documentation on this block.

Note

If you do want to use ACCOUNTADMIN or SECURITYADMIN roles please submit a support ticket allowing it with the integration name created below.

Once Snowflake is selected you'll want to enter your Snowflake account URL, role, warehouse and select sign in using OAuth. credentials

Once you click "Sign in" a browser will appear for login/approval. sign in

Login with your user. login

Click allow for tableau to connect to your Snowflake user. allow

Success your OAuth is setup. success

Tableau Cloud

Go to "My account settings" on the top right. account sesstings

Select Snowflake as a source. select source

Select "OAuth Credential" as authentication and click Add. select euthentication

Warning

You can not use the ACCOUNTADMIN or SECURITYADMIN role by default. Documentation on this block.

Note

If you do want to use ACCOUNTADMIN or SECURITYADMIN roles please submit a support ticket allowing it with the integration name created below.

Enter your account URL we copied earlier and the role to be used once authenticated enter account information

Login to your user. login

Allow tableau to use your user/role. allow access

Click test to validate the source works, and we're finished! success