{"id":3483,"date":"2023-04-12T15:33:22","date_gmt":"2023-04-12T15:33:22","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/integrating-snowflake-and-ibm-planning-analytics\/"},"modified":"2026-01-16T17:20:35","modified_gmt":"2026-01-16T17:20:35","slug":"integrating-snowflake-and-ibm-planning-analytics","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/integrating-snowflake-and-ibm-planning-analytics\/","title":{"rendered":"How Do I Integrate Snowflake Data with IBM Planning Analytics Using ODBC and TurboIntegrator?"},"content":{"rendered":"<p>In <a href=\"https:\/\/quebit.com\/askquebit\/quebit-products\/exploring-snowflake\/\">another post<\/a> I explored how easy it is to access cloud-based Snowflake, create a database, define and then load a table with data from a local file. In this post, I investigate the steps required to integrate some Snowflake data with IBM Planning Analytics (TM1). The steps will include:<\/p>\n<ol>\n<li>Configure an ODBC Data source on an MS Windows machine<\/li>\n<li>Launching Planning Analytics Workspace on a client machine<\/li>\n<li>Using Planning Analytics Workspace to create a TurboIntegrator process that accesses Snowflake data<\/li>\n<\/ol>\n<p><strong>An ETL Integration Approach<\/strong><\/p>\n<p><a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=resources-tm1-turbointegrator\"><strong><em>TurboIntegrator<\/em><\/strong><\/a> is the \u201cextract, transform and load\u201d (or \u201cETL\u201d) tool provided by IBM Planning Analytics. TurboIntegrator allows you to create simple or complex processes to <strong><em>extract<\/em><\/strong> data from a data source \u2013 either a cube view or external system \u2013 <strong><em>transform<\/em><\/strong> it as needed and then <strong><em>load<\/em><\/strong> or otherwise use that data to update existing or newly created objects within a TM1\/Planning Analytics model.<\/p>\n<p>The steps for building a process to use a TM1 view as a data source are similar to those used to define and use any other data source, except that you first build a view of data that is specifically designed for import. The steps to create a process <em>that executes a SQL command to query a database<\/em> (or execute other SQL tasks) are the same but require setting up an Open Database Connectivity Data source Name (or <a href=\"https:\/\/support.microsoft.com\/en-us\/topic\/what-is-a-dsn-data-source-name-ae9a0c76-22fc-8a30-606e-2436fe26e89f\">ODBC DSN<\/a>) configured to access the external data.<\/p>\n<p><strong>Creating the ODBC DSN<\/strong><\/p>\n<p>Assuming we will use the database and the specific table I created in my last post (millers_motorcycles_db and motorcycle_sales), the first step is to install the ODBC drivers required to create an ODBC DSN that can access Snowflake data. There are many, but the <a href=\"https:\/\/www.cdata.com\/drivers\/snowflake\/odbc\/?utm_source=google&amp;utm_medium=cpc&amp;utm_campaign=Search_-_Connector_-_Snowflake&amp;utm_content=ODBC_Driver_-_Snowflake&amp;utm_term=p|odbc%20snowflake&amp;kw=odbc%20snowflake&amp;cpn=9926451488&amp;gclid=EAIaIQobChMInKLm2qfb-QIVDY3ICh2oIQZjEAAYASAAEgK-9vD_BwE\">CDATA Snowflake ODBC Driver<\/a> is one that is easy to install and configure and allows you to connect with a live Snowflake data warehouse, directly from any application (that supports ODBC connectivity). Using these drivers, you can access Snowflake like you would any other database to read, write, and update through a standard ODBC Driver interface.<\/p>\n<p>Once you\u2019ve downloaded and installed the CDATA drivers (I\u2019ve used version 22.0), you must create the actual DSN on the machine where the application (in this case IBM Planning Analytics) resides. Microsoft offers details on creating and configuring ODBC DSN\u2019s <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/administer-odbc-data-sources-b19f856b-5b9b-48c9-8b93-07484bfab5a7\">here<\/a> but here is a quick overview:<\/p>\n<p>On the machine where Planning Analytics is running, open the <strong>ODBC Data Source Administrator<\/strong> and click on the <strong>System DSN<\/strong> tab. Click on <strong>Add, <\/strong>select \u201c<strong>CData ODBC Driver for Snowflake\u201d<\/strong> then click <strong>Finish<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2443 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF1-min-1.jpg\" alt=\"\" width=\"717\" height=\"545\" \/><\/p>\n<p>At this point the \u201c<strong>CData ODBC Driver for Snowflake \u2013 DSN Configuration\u201d<\/strong> dialog will appear where you can enter the required parameters:<\/p>\n<ul>\n<li><strong>Data Source Name <\/strong>&#8211; provide a friendly name for the data source<\/li>\n<li><strong>Warehouse <\/strong>&#8211; this is the name of the Snowflake virtual warehouse<\/li>\n<li><strong>URL <\/strong>&#8211; this is the URL that you use to access the Snowflake account where your data resides<\/li>\n<li><strong>Auth Scheme <\/strong>&#8211; for this exercise, choose \u201cPassword\u201d<\/li>\n<li><strong>User <\/strong>\u00a0&#8211; The user ID that will be used to log into the database<\/li>\n<li><strong>Password <\/strong>\u00a0&#8211; the password that will be used to log into the database<\/li>\n<li><strong>Account <\/strong>\u00a0&#8211; the Snowflake account where your data resides<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2444 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF2-min-1.jpg\" alt=\"\" width=\"900\" height=\"485\" \/><\/p>\n<p>After you enter the parameters, click on <strong>Test Connection<\/strong> to validate that the connection works:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2445 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF3-min-1.jpg\" alt=\"\" width=\"370\" height=\"214\" \/><\/p>\n<p>Assuming you received the above message, click <strong>OK<\/strong> and you should see your new System Data Source (DSN) in the list:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2446 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF4-min-1.jpg\" alt=\"\" width=\"646\" height=\"463\" \/><\/p>\n<p><strong>Creating a Process<\/strong><\/p>\n<p>Now that we have a working ODBC DSN setup, we want to create a TurboIntegrator process to \u201cpull\u201d data from Snowflake into Planning Analytics, so after logging in to <strong>Planning Analytics Workspace (PAW)<\/strong> (I\u2019m using PAW version 2.0.76) you can <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=processes-create-edit\">create a new TurboIntegrator process<\/a> using the process editor. To do that, start by expanding the <strong>Planning Sample<\/strong> database under <strong>Data<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2447 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF5-min-1.jpg\" alt=\"\" width=\"448\" height=\"347\" \/><\/p>\n<p>Next, right-click the <strong>Processes<\/strong> group and click <strong>Create process<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2448 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF6-min-1.jpg\" alt=\"\" width=\"648\" height=\"500\" \/><\/p>\n<p>On the <strong>Create process<\/strong> dialog, enter a name for the new process (I used \u201cIntegrate Snowflake Data\u201d) and click <strong>Create<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2449 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF7-min-1.jpg\" alt=\"\" width=\"640\" height=\"351\" \/><\/p>\n<p>Planning Analytics Workspace then presents the below view where you can select <strong>DB Connection<\/strong> as the data source for the process:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2450 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF8-min-1.jpg\" alt=\"\" width=\"900\" height=\"178\" \/><\/p>\n<p>Next, select \u201c<strong>CData Snowflake Sys\u201d<\/strong> from the list of available connections:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2434 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF9-min-1.jpg\" alt=\"\" width=\"900\" height=\"292\" \/><\/p>\n<p>The next step is to enter a SQL query to pull back the Snowflake data:<\/p>\n<p>select * from MILLERS_MOTORCYCLES_DB.PUBLIC.MOTORCYCLE_SALES<\/p>\n<p>and click the <strong>Test Query<\/strong> button. The query should run and retrieve data:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2435 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF10-min-1.jpg\" alt=\"\" width=\"900\" height=\"415\" \/><\/p>\n<p>Okay! Things seem to be working as expected, so now we can click on <strong>Script<\/strong> and add a <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=cmtf-cellincrementn\"><strong>CELLINCREMENTN<\/strong><\/a> statement under the <strong>#Section Data <\/strong>area and then click <strong>Validate<\/strong> and finally <strong>Save<\/strong> in the upper right:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2436 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF11-min-1.jpg\" alt=\"\" width=\"900\" height=\"414\" \/><\/p>\n<p>Once the process validates successfully, you can click the <strong>Run<\/strong> button to actually run the process which will execute the query and update the target cube (assuming we\u2019ve already created the \u201cMotorcycle Sales\u201d cube):<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2437 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF12-min-1.jpg\" alt=\"\" width=\"380\" height=\"52\" \/><\/p>\n<p>If you\u2019ve read the definition of the CELLINCREMENTN function, you know that it <em>increments<\/em> the data in the intersection point (rather than replace it) therefore, <em>rerunning<\/em> this process will \u201cdouble up\u201d the value in the cell. If this were a \u201cproduction ready\u201d process, we would need to add additional script to clear or \u201c<a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=vmtf-viewzeroout\">zero out<\/a>\u201d the appropriate intersection points in the target cube. Since this is just a \u201cproof of concept\u201d we will just leave the process as it is and move on and verify that the data did indeed load.<\/p>\n<p><strong>Accessing the Data<\/strong><\/p>\n<p>Creating a cube in Planning Analytics Workspace is just as easy as creating a process so I won\u2019t cover that here in this post, but you can read about how that works <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=cubes-create-cube\">here<\/a>. For now, we will assume that the <strong>Motorcycle Sales<\/strong> cube has already been created:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2438 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF13-min-1.jpg\" alt=\"\" width=\"434\" height=\"317\" \/><\/p>\n<p><strong>Adding a View to a PAW Book<\/strong><\/p>\n<p>In Planning Analytics Workspace, you can create a view of a cube and then add it to a \u201cbook\u201d to view an analyze specific data. You can also save a view as a separate Planning Analytics Workspace object with a name, so it can be opened from the Welcome page. Views can be shared with others and reused as needed. In this case, I just want to <a href=\"https:\/\/www.ibm.com\/docs\/da\/planning-analytics\/2.0.0?topic=b-create-book\">create a book<\/a> and add a view of the Motorcycle Sales cube so that we can verify that our Snowflake data did indeed get loaded.<\/p>\n<p>Since we had already opened a book as part of our process creation, we can just click on the \u201d<strong>+<\/strong>\u201d sign next to \u201c<strong>Tab 1<\/strong>\u201d:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2439 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF14-min-1.jpg\" alt=\"\" width=\"248\" height=\"41\" \/><\/p>\n<p>The next step is to <strong>Select a template<\/strong> (we\u2019ll choose the default which is already highlighted) and click <strong>Create<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2440 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF15-min-1.jpg\" alt=\"\" width=\"860\" height=\"528\" \/><\/p>\n<p>Back under <strong>Data<\/strong>, we can find the Motorcycle Sales cube and expand the <strong>Views<\/strong> group beneath it. There currently is only one view (\u201cdefault\u201d) so we right-click it and select <strong>Add View<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2441 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF16-min-1.jpg\" alt=\"\" width=\"774\" height=\"586\" \/><\/p>\n<p>The default view is now added to our book under \u201c<strong>Tab 2<\/strong>\u201d and we can see that the Snowflake data has been loaded!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2442 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/08\/SF17-min.jpg\" alt=\"\" width=\"825\" height=\"517\" \/><\/p>\n<p><strong>Interested in Learning More?<\/strong><\/p>\n<p>Are you interested in learning more about integrating Snowflake data with Planning Analytics? Then <a href=\"https:\/\/quebit.com\/who-we-are\/contact-us\/\">Contact QueBIT<\/a> today and a technical expert we\u2019ll be happy to help. Like this post? Feel free to connect with me on:\u00a0<a href=\"https:\/\/www.linkedin.com\/in\/jamesdouglasmiller\/\">LinkedIn<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In another post I explored how easy it is to access cloud-based Snowflake, create a database, define and then load a table with data from a local file. In this post, I investigate the steps required to integrate some Snowflake data with IBM Planning Analytics (TM1). The steps will include: Configure an ODBC Data source&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24],"tags":[35,36,52],"class_list":["post-3483","post","type-post","status-publish","format-standard","hentry","category-ibm","tag-development","tag-planning-analytics","tag-planning-analytics-development"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Do I Integrate Snowflake Data with IBM Planning Analytics Using ODBC and TurboIntegrator? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/integrating-snowflake-and-ibm-planning-analytics\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Do I Integrate Snowflake Data with IBM Planning Analytics Using ODBC and TurboIntegrator? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"In another post I explored how easy it is to access cloud-based Snowflake, create a database, define and then load a table with data from a local file. 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In this post, I investigate the steps required to integrate some Snowflake data with IBM Planning Analytics (TM1). 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