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Getting Started

Connect Data Sources (Snowflake, Power BI, Google Sheets, Files)

Setup and validation guide for all supported DashboardGenius data sources.

Connect Data Sources

Reliable analysis starts with a clean connection and a quick validation pass.

Supported Source Types

  • Snowflake
  • Power BI
  • Google Sheets
  • File Uploads

Snowflake Connection

What you enter

  • Account
  • Username
  • Password
  • Warehouse
  • Database
  • Schema

RedZone customer flow

If RedZone Customer is enabled during setup:

  • Some connection fields are pre-filled
  • Database can be derived from username format
  • RedZone knowledge-base setup may run after successful connection

Best practices

  • Use a dedicated analytics user when possible
  • Confirm credentials with your internal data owner
  • Keep naming clear so connected sources are easy for your team to identify

Power BI Connection

Enter:

  • Tenant ID
  • Client ID
  • Client Secret
  • Workspace ID
  • Dataset ID

Best practices:

  • Connect the same dataset your team uses in operational reviews
  • Use clear connection names by plant or function

Google Sheets Connection

Setup flow:

  1. Share the sheet with the service account email shown in onboarding
  2. Paste the Google Sheet URL
  3. Connect and test

DashboardGenius reads current sheet data during queries, so teams can use this for frequently updated operational trackers.

File Upload Connection

Use Upload Files when you need rapid analysis on source files.

Notes:

  • Multiple files are supported
  • Onboarding file uploads enforce a per-file size limit shown in UI
  • Keep filenames descriptive (for example: Line-2-Downtime-2026-03.csv)

If Schema Discovery Fails

For Snowflake and Power BI flows, you may be prompted to enter table names manually.

Use business-friendly, known table names and reconnect. Then run validation prompts before production use.

Validation Checklist (Run Every Time)

After any new or edited connection:

  1. Confirm expected date range appears
  2. Confirm key tables/tabs/datasets are visible
  3. Ask one known KPI question and compare with your trusted source

Naming Convention Recommendation

Use this simple format:

  • Plant - Source - Domain

Examples:

  • Plant A - Snowflake - Ops
  • Corporate - Power BI - Executive KPI
  • Line 4 - Sheets - Quality Log

Next Guide

Continue with How to Ask Better Questions.