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Setup Snowflake Data

Step 1: Run Setup Script in Snowsight

  1. Open Snowsight and create a new SQL Worksheet.
  2. Open the setup.sql script and execute all statements from top to bottom.

This script will:

  • Create required roles
  • Create the database, schema, and warehouse
  • Create tables for sales conversations and metrics
  • Load sample sales data
  • Enable change tracking for real-time updates
  • Configure the Cortex Search service
  • Create a stage for semantic models and Python packages

Note: The script includes placeholders like <YOUR_USER> and <YOUR_PRIMARY_ROLE>. Replace them with your actual Snowflake username and role before running the script.

Step 2: Upload the Semantic Model

  1. Download the file sales_metrics_model.yaml from the github repository.

  2. In Snowsight, go to: Data → Databases → SALES_INTELLIGENCE → DATA → Stages → MODELS

  3. Click "+ Files" in the top right corner.

  4. Browse and select the sales_metrics_model.yaml file.

  5. Click Upload.

Step 3: Upload Trust3 Python Packages to Snowflake

These packages are used within the Streamlit app that we’ll be creating in the upcoming steps.

  1. Download the following ZIP files from the github repository:

  2. Navigate to: Data » Databases » SALES_INTELLIGENCE » DATA » Stages » PYTHON_PACKAGES

  3. Click the + Files button in the top right corner.
  4. Upload both .zip files.
  5. Click Upload.

What Next?