About the Verodat Add-In:
The Verodat Add-In enables you to easily download clean, reliable data from your Verodat workspace directly into Excel.
Functionality:
The Add-In is available within the Excel Add-Ins library and enables any user with a login to Verodat to complete the following actions:
Download clean, up-to-date data that has been managed by Verodat
Update previously downloaded data with the latest version
Allows access to snowflake views and download data
It helps users to connect to their data supply chain so they can access clean, reliable data for analytics, and easily refresh existing pivots or charts so they contain the latest information.
Key Users:
Teams that love Excel: This Add-In simplifies data refresh for teams that love to build their reports in Excel, eliminating the need to manually export from systems and copy paste into spreadsheets. It helps these teams trust that their source data is correct and up to date, and focus on building the visualisations they need.
Small Data Analytics Teams: Enables the easy creation of once-off data analysis, and accelerates the process of manually updating excel-based reporting. This Add-In also supports the creation of lightweight dashboards and enables users to easily refresh to see the latest data, minimising the need to use complex solutions like PowerBI.
Verodat benefits:
Verodat delivers the following features within the Excel Add-In:
Records when data is refreshed, so your teams always know if their report is up to date.
Flags if data is missing or incomplete.
Automatically formats data correctly for analysis
Updates at the click of a button
How to steps:
Open a new Excel Workbook
Under ‘Home’ on the top ribbon, click ‘Add-Ins’
In the search bar, type ‘Verodat’ and select this option
Login to the Verodat Add-In using your Verodat login information
If you have access to multiple workspaces or accounts, select the account you wish to download data from
If you have access to the design, staging and live environments, select the Environment you wish to download data from (typically this will be ‘Live’)
Scroll and find the table you wish to download data from
Click ‘Load Data’ to download all data from that table
If you have previously loaded this table, and you wish to update, click ‘Update Data’
What is a Snowflake View?
In Snowflake, a view is a database object that displays the results of a query as though it were a table. Essentially, it's a virtual table that functions like a regular one in queries, joins, subqueries, and other operations. Views are useful for purposes such as combining, segregating, and protecting data.
Why do you have to create a view in Snowflake?
A view is used to retrieve specific rows and columns from one or more dataset tables.
Managing and accessing data from a single view in Excel is simpler compared to working with multiple dataset tables.
Generating reports becomes more efficient using data from a view rather than pulling information from various datasets.
Create Snowflake View:
Please check the below basic syntax to create a view in Snowflake:
CREATE [ OR REPLACE ] VIEW [ IF NOT EXISTS ] <name>
[ ( <column_list> ) ]
AS <select_statement>
Snowflake Reference Guide:
You have to create View(s) in Snowflake to get the required output from different datasets.
Like for ESG (Environment, Social, and Governance) datasets, you can create a view to get all required details from different datasets and use that to create reports.
Please check the below view created in Snowflake:
CREATE OR REPLACE VIEW VW_MEASUREMENT_EXCEL(
COMPANY_ID,
QUESTIONS,
RESPONSES,
NOTES_ON_YOUR_RESONSE,
SUBMISSION_DATE,
EMPLOYEE_ID,
EMPLOYEE_NAME,
THEMES
) as SELECT company_id
, questions
, responses
, notes_on_your_resonse
, submission_date
, e.employee_id
, e.employee_name
, m.themes
FROM measurement m
INNER JOIN companies c ON m.company_id = c.company_name
INNER JOIN employees e ON c.employee_id = e.employee_id;
Use Verodat Add-in to Download Snowflake View data
Once you are inside an account workspace, enable Views Switch and select Live State from the dropdown to access all available Snowflake views in the Live database:
Select the specific view and click "Load Data" to download data or "Refresh" to refresh data:
Video examples:
Loading Data:
Updating Data: