The shortest path from install to a result. Each step happens in your own Snowflake account.
- Install the app. Get Data Shepherd into your account and approve the two task privileges it asks for. The public Marketplace listing is still being prepared, so for now we set early customers up directly.
- Open it. A fresh install opens on the Setup page.
- Load the sample data. Press Load sample data and run the rules. This builds two small sample tables inside the app, with deliberate quality problems in them, and runs five rules against them. Four find a problem and one passes, so you can see both outcomes.
- Connect a table of your own. Still on Setup, press Connect tables and choose a table. The app gets read-only access to that table and nothing else.
- Add a rule. On the Rules page, create a rule from the form, or ask Data Shepherd to profile your table and suggest some. Run it and read the result on the Executions page.
Two more steps are optional, and you can come back to them later:
- Scheduling ships switched off. Turn it on from Setup when you want rules to run on a schedule.
- Alert delivery by email or Slack needs a Snowflake notification integration that an account admin creates, and scheduling switched on. See Alerts and notifications.
The usage guide covers every step in full, including the SQL for each one.