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mirnawong1 authored Nov 12, 2024
2 parents 018b686 + 7689772 commit 6acc999
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Expand Up @@ -45,8 +45,10 @@ The following are the prerequisites for dbt Cloud and Snowflake.
Configure dbt Cloud and Snowflake Cortex to power the **Ask dbt** chatbot.

1. In dbt Cloud, browse to your Semantic Layer configurations.

1. Navigate to the left hand side panel and click your account name. From there, select **Account settings**.
1. In the left sidebar, select **Projects** and choose your dbt project from the project list.

1. In the **Project details** panel, click the **Edit Semantic Layer Configuration** link (which is below the **GraphQL URL** option).
1. In the **Semantic Layer Configuration Details** panel, identify the Snowflake credentials (which you'll use to access Snowflake Cortex) and the environment against which the Semantic Layer is run. Save the username, role, and the environment in a temporary location to use later on.

Expand All @@ -68,7 +70,7 @@ Configure dbt Cloud and Snowflake Cortex to power the **Ask dbt** chatbot.
## Configure dbt Cloud
Collect the following pieces of information from dbt Cloud to set up the application.

1. From the gear menu in dbt Cloud, select **Account settings**. In the left sidebar, select **API tokens > Service tokens**. Create a service token with access to all the projects you want to access in the dbt Snowflake Native App. Grant these permission sets:
1. Navigate to the left-hand side panel and click your account name. From there, select **Account settings**. Then click **API tokens > Service tokens**. Create a service token with access to all the projects you want to access in the dbt Snowflake Native App. Grant these permission sets:
- **Manage marketplace apps**
- **Job Admin**
- **Metadata Only**
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Expand Up @@ -23,7 +23,7 @@ To upgrade an environment in the [dbt Cloud Admin API](/docs/dbt-cloud-apis/admi

Configure your project to use a different dbt Core version than what's configured in your [development environment](/docs/dbt-cloud-environments#types-of-environments). This _override_ only affects your user account, no one else's. Use this to safely test new dbt features before upgrading the dbt version for your projects.

1. From the gear menu, select **Profile settings**.
1. Click your account name from the left side panel and select **Account settings**.
1. Choose **Credentials** from the sidebar and select a project. This opens a side panel.
1. In the side panel, click **Edit** and scroll to the **User development settings** section. Choose a version from the **dbt version** dropdown and click **Save**.

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2 changes: 1 addition & 1 deletion website/docs/docs/deploy/webhooks.md
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Expand Up @@ -36,7 +36,7 @@ You can also check out the free [dbt Fundamentals course](https://learn.getdbt.c

## Create a webhook subscription {#create-a-webhook-subscription}

From your **Account Settings** in dbt Cloud (using the gear menu in the top right corner), click **Create New Webhook** in the **Webhooks** section. You can find the appropriate dbt Cloud access URL for your region and plan with [Regions & IP addresses](/docs/cloud/about-cloud/access-regions-ip-addresses).
Navigate to **Account settings** in dbt Cloud (by clicking your account name from the left side panel), and click **Create New Webhook** in the **Webhooks** section. You can find the appropriate dbt Cloud access URL for your region and plan with [Regions & IP addresses](/docs/cloud/about-cloud/access-regions-ip-addresses).

To configure your new webhook:

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2 changes: 1 addition & 1 deletion website/docs/faqs/Accounts/change-billing.md
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Expand Up @@ -6,6 +6,6 @@ id: change-billing
---


If you want to change your account's credit card details, select the gear menu in the upper right corner of dbt Cloud. Go to Account Settings → Billing → Payment Information. Enter the new credit card details on the respective fields then click on **Update payment information**. Only the _account owner_ can make this change.
If you want to change your account's credit card details, go to the left side panel, click **Account settings** → **Billing** → scroll to **Payment information**. Enter the new credit card details on the respective fields then click on **Update payment information**. Only the _account owner_ can make this change.

To change your billing name or location address, send our Support team a message at [email protected] with the newly updated information, and we can make that change for you!
2 changes: 1 addition & 1 deletion website/docs/guides/azure-synapse-analytics-qs.md
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Expand Up @@ -92,7 +92,7 @@ In this quickstart guide, you'll learn how to use dbt Cloud with [Azure Synapse

## Connect dbt Cloud to Azure Synapse Analytics

1. Create a new project in dbt Cloud. Open the gear menu in the top right corner, select **Account settings** and click **+ New Project**.
1. Create a new project in dbt Cloud. Click on your account name in the left side menu, select **Account settings**, and click **+ New Project**.
2. Enter a project name and click **Continue**.
3. Choose **Synapse** as your connection and click **Next**.
4. In the **Configure your environment** section, enter the **Settings** for your new project:
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2 changes: 1 addition & 1 deletion website/docs/guides/bigquery-qs.md
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Expand Up @@ -85,7 +85,7 @@ In order to let dbt connect to your warehouse, you'll need to generate a keyfile
3. Create a service account key for your new project from the [Service accounts page](https://console.cloud.google.com/iam-admin/serviceaccounts?walkthrough_id=iam--create-service-account-keys&start_index=1#step_index=1). For more information, refer to [Create a service account key](https://cloud.google.com/iam/docs/creating-managing-service-account-keys#creating) in the Google Cloud docs. When downloading the JSON file, make sure to use a filename you can easily remember. For example, `dbt-user-creds.json`. For security reasons, dbt Labs recommends that you protect this JSON file like you would your identity credentials; for example, don't check the JSON file into your version control software.

## Connect dbt Cloud to BigQuery​
1. Create a new project in [dbt Cloud](/docs/cloud/about-cloud/access-regions-ip-addresses). From **Account settings** (using the gear menu in the top right corner), click **+ New Project**.
1. Create a new project in [dbt Cloud](/docs/cloud/about-cloud/access-regions-ip-addresses). Navigate to **Account settings** (by clicking on your account name in the left side menu), and click **+ New Project**.
2. Enter a project name and click **Continue**.
3. For the warehouse, click **BigQuery** then **Next** to set up your connection.
4. Click **Upload a Service Account JSON File** in settings.
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2 changes: 1 addition & 1 deletion website/docs/guides/microsoft-fabric-qs.md
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Expand Up @@ -101,7 +101,7 @@ In this quickstart guide, you'll learn how to use dbt Cloud with [Microsoft Fabr

## Connect dbt Cloud to Microsoft Fabric

1. Create a new project in dbt Cloud. From **Account settings** (using the gear menu in the top right corner), click **+ New Project**.
1. Create a new project in dbt Cloud. Navigate to **Account settings** (by clicking on your account name in the left side menu), and click **+ New Project**.
2. Enter a project name and click **Continue**.
3. Choose **Fabric** as your connection and click **Next**.
4. In the **Configure your environment** section, enter the **Settings** for your new project:
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2 changes: 1 addition & 1 deletion website/docs/guides/redshift-qs.md
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Expand Up @@ -170,7 +170,7 @@ Now we are going to load our sample data into the S3 bucket that our Cloudformat
```
## Connect dbt Cloud to Redshift
1. Create a new project in [dbt Cloud](/docs/cloud/about-cloud/access-regions-ip-addresses). From **Account settings** (using the gear menu in the top right corner), click **+ New Project**.
1. Create a new project in [dbt Cloud](/docs/cloud/about-cloud/access-regions-ip-addresses). Navigate to **Account settings** (by clicking on your account name in the left side menu), and click **+ New Project**.
2. Enter a project name and click **Continue**.
3. For the warehouse, click **Redshift** then **Next** to set up your connection.
4. Enter your Redshift settings. Reference your credentials you saved from the CloudFormation template.
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4 changes: 2 additions & 2 deletions website/docs/guides/sl-snowflake-qs.md
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Expand Up @@ -291,7 +291,7 @@ Using Partner Connect allows you to create a complete dbt account with your [Sno
5. After you have filled out the form and clicked **Complete Registration**, you will be logged into dbt Cloud automatically.
6. From your **Account Settings** in dbt Cloud (using the gear menu in the upper right corner), choose the "Partner Connect Trial" project and select **snowflake** in the overview table. Select **Edit** and update the **Database** field to `analytics` and the **Warehouse** field to `transforming`.
6. Click your account name in the left side menu and select **Account settings**, choose the "Partner Connect Trial" project, and select **snowflake** in the overview table. Select **Edit** and update the **Database** field to `analytics` and the **Warehouse** field to `transforming`.
<Lightbox src="/img/snowflake_tutorial/dbt_cloud_snowflake_project_overview.png" title="dbt Cloud - Snowflake Project Overview" />
Expand All @@ -301,7 +301,7 @@ Using Partner Connect allows you to create a complete dbt account with your [Sno
<TabItem value="manual-connect" label="Connect manually">
1. Create a new project in dbt Cloud. From **Account settings** (using the gear menu in the top right corner), click **+ New Project**.
1. Create a new project in dbt Cloud. Navigate to **Account settings** (by clicking on your account name in the left side menu), and click **+ New Project**.
2. Enter a project name and click **Continue**.
3. For the warehouse, click **Snowflake** then **Next** to set up your connection.
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4 changes: 2 additions & 2 deletions website/docs/guides/snowflake-qs.md
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Expand Up @@ -170,7 +170,7 @@ Using Partner Connect allows you to create a complete dbt account with your [Sno
5. After you have filled out the form and clicked **Complete Registration**, you will be logged into dbt Cloud automatically.
6. From your **Account Settings** in dbt Cloud (using the gear menu in the upper right corner), choose the "Partner Connect Trial" project and select **snowflake** in the overview table. Select edit and update the fields **Database** and **Warehouse** to be `analytics` and `transforming`, respectively.
6. Go to the left side menu and click your account name, then select **Account settings**, choose the "Partner Connect Trial" project, and select **snowflake** in the overview table. Select edit and update the fields **Database** and **Warehouse** to be `analytics` and `transforming`, respectively.
<Lightbox src="/img/snowflake_tutorial/dbt_cloud_snowflake_project_overview.png" title="dbt Cloud - Snowflake Project Overview" />
Expand All @@ -180,7 +180,7 @@ Using Partner Connect allows you to create a complete dbt account with your [Sno
<TabItem value="manual-connect" label="Connect manually">
1. Create a new project in dbt Cloud. From **Account settings** (using the gear menu in the top right corner), click **+ New Project**.
1. Create a new project in dbt Cloud. Navigate to **Account settings** (by clicking on your account name in the left side menu), and click **+ New Project**.
2. Enter a project name and click **Continue**.
3. For the warehouse, click **Snowflake** then **Next** to set up your connection.
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