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To connect to Snowflake from Power BI Desktop:

1. Select Get Data > More… from the toolbar.
2. Search for Snowflake in the Get Data window.
3. Select it, and click Connect.
4. Enter the following information in the Snowflake window:
   • Server: cmu-data.snowflakecomputing.com
   • Warehouse: powerbi
5. Click OK.
6. (Optional) Use Advanced options to query your database using SQL if you prefer.
7. When prompted to authenticate, do one of the following:
   • Log In with your Andrew account - select Microsoft Account, click Sign In, and Connect.
   • Use KeyPair - select KeyPair and enter your username and service account Private Key. Be sure to include begin and end statements in the key. 
     
     IMPORTANT: If this is your first time connecting to a service account using a keypair and you do not have an existing ODBC driver, you must download the before using this connection method. If you are using Power BI Service, you do not need to download the driver. 
8. Use the Navigator to find your database, schema, and table/view.
9. Do one of the following:
   • Use the data as is - select Load.
   • Preview, modify, or filter the data - select Transform Data.
     

The table below presents recommended use cases for each of the three main approaches to data preparation and transformation.

Once you load the data, you will be asked to select your Connection settings. Each connection type has its own benefits and drawbacks, so it's crucial to select your connection mode wisely.

For most use cases, Import mode is typically the best option. DirectQuery is advisable for very large data sources or cases where Snowflake row access policies require data security.

The table below compares the key features of each.

In addition to the differences in key features, the table below outlines the primary differences between the two connection modes in terms of granular data access and governance.

Every Power BI user gets a personal workspace called My Workspace. This space is ideal for working on projects alone, such as developing, testing, or exploring content. However, it’s not meant for sharing or production use. For collaboration or sharing reports, users should use shared workspaces. These workspaces enable controlled access, improved version management, and the ability to publish content through Power BI apps.

Access to the workspace should be configured according to the following guidelines:

• Admin - Teams should appoint one or more members as workspace administrators. Workspace administrators can update settings, manage access, and create apps.
• Member - Workspace administrators can designate other team members as members. Members can add additional users to the workspace with fewer permissions (i.e., contributors and viewers).
• Contributors - Contributors added to the workspace can develop or modify content, but they cannot change workspace access.
• Viewers - Do not use the Viewer role to share content with external users. Instead, users should access the content through an .

Developers should perform the majority of data preparation at the source before consuming the data in Power BI. Minor, report-specific transformations, such as filtering data or renaming a column to make it more business-friendly, can be easily performed in Power Query. Finally, for aggregations, KPIs, and other metrics that require dynamic updates across dimensions, use Data Analytics Expressions (DAX).

When working with Power BI, consider who might interact with your reports. Learn how to create reports that are easy to navigate and understand for keyboard or screen readers from Microsoft's .  

Workspaces can be personal, intended for individual use, or shared, designed for team collaboration and content publishing to applications. They determine who has access to, can edit, or publish content, and they serve as the basis for organizing analytics within a domain or subdomain.