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Configuring data warehouses for workspaces

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This guide explains how to use the multi-warehouse feature to assign a dedicated data warehouse to each workspace.

Introduction

The multi-warehouse feature provides the flexibility to assign a different data warehouse to each workspace in your organization. This is a powerful tool for managing data across complex organizational structures, such as agencies with multiple clients or large enterprises with diverse business needs.

This feature is particularly useful for the following scenarios:

  • For agencies, you can assign a dedicated warehouse to each client’s workspace. This allows for clear data separation and gives you the option to use a warehouse hosted by the client, enabling them to access their data directly.

  • For enterprises, this feature supports a variety of data management strategies. You can use different warehouse vendors to meet specific requirements, or you can split data into separate warehouses based on subsidiaries or countries to comply with regional data residency laws. In addition, you can create distinct warehouses for different business units or product lines.

By default, child workspaces inherit the data warehouse from their parent workspace. However, you can override this setting and connect a different data warehouse to any workspace.

Configuring data warehouses

This section contains instructions for assigning and managing data warehouses for your workspaces.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

  • Contact your Account Manager to enable the multi-warehouse feature for your organization.

Procedure

To configure a different data warehouse for a workspace, follow these steps:

  1. In the platform navigation panel, click Administration.

  2. Click Warehouse.

  3. In the workspace tree, find the workspace for which you want to configure a different data warehouse, and then click Edit.

  4. Click Connect a different warehouse.

  5. In the confirmation modal, click Continue to setup.

  6. Follow the on-screen instructions to set up the new data warehouse. For more information on configuring your specific data warehouse, see the relevant documentation:

After you complete the setup, the new data warehouse is assigned to the selected workspace and all of its child workspaces that are set to inherit from it.

Reconnecting to the parent warehouse

You can reconnect a child workspace to its parent’s data warehouse at any time.

To reconnect to the parent warehouse, follow these steps:

  1. In the platform navigation panel, click Administration.

  2. Click Warehouse.

  3. In the workspace tree, find the child workspace that uses a different warehouse than its parent, and then click Edit.

  4. Click Reconnect to parent warehouse.

Editing credentials for a data warehouse

To edit the credentials for a data warehouse, you need to perform the action on the parent workspace where the warehouse is originally configured. This option is unavailable for child workspaces that inherit the warehouse.

To edit the credentials for a data warehouse, follow these steps:

  1. In the platform navigation panel, click Administration.

  2. Click Warehouse.

  3. In the workspace tree, find the parent workspace where the data warehouse is configured, and then click Edit.

  4. Click Edit credentials.

  5. Follow the on-screen instructions to provide the new authorization details. For detailed instructions on the required credentials, see the relevant connection guide: