Prerequisites
- A Databricks workspace with a SQL warehouse (or an all-purpose cluster)
- A personal access token or service principal token with access to the data
- The server hostname and HTTP path for the SQL warehouse
Connection setup
- In Databricks, open your SQL warehouse and go to Connection details to find the server hostname and HTTP path
- From your Basedash dashboard, click “Add Data Source”
- Select “Databricks” as your data warehouse
- Enter your connection details:
- Server hostname (e.g.,
adb-1234567890123456.7.gcp.databricks.com) - HTTP path (e.g.,
/sql/1.0/warehouses/xxxxxxxxxxxxxxxx) - Access token
- Catalog (optional, sets the default Unity Catalog catalog)
- Server hostname (e.g.,
- Click “Test Connection” to verify
- Save your connection
Required permissions
The token’s identity needs:CAN USEon the SQL warehouseUSE CATALOGandUSE SCHEMAon the catalogs and schemas you want to analyzeSELECTon the tables and views Basedash should see
Best practices
- Use a service principal instead of a personal token
- Grant minimum required permissions through Unity Catalog
- Size the SQL warehouse and set auto-stop to control costs
- Regularly rotate access tokens
Troubleshooting
- Verify the HTTP path points to a running SQL warehouse
- Check that the token has not expired
- Confirm Unity Catalog grants for the catalog, schema, and tables you expect to see
- Check workspace IP access lists allow connections from Basedash
Next steps: Add custom context
You can add custom context to help the AI better understand your data structure and business logic. Consider adding context at the database or schema level if you notice the AI struggling to locate or understand specific data.When to add context
- Complex transformed data: When the AI needs help understanding data transformation logic
- Business-specific metrics: If calculated fields or KPIs need additional explanation
- Unclear naming conventions: When table or column names don’t clearly indicate their purpose