Step 3: Create a Workspace

Before creating a Workspace, you should make sure you have a Project created with version control. You can choose from username and password or OAuth.

A Workspace is a sandbox environment where you can complete the development of your data, refine, and perform preliminary validation before merging them into the codebase.

Workspace Best Practices

• Create a Workspace strategy. Some approached you can take are:
  • Use one Workspace per branch. Each time you create a new branch, create a new Workspace and delete old ones.
  • Use one Workspace per user. Each user works in their own Workspace. They manage their branches from the Workspace.
  • Create a separate Workspace for each feature branch. This ensures that developers work within distinct locations, preventing conflicts and streamlining the development process.
• Decide how you want to connect your Workspace to a Data Platform.
• When feature development in a specific Workspace is complete, it should be merged into the main branch and checked out by the Main Workspace when preparing for deployment into higher Environments.
• It is best practice to deploy to higher (Production, UAT, Testing) Environments from the main Git branch in the Main Workspace.

Snowflake

1. Select the Project you want to create the Workspace in.

2. Click Create Workspace.

3. Workspace Details

   1. Give your Workspace a Name and Description(optional).
   

4. Connect Snowflake to this Workspace

5. Enter your Snowflake Account URL.

   1. If you want to use OAuth, toggle Snowflake OAuth on.
   2. On the next page, enter your Client ID and Client Secret. Then enter your Warehouse and Role. Review Snowflake OAuth to learn how to generate the ID and Secret.

6. If you didn't choose OAuth, you'll need to Add your Snowflake Credentials on the next screen.

   1. Choose Key Pair or Username and Password (not recommended).
   

7. Set Up Version Control

   1. Workspaces let you work on a branch. You will need to select a branch and commit to make a new branch. For example, if you want to create a branch off main, select main, then select the commit in main to create your branch from.
   2. Then give the new branch a name.
   

8. Storage Location and Storage Mappings

   1. Add Storage Locations and Storage Mappings to your Workspace. If you have any existing Storage Locations and Storage Mappings from your repo, they will be listed here.
   

9. Click Create Workspace. You've just created your Workspace.

Databricks

1. Select the Project you want to create the Workspace in. The Project will have your Git information saved from Step 2: Create a Project.

2. Click Create Workspace.

3. Give your Workspace a Name and Description(optional).

   

4. Workspaces let you work in a branch in Git. You will need to select a current branch to make a new branch from. For example, if you want to create a branch off main, select main, then the commit you want to start from, and then in New Branch Name, enter the new branch name.

   

5. Then click Create.

6. Your new Workspace will be created with the new branch.

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What's Next?

Review the Coalesce Fundamentals to learn more about:

• Projects
• Workspaces
• Add Your Data

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