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Quick start for Soda Cloud

Last modified on 26-Jan-23

Use this tutorial to review the steps that outline how to connect to your data source, set a scan schedule, profile your data, then write an agreement for stakeholder approval. These features enable users across your organization to serve themselves when it comes to monitoring data quality and collaborating on data reliability.

🎥 Soda Cloud: Watch & Learn

Tutorial prerequisites
Set up a data source and create a new agreement
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Tutorial prerequisites

Set up a data source and create a new agreement

  1. Log in to your Soda Cloud account, then navigate to your avatar > Scans & Data.
  2. In the Agents tab, confirm that an Administrator has deployed a Soda Agent and that its status is “green” in the Last Seen column. If not, contact the Soda Cloud user in your organization who deployed the agent to troubleshoot its status. agent-running
  3. Navigate to the Data source tab, then click New Data Source and follow the guided steps to:
    • identify the new data source and its default scan schedule
    • provide connection configuration details for the data source, including login credentials
    • profile the datasets in the data source to gather basic metadata about the contents of each
    • identify the datasets to which you wish to apply automated monitoring for anomalies and schema changes
    • assign ownership roles for the data source and its datasets
  4. After testing and saving the new data source, navigate to the Agreements dashboard, then click New Agreement.
  5. Follow the guided steps to:
    • label the agreement and identify the data source to which it applies
    • write checks to establish what good-quality data looks like; this forms the core of the agreement’s contract between stakeholders
    • identify stakeholders in your organization that must approve the agreement you have defined
    • identify whom to notify, and how, when a check in the agreement passes, fails, warns, or produces errors
    • select a scan schedule for your agreement
  6. After testing and saving your agreement, you can return to the Agreements dashboard and select the new agreement you just created, which has a status of “Waiting for approval”. Click to select your new agreement to review its details and monitor its approval state amongst stakeholders. agreement-done

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Last modified on 26-Jan-23