> ## Documentation Index
> Fetch the complete documentation index at: https://quartr.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup guide

> Step-by-step walkthrough for adding the Quartr dataset to your Snowflake account

## Overview

This guide walks you through adding the Quartr dataset from the Snowflake Marketplace. The process takes a few minutes and requires `ACCOUNTADMIN` role or equivalent import privileges.

<Steps>
  <Step title="Find your account identifier">
    Click your username in the bottom-left corner of Snowflake, then hover over your account name and click **View account details**.

    <img
      src="https://mintcdn.com/quartr/uS9un6ABvG4dvudU/snowflake/images/snowflake_01.webp?fit=max&auto=format&n=uS9un6ABvG4dvudU&q=85&s=6e70933e3a8fe53fd1a907865b977bcd"
      alt="Open account details from the user menu"
      style={{
    borderRadius: '10px',
    marginTop: '1rem',
  }}
      width="1920"
      height="1080"
      data-path="snowflake/images/snowflake_01.webp"
    />
  </Step>

  <Step title="Copy your data sharing account identifier">
    In the **Account Details** dialog, locate the **Data sharing account identifier** row and copy the value. You'll need this to share with Quartr.

    <img
      src="https://mintcdn.com/quartr/uS9un6ABvG4dvudU/snowflake/images/snowflake_02.webp?fit=max&auto=format&n=uS9un6ABvG4dvudU&q=85&s=e50e18edc3171a559a6d6a96d58bd4cc"
      alt="Account Details dialog with Data sharing account identifier highlighted"
      style={{
    borderRadius: '10px',
    marginTop: '1rem',
  }}
      width="1920"
      height="1080"
      data-path="snowflake/images/snowflake_02.webp"
    />
  </Step>

  <Step title="Open the Snowflake Marketplace">
    In the left sidebar, expand **Marketplace** and click **Snowflake Marketplace**.

    <img
      src="https://mintcdn.com/quartr/uS9un6ABvG4dvudU/snowflake/images/snowflake_03.webp?fit=max&auto=format&n=uS9un6ABvG4dvudU&q=85&s=187f0c40d978df544eefc26e2369e100"
      alt="Navigate to Snowflake Marketplace in the sidebar"
      style={{
    borderRadius: '10px',
    marginTop: '1rem',
  }}
      width="1920"
      height="1080"
      data-path="snowflake/images/snowflake_03.webp"
    />
  </Step>

  <Step title="Search for Quartr">
    In the marketplace search bar, type **quartr**. Select the **Quartr** listing published by **Quartr AB**.

    <img
      src="https://mintcdn.com/quartr/uS9un6ABvG4dvudU/snowflake/images/snowflake_04.webp?fit=max&auto=format&n=uS9un6ABvG4dvudU&q=85&s=1192b6180c3775bafa946968576f32e8"
      alt="Search results showing the Quartr listing by Quartr AB"
      style={{
    borderRadius: '10px',
    marginTop: '1rem',
  }}
      width="1920"
      height="1080"
      data-path="snowflake/images/snowflake_04.webp"
    />
  </Step>

  <Step title="Click Get on the listing">
    On the Quartr listing page, click the **Get** button in the top-right corner.

    <img
      src="https://mintcdn.com/quartr/uS9un6ABvG4dvudU/snowflake/images/snowflake_05.webp?fit=max&auto=format&n=uS9un6ABvG4dvudU&q=85&s=eb7c661412c00288baad83e8c7570fe4"
      alt="Quartr listing page with the Get button highlighted"
      style={{
    borderRadius: '10px',
    marginTop: '1rem',
  }}
      width="1920"
      height="1080"
      data-path="snowflake/images/snowflake_05.webp"
    />
  </Step>

  <Step title="Review the sharing details">
    A dialog will appear confirming that the dataset is **Shared Privately with You** and is **Ready to Query** with **No Storage Cost**. Click **Options** to configure the database before proceeding.

    <img
      src="https://mintcdn.com/quartr/uS9un6ABvG4dvudU/snowflake/images/snowflake_06.webp?fit=max&auto=format&n=uS9un6ABvG4dvudU&q=85&s=a1f1078f18b9b48d7e8be3f29182fe9d"
      alt="Sharing confirmation dialog"
      style={{
    borderRadius: '10px',
    marginTop: '1rem',
  }}
      width="1920"
      height="1080"
      data-path="snowflake/images/snowflake_06.webp"
    />
  </Step>

  <Step title="Configure database name and role access">
    Set a **Database name** for the Quartr data in your account. Optionally, add any roles (beyond `ACCOUNTADMIN`) that should have access to this database. Click **Get** to confirm.

    <img
      src="https://mintcdn.com/quartr/uS9un6ABvG4dvudU/snowflake/images/snowflake_07.webp?fit=max&auto=format&n=uS9un6ABvG4dvudU&q=85&s=9f629ba7a2b49709c0ba03fc5d99c151"
      alt="Options expanded showing database name and role access fields"
      style={{
    borderRadius: '10px',
    marginTop: '1rem',
  }}
      width="1920"
      height="1080"
      data-path="snowflake/images/snowflake_07.webp"
    />
  </Step>

  <Step title="Dataset ready to use">
    A **Ready to Use** confirmation will appear. Click **Query Data** to open a worksheet with the database pre-selected, or click **Done** to finish.

    <img
      src="https://mintcdn.com/quartr/uS9un6ABvG4dvudU/snowflake/images/snowflake_08.webp?fit=max&auto=format&n=uS9un6ABvG4dvudU&q=85&s=89d25ffa414869e5d4d5cd1e226e6ee4"
      alt="Ready to Use confirmation screen"
      style={{
    borderRadius: '10px',
    marginTop: '1rem',
  }}
      width="1920"
      height="1080"
      data-path="snowflake/images/snowflake_08.webp"
    />
  </Step>

  <Step title="Verify your setup">
    Run the following query to confirm everything is working. Replace `<db_name>` with the database name you set in the previous step.

    ```sql theme={null}
    USE DATABASE <db_name>;

    SELECT
        e.date,
        c.name,
        e.title,
        e.fiscal_year,
        e.fiscal_period
    FROM published.events e
    JOIN published.companies c ON e.company_id = c.id
    WHERE e.date BETWEEN CURRENT_DATE AND CURRENT_DATE + INTERVAL '7 days'
    ORDER BY e.date ASC
    LIMIT 50;
    ```
  </Step>
</Steps>

## Next steps

Now that you have access, you can start exploring the full dataset. Browse available views, join company data with events and filings, or build your own dashboards and models on top of the data. The [data overview](/data-overview) is a useful reference for understanding the data model and available fields.

## Need help?

Contact your Quartr representative if you run into any issues during setup.