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

# Connect to Amazon Redshift

> Setup guide to share Rockerbox schemas with your Redshift instance.

## Pre-Requisites

* An AWS account
* Your Redshift region
* A user to configure IAM roles
* A user with Redshift admin access

***

## Step 1: Create an IAM Role

1. Open the [Warehousing setup page](https://app.rockerbox.com/v3/data/exports/data_warehouse) Rockerbox and choose **Redshift** → **Connect to Redshift**.
2. Go into **IAM service** in the AWS Console.
3. Select Roles from the **Access Management** sidebar on the left.
4. Click **Create Role** from the top right portion of the page.
5. Keep the trusted entity service as the default **AWS Service**. Towards the bottom of the page, select **Redshift** from the dropdown list of **“Use Cases for Other AWS Services”** section. Then select **Redshift - Customizable** from the options.
6. You’ll be directed to the **Permissions** page. Don’t add any permissions here, and click **Next**.
7. Name this role **“RockerboxRedshiftRole”** , and use **“Assumes Rockerbox Role to Access Rockerbox Shared Tables”** for the description field.
8. Find the **“RockerboxRedshiftRole”** role you just created in the **AWS Roles** page and click into it.
9. Copy the **ARN value** and return to the **Redshift Setup page in the Rockerbox UI** where you’ll need to enter this **ARN value**.

***

## Step 2: Add an Inline Policy to the IAM Role

1. Find the **“RockerboxRedshiftRole”** role you previously created in the **AWS Roles** page and click into it.
2. Click on **Add Permissions** and select **Create Inline Policy**.
3. The default selection on the next screen is **“Visual Editor”**. Select **“JSON”** instead.
4. Copy the **Inline Policy** displayed on your **Redshift Setup UI** and paste it into the **JSON** field and then click **“Review Policy”**.
5. Name this policy **“RockerboxAccess”** and then click **“Create Policy”**.

***

## Step 3: Associate IAM Role to Redshift cluster and run an External Schema Command.

1. Go into **Amazon Redshift** service in the **AWS Console**.
2. Select your **Redshift cluster** from the **Provisioned Clusters Dashboard**.
3. Go to the properties tab inside your Redshift cluster.
4. Go to the **Cluster Permissions** section and click on **Manage IAM Roles** and then select **Associate IAM Roles**.
5. Select the **“RockerboxRedshiftRole”** that you previously created in the pop up window and then click on **Associate IAM Roles**.
6. Wait for the role to sync in the **Associated IAM Roles** list under **Cluster Permissions** section.
7. Go to **query editor v2**.
8. Copy the **External Schema Statement** displayed on your **Redshift Setup UI**, paste it into the query editor, and click **Run**.

Data should now be available in the Rockerbox schema!

***

## Step 4: Sync Rockerbox Data Sets

* Choose which datasets to share:
  * **Platform Data**: Select the ad platforms you actively use.
  * **Rockerbox Data**: Select **Conversion** and any **Log Level MTA** datasets for each conversion event that you need.
* Click **Sync this dataset** when ready.

📦 `aggregate_mta` and `taxonomy_lookup` tables are automatically created in the data share.

### ⚠️ Backfill Notes

* **Platform Performance Schemas**: No data is automatically backfilled. This can be backfilled on a limited basis upon request to `support@rockerbox.com`.
* **Rockerbox First Party Data Schemas**: For each conversion dataset, Rockerbox will backfill based on the conversion event “First Reporting Date” in Rockerbox\
  💡 If no date is set, Rockerbox backfills one day of data. This process can take up to **24 hours**.

***

## Step 5: Query your new data tables

### Sample queries: `aggregate_mta` table

Test setup

```sql theme={null}
SELECT * FROM `<project>.<dataset>.aggregate_mta` LIMIT 1;
```

Report even weight attributed conversions and spend by conversion event + tier\_1 (most broad reporting taxonomy dimension)

```sql theme={null}
SELECT 
  conversion_event_name,
  tier_1,
  SUM(even) AS conversions_even,
  SUM(included_spend) AS spend
FROM `<project>.<dataset>.aggregate_mta`
WHERE 
  date >= DATE_SUB(CURRENT_DATE(), INTERVAL 7 DAY)
  AND date < CURRENT_DATE();
```