Analytics craft

Editor's note — since the creation of this post, the package pre-commit-dbt's ownership has moved to another team and it has been renamed to dbt-checkpoint. A redirect has been set up, meaning that the code example below will still work. It is also possible to replace repo: https://github.com/offbi/pre-commit-dbt with repo: https://github.com/dbt-checkpoint/dbt-checkpoint in your .pre-commit-config.yaml file.

At dbt Labs, we have best practices we like to follow for the development of dbt projects. One of them, for example, is that all models should have at least unique and not_null tests on their primary key. But how can we enforce rules like this?

That question becomes difficult to answer in large dbt projects. Developers might not follow the same conventions. They might not be aware of past decisions, and reviewing pull requests in git can become more complex. When dbt projects have hundreds of models, it's hard to know which models do not have any tests defined and aren't enforcing your conventions.

Stored procedures are widely used throughout the data warehousing world. They’re great for encapsulating complex transformations into units that can be scheduled and respond to conditional logic via parameters. However, as teams continue building their transformation logic using the stored procedure approach, we see more data downtime, increased data warehouse costs, and incorrect / unavailable data in production. All of this leads to more stressed and unhappy developers, and consumers who have a hard time trusting their data.

If your team works heavily with stored procedures, and you ever find yourself with the following or related issues:

• dashboards that aren’t refreshed on time
• It feels too slow and risky to modify pipeline code based on requests from your data consumers
• It’s hard to trace the origins of data in your production reporting

It’s worth considering if an alternative approach with dbt might help.

There are many reasons you, as an analytics engineer, may want to capture the complete version history of data:

• You’re in an industry with a very high standard for data governance
• You need to track big OKRs over time to report back to your stakeholders
• You want to build a window to view history with both forward and backward compatibility

These are often high-stakes situations! So accuracy in tracking changes in your data is key.

Let’s set the scene. You are an analytics engineer at your company. You have several relational datasets flowing through your warehouse, and, of course, you can easily access and transform these tables through dbt. You’ve joined together the tables appropriately and have near-real time reporting on the relationships for each entity_id as it currently exists.

But, at some point, your stakeholder wants to know how each entity is changing over time. Perhaps, it is important to understand the trend of a product throughout its lifetime. You need the history of each entity_id across all of your datasets, because each related table is updated on its own timeline.

What is your first thought? Well, you’re a seasoned analytics engineer and you know the good people of dbt Labs have a solution for you. And then it hits you — the answer is snapshots!

If you're reading this article, it looks like you're wondering how you can better optimize your Redshift queries - and you're probably wondering how you can do that in conjunction with dbt.

In order to properly optimize, we need to understand why we might be seeing issues with our performance and how we can fix these with dbt sort and dist configurations.

Analytics engineers (AEs) are constantly navigating through the names of the models in their project, so naming is important for maintainability in your project in the way you access it and work within it. By default, dbt will use your model file name as the view or table name in the database. But this means the name has a life outside of dbt and supports the many end users who will potentially never know about dbt and where this data came from, but still access the database objects in the database or business intelligence (BI) tool.

Model naming conventions are usually made by AEs, for AEs. While that’s useful for maintainability, it leaves out the people who model naming is supposed to primarily benefit: the end users. Good model naming conventions should be created with one thing in mind: Assume your end-user will have no other context than the model name. Folders, schema, and documentation can add additional context, but they may not always be present. Your model names will always be shown in the database.

Hey data champion — so glad you’re here! Sometimes datasets need a team of engineers to tackle their deduplification (totz a real word), and that’s why we wrote this down. For you, friend, we wrote it down for you. You’re welcome!

Let’s get rid of these dupes and send you on your way to do the rest of the super-fun-analytics-engineering that you want to be doing, on top of super-sparkly-clean data. But first, let’s make sure we’re all on the same page.

"I forgot to mention we dropped that column and created a new one for it!”

“Hmm, I’m actually not super sure why customer_id is passed as an int and not a string.”

“The primary key for that table is actually the order_id, not the id field.”

I think many analytics engineers, including myself, have been on the receiving end of some of these comments from their backend application developers.

Backend developers work incredibly hard. They create the database and tables that drive the heart of many businesses. In their efforts, they can sometimes overlook, forget, or not understand their impact on analytics work. However, when backend developers do understand and implement the technical and logistical requirements from data teams, they can spark joy.

So what makes strong collaboration possible between analytics engineers and backend application developers?

Executive Summary:

If your company is struggling to leverage analytics, dealing with an overgrown ecosystem of dashboards/databases or simply want to avoid the mistakes of others, this story is for you. In this article, I will walk through forming the first analytics engineering team at Smartsheet including how momentum built around forming the team,  the challenges we faced, and the solutions we developed within the first year.

Introduction​

Most writing about analytics engineering, or AE for short, assumes a team already exists. It’s about operating as an AE team or managing stakeholders or leveraging tools more effectively. But what about the prologue? What initial problems do AEs solve? How does an AE team even start? What do the early days look like?

Editor's note: In this tutorial, Donny walks through the fictional story of a SaaS company called JaffleGaggle, who needs to group their freemium individual users into company accounts (aka a customer 360 view) in order to drive their product-led growth efforts.

You can follow along with Donny's data modeling technique for identity resolution in this dbt project repo. It includes a set of demo CSV files, which you can use as dbt seeds to test Donny's project for yourself.

Measuring the number of business hours between two dates using SQL is one of those classic problems that sounds simple yet has plagued analysts since time immemorial.

This comes up in a couple places at dbt Labs:

• Calculating the time it takes for a support ticket to be solved
• Measuring team performance against response time SLAs

We internally refer to this at "Time on Task," and it can be a critical data point for customer or client facing teams. Thankfully our tools for calculating Time on Task have improved just a little bit since 2006.

Even still, you've got to do some pretty gnarly SQL or dbt gymnastics to get this right, including:

1. Figuring out how to exclude nights and weekends from your SQL calculations
2. Accounting for holidays using a custom holiday calendar
3. Accommodating for changes in business hour schedules

This piece will provide an overview of how and critically why to calculate Time on Task and how we use it here at dbt Labs.

Doing analytics is hard. Doing analytics right is even harder.

There are a massive number of factors to consider: Is data missing? How do we make this insight discoverable? Why is my database locked? Are we even asking the right questions?

Compounding this is the fact that analytics can sometimes feel like a lonely pursuit.

Sure, our data is generally proprietary and therefore we can’t talk much about it. But we certainly can share what we’ve learned about working with that data.

So let’s all commit to sharing our hard won knowledge with each other—and in doing so pave the path for the next generations of analytics practitioners.

Most organizations spend at least some of their time contributing to an open source project. 100% of them, though, depend in some way on the output of open source communities.

If you’ve spoken to me lately, follow me on Twitter, or have taken my order at Wendy’s, you probably know how much I hate traditional dashboards. My dad, a psychotherapist, has been working with me to get to the root of my upbringing that led to this deep-rooted feeling.

💾 This article is for anyone who has ever questioned the sanity of a date not in ISO 8601 format

Have you ever been assigned to add new fields or concepts to an existing set of models and wondered:

• Why are there multiple models named almost the same but slightly different?

• Which model has the fields I need?

• Which model is upstream or downstream from which?