There are two competing approaches to data analytics available in the industry, and most professionals at least tend to one or the other as the preferred tool of choice: data warehousing vs data lake. This article sheds light on the differences between both approaches and how Data Vault 2.0 provides a best of breed solution that integrates the advantages of both approaches into a unified concept.

About Data Warehousing

Data Warehousing is the traditional enterprise solution for providing reliable information to decision makers at every level of the organization. Data warehouse solutions (but also data lakes) are based on a data model, which is traditionally defined on the basis of either the information requirement in a bottom-up approach or in a top-down approach based on an integrated enterprise information model.

In any case, the traditional data warehouse is based on a concept called “schema-on-write” where the data model is established when loading the data into the data warehouse. This often leads to non-agile data processing, as this data model often requires modifications in order to cope with changes in the business.

About Data Lakes

Data lakes, on the other hand, are based on the “schema-on-read” concept. Instead of modeling the enterprise or fitting the incoming dataset into a target information model, the data is first and foremost stored on the data lake as delivered without any modelling applied. 

While traditional data warehousing often leads to overmodeling and non-agile data analytics, the data lake approach often leads to the direct opposite: to unmanaged data and inconsistent information results.

The Best of Breed

Both approaches are on the extreme ends of the data analytics space and used throughout the years with mixed results. With the emergence of the Data Vault 2.0 concept, a third option is available to industry professionals to build data analytics platforms. 

Data Vault 2.0 is a best of breed between traditional data warehousing and data lakes: for example, there is a data model to manage the data and business logic as in traditional data warehousing, but it follows a schema-on-write approach as in data lakes. 

The Data Vault 2.0 architecture comprises multiple layers:

The first layer is the staging area: it is used to extract the data from the source systems. The next layer is the Raw Data Vault. This layer is still functionally oriented as the staging layer, but integrates and versionizes the data. To achieve this, the incoming source data model is broken down into smaller components: business keys (stored in hubs), relationships between business keys (stored in links) and descriptive data (captured by satellites). 

The Business Vault is the next layer, but only sparsely modelled: only where business logic is required to deliver useful information, a Business Vault entity is put in place. The Business Vault bridges the gap between the target information model (as in the next layer) and the actual raw data. Often, the raw data doesn’t meet the expectations of the business regarding data quality, completeness, or content and thus needs to be adjusted. Business logic is used to fill the gap.

The final layer is the information mart layer where the information model is produced to deliver the final information in the desired format, e.g., a dimensional star schema. This model is used by the business user either directly in ad-hoc queries or using business intelligence tools such as dashboarding or reporting software.

The first layers until the Raw Data Vault are still functionally oriented because the model is still derived either directly from the source system (as in the staging area) or by breaking down the incoming data model into smaller, normalized components, as in the Raw Data Vault. The target schema is only applied at the latest layer, the information mart layer. This is when the desired information model is applied. Because the information mart is often virtualized using SQL views, the target schema is actually applied during query time. Queries against the view layers are merged with the SQL statements inside the view layer and run against the materialized tables in the Raw Data Vault, the actual data. Therefore, the schema-on-read concept is used in Data Vault 2.0.

Data Vault 2.0 also preserves the agility: the concept has demonstrated in many projects that it is easy to extend over time when either the source system structures change, the business rules change or the information models need to be adjusted. In addition, it is easy to add new data sources, additional business logic and additional information artifacts to the data warehouse. 

On top of that, the Data Vault 2.0 model is typically integrated with a data lake: the above diagram shows the use of a data lake for staging purposes, which is the recommended “hybrid architecture” for new projects at Scalefree. But the data lake can also be used to capture semi-structured or unstructured data for the enterprise data warehouse or to deliver unstructured information marts.

With all that in mind, the Data Vault 2.0 concept has been established itself as a best of breed approach between the traditional data warehouse and the data lake. Organizations of all sizes use is to build data analytics platforms to deliver useful information to their decision makers.

-by Michael Olschimke (Scalefree)

Get Updates and Support

Please send inquiries and feature requests to [email protected]. 

For Data Vault training and on-site training inquiries, please contact [email protected] or register at www.scalefree.com.

To support the creation of Visual Data Vault drawings in Microsoft Visio, a stencil is implemented that can be used to draw Data Vault models. The stencil is available at www.visualdatavault.com.

In the first part of this blog series we introduced you to dbt. Now let’s take a look at how you can implement Data Vault 2.0 with dbt and what advantages this offers. If you don’t know the first part yet, you can read it here: 

dbt provides the ability to create models and generate and execute SQL dynamically out of these models. This allows you to write your data transformations in models using SQL and reusable macros powered by Jinja2 to run your data pipelines in a clean and efficient way. However, the most important part for the Data Vault use case is the ability to define and use those macros.

But first we should clarify how models work in dbt.

Dbt handles the compilation and execution of models written using SQL and the Jinja macro language. Each model consists of exactly one SQL SELECT statement. Jinja code is translated into SQL during compilation.

This figure shows a simple model in dbt. A big advantage of Jinja is the possibility to generate sql programmatically, for example with loops and conditions. Also, through the ref() functions, dbt understands the relationships between the models and builds a dependency graph. This ensures that the models are built in the correct order and that the data lineage is documented.

A lineage graph may look like this:

The materialization of models can be defined at different configuration levels. This allows fast prototyping with views and switching to materialized tables if necessary for performance reasons.

Data Vault 2.0 and macros

But how can Data Vault 2.0 be implemented in dbt? The most important part for using Data Vault 2.0 is the ability to define and use macros. Macros can be called in models and then generate into that macro additional SQL or even the entire SQL code.

For example, you could create a macro to generate a hub that gets the source/staging model as an input parameter, as well as the specification of the columns for the business key(s), load date and record source. The sql code for the hub is then generated dynamically from this. The advantage of this is that a change to the macro would directly affect each individual hub, which greatly improves maintainability.

At this point, you also gain huge benefits from the active open-source community around dbt. There are many open-source packages with which dbt can be extended.

There are also already some packages that are perfect for using data vault 2.0. 

We at Scalefree are currently developing an open-source dbt package that provides macros to translate a Data Vault model “on paper”, to actual tables and views like Hubs, Links, Satellites and more. Subscribe to our Newsletter to get notified as soon as it’s available.

The only thing you need in your model, for example for a hub, is just one macro call:

{%-

hub(src_pk, src_nk, src_ldts, src_source, source_model) 

-%}

With the parameters of the macro call you define the source table where the columns can be found (source_model) and the column names for the hash-key (src_pk), business key(s) (src_nk), load date (src_ldts) and the record source (src_source) column. When the model and the macro(s) defined in the model are executed, the SQL gets compiled and processed on the database system.

The metadata needed can for example be defined in variables with jinja directly in the model:

What you also can see is that dbt provides different options for the materialization. The incremental materialization for example will load an entity as a table on an incremental basis.

When the model is executed, dbt generates the whole sql out of the macro and decides how the records are loaded. If the hub table does not exist, yet it is created and all records are loaded, if it already exists the table is loaded incrementally. 

For people who tried or managed to implement a Data Vault with “vanilla” SQL, you will realise that this is a real game-changer. The team can now focus entirely on the Data Vault design itself. Once the metadata is identified, dbt along with your macros can take care of the entire logic.

Openly available packages can add basic Data Vault 2.0 principles to dbt and therefore allow users to quick-dive into Data Vault implementation. Dbt’s general openness allows you to adjust all macros for example to your company or project specific Data Vault flavor to meet your technical and business requirements. 

However it is important to mention, that existing dbt packages for Data Vault 2.0 does not completely fulfill Data Vault 2.0 standards and deviates from them in details. Currently, we at Scalefree are working on an open-source dbt package that provides all important Data Vault 2.0 entities, as well as the latest standards and best practices and will be released soon. But these details are worth another blog post!

-by Ole Bause (Scalefree)

Get Updates and Support

Please send inquiries and feature requests to [email protected]. 

For Data Vault training and on-site training inquiries, please contact [email protected] or register at www.scalefree.com.

To support the creation of Visual Data Vault drawings in Microsoft Visio, a stencil is implemented that can be used to draw Data Vault models. The stencil is available at www.visualdatavault.com.

Get Updates and Support

Please send inquiries and feature requests to [email protected]. 

For Data Vault training and on-site training inquiries, please contact [email protected] or register at www.scalefree.com.

To support the creation of Visual Data Vault drawings in Microsoft Visio, a stencil is implemented that can be used to draw Data Vault models. The stencil is available at www.visualdatavault.com.

Data is an important asset in the decision making process. As we have previously discussed in another post, Data Vault 2.0 is the right choice when the goal of an enterprise data warehouse is to have fully historized and integrated data. Additionally, it is also better suited to instances in which data from many source systems needs to be combined. You can find the previous blog post here.

While Data Vault 2.0 focuses on the “what”, there are many options for the “how” of technically translating a Data Vault model into physical tables and views in the enterprise data warehouse, as well as for orchestrating and loading/processing the procedures. And this is where dbt comes in.

ABOUT DBT

The data build tool (dbt) transforms your data directly in your data warehouse. For reference, dbt is the “T” in ELT. Therefore, dbt assumes that data is already loaded into a database from which the current database can query from. In contrast, ETL extracts data then transforms it and before loading it into the target. With ELT, the data is not transformed as it moves into the data warehouse. (with transform we mean transformation by soft business rules which would change the meaning of the data. Of course we have to make sure that the data fits into the target table (data type adjustments etc.). Here we are talking about “hard rules”.)
Dbt is particularly compatible and useful in cloud DWH solutions such as Snowflake, Azure Synapse Analytics, BigQuery and Redshift and performs transformations and modeling directly on the database in order to take advantage of the performance of these highly scalable platforms.

HOW DBT WORKS

Models and SQL statements can be easily created, tested and managed in dbt itself. A powerful combination of the scripting language, Jinja2, and the all-time classic SQL allows users to build models. The simple interface enables data analysts without engineering know-how to initiate appropriate transformations. Data team workflows become more efficient and cost-effective because of this. Behind dbt sits an open source community that is constantly and passionately developing the tool. As such, dbt is available both as a free, reduced core version and as a comprehensive and flexible cloud version.

What is the place of dbt in Data Vault 2.0?

Part of the Data Vault 2.0 methodology is the model which focuses on how to design the core data warehouse with a scalable solution. The core Data Vault entities are hubs, links and satellites. That said, dbt provides the ability to generate Data Vault models and also allows you to write your data transformations using SQL and code-reusable macros powered by Jinja2 to run your data pipelines in a clean and efficient way.

dbt does not reinvent the world, but when it comes to building a new EDW – especially if it is in the clouds – dbt provides a very helpful basic framework with many important functions for Continuous Integration and Deployment already defined. dbt brings the standards of software development into the world of data transformation. This allows developers to concentrate on the core tasks of data modeling and business logic. Especially, but not only for smaller projects, dbt offers a lightweight and extremely affordable alternative to other data warehouse automation solutions.

– by Ole Bause (Scalefree)

Get Updates and Support

Please send inquiries and feature requests to [email protected]. 

For Data Vault training and on-site training inquiries, please contact [email protected] or register at www.scalefree.com.

To support the creation of Visual Data Vault drawings in Microsoft Visio, a stencil is implemented that can be used to draw Data Vault models. The stencil is available at www.visualdatavault.com.

Multi-Temporal Example from the Travel Industry

In one of our previous blog posts, we gave an insight into the basics of multi-temporality in Data Vault 2.0. This article will give you a short practical example of the topic.

When you book your holidays, you might change something after the initial booking: the duration, the flight departure location, the hotel, the start and/or end date of your journey or might just book some extras. From an operational perspective, these changes are not a problem to deal with, and the expectations are not high.

The data set for your journey will be updated in the source systems’ database, and only the most recent data is shown in the graphical user interface. The employee might see some logs in the history part, if they exist.

That’s usually enough to keep the operational part working. In the business intelligence world, the way to deal with data is a bit different. There, we want to see everything. Each time a record in the source system is updated, we catch all the changes and store them in a separate database.

This means that we introduce a new timeline which provides us new opportunities but also comes with new challenges. Let’s have a look into some example data sets of a source system over time:

Day 1: Initial booking of a holiday trip

Day 2: Correction of the start and end date and a small price adjustment

Day 2: Correction of the start and end date and a small price adjustment

When you have a look into the source system today, you will see that booking B4711 is cancelled, or maybe it is completely gone, and B4712 is the active one (ID = 2, created on day 3). From an analytical perspective you might have some more questions you want to have answered.
For example:

• What was the estimated revenue for July, looking from February?
• What was the estimated revenue for July, looking from March?
• Which dates do I need to use to answer the two questions above?
• In which month do we have the most bookings for the next summer season?
• Can we reproduce a report we created some months ago?
• What if some business dates change? What affects my reports in the past?
• Where can we prepare the data to answer all these questions? In the data warehouse? In the front-end BI tool? Or somewhere else?

In our webinar “Multi-Temporality in Data Vault 2.0” we will provide you answers to all these questions by using Data Vault entities.

If you are interested to see some more use cases related to multi-temporality: we offer a 2-day class especially for this topic: “Multi-Temporal Data Vault 2.0 Class”

by Marc Finger (Scalefree)

Get Updates and Support

Please send inquiries and feature requests to [email protected]. 

For Data Vault training and on-site training inquiries, please contact [email protected] or register at www.scalefree.com.

To support the creation of Visual Data Vault drawings in Microsoft Visio, a stencil is implemented that can be used to draw Data Vault models. The stencil is available at www.visualdatavault.com.

As a database developer, administrator or user, you probably have already heard of Data Vault. But with an existing database solution in mind, you might come to the question of why you should use Data Vault in your enterprise data warehouse. This blog article discusses some features where Data Vault can shine and why you should use it.

Reason 1: Supporting multiple source systems and frequently changing relationships.

Data Vault 2.0 provides the most benefits when your data comes from many source systems or has constantly changing relationships. 

Data Vault 2.0 works well for multi-source systems or those that have constantly changing relationships.

The reason why it works well for these systems is its ability to make adding attributes simple. If there is a change to one source system, that change does not need to show up within all source systems. Similarly, you can limit the number of places changes are made, as attributes are stored separately from structural data in satellites.

Additionally, it is easier to account for new and changing relationships by closing off one link and creating another. You don’t have to change the historical data to account for a new relationship or update an existing schema. You only need to account for the changes going forward. This brings enormous flexibility and scalability into your enterprise data warehouse.

Reason 2: Easily track and audit your data.

In a modern data environment, the data runs through various different stops. To still provide continuous data quality, it must always be clear where data has come from. 

Figure 1: Data Lineage

Given the need to be able to easily track and audit data, Data Vault has made it easier to do so. It does so by inherently enabling auditing, as load times and record sources are required for every row. It also tracks all historical changes as satellites, including the load time as part of the primary key.
When an attribute is updated, a new record is created.
All of this auditing enables you to easily provide auditability for both regulatory and data governance purposes. And because you store all of your history, you can access data from any point in time.

Reason 3: Load data from multiple source systems more quickly.

Data Vault enables quicker data loading simply because a number of tables can be loaded at the same time in parallel. The model decreases dependencies between tables during the load process and simplifies the ingestion process by leveraging inserts only, which load quicker than upserts or merges. This also leads to less complexity.

Conclusion:

Data Vault 2.0 is designed to integrate data from several source systems and may over perform in some situations.

In summary, if you have a small to medium-sized analytics requirement, with a small team of architects, designers, and engineers delivering a solution with data sourced from a few systems, then Data Vault may be inappropriate for your need.

If, however, you have a large project with many source systems leading to an enormous data integration challenge, then Data Vault can potentially add massive value to the project.

Get Updates and Support

Please send inquiries and feature requests to [email protected]. 

For Data Vault training and on-site training inquiries, please contact [email protected] or register at www.scalefree.com.

To support the creation of Visual Data Vault drawings in Microsoft Visio, a stencil is implemented that can be used to draw Data Vault models. The stencil is available at www.visualdatavault.com.