dbt Core

PREREQUISITES

Create a Data Connection Integration where your dbt project data is built.
Create a Code Repository Integration where your dbt project code is stored.

Getting started

To add Datafold to your continuous integration (CI) pipeline using dbt Core, follow these steps:

1. Create a dbt Core integration.

2. Set up the dbt Core integration.

Complete the configuration by specifying the following fields:

Basic settings

Field Name	Description
Configuration name	Choose a name for your for your Datafold dbt integration.
Repository	Select your dbt project.
Data Connection	Select the data connection your dbt project writes to.
Primary key tag	Choose a string for tagging primary keys.

Advanced settings: Configuration

Field Name	Description
Import dbt tags and descriptions	Import dbt metadata (including column and table descriptions, tags, and owners) to Datafold.
Slim Diff	Data diffs will be run only for models changed in a pull request. See our guide to Slim Diff for configuration options.
Diff Hightouch Models	Run Data Diffs for Hightouch models affected by your PR.
CI fails on primary key issues	The existence of null or duplicate primary keys will cause CI to fail.
Pull Request Label	When this is selected, the Datafold CI process will only run when the `datafold` label has been applied.
CI Diff Threshold	Data Diffs will only be run automatically for a given CI run if the number of diffs doesn’t exceed this threshold.
Branch commit selection strategy	Select “Latest” if your CI tool creates a merge commit (the default behavior for GitHub Actions). Choose “Merge base” if CI is run against the PR branch head (the default behavior for GitLab).
Custom base branch	If defined, CI will run only on pull requests with the specified base branch.
Columns to ignore	Use standard gitignore syntax to identify columns that Datafold should never diff for any table. This can improve performance for large datasets. Primary key columns will not be excluded even if they match the pattern.
Files to ignore	If at least one modified file doesn’t match the ignore pattern, Datafold CI diffs all changed models in the PR. If all modified files should be ignored, Datafold CI does not run in the PR. (Additional details.)

Advanced settings: Sampling

Sampling allows you to compare large datasets more efficiently by checking only a randomly selected subset of the data rather than every row. By analyzing a smaller but statistically meaningful sample, Datafold can quickly estimate differences without the overhead of a full dataset comparison. To learn more about how sampling can result in a speedup of 2x to 20x or more, see our best practices on sampling.

Field Name	Description
Enable sampling	Enable sampling for data diffs to optimize analyzing large datasets.
Sampling tolerance	The tolerance to apply in sampling for all data diffs.
Sampling confidence	The confidence to apply when sampling.
Sampling threshold	Sampling will be disabled automatically if tables are smaller than specified threshold. If unspecified, default values will be used depending on the Data Connection type.

3. Obtain an Datafold API Key and CI config ID.

After saving the settings in step 2, scroll down and generate a new Datafold API Key and obtain the CI config ID.

4. Configure your CI script(s) with the Datafold SDK.

Using the Datafold SDK, configure your CI script(s) to upload dbt manifest.json files.

The datafold dbt upload command takes this general form and arguments:

datafold dbt upload --ci-config-id <your-ci_config-id> --run-type <job-type> --commit-sha <commit-sha>

You will need to configure orchestration to upload the dbt manifest.json files in 2 scenarios:

On merges to main. These manifest.json files represent the state of the dbt project on the base/production branch from which PRs are created.
On updates to PRs. These manifest.json files represent the state of the dbt project on the PR branch.

The dbt Core integration creation form automatically generates code snippets that can be added to CI runners.

By storing and comparing these manifest.json files, Datafold determines which dbt models to diff in a CI run.

Implementation details vary depending on which CI tool you use. Please review these instructions and examples to help you configure updates to your organization’s CI scripts.

5. Test your dbt Core integration.

After updating your CI scripts, trigger jobs that will upload manifest.json files represent the base/production state.

Then, open a new pull request with changes to a SQL file to trigger a CI run.

CI implementation tools

We’ve created guides and templates for three popular CI tools.

Having trouble setting up Datafold in CI?

We’re here to help! Please reach out and chat with a Datafold Solutions Engineer.

To add Datafold to your CI tool, add datafold dbt upload steps in two CI jobs:

Upload Production Artifacts: A CI job that build a production manifest.json. This can be either your Production Job or a special Artifacts Job that runs on merge to main (explained below).
Upload Pull Request Artifacts: A CI job that builds a PR manifest.json.

This ensures Datafold always has the necessary manifest.json files, enabling us to run data diffs comparing production data to dev data.

Upload Production Artifacts

Add the datafold dbt upload step to either your Production Job or an Artifacts Job.

Production Job

If your dbt prod job kicks off on merges to the base branch, add a datafold dbt upload step after the dbt build step.

name: Production Job
on:
  push:
    branches:
      - main
jobs:
  run:
    runs-on: ubuntu-20.04
    steps:
      - name: Install Datafold SDK
        run: pip install -q datafold-sdk
      - name: Upload dbt artifacts to Datafold
        run: datafold dbt upload --ci-config-id <datafold_ci_config_id> --run-type production --commit-sha ${GIT_SHA}
        env:
          DATAFOLD_API_KEY: ${{ secrets.DATAFOLD_API_KEY }}
          GIT_SHA: "${{ github.sha }}"

Artifacts Job

If your existing Production Job runs on a schedule and not on merges to the base branch, create a dedicated job that runs on merges to the base branch which generates and uploads a manifest.json file to Datafold.

name: Artifacts Job
on:
  push:
    branches:
      - main
jobs:
  run:
    runs-on: ubuntu-20.04
    steps:
      - name: Install Datafold SDK
        run: pip install -q datafold-sdk
      - name: Generate dbt manifest.json
        run: dbt ls
      - name: Upload dbt artifacts to Datafold
        run: datafold dbt upload --ci-config-id <datafold_ci_config_id> --run-type production --commit-sha ${BASE_GIT_SHA}
        env:
          DATAFOLD_APIKEY: ${{ secrets.DATAFOLD_APIKEY }}
          BASE_GIT_SHA: "${{ github.sha }}"

Pull Request Artifacts

Include the datafold dbt upload step in your CI job that builds PR data.

name: Pull Request Job
on:
  pull_request:
  push:
    branches:
      - '!main'
jobs:
  run:
    runs-on: ubuntu-20.04
    steps:
      - name: Install Datafold SDK
        run: pip install -q datafold-sdk
      - name: Upload PR manifest.json to Datafold
        run: |
          datafold dbt upload --ci-config-id <datafold_ci_config_id> --run-type pull_request --commit-sha ${PR_GIT_SHA}
        env:
          DATAFOLD_API_KEY: ${{ secrets.DATAFOLD_API_KEY }}
          PR_GIT_SHA: "${{ github.event.pull_request.head.sha }}"

Store Datafold API Key

Save the API key as DATAFOLD_API_KEY in your GitHub repository settings.

Upload Production Artifacts

Add the datafold dbt upload step to either your Production Job or an Artifacts Job.

Production Job

If your dbt prod job kicks off on merges to the base branch, add a datafold dbt upload step after the dbt build step.

name: Production Job
on:
  push:
    branches:
      - main
jobs:
  run:
    runs-on: ubuntu-20.04
    steps:
      - name: Install Datafold SDK
        run: pip install -q datafold-sdk
      - name: Upload dbt artifacts to Datafold
        run: datafold dbt upload --ci-config-id <datafold_ci_config_id> --run-type production --commit-sha ${GIT_SHA}
        env:
          DATAFOLD_API_KEY: ${{ secrets.DATAFOLD_API_KEY }}
          GIT_SHA: "${{ github.sha }}"

Artifacts Job

name: Artifacts Job
on:
  push:
    branches:
      - main
jobs:
  run:
    runs-on: ubuntu-20.04
    steps:
      - name: Install Datafold SDK
        run: pip install -q datafold-sdk
      - name: Generate dbt manifest.json
        run: dbt ls
      - name: Upload dbt artifacts to Datafold
        run: datafold dbt upload --ci-config-id <datafold_ci_config_id> --run-type production --commit-sha ${BASE_GIT_SHA}
        env:
          DATAFOLD_APIKEY: ${{ secrets.DATAFOLD_APIKEY }}
          BASE_GIT_SHA: "${{ github.sha }}"

Pull Request Artifacts

Include the datafold dbt upload step in your CI job that builds PR data.

name: Pull Request Job
on:
  pull_request:
  push:
    branches:
      - '!main'
jobs:
  run:
    runs-on: ubuntu-20.04
    steps:
      - name: Install Datafold SDK
        run: pip install -q datafold-sdk
      - name: Upload PR manifest.json to Datafold
        run: |
          datafold dbt upload --ci-config-id <datafold_ci_config_id> --run-type pull_request --commit-sha ${PR_GIT_SHA}
        env:
          DATAFOLD_API_KEY: ${{ secrets.DATAFOLD_API_KEY }}
          PR_GIT_SHA: "${{ github.event.pull_request.head.sha }}"

Store Datafold API Key

Save the API key as DATAFOLD_API_KEY in your GitHub repository settings.

Upload Production Artifacts

Add the datafold dbt upload step to either your Production Job or an Artifacts Job.

Production Job

If your dbt prod job kicks off on merges to the base branch, add a datafold dbt upload step after the dbt build step.

version: 2.1
jobs:
  prod-job:
    filters:
      branches:
        only: main
    docker:
      - image: cimg/python:3.9
    steps:
      - checkout
      - run:
          name: "Install Datafold SDK"
          command: pip install -q datafold-sdk
      - run:
          name: "Build dbt project"
          command: dbt build
      - run:
          name: "Upload production manifest.json to Datafold"
          command: |
            datafold dbt upload --ci-config-id <datafold_ci_config_id> --run-type production --target-folder ./target/ --commit-sha ${CIRCLE_SHA1}

Artifacts Job

version: 2.1
jobs:
  artifacts-job:
    filters:
      branches:
        only: main
    docker:
      - image: cimg/python:3.9
    steps:
      - checkout
      - run:
          name: "Install Datafold SDK"
          command: pip install -q datafold-sdk
      - run:
          name: "Generate manifest.json"
          command: dbt ls --profiles-dir ./
      - run:
          name: "Upload production manifest.json to Datafold"
          command: datafold dbt upload --ci-config-id <datafold_ci_config_id> --run-type production --target-folder ./target/ --commit-sha ${CIRCLE_SHA1}

Store Datafold API Key

Save the API key in the CircleCI interface.

Upload Production Artifacts

Add the datafold dbt upload step to either your Production Job or an Artifacts Job.

Production Job

If your dbt prod job kicks off on merges to the base branch, add a datafold dbt upload step after the dbt build step.

image:
  name: ghcr.io/dbt-labs/dbt-core:1.x
run_pipeline:
  stage: deploy
  before_script:
    - pip install -q datafold-sdk
  script:
    - dbt build --profiles-dir ./
    - datafold dbt upload --ci-config-id <ci-config-id> --run-type production --commit-sha $CI_COMMIT_SHA

Artifacts Job

image:
  name: ghcr.io/dbt-labs/dbt-core:1.x
run_pipeline:
  stage: deploy
  before_script:
    - pip install -q datafold-sdk
  script:
    - dbt ls --profiles-dir ./
    - datafold dbt upload --ci-config-id <ci-config-id> --run-type production --commit-sha $CI_COMMIT_SHA

Store Datafold API Key

Save the API key as DATAFOLD_API_KEY in GitLab repository settings.

CI for dbt multi-projects

When setting up CI for dbt multi-projects, each project should have its own dedicated CI integration to ensure that changes are validated independently.

CI for dbt multi-projects within a monorepo

When managing multiple dbt projects within a monorepo (a single repository), it’s essential to configure individual Datafold CI integrations for each project to ensure proper isolation.

This approach prevents unintended triggering of CI processes for projects unrelated to the changes made. Here’s the recommended approach for setting it up in Datafold:

1. Create separate CI integrations: Create separate CI integrations within Datafold, one for each dbt project within the monorepo. Each integration should be configured to reference the same GitHub repository.

2. Configure file filters: For each CI integration, define file filters to specify which files should trigger the CI run. These filters prevent CI runs from being initiated when files from other projects in the monorepo are updated.

3. Test and validate: Before deployment, test each CI integration to validate that it triggers only when changes occur within its designated dbt project. Verify that modifications to files in one project do not inadvertently initiate CI processes for unrelated projects in the monorepo.

Advanced configurations

Skip Datafold in CI

To skip the Datafold step in CI, include the string datafold-skip-ci in the last commit message.

Programmatically trigger CI runs

The Datafold app relies on the version control service webhooks to trigger the CI runs. When the dedicated cloud deployments is behind a VPN, webhooks cannot directly reach the deployment due to the network’s restricted access.

We can overcome this by triggering the CI runs via the datafold-sdk in the Actions/Job Runners, assuming they’re running in the same network.

Add a new Datafold SDK command after uploading the manifest in a PR job:

Important

When configuring your CI script, be sure to use ${{ github.event.pull_request.head.sha }} for the Pull Request Job instead of ${{ github.sha }}, which is often mistakenly used.

${{ github.sha }} defaults to the latest commit SHA on the branch and will not work correctly for pull requests.

  - -name: Trigger CI
    run: |
      set -ex
      datafold ci trigger --ci-config-id <datafold_ci_config_id> \
        --pr-num ${PR_NUM} \
        --base-branch ${BASE_BRANCH} \
        --base-sha ${BASE_SHA} \
        --pr-branch ${PR_BRANCH} \
        --pr-sha ${PR_SHA}
    env:
      DATAFOLD_API_KEY: ${{ secrets.DATAFOLD_API_KEY }}
      DATAFOLD_HOST: ${{ secrets.DATAFOLD_HOST }}
      PR_NUM: ${{ github.event.number }}
      PR_BRANCH: ${{ github.event.pull_request.head.ref }}
      BASE_BRANCH: ${{ github.event.pull_request.base.ref }}
      PR_SHA: ${{ github.event.pull_request.head.sha }}
      BASE_SHA: ${{ github.event.pull_request.base.sha }}

Running diffs before opening a PR

Some teams want to show Data Diff results in their tickets before creating a pull request. This speeds up code reviews as developers can QA code changes before requesting a PR review.

Check out how to automate this workflow here.

INTRODUCTION

DATA DIFFS

CI/CD TESTING

DATA MONITORS

DATA EXPLORER

DATA MIGRATION AUTOMATION

INTEGRATIONS

DEPLOYMENT

SECURITY

SUPPORT

Getting started

1. Create a dbt Core integration.

2. Set up the dbt Core integration.

Basic settings

Advanced settings: Configuration

Advanced settings: Sampling

3. Obtain an Datafold API Key and CI config ID.

4. Configure your CI script(s) with the Datafold SDK.

5. Test your dbt Core integration.

CI implementation tools

CI for dbt multi-projects

CI for dbt multi-projects within a monorepo

Advanced configurations

Skip Datafold in CI

Programmatically trigger CI runs

Running diffs before opening a PR

INTRODUCTION

DATA DIFFS

CI/CD TESTING

DATA MONITORS

DATA EXPLORER

DATA MIGRATION AUTOMATION

INTEGRATIONS

DEPLOYMENT

SECURITY

SUPPORT

​Getting started

​1. Create a dbt Core integration.

​2. Set up the dbt Core integration.

​Basic settings

​Advanced settings: Configuration

​Advanced settings: Sampling

​3. Obtain an Datafold API Key and CI config ID.

​4. Configure your CI script(s) with the Datafold SDK.

​5. Test your dbt Core integration.

​CI implementation tools

​CI for dbt multi-projects

​CI for dbt multi-projects within a monorepo

​

​Advanced configurations

​Skip Datafold in CI

​Programmatically trigger CI runs

​Running diffs before opening a PR

Getting started

1. Create a dbt Core integration.

2. Set up the dbt Core integration.

Basic settings

Advanced settings: Configuration

Advanced settings: Sampling

3. Obtain an Datafold API Key and CI config ID.

4. Configure your CI script(s) with the Datafold SDK.

5. Test your dbt Core integration.

CI implementation tools

CI for dbt multi-projects

CI for dbt multi-projects within a monorepo

Advanced configurations

Skip Datafold in CI

Programmatically trigger CI runs

Running diffs before opening a PR