schema-evaluation

name	schema-evaluation
description	Evaluate and design data warehouse schemas — star, snowflake, data vault, OBT — with grain definition, SCD strategies, and normalization trade-offs Use when this capability is needed.
metadata	{"author":"dtsong"}

Schema Evaluation

Purpose

Evaluate and design data warehouse schemas for analytical workloads. Covers star schemas, snowflake schemas, data vault, and One Big Table (OBT) patterns. Assesses grain definition, normalization trade-offs, slowly changing dimension strategies, and data contracts between producers and consumers.

Inputs

• Business domain and key entities (e.g., e-commerce: orders, products, customers)
• Analytical queries the schema must support (e.g., "revenue by product category by month")
• Data volume estimates (row counts, growth rate)
• Source systems and their update patterns (CDC, full refresh, event stream)
• Existing schema (if evaluating rather than designing from scratch)

Process

Step 1: Define the Grain

Identify the grain of each fact table — what does one row represent? A single transaction? A daily snapshot? A session event? The grain determines everything downstream. Document the grain as a clear English sentence: "One row = one order line item" or "One row = one daily active user per product."

Step 2: Identify Facts and Dimensions

Separate measurable facts (revenue, quantity, duration, count) from descriptive dimensions (customer, product, date, geography). For each:

• Facts: Data type, aggregation method (SUM, AVG, COUNT DISTINCT), nullability
• Dimensions: Cardinality, hierarchy levels, whether it changes over time (SCD candidate)

Step 3: Choose a Modeling Approach

Evaluate which pattern fits the requirements:

• Star schema — Simple, fast queries, denormalized dimensions. Best for straightforward BI with a known query pattern.
• Snowflake schema — Normalized dimensions for storage efficiency and consistency. Best when dimensions are large or shared across many facts.
• Data vault — Hub, link, satellite pattern for auditability and flexibility. Best when source systems change frequently or full history is required.
• One Big Table (OBT) — Fully denormalized single table. Best for small teams, simple analytics, or when query simplicity outweighs storage concerns.

Document the chosen approach and the reasoning behind it.

Step 4: Design Slowly Changing Dimension Strategy

For each dimension that changes over time, specify the SCD type:

• Type 1 — Overwrite. No history. Simple, but you lose the old value.
• Type 2 — Add new row with effective dates. Full history, but increases row count and query complexity.
• Type 3 — Add column for previous value. Limited history (only one prior value), but simple to query.
• Type 6 — Hybrid (1+2+3). Current value column plus history rows. Best of both but most complex.

Document which SCD type applies to each changing attribute and why.

Step 5: Define Data Contracts

For each source-to-warehouse interface, specify the contract:

• Schema expectations (required fields, data types, allowed values)
• Freshness SLA (how soon after source update must the warehouse reflect it?)
• Quality thresholds (max null rate, uniqueness constraints, referential integrity)
• Breaking change policy (how are schema changes communicated and handled?)

Step 6: Validate Against Query Patterns

Test the proposed schema against the required analytical queries:

• Can each query be answered with at most 2-3 joins?
• Are the most common filters (date, category, status) on dimension keys?
• Is the grain appropriate — not too fine (wasteful) or too coarse (lossy)?
• Are aggregate tables or materialized views needed for high-frequency dashboards?

Step 7: Document the Schema

Produce a complete schema specification with DDL, relationships, and usage notes.

Output Format

# Schema Evaluation: [Domain/Project Name]

## Grain Definitions

| Fact Table | Grain (one row = ...) | Estimated Rows | Growth Rate |
|------------|----------------------|----------------|-------------|
| ...        | ...                  | ...            | ...         |

## Entity Relationship Summary

[ASCII diagram showing fact and dimension relationships]

## Modeling Approach

**Chosen:** [Star / Snowflake / Data Vault / OBT]
**Rationale:** [1-2 sentences]

## Fact Tables

### fct_[name]
| Column | Type | Description | Aggregation |
|--------|------|-------------|-------------|
| ...    | ...  | ...         | SUM/AVG/... |

## Dimension Tables

### dim_[name]
| Column | Type | Description | SCD Type |
|--------|------|-------------|----------|
| ...    | ...  | ...         | 1/2/3    |

## Slowly Changing Dimensions

| Dimension | Attribute | SCD Type | Rationale |
|-----------|-----------|----------|-----------|
| ...       | ...       | ...      | ...       |

## Data Contracts

| Source → Target | Freshness SLA | Quality Checks | Breaking Change Policy |
|-----------------|---------------|----------------|----------------------|
| ...             | ...           | ...            | ...                  |

## Query Validation

| Query Pattern | Tables Involved | Join Count | Performance Notes |
|---------------|----------------|------------|-------------------|
| ...           | ...            | ...        | ...               |

Quality Checks

• Every fact table has a clearly stated grain in plain English
• Facts and dimensions are properly separated — no business logic in fact tables
• SCD strategy is specified for every dimension attribute that changes
• Data contracts define freshness SLA, schema expectations, and quality thresholds
• The schema supports all required analytical queries with minimal joins
• Cardinality estimates are documented for key dimensions
• Surrogate keys vs natural keys decision is documented and consistent
• Indexing strategy is defined for common filter and join columns

Evolution Notes

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