Any reasonably complicated data analysis or visualization project will involve a number of stages. Typically, the data starts in some raw form and must be extracted and cleaned. Then there are a few transformation stages to get the data in the right shape, merge it with secondary data sources, or run it against a model. Finally, the results get converted into the output format desired.
When I first started working with data, I did the transformations on the data sequentially, using a variety of tools and scripts. When a client came back with more source data, I would have to manually run it through the steps from beginning to end. As my projects got more complex, I noticed I was spending less time coding and more time manually managing the data pipeline. Worse still, I found myself returning to old projects with all the scripts and data intact, only to realize that I hadn't documented the pipeline and had to figure out from clues how to re-run it. I realized I needed to start automating the process to make my projects manageable.
Fortunately, I'm not the first person to want to automate a computation pipeline. Way back in 1977, Stuart Feldman at Bell Labs realized that the tasks required to compile a program could be abstracted out into a general-purpose pipeline tool. The command-line tool, called Make, is still widely used for building software, and it works just as well for data processing jobs.
Make is easy to obtain, with free versions available for all common operating systems. In this post I will be discussing GNU Make, which is included with XCode on Mac OS and either pre-installed or easy to obtain on most Linux systems. Windows users will want to look into Nmake, which is included with the Windows SDK.
To use make, all you need is a file in the base directory of your project, typically named
Makefile with no file extension. This file is plain text and will describe all the data transformation stages in your project. For example, suppose your project uses data from a Hive data warehouse and a JSON file available through a web API. You could create two rules for fetching the data by putting the following text in your makefile.
some_data.tsv : hive -e "select * from my_data" > some_data.tsv other_data.json : curl example.com/some_data_file.json > other_data.json
You can think of makefile rules as stages of computation. The first line of a rule shows the output file (called a target) of the computation, followed by a colon. The second line is indented by a tab character (
make doesn't like spaces) and indicates the command used to generate the target file. This is run through your system shell, so you can use shell features like redirecting output into files as shown above.
Now if you run
make some_data.tsv, it will run the Hive query and store the result in
some_data.tsv. Likewise, you can run
make other_data.json to fetch the JSON file using
curl, a command-line tool for downloading files from the web. If you then run either command again,
make will simply tell you that nothing needs to be done. That's because
make sees that the target file already exists.
Now suppose you want to convert the
TSV files to
CSV, and you have python scripts in your
src/ folder to do this. I'm using
src/ as an example; make is totally agnostic towards directory structure. You could add these rules anywhere in your makefile.
some_data.csv : some_data.tsv src/tsv_to_csv.py src/tsv_to_csv.py some_data.tsv some_data.csv other_data.csv : other_data.json src/json_to_csv.py src/json_to_csv.py other_data.json other_data.csv
This looks similar to the rules above, but notice now that we have two filenames after each colon. These are called components and tell make what files that stage of computation depends on. Now if you run
make some_data.csv, it will run the conversion script
tsv_to_csv.py with the argument list given in the rule.
Here's the cool part: now you delete
some_data.tsv and run
make some_data.csv again. Instead of failing because a required component (
some_data.tsv) doesn't exist, make runs the rule for
some_data.tsv first and then runs the rule for
some_data.csv once the requirement is satisfied.
It's not just data files, either. If we change
src/json_to_csv.py to, say, fix a bug, Make will know that
other_data.csv is out of date and recreate it with the new version of the script. Make doesn't do anything magical, it just traces the path of the data and figures out what's missing or out of date based on the "Last Modified" attribute of the file. Note that
src/json_to_csv.py is listed as a component of
other_data.csv in the rule above.
Makefiles are easy to use but scale well to a more complicated workflow. For example, I've used make to automate the entire flow of data from a raw source to a polished visualization, from gathering and transforming the data to rendering and compositing layers of the image. In general, make will support any workflow as long as it doesn't require writing to the same file from multiple stages.
One limitation of this approach is that intermediate data (the data made available from one stage to the next) can't be stored in an external database. This is because make relies on the existence and age of files to know what needs to be recomputed, and database tables don't always map to individual files stored in predictable locations. You can get around this by using an embedded database like SQLite and storing the database file within the data directory, as long as you create the database in one stage and restrict yourself to read-only access afterwards.
make workflow can play nicely with version control systems like Git. My habit is to keep data files (both source and derived) out of the repository and instead add rules to fetch them directly from their source. This not only reduces the amount of data in the repo, it creates implicit documentation of the entire build process from source to final product. If you're dealing with collaborators, you can use environment variables to deal with the fact that different collaborators may have slightly different build environments.
Make may not be the best pipeline tool for every situation, but I've yet to find a tool that beats it on simplicity and versatility.