Databricks Data Analyst study materials
Databricks Data Analyst study resources

Databricks Data Analyst cheat sheet

Databricks Data Analyst · Keep the key ideas within reach.

Quick reference

Understanding the Databricks Data + AI Platform

  • The lakehouse combines cheap cloud object storage with Delta Lake ACID transactions and a metastore, so one copy of data serves SQL BI, machine learning, and streaming.

  • Unity Catalog supplies the catalog.schema.table namespace plus centralized grants, lineage, audit logs, and discovery across workspaces.

  • Compute options: all-purpose clusters for notebooks and ad hoc work, job clusters for scheduled runs, SQL warehouses for SQL/BI, and serverless compute managed by Databricks.

  • Medallion layers: bronze = raw ingested data, silver = cleaned and conformed, gold = business-level aggregates consumed by dashboards and reports.

  • Photon is a vectorized C++ engine in the runtime and SQL warehouses that accelerates Delta scans, joins, and aggregations.

  • Control plane stores notebooks, job definitions, and cluster configuration; the data plane holds compute and data in the customer's cloud account.

  • Lakeflow Declarative Pipelines (Delta Live Tables) define batch and streaming tables declaratively, with data-quality expectations attached to each dataset.

  • Delta Lake stores Parquet data files plus a _delta_log transaction log, which enables ACID commits, schema enforcement, and time travel.

Quick reference

Managing Data

  • Managed tables store files in the metastore's managed storage location and delete those files when dropped; external tables only register an existing path and keep the files.

  • OPTIMIZE compacts small files; OPTIMIZE ... ZORDER BY (col) co-locates related values so later queries skip more files.

  • VACUUM removes data files no longer referenced by the Delta log; the default retention threshold is 7 days (168 hours), and time travel to vacuumed versions fails.

  • Time travel syntax: SELECT * FROM t VERSION AS OF n or TIMESTAMP AS OF 'ts'; DESCRIBE HISTORY t lists versions, operations, and metrics.

  • Predictive optimization automatically runs OPTIMIZE, VACUUM, and ANALYZE on Unity Catalog managed tables without manual scheduling.

  • NOT NULL and CHECK constraints are enforced on write; PRIMARY KEY and FOREIGN KEY constraints in Unity Catalog are informational and used by the optimizer.

  • Liquid clustering (CLUSTER BY) replaces partitioning and Z-ORDER keys and can be changed later without rewriting existing data.

  • DESCRIBE DETAIL returns location, format, size in bytes, partitioning, and clustering information for a table or view.

Quick reference

Importing Data

  • COPY INTO loads files from cloud storage into a Delta table idempotently by tracking already-processed files; a format clause or target schema is required.

  • Auto Loader (cloudFiles) incrementally ingests new files using directory listing or file notifications, with schema inference, schema evolution, and checkpointing.

  • The upload UI accepts CSV, TSV, JSON, Avro, Parquet, and Excel files and creates a table, but is intended for small datasets.

  • CSV/JSON reader options include header, delimiter, quote, escape, inferSchema, and mode (PERMISSIVE keeps bad rows, DROPMALFORMED discards them, FAILFAST errors).

  • Unity Catalog storage credentials and external locations authorize reads and writes to cloud storage paths without embedding keys in code.

  • read_files() is a SQL table-valued function that reads raw files with a format and options for ad hoc inspection before creating a table.

  • Lakehouse Federation queries external databases (for example PostgreSQL or Snowflake) through a connection without copying data into Delta.

  • CREATE TABLE ... USING DELTA LOCATION 'path' registers existing Delta files as an external table in the metastore.

Quick reference

Executing Queries with Databricks SQL and SQL Warehouses

  • Warehouse sizes span 2X-Small through 4XLarge; each step roughly doubles compute and cost per cluster.

  • Warehouse types are Classic, Pro, and Serverless; Serverless starts in seconds and scales to zero when idle.

  • Multi-cluster scaling adds clusters when concurrency exceeds one cluster's capacity, and each workload runs on a separate cluster.

  • The query result cache returns results for an identical repeated query without recomputation when the underlying Delta table versions are unchanged.

  • Parameter markers use :name syntax in the SQL editor; dashboards and APIs supply the values at run time.

  • Auto Stop shuts a warehouse down after a configured idle period, reducing cost for intermittent usage.

  • Users need CAN USE on the warehouse plus SELECT on the underlying tables to run a query successfully.

  • The Statement Execution API runs SQL over HTTP against a warehouse and returns results as JSON arrays or Arrow.

Quick reference

Analyzing Queries

  • Query History lists each query with user, warehouse, duration, status, and source (notebook, dashboard, Genie), and is filterable by time and user.

  • Query Profile renders the operator tree with rows, bytes, and time per node, revealing scans, shuffles, joins, and aggregation bottlenecks.

  • High time in queue means the warehouse is saturated: scale out clusters or choose a larger size to reduce waiting.

  • Nonzero spilled bytes in a node indicate insufficient memory for that operator; repartitioning or a larger cluster reduces spill.

  • Comparing rows and bytes read against rows returned exposes over-scanning that partition pruning, filters, or liquid clustering can fix.

  • EXPLAIN shows the logical and physical plan without executing the query; EXPLAIN COST adds statistics-based cardinality and cost estimates.

  • ANALYZE TABLE collects column and table statistics that the optimizer uses for join ordering and file skipping.

  • Attributing query history by source and warehouse identifies which dashboards or jobs generate most of the compute cost.

Quick reference

Creating Dashboards and Visualizations

  • AI/BI dashboards are assembled from datasets (saved SQL queries) and visualizations; drafts are editable, and publishing shares them with viewers.

  • Visualization types include bar, line, area, scatter, pie, counter, table, pivot, heatmap, histogram, box plot, Sankey, and choropleth map.

  • A filter can be scoped to one dataset or all datasets on the dashboard; cross-filtering narrows linked marks when a user clicks a data point.

  • Dataset SQL accepts :param markers, whose values come from filter widgets or the dashboard URL.

  • Scheduled refresh reruns dashboard datasets on a chosen cadence using a specified SQL warehouse.

  • The counter visualization shows a single aggregated value, so the dataset query must already aggregate (count, sum, avg).

  • Sharing options include specific users or groups, publishing to all workspace users with a link, and embedding the dashboard in an external site.

  • Legacy SQL dashboards are built from one query's result set, while AI/BI dashboards support multiple datasets and cross-dataset filters.

Quick reference

Developing, Sharing, and Maintaining AI/BI Genie Spaces

  • A Genie space answers natural-language questions by generating SQL against a curated set of Unity Catalog tables.

  • Curation levers: table and column descriptions, synonyms, sample values, join specifications, and example SQL instructions.

  • Trusted assets (example queries and benchmarks) anchor joins and filters and measure whether answers are correct.

  • Genie executes SQL with the asking user's permissions, so Unity Catalog grants, row filters, and column masks still apply.

  • Space permissions: CAN VIEW to ask questions, CAN EDIT to curate instructions and assets, CAN MANAGE to share and delete.

  • Genie returns clarifying questions or suggested follow-ups when a question is ambiguous or not supported by the curated tables.

  • Monitoring usage and thumbs-down feedback identifies questions Genie fails, which then become benchmarks or curation fixes.

  • Benchmarks compare generated answers to expected results, giving a repeatable accuracy score for the space.

Quick reference

Data Modeling with Databricks SQL

  • Star schema: one fact table holding measures and foreign keys, joined to denormalized dimension tables holding descriptive attributes.

  • SCD Type 1 overwrites the changed attribute; SCD Type 2 inserts a new row with effective dates and a current flag to preserve history.

  • Surrogate keys are generated integers replacing business keys, keeping dimension joins narrow and stable when source keys change.

  • Views compute at query time; materialized views precompute results and refresh on a schedule, incrementally where supported.

  • Lakeflow pipelines can define streaming tables for continuous ingestion and materialized views for batch transformations in one graph.

  • Declare the fact grain (for example, one row per order line) before selecting dimensions, or aggregates will double count.

  • Unity Catalog primary and foreign keys are informational but let the optimizer rewrite or eliminate joins.

  • Gold-layer tables should be wide, documented, and pre-aggregated so dashboards avoid runtime joins and heavy computation.

Quick reference

Securing Data

  • Unity Catalog privilege hierarchy runs account admin, metastore admin, workspace admin, then object owner; privileges inherit downward from catalog to schema to table.

  • GRANT SELECT ON TABLE main.sales.orders TO analysts grants access, REVOKE removes it, and SHOW GRANTS lists effective privileges.

  • Row filters attach a boolean-returning function to a table with ALTER TABLE ... SET ROW FILTER fn ON (column).

  • Column masks use ALTER TABLE ... ALTER COLUMN col SET MASK fn so unauthorized users see null or a transformed value.

  • Dynamic views enforce row and column rules at query time using functions such as current_user() and is_account_group_member().

  • Granting to groups rather than individuals and using service principals for automation keeps least-privilege administration manageable.

  • system.access.audit records queries, grants, and permission changes for investigations and compliance reporting.

  • Workspace and metastore admins bypass table privileges, so production access reviews should account for admin membership.