Skip to content

Commit f04e3c1

Browse files
authored
Merge pull request #177 from DataRecce/update-getting-started
update get started
2 parents 6ae587e + 2e92a0e commit f04e3c1

File tree

1 file changed

+71
-47
lines changed

1 file changed

+71
-47
lines changed

docs/docs/get-started.md

+71-47
Original file line numberDiff line numberDiff line change
@@ -3,13 +3,68 @@ title: Getting Started
33
icon: material/rocket-launch-outline
44
---
55

6-
# Getting Started
6+
# Getting started
77

8-
## Prerequisites
9-
Recce requires that your dbt project has two separate [environments](https://docs.getdbt.com/docs/environments-in-dbt) that refers to different [schemas](https://docs.getdbt.com/docs/core/connect-data-platform/connection-profiles#understanding-target-schemas). For example, one for production with prod schema and another for development with dev schema.
8+
This guide walks you through how to use Recce, whether you're exploring for the first time or expanding to Recce Cloud.
109

11-
Recce can get your schema from all data warehouses, so you don't need to update the profiles.yml. However, if you use duckdb, you need to add a separate schemas in your dbt profile so you can run locally.Your `profiles.yml` might look something like this:
10+
Use Recce to validate your dbt changes with clarity and confidence. Recce helps you:
1211

12+
- Explore what changed
13+
- Validate downstream impacts
14+
- Collaborate through shareable checklists
15+
16+
For a hands-on walkthrough, check out the [Jaffle Shop Tutorial](https://www.notion.so/infuseai/get-started-jaffle-shop.md).
17+
18+
## Start Recce with two commands
19+
20+
Navigate to your dbt project and run:
21+
```shell
22+
cd your-dbt-project/ # if you're not already there
23+
pip install -U recce
24+
recce server
25+
```
26+
27+
Recce use dbt [artifacts](https://docs.getdbt.com/reference/artifacts/dbt-artifacts) generated with every invocation. You can find these files in the `target/` folder.
28+
29+
| artifacts | dbt command |
30+
| ------------- | ---------------------------------- |
31+
| manifest.json | `dbt docs generate`, `dbt run`, .. |
32+
| catalog.json | `dbt docs generate` |
33+
34+
!!! tip
35+
36+
The regeneration of the `catalog.json` file is not required after every `dbt run`. it is only required to regenerate this file when models or columns are added or updated.
37+
38+
## Get instant visibility
39+
40+
With just one environment, Recce gives you:
41+
42+
- **Lineage clarity**: Trace changes down to the column level
43+
44+
- **Query insights**: Explore logic and run custom queries
45+
46+
- **Live diffing**: Reload and inspect changes as you iterate
47+
48+
Perfect for early exploration, root cause analysis, and faster debugging before involving others.
49+
50+
## Unlock diff & validation with two environments
51+
Not all data changes are obviously right or wrong. Comparing metrics before and after is key to confident validation.
52+
53+
When you configure two dbt environments (e.g. prod and dev schemas), Recce lets you:
54+
55+
- **Explore** modified models and downstream impact
56+
57+
- **Validate** changes via diffs or custom queries
58+
59+
- Add validation results to **Checklists** for review and alignment
60+
61+
62+
### How to setup two environments
63+
Setup two separate [environments](https://docs.getdbt.com/docs/environments-in-dbt) that refers to different [schemas](https://docs.getdbt.com/docs/core/connect-data-platform/connection-profiles#understanding-target-schemas), e.g., prod for production and dev for development.
64+
65+
Recce supports schema discovery across all major warehouses without needing to modify your `profiles.yml`.
66+
67+
However, if you're using DuckDB, you’ll need to explicitly define both schemas to make it run locally. For example:
1368
```yaml
1469
jaffle_shop:
1570
target: dev
@@ -24,34 +79,17 @@ jaffle_shop:
2479
schema: main
2580
```
2681
27-
## Install Recce
28-
29-
Install Recce using `pip`:
30-
```shell
31-
pip install -U recce
32-
```
33-
34-
## Use Recce in your dbt project
35-
36-
The following instructions give an overview of the process of using Recce in your dbt project. For a hands-on tutorial, please check the [Jaffle Shop Tutorial](./get-started-jaffle-shop.md).
37-
38-
Navigate to your dbt project.
39-
40-
```shell
41-
cd your-dbt-project/
42-
```
43-
4482
### Prepare dbt artifacts
4583
4684
Recce expects two sets of dbt [artifacts](https://docs.getdbt.com/reference/artifacts/dbt-artifacts) to be present:
4785
4886
- `target-base/` - dbt artifacts for to be used as the base for the comparison e.g. production
4987
- `target/` - dbt artifacts for your development branch
5088

51-
#### Prepare artifacts for the `base` environment
52-
For most data warehouses, you can download the artifacts generated from the codebase of your main branch. You don't need to re-run the whole production in your local.
89+
#### Generate artifacts for the `base` environment
90+
For most data warehouses, you can download the artifacts generated from the codebase of your main branch.
91+
You don't need to re-run the whole production in your local. However, if you use duckdb, you need to generate the artifacts for the base environment.
5392

54-
However, if you use duckdb, you need to generate the artifacts for the base environment.
5593
Checkout the `main` branch of your project and generate the required artifacts into `target-base`. You can skip `dbt build` if this environment already exists.
5694

5795
```shell
@@ -70,31 +108,17 @@ dbt run
70108
dbt docs generate
71109
```
72110

111+
## Share to collaborate
112+
If you’ve followed the steps above and are ready to share your checklist with others, Recce Cloud makes it easy.
73113

74-
## Start the Recce server
75-
Start the Recce server with the follow command:
76-
77-
```shell
78-
recce server
79-
```
80-
81-
Recce use dbt [artifacts](https://docs.getdbt.com/reference/artifacts/dbt-artifacts), which is generated when every invocation. You can find these files in the `target/` folder.
82-
83-
| artifacts | dbt command |
84-
| ------------- | ---------------------------------- |
85-
| manifest.json | `dbt docs generate`, `dbt run`, .. |
86-
| catalog.json | `dbt docs generate` |
114+
Just one link gives full context:
87115

88-
!!! tip
89-
90-
The regeneration of the `catalog.json` file is not required after every `dbt run`. it is only required to regenerate this file when models or columns are added or updated.
116+
- Lineage
91117

92-
## First Time Guide for Recce instance
93-
After you start the Recce server, you can see the Recce instance, the Web UI of the active Recce server.
118+
- Diff results
94119

95-
Here are the 3 steps to use Recce: (see the image below)
120+
- Checklist validation with comments
96121

97-
1. Click the model you want to check
98-
1. Click “Explore Change”
99-
1. Click “Add to Checklist”
100-
![first time guide of Recce instance](../assets/images/onboarding/material.svg){: .shadow}
122+
Built for teams, Recce Cloud includes secure, cloud-hosted sharing and collaboration features designed for fast reviews and confident sign-off.
123+
124+
[Sign up for Recce Cloud](/pricing) to unlock collaboration at scale.

0 commit comments

Comments
 (0)