"Microbatch" incremental strategy

website/dbt-versions.js

@@ -42,6 +42,10 @@ exports.versions = [
  * @property {string} lastVersion The last version the page is visible in the sidebar
  */
 exports.versionedPages = [
+  {
+    page: "docs/build/incremental-microbatch",
+    lastVersion: "1.9",
+  },
   {
     page: "reference/resource-configs/target_database",
     lastVersion: "1.8",

website/docs/docs/build/incremental-microbatch.md

@@ -0,0 +1,145 @@
+---
+title: "About microbatch incremental models"
+description: "Learn about the 'microbatch' strategy for incremental models."
+id: "incremental-microbatch"
+---
+
+:::info Microbatch <Lifecycle status="beta" />
+
+The `microbatch` strategy is available in [dbt Cloud Versionless](/docs/dbt-versions/upgrade-dbt-version-in-cloud#versionless) and dbt Core v1.9.
+
+Read and participate in the discussion: [dbt-core#10672](https://github.com/dbt-labs/dbt-core/discussions/10672)
+
+:::
+
+## What is microbatch?
+
+Incremental models in dbt are a [materialization](https://docs.getdbt.com/docs/build/materializations) designed to efficiently update your data warehouse tables by only transforming and loading _new or changed data_ since the last run. Instead of reprocessing an entire dataset every time, incremental models append, update, or replace rows in the existing table with the new data just processed. This can significantly reduce the time and resources required for your data transformations.
+
+Microbatch incremental models make it possible to process transformations on large time-series datasets with efficiency and resiliency. When dbt runs a microbatch model — whether for the first time, during incremental runs, or during manual backfills — it will split the processing into multiple queries (or "batches"), based on the `event_time` column you configure.
+
+Where other incremental strategies operate only on "old" and "new" data, microbatch models treat each "batch" of data as a unit that can be built or replaced on its own. Each batch is independent and <Term id="idempotent" />. This is a powerful abstraction that makes it possible for dbt to run batches separately — in the future, concurrently — and to retry them independently.
+
+### Available configs
+
+- `event_time` - The column indicating "at what time did the row occur" (for both your microbatch model and its direct parents)
+
+<Lightbox src="/img/docs/building-a-dbt-project/microbatch/event_time.png" title="The event_time column configures the real-world time of this record"/>
+
+- `batch_size` (string, optional) - The granularity of your batches. The default is `day`, and currently that is the only granularity supported.
+- `lookback` (integer, optional) - Process X batches prior to the latest bookmark, in order to capture late-arriving records. The default value is `0`.
+- `begin` (date, optional) - The "beginning of time" for your data. This is the starting point for any initial or full-refresh builds. For example, a daily-grain microbatch model run on `2024-10-01` with `begin = '2023-10-01` will process 366 batches. (It's a leap year!)
+
+As a best practice, we recommend configuring `full_refresh: False` on microbatch models so that they ignore invocations with the `--full-refresh` flag. If you need to reprocess historical data, do so with a targeted backfill.
+
+### Usage
+
+**You write your model query to process (read and return) one day of data**. You don’t need to think about `is_incremental` filtering or DML (upserting/merging/replacing) - we take care of that for you.
+
+dbt will then evaluate which batches need to be loaded, break them up into a SQL query per batch, and load each one independently.
+
+dbt will automatically filter upstream inputs (`source` or `ref`) that define `event_time`, based on the `lookback` and `batch_size` configs for this model.
+
+During standard incremental runs, dbt will process new batches and any according to the configured `lookback` (with one query per batch)
+
+<Lightbox src="/img/docs/building-a-dbt-project/microbatch/microbatch_lookback.png" title="Configure a lookback to reprocess additional batches during standard incremental runs"/>
+
+If there’s an upstream model that configures `event_time`, but you *don’t* want the reference to it to be filtered, you can specify `ref('upstream_model').render()` to opt-out of auto-filtering.
+
+dbt will evaluate which batches need to be loaded **by processing the current batch (current_timestamp) + any batches in your configured lookback**, break them up into a SQL query per batch, and load them all independently. 
+
+### Backfills
+
+Whether to fix erroneous source data, or retroactively apply a change in business logic, you may need to reprocess a large amount of historical data.
+
+Backfilling a microbatch model is as simple as selecting it to run or build, and specifying a "start" and "end" for `event_time`. As always, dbt will process the batches between the start and end as independent queries.
+
+```bash
+dbt run --event-time-start "2024-09-01" --event-time-end "2024-09-04"
+```
+
+<Lightbox src="/img/docs/building-a-dbt-project/microbatch/microbatch_backfill.png" title="Configure a lookback to reprocess additional batches during standard incremental runs"/>
+
+### Retry
+
+If one or more of your batches fail, you can use `dbt retry` to reprocess _only_ the failed batches.
+
+![Partial retry](https://github.com/user-attachments/assets/f94c4797-dcc7-4875-9623-639f70c97b8f)
+
+### Timezones
+
+For now, dbt assumes that all values supplied are in UTC:
+
+- `event_time`
+- `begin`
+- `--event-time-start` and `--event-time-end`
+
+While we may consider adding support for custom timezones in the future, we also believe that defining these values in UTC makes everyone's lives easier.
+
+## How does `microbatch` compare to other incremental strategies?
+
+Most incremental models rely on the end user (you) to explicitly tell dbt what "new" means, in the context of each model, by writing a filter in an `is_incremental()` block. You are responsibly for crafting this SQL in a way that queries `this` to check when the most recent record was last loaded, with an optional look-back window for late-arriving records. Other incremental strategies will control _how_ the data is being added into the table — whether append-only `insert`, `delete` + `insert`, `merge`, `insert overwrite`, etc — but they all have this in common.
+
+As an example:
+
+```sql
+{{
+    config(
+        materialized='incremental',
+        incremental_strategy='delete+insert',
+        unique_key='date_day'
+    )
+}}
+
+select * from {{ ref('stg_events') }}
+
+    {% if is_incremental() %}
+        -- this filter will only be applied on an incremental run
+        -- add a lookback window of 3 days to account for late-arriving records
+        where date_day >= (select {{ dbt.dateadd("day", -3, "max(date_day)") }} from {{ this }})  
+    {% endif %}
+
+```
+
+For this incremental model:
+
+- "New" records are those with a `date_day` greater than the maximum `date_day` that has previously been loaded
+- The lookback window is 3 days
+- When there are new records for a given `date_day`, the existing data for `date_day` is deleted and the new data is inserted
+
+Let’s take our same example from before, and instead use the new `microbatch` incremental strategy:
+
+```sql
+{{
+    config(
+        materialized='incremental',
+        incremental_strategy='microbatch',
+        event_time='event_occured_at',
+        batch_size='day',
+        lookback=3,
+        begin='2020-01-01',
+        full_refresh=false
+    )
+}}
+
+select * from {{ ref('stg_events') }} # this ref will be auto-filtered
+```
+
+Where you’ve also set an `event_time` for the model’s direct parents - in this case `stg_events`:
+
+```yaml
+models:
+  - name: stg_events
+     config:
+       event_time: my_time_field
+```
+
+And that’s it! When you run the model, each batch templates a separate query. The batch for `2024-10-01` would template:
+
+```sql
+select * from (
+    select * from {{ ref('stg_events') }}
+    where my_time_field >= '2024-10-01 00:00:00'
+      and my_time_field < '2024-10-02 00:00:00'
+) # this ref will be auto-filtered
+```

website/docs/docs/build/incremental-models-overview.md

@@ -42,4 +42,5 @@ Transaction management, a process used in certain data platforms, ensures that a
 ## Related docs
 - [Incremental models](/docs/build/incremental-models) to learn how to configure incremental models in dbt.
 - [Incremental strategies](/docs/build/incremental-strategy) to understand how dbt implements incremental models on different databases.
+- [Microbatch](/docs/build/incremental-strategy) <Lifecycle status="beta" /> to understand a new incremental strategy intended for efficient and resilient processing of very large time-series datasets.
 - [Materializations best practices](/best-practices/materializations/1-guide-overview) to learn about the best practices for using materializations in dbt.

website/docs/docs/build/incremental-strategy.md

@@ -10,32 +10,33 @@ There are various strategies to implement the concept of incremental materializa
 * The reliability of your `unique_key`.
 * The support of certain features in your data platform.
 
-An optional `incremental_strategy` config is provided in some adapters that controls the code that dbt uses
-to build incremental models.
+An optional `incremental_strategy` config is provided in some adapters that controls the code that dbt uses to build incremental models.
 
-### Supported incremental strategies by adapter
+:::callout Microbatch <Lifecycle status="beta" />
 
-Click the name of the adapter in the below table for more information about supported incremental strategies.
+The [`microbatch` incremental strategy](/docs/build/incremental-microbatch) is intended for large time-series datasets. dbt will process the incremental model in multiple queries (or "batches") based on a configured `event_time` column. Depending on the volume and nature of your data, this can be more efficient and resilient than using a single query for adding new data.
 
-The `merge` strategy is available in dbt-postgres and dbt-redshift beginning in dbt v1.6.
+:::
 
-| data platform adapter                                                                               | `append` | `merge` | `delete+insert` | `insert_overwrite` |
-|-----------------------------------------------------------------------------------------------------|:--------:|:-------:|:---------------:|:------------------:|
-| [dbt-postgres](/reference/resource-configs/postgres-configs#incremental-materialization-strategies) |     ✅    |    ✅  |        ✅        |                    |
-| [dbt-redshift](/reference/resource-configs/redshift-configs#incremental-materialization-strategies) |     ✅    |    ✅  |        ✅        |                    |
-| [dbt-bigquery](/reference/resource-configs/bigquery-configs#merge-behavior-incremental-models)      |          |     ✅  |                 |          ✅         |
-| [dbt-spark](/reference/resource-configs/spark-configs#incremental-models)                           |     ✅    |    ✅  |                  |          ✅        |
-| [dbt-databricks](/reference/resource-configs/databricks-configs#incremental-models)                 |     ✅    |    ✅   |                 |          ✅        |
-| [dbt-snowflake](/reference/resource-configs/snowflake-configs#merge-behavior-incremental-models)    |     ✅    |    ✅   |        ✅       |                    |
-| [dbt-trino](/reference/resource-configs/trino-configs#incremental)                                  |     ✅    |    ✅   |        ✅       |                    |
-| [dbt-fabric](/reference/resource-configs/fabric-configs#incremental)                                |     ✅    |         |        ✅       |                    |
+### Supported incremental strategies by adapter
 
+This table represents the availability of each incremental strategy 
 
-:::note Snowflake Configurations
+Click the name of the adapter in the below table for more information about supported incremental strategies.
 
-dbt has changed the default materialization for incremental table merges from `temporary table` to `view`. For more information about this change and instructions for setting the configuration to a temp table, please read about [Snowflake temporary tables](/reference/resource-configs/snowflake-configs#temporary-tables).
+The `merge` strategy is available in dbt-postgres and dbt-redshift beginning in dbt v1.6.
 
-:::
+| data platform adapter                                                                               | `append` | `merge` | `delete+insert` | `insert_overwrite` |  `microbatch` |
+|-----------------------------------------------------------------------------------------------------|:--------:|:-------:|:---------------:|:------------------:|: ------------:|
+| [dbt-postgres](/reference/resource-configs/postgres-configs#incremental-materialization-strategies) |     ✅    |    ✅  |        ✅       |                    |      ✅       |
+| [dbt-redshift](/reference/resource-configs/redshift-configs#incremental-materialization-strategies) |     ✅    |    ✅  |        ✅       |                    |      ✅       |
+| [dbt-bigquery](/reference/resource-configs/bigquery-configs#merge-behavior-incremental-models)      |           |    ✅  |                 |          ✅        |      ✅       |
+| [dbt-spark](/reference/resource-configs/spark-configs#incremental-models)                           |     ✅    |    ✅  |                 |          ✅        |      ✅       |
+| [dbt-databricks](/reference/resource-configs/databricks-configs#incremental-models)                 |     ✅    |    ✅  |                 |          ✅        |               |
+| [dbt-snowflake](/reference/resource-configs/snowflake-configs#merge-behavior-incremental-models)    |     ✅    |    ✅  |        ✅       |                    |      ✅       |
+| [dbt-trino](/reference/resource-configs/trino-configs#incremental)                                  |     ✅    |    ✅  |        ✅       |                    |               |
+| [dbt-fabric](/reference/resource-configs/fabric-configs#incremental)                                |     ✅    |        |        ✅       |                    |               |
+| [dbt-athena](/reference/resource-configs/athena-configs#incremental-models)                         |     ✅    |    ✅  |                 |         ✅         |               |
 
 ### Configuring incremental strategy
 

website/sidebars.js

@@ -421,6 +421,7 @@ const sidebarSettings = {
                 "docs/build/incremental-models-overview",
                 "docs/build/incremental-models",
                 "docs/build/incremental-strategy",
+                "docs/build/incremental-microbatch",
               ],
             },
           ],