# Star Schemas and Lookup

#### Gilles Colling

#### 2026-06-12

## The flat-table problem

Ecological analyses almost always involve multiple tables. Observations live in one file, species traits in another, site metadata in a third, climate variables in a fourth. The natural instinct is to join everything into a single wide data.frame early on, then work from that flat table for the rest of the analysis.

This works for small datasets. At scale, it creates problems.

A biodiversity monitoring program with 50 million observations, 12,000 species each carrying 40 trait columns, 3,000 sites with 25 metadata fields, and a climate grid with 19 bioclimatic variables produces a flat table with over 80 columns per row. Most analyses use 5 to 10 of those columns. The remaining 70+ columns burn memory, slow down scans, and make column names collide across tables (requiring `.x` and `.y` suffixes that propagate through downstream code). When a new trait column is added to the species reference, every script that built the flat table needs updating.

Relational databases solved this decades ago with foreign keys and normalized schemas. The data stays in separate tables; queries join them on demand, pulling only the columns the query needs. vectra brings the same pattern to file-based analytical workflows with three functions: `link()`, `vtr_schema()`, and `lookup()`.

## The star schema concept

A star schema organizes data around a central fact table (the primary dataset with measurements or events) linked to multiple dimension tables (reference data that enriches the facts). The fact table holds foreign keys that point into each dimension. In database terminology, the fact table sits at the center and dimensions radiate outward like points of a star.

For ecological data, the mapping is direct:

Role | Table | Key | Columns
--- | --- | --- | ---
Fact | observations | sp_id, site_id, date | count, biomass, cover
Dimension | species | sp_id | name, family, order, red_list_status, …
Dimension | sites | site_id | habitat, elevation, lat, lon, country, …
Dimension | climate | site_id | bio1, bio2, …, bio19
Dimension | traits | sp_id | body_mass, diet, dispersal, …

Each dimension table has a unique key. The fact table references those keys but stores only the measurements. To answer “what is the average count per habitat type?”, we need exactly two columns from the site dimension (site_id and habitat) and one from the fact table (count). A flat table would have loaded all 25 site columns and all 40 trait columns into memory for no reason.

## Setting up a schema

We will build a schema from three tables: field observations of tree species across monitoring sites, a species reference with taxonomic and conservation data, and a site metadata table.

    library(vectra)

    # Fact table: field observations
    obs_path <- tempfile(fileext = ".vtr")
    write_vtr(data.frame(
      obs_id  = 1:12,
      sp_id   = c(1, 2, 3, 1, 2, 4, 3, 1, 5, 2, 3, 1),
      site_id = c(1, 1, 1, 2, 2, 2, 3, 3, 3, 4, 4, 4),
      count   = c(5, 12, 3, 8, 15, 2, 7, 20, 1, 9, 4, 11),
      dbh_cm  = c(35, 22, 48, 31, 19, 55, 42, 28, 12, 25, 39, 33)
    ), obs_path)

    # Dimension: species
    sp_path <- tempfile(fileext = ".vtr")
    write_vtr(data.frame(
      sp_id       = 1:4,
      name        = c("Quercus robur", "Fagus sylvatica",
                       "Pinus sylvestris", "Abies alba"),
      family      = c("Fagaceae", "Fagaceae", "Pinaceae", "Pinaceae"),
      red_list    = c("LC", "LC", "LC", "NT"),
      shade_tol   = c(0.4, 0.8, 0.2, 0.7),
      max_height  = c(40, 45, 35, 55),
      stringsAsFactors = FALSE
    ), sp_path)

    # Dimension: sites
    site_path <- tempfile(fileext = ".vtr")
    write_vtr(data.frame(
      site_id   = 1:4,
      site_name = c("Wienerwald A", "Wienerwald B",
                    "Donau-Auen", "Neusiedlersee"),
      habitat   = c("Deciduous", "Deciduous", "Riparian", "Steppe"),
      elev_m    = c(450, 520, 155, 120),
      annual_precip_mm = c(750, 780, 550, 600),
      stringsAsFactors = FALSE
    ), site_path)

`link()` describes how a dimension table connects to the fact table. The first argument is the key column (the column name shared between fact and dimension), the second is a `vectra_node` pointing to the dimension file.

    sp_link   <- link("sp_id", tbl(sp_path))
    site_link <- link("site_id", tbl(site_path))

`vtr_schema()` ties the fact table and its dimension links together. Each link gets a name that becomes the alias used in `lookup()` calls.

    s <- vtr_schema(
      fact = tbl(obs_path),
      sp   = sp_link,
      site = site_link
    )
    s
    #> vectra schema
    #> Fact table: 5 columns
    #>   sp: 6 columns (key: sp_id)
    #>   site: 5 columns (key: site_id)

The print output shows the fact table’s column count and each dimension with its key. The schema object is lightweight. It holds pointers to the underlying files, not copies of the data.

## Looking up dimension columns

`lookup()` is the verb that resolves columns through the schema. Bare names refer to fact columns. The `dim$col` syntax refers to a specific column in a named dimension.

    lookup(s, count, sp$name, site$habitat, .report = FALSE) |> collect()
    #>    count             name   habitat
    #> 1      5    Quercus robur Deciduous
    #> 2     12  Fagus sylvatica Deciduous
    #> 3      3 Pinus sylvestris Deciduous
    #> 4      8    Quercus robur Deciduous
    #> 5     15  Fagus sylvatica Deciduous
    #> 6      2       Abies alba Deciduous
    #> 7      7 Pinus sylvestris  Riparian
    #> 8     20    Quercus robur  Riparian
    #> 9      9  Fagus sylvatica    Steppe
    #> 10     4 Pinus sylvestris    Steppe
    #> 11    11    Quercus robur    Steppe
    #> 12     1             <NA>  Riparian

The result has 12 rows (one per observation) and exactly 3 columns. No trait columns, no climate data, no site coordinates were loaded. vectra built the join tree internally: `left_join` the species dimension on `sp_id`, then `left_join` the site dimension on `site_id`, then project down to the three requested columns.

Requesting columns from only one dimension skips the other entirely. The species file is never opened in this call:

    lookup(s, count, dbh_cm, site$habitat, site$elev_m, .report = FALSE) |>
      collect()
    #>    count dbh_cm   habitat elev_m
    #> 1      5     35 Deciduous    450
    #> 2     12     22 Deciduous    450
    #> 3      3     48 Deciduous    450
    #> 4      8     31 Deciduous    520
    #> 5     15     19 Deciduous    520
    #> 6      2     55 Deciduous    520
    #> 7      7     42  Riparian    155
    #> 8     20     28  Riparian    155
    #> 9      1     12  Riparian    155
    #> 10     9     25    Steppe    120
    #> 11     4     39    Steppe    120
    #> 12    11     33    Steppe    120

## Match reporting

By default, `lookup()` checks each referenced dimension for unmatched keys before building the join tree. The check runs an `anti_join` on fresh node copies, so it does not consume the lazy nodes used for the actual result.

Our fact table contains `sp_id = 5` (row 9), which has no entry in the species dimension. The report catches this:

    result <- lookup(s, count, sp$name) |> collect()
    #> sp: 1/12 unmatched keys (5)

One observation out of 12 had an `sp_id` that the species table did not recognize. The message names the dimension, shows how many rows were unmatched, and previews the offending key values. For a left join, those rows survive with NA in the dimension columns:

    result
    #>    count             name
    #> 1      5    Quercus robur
    #> 2     12  Fagus sylvatica
    #> 3      3 Pinus sylvestris
    #> 4      8    Quercus robur
    #> 5     15  Fagus sylvatica
    #> 6      2       Abies alba
    #> 7      7 Pinus sylvestris
    #> 8     20    Quercus robur
    #> 9      9  Fagus sylvatica
    #> 10     4 Pinus sylvestris
    #> 11    11    Quercus robur
    #> 12     1             <NA>

Row 9 has `name = NA` because sp_id 5 does not exist in the species reference. The match report makes this visible at query time rather than three pipeline stages later when an aggregation silently drops NA groups.

When all keys match, the report confirms it:

    lookup(s, count, site$habitat) |> collect()
    #> site: all 12 keys matched
    #>    count   habitat
    #> 1      5 Deciduous
    #> 2     12 Deciduous
    #> 3      3 Deciduous
    #> 4      8 Deciduous
    #> 5     15 Deciduous
    #> 6      2 Deciduous
    #> 7      7  Riparian
    #> 8     20  Riparian
    #> 9      1  Riparian
    #> 10     9    Steppe
    #> 11     4    Steppe
    #> 12    11    Steppe

All 12 observations have valid site_ids.

To suppress the report (useful inside functions or loops where the message would be noise), set `.report = FALSE`:

    lookup(s, count, sp$name, .report = FALSE) |> collect()
    #>    count             name
    #> 1      5    Quercus robur
    #> 2     12  Fagus sylvatica
    #> 3      3 Pinus sylvestris
    #> 4      8    Quercus robur
    #> 5     15  Fagus sylvatica
    #> 6      2       Abies alba
    #> 7      7 Pinus sylvestris
    #> 8     20    Quercus robur
    #> 9      9  Fagus sylvatica
    #> 10     4 Pinus sylvestris
    #> 11    11    Quercus robur
    #> 12     1             <NA>

## Named keys

Sometimes the fact table and dimension table use different column names for the same logical key. The species dimension might call it `species_id` while the fact table calls it `sp_id`.

`link()` accepts named character vectors, the same `c("fact_col" = "dim_col")` syntax used by `left_join()`:

    # Dimension with a different key name
    sp2_path <- tempfile(fileext = ".vtr")
    write_vtr(data.frame(
      species_code = 1:4,
      latin_name   = c("Quercus robur", "Fagus sylvatica",
                        "Pinus sylvestris", "Abies alba"),
      stringsAsFactors = FALSE
    ), sp2_path)

    s2 <- vtr_schema(
      fact = tbl(obs_path),
      sp   = link(c("sp_id" = "species_code"), tbl(sp2_path))
    )

    lookup(s2, count, sp$latin_name, .report = FALSE) |> collect()
    #>    count       latin_name
    #> 1      5    Quercus robur
    #> 2     12  Fagus sylvatica
    #> 3      3 Pinus sylvestris
    #> 4      8    Quercus robur
    #> 5     15  Fagus sylvatica
    #> 6      2       Abies alba
    #> 7      7 Pinus sylvestris
    #> 8     20    Quercus robur
    #> 9      9  Fagus sylvatica
    #> 10     4 Pinus sylvestris
    #> 11    11    Quercus robur
    #> 12     1             <NA>

The named key tells vectra that the fact table’s `sp_id` maps to the dimension’s `species_code`. The result column is named `latin_name`, matching the dimension.

Composite keys (joining on multiple columns) work the same way. A temporal dimension keyed by both site and year would use `link(c("site_id", "year"), tbl(temporal_path))`.

## Join modes

The `.join` parameter controls whether unmatched fact rows are kept or dropped. The default is `"left"`, which preserves every fact row and fills unmatched dimension columns with NA. This is the safe default for exploratory work: no data disappears silently.

`"inner"` drops fact rows with no dimension match. This is useful when the analysis requires complete records across all referenced dimensions.

    # Only observations with known species
    lookup(s, count, sp$name, .join = "inner", .report = FALSE) |> collect()
    #>    count             name
    #> 1      5    Quercus robur
    #> 2     12  Fagus sylvatica
    #> 3      3 Pinus sylvestris
    #> 4      8    Quercus robur
    #> 5     15  Fagus sylvatica
    #> 6      2       Abies alba
    #> 7      7 Pinus sylvestris
    #> 8     20    Quercus robur
    #> 9      9  Fagus sylvatica
    #> 10     4 Pinus sylvestris
    #> 11    11    Quercus robur

The 12-row fact table shrinks to 11 rows. The observation with `sp_id = 5` (which had no species match) is gone. With an inner join, the match report becomes less critical because the join itself enforces completeness. But it still flags the issue before data goes missing:

    lookup(s, count, sp$name, .join = "inner") |> collect()
    #> sp: 1/12 unmatched keys (5)
    #>    count             name
    #> 1      5    Quercus robur
    #> 2     12  Fagus sylvatica
    #> 3      3 Pinus sylvestris
    #> 4      8    Quercus robur
    #> 5     15  Fagus sylvatica
    #> 6      2       Abies alba
    #> 7      7 Pinus sylvestris
    #> 8     20    Quercus robur
    #> 9      9  Fagus sylvatica
    #> 10     4 Pinus sylvestris
    #> 11    11    Quercus robur

## Reusing the schema

The schema object does not hold live data. It stores file paths and reopens fresh scan nodes each time `lookup()` is called. This means the same schema works across multiple analyses without invalidating previous results.

    # Analysis 1: species composition by habitat
    a1 <- lookup(s, sp$name, site$habitat, .report = FALSE) |> collect()

    # Analysis 2: stem diameter by elevation
    a2 <- lookup(s, dbh_cm, site$elev_m, .report = FALSE) |> collect()

    # Analysis 3: conservation status across sites
    a3 <- lookup(s, count, sp$red_list, site$site_name, .report = FALSE) |>
      collect()

    a1
    #>                name   habitat
    #> 1     Quercus robur Deciduous
    #> 2   Fagus sylvatica Deciduous
    #> 3  Pinus sylvestris Deciduous
    #> 4     Quercus robur Deciduous
    #> 5   Fagus sylvatica Deciduous
    #> 6        Abies alba Deciduous
    #> 7  Pinus sylvestris  Riparian
    #> 8     Quercus robur  Riparian
    #> 9   Fagus sylvatica    Steppe
    #> 10 Pinus sylvestris    Steppe
    #> 11    Quercus robur    Steppe
    #> 12             <NA>  Riparian
    a2
    #>    dbh_cm elev_m
    #> 1      35    450
    #> 2      22    450
    #> 3      48    450
    #> 4      31    520
    #> 5      19    520
    #> 6      55    520
    #> 7      42    155
    #> 8      28    155
    #> 9      12    155
    #> 10     25    120
    #> 11     39    120
    #> 12     33    120
    a3
    #>    count red_list     site_name
    #> 1      5       LC  Wienerwald A
    #> 2     12       LC  Wienerwald A
    #> 3      3       LC  Wienerwald A
    #> 4      8       LC  Wienerwald B
    #> 5     15       LC  Wienerwald B
    #> 6      2       NT  Wienerwald B
    #> 7      7       LC    Donau-Auen
    #> 8     20       LC    Donau-Auen
    #> 9      9       LC Neusiedlersee
    #> 10     4       LC Neusiedlersee
    #> 11    11       LC Neusiedlersee
    #> 12     1     <NA>    Donau-Auen

Three different column selections from the same schema, each building its own join tree internally. No flat table required.

## Practical patterns

### Pattern 1: filtering before lookup

`lookup()` works on the fact table as registered in the schema. To filter the fact table before looking up dimensions, apply the filter to the source file and register a new schema:

    s_large <- vtr_schema(
      fact = tbl(obs_path) |> filter(count >= 5),
      sp   = link("sp_id", tbl(sp_path)),
      site = link("site_id", tbl(site_path))
    )
    lookup(s_large, count, sp$name, site$habitat, .report = FALSE) |> collect()
    #>    count             name   habitat
    #> 1      5    Quercus robur Deciduous
    #> 2     12  Fagus sylvatica Deciduous
    #> 3      3 Pinus sylvestris Deciduous
    #> 4      8    Quercus robur Deciduous
    #> 5     15  Fagus sylvatica Deciduous
    #> 6      2       Abies alba Deciduous
    #> 7      7 Pinus sylvestris  Riparian
    #> 8     20    Quercus robur  Riparian
    #> 9      9  Fagus sylvatica    Steppe
    #> 10     4 Pinus sylvestris    Steppe
    #> 11    11    Quercus robur    Steppe
    #> 12     1             <NA>  Riparian

The filter runs lazily inside the join tree. Only observations with count >= 5 reach the join nodes.

### Pattern 2: aggregation after lookup

Because `lookup()` returns a `vectra_node`, it composes with all downstream verbs. Group by a dimension column and aggregate:

    lookup(s, count, sp$family, .report = FALSE) |>
      group_by(family) |>
      summarise(total = sum(count), n_obs = n()) |>
      collect()
    #>     family total n_obs
    #> 1 Fagaceae    80     7
    #> 2 Pinaceae    16     4
    #> 3     <NA>     1     1

This pipeline scans the fact table, joins only the species dimension (to get `family`), groups on it, and computes the aggregation. The site dimension is never touched.

    lookup(s, count, site$habitat, .report = FALSE) |>
      group_by(habitat) |>
      summarise(mean_count = mean(count), max_count = max(count)) |>
      collect()
    #>     habitat mean_count max_count
    #> 1 Deciduous   7.500000        15
    #> 2  Riparian   9.333333        20
    #> 3    Steppe   8.000000        11

### Pattern 3: multiple dimensions in one aggregation

Crossing two dimension columns in a grouping creates a two-way summary:

    lookup(s, count, sp$family, site$habitat, .report = FALSE) |>
      group_by(family, habitat) |>
      summarise(total = sum(count)) |>
      collect()
    #>     family   habitat total
    #> 1 Fagaceae Deciduous    40
    #> 2 Fagaceae  Riparian    20
    #> 3 Fagaceae    Steppe    20
    #> 4 Pinaceae Deciduous     5
    #> 5 Pinaceae  Riparian     7
    #> 6 Pinaceae    Steppe     4
    #> 7     <NA>  Riparian     1

### Pattern 4: writing results back

Lookup results can be written directly to any output format, since the return value is a standard `vectra_node`:

    out_path <- tempfile(fileext = ".vtr")
    lookup(s, count, sp$name, site$habitat, .report = FALSE) |>
      write_vtr(out_path)

    tbl(out_path) |> collect()
    #>    count             name   habitat
    #> 1      5    Quercus robur Deciduous
    #> 2     12  Fagus sylvatica Deciduous
    #> 3      3 Pinus sylvestris Deciduous
    #> 4      8    Quercus robur Deciduous
    #> 5     15  Fagus sylvatica Deciduous
    #> 6      2       Abies alba Deciduous
    #> 7      7 Pinus sylvestris  Riparian
    #> 8     20    Quercus robur  Riparian
    #> 9      9  Fagus sylvatica    Steppe
    #> 10     4 Pinus sylvestris    Steppe
    #> 11    11    Quercus robur    Steppe
    #> 12     1             <NA>  Riparian

The write streams through the join tree batch by batch. The full joined result never needs to exist in memory at once.

## When not to use a schema

Schemas are most valuable when multiple analyses query the same set of linked tables with different column selections. For a one-off join where the column set is known upfront, a direct `left_join()` call is simpler and equally efficient.

Schemas also require file-backed nodes. Tables created from in-memory data.frames (without writing to a `.vtr` or `.csv` first) cannot be registered as schema links, because the engine needs to reopen fresh scan nodes from file paths. If the dimension data lives only in memory, write it to a tempfile first or use `left_join()` directly.

The sweet spot is any project where the same fact table is analyzed repeatedly against a stable set of dimension tables, each time needing a different slice of columns. Environmental monitoring, biodiversity databases, long-running survey programs, species distribution modelling pipelines: all fit the pattern.

For those workflows, registering the schema once (in a project setup script or at the top of an analysis) replaces dozens of `left_join()` calls scattered across the codebase, makes column provenance explicit (`sp$name` is unambiguous in a way that a bare `name` column in a 100-column flat table is not), and catches broken keys before they propagate.