# Handling big data

As your datasets grow, a single‑machine pandas workflow eventually hits its limits. This tutorial walks you through **progressively scaling** a ZenML pipeline:

1. Optimizing in‑memory processing for small‑to‑medium data.
2. Moving to chunked / out‑of‑core techniques when the data no longer fits comfortably in RAM.
3. Offloading heavy aggregations to a cloud data warehouse like BigQuery.
4. Plugging in distributed compute engines (Spark, Ray, Dask…) for truly massive workloads.

Pick the section that matches your current bottleneck or read sequentially to see how the techniques build on one another.

## Understanding Dataset Size Thresholds

Before diving into specific strategies, it's important to understand the general thresholds where different approaches become necessary:

1. **Small datasets (up to a few GB)**: These can typically be handled in-memory with standard pandas operations.
2. **Medium datasets (up to tens of GB)**: Require chunking or out-of-core processing techniques.
3. **Large datasets (hundreds of GB or more)**: Necessitate distributed processing frameworks.

## Optimize in‑memory workflows (up to a few GB)

For datasets that can still fit in memory but are becoming unwieldy, consider these optimizations:

1. **Use efficient data formats**: Switch from CSV to more efficient formats like Parquet:

```python
import pyarrow.parquet as pq

class ParquetDataset(Dataset):
    def __init__(self, data_path: str):
        self.data_path = data_path

    def read_data(self) -> pd.DataFrame:
        return pq.read_table(self.data_path).to_pandas()

    def write_data(self, df: pd.DataFrame):
        table = pa.Table.from_pandas(df)
        pq.write_table(table, self.data_path)
```

2. **Implement basic data sampling**: Add sampling methods to your Dataset classes:

```python
import random

class SampleableDataset(Dataset):
    def sample_data(self, fraction: float = 0.1) -> pd.DataFrame:
        df = self.read_data()
        return df.sample(frac=fraction)

@step
def analyze_sample(dataset: SampleableDataset) -> Dict[str, float]:
    sample = dataset.sample_data(fraction=0.1)
    # Perform analysis on the sample
    return {"mean": sample["value"].mean(), "std": sample["value"].std()}
```

3. **Optimize pandas operations**: Use efficient pandas and numpy operations to minimize memory usage:

```python
@step
def optimize_processing(df: pd.DataFrame) -> pd.DataFrame:
    # Use inplace operations where possible
    df['new_column'] = df['column1'] + df['column2']
    
    # Use numpy operations for speed
    df['mean_normalized'] = df['value'] - np.mean(df['value'])
    
    return df
```

## Go out‑of‑core (tens of GB)

When your data no longer fits comfortably in memory, consider these strategies:

### Chunk large CSV files

Implement chunking in your Dataset classes to process large files in manageable pieces:

```python
class ChunkedCSVDataset(Dataset):
    def __init__(self, data_path: str, chunk_size: int = 10000):
        self.data_path = data_path
        self.chunk_size = chunk_size

    def read_data(self):
        for chunk in pd.read_csv(self.data_path, chunksize=self.chunk_size):
            yield chunk

@step
def process_chunked_csv(dataset: ChunkedCSVDataset) -> pd.DataFrame:
    processed_chunks = []
    for chunk in dataset.read_data():
        processed_chunks.append(process_chunk(chunk))
    return pd.concat(processed_chunks)

def process_chunk(chunk: pd.DataFrame) -> pd.DataFrame:
    # Process each chunk here
    return chunk
```

### Push heavy SQL to your data warehouse

You can utilize data warehouses like [Google BigQuery](https://cloud.google.com/bigquery) for its distributed processing capabilities:

```python
@step
def process_big_query_data(dataset: BigQueryDataset) -> BigQueryDataset:
    client = bigquery.Client()
    query = f"""
    SELECT 
        column1, 
        AVG(column2) as avg_column2
    FROM 
        `{dataset.table_id}`
    GROUP BY 
        column1
    """
    result_table_id = f"{dataset.project}.{dataset.dataset}.processed_data"
    job_config = bigquery.QueryJobConfig(destination=result_table_id)
    query_job = client.query(query, job_config=job_config)
    query_job.result()  # Wait for the job to complete
    
    return BigQueryDataset(table_id=result_table_id)
```

## Distribute the workload (hundreds of GB+)

When dealing with very large datasets, you may need to leverage distributed computing frameworks like Apache Spark or Ray. ZenML doesn't have built-in integrations for these frameworks, but you can use them directly within your pipeline steps. Here's how you can incorporate Spark and Ray into your ZenML pipelines:

### Plug in Apache Spark

To use Spark within a ZenML pipeline, you simply need to initialize and use Spark within your step function:

```python
from pyspark.sql import SparkSession
from zenml import step, pipeline

@step
def process_with_spark(input_data: str) -> None:
    # Initialize Spark
    spark = SparkSession.builder.appName("ZenMLSparkStep").getOrCreate()
    
    # Read data
    df = spark.read.format("csv").option("header", "true").load(input_data)
    
    # Process data using Spark
    result = df.groupBy("column1").agg({"column2": "mean"})
    
    # Write results
    result.write.csv("output_path", header=True, mode="overwrite")
    
    # Stop the Spark session
    spark.stop()

@pipeline
def spark_pipeline(input_data: str):
    process_with_spark(input_data)

# Run the pipeline
spark_pipeline(input_data="path/to/your/data.csv")
```

Note that you'll need to have Spark installed in your environment and ensure that the necessary Spark dependencies are available when running your pipeline.

### Plug in Ray

Similarly, to use Ray within a ZenML pipeline, you can initialize and use Ray directly within your step:

```python
import ray
from zenml import step, pipeline

@step
def process_with_ray(input_data: str) -> None:
    ray.init()

    @ray.remote
    def process_partition(partition):
        # Process a partition of the data
        return processed_partition

    # Load and split your data
    data = load_data(input_data)
    partitions = split_data(data)

    # Distribute processing across Ray cluster
    results = ray.get([process_partition.remote(part) for part in partitions])

    # Combine and save results
    combined_results = combine_results(results)
    save_results(combined_results, "output_path")

    ray.shutdown()

@pipeline
def ray_pipeline(input_data: str):
    process_with_ray(input_data)

# Run the pipeline
ray_pipeline(input_data="path/to/your/data.csv")
```

As with Spark, you'll need to have Ray installed in your environment and ensure that the necessary Ray dependencies are available when running your pipeline.

### Plug in Dask

[Dask](https://docs.dask.org/en/stable/) is a flexible library for parallel computing in Python. It can be integrated into ZenML pipelines to handle large datasets and parallelize computations. Here's how you can use Dask within a ZenML pipeline:

```python
from zenml import step, pipeline
import dask.dataframe as dd
from zenml.materializers.base_materializer import BaseMaterializer
import os

class DaskDataFrameMaterializer(BaseMaterializer):
    ASSOCIATED_TYPES = (dd.DataFrame,)
    ASSOCIATED_ARTIFACT_TYPE = "dask_dataframe"

    def load(self, data_type):
        return dd.read_parquet(os.path.join(self.uri, "data.parquet"))

    def save(self, data):
        data.to_parquet(os.path.join(self.uri, "data.parquet"))

@step(output_materializers=DaskDataFrameMaterializer)
def create_dask_dataframe():
    df = dd.from_pandas(pd.DataFrame({'A': range(1000), 'B': range(1000, 2000)}), npartitions=4)
    return df

@step
def process_dask_dataframe(df: dd.DataFrame) -> dd.DataFrame:
    result = df.map_partitions(lambda x: x ** 2)
    return result

@step
def compute_result(df: dd.DataFrame) -> pd.DataFrame:
    return df.compute()

@pipeline
def dask_pipeline():
    df = create_dask_dataframe()
    processed = process_dask_dataframe(df)
    result = compute_result(processed)

# Run the pipeline
dask_pipeline()

```

In this example, we've created a custom `DaskDataFrameMaterializer` to handle Dask DataFrames. The pipeline creates a Dask DataFrame, processes it using Dask's distributed computing capabilities, and then computes the final result.

### Speed up single‑node code with Numba

[Numba](https://numba.pydata.org/) is a just-in-time compiler for Python that can significantly speed up numerical Python code. Here's how you can integrate Numba into a ZenML pipeline:

```python
from zenml import step, pipeline
import numpy as np
from numba import jit
import os

@jit(nopython=True)
def numba_function(x):
    return x * x + 2 * x - 1

@step
def load_data() -> np.ndarray:
    return np.arange(1000000)

@step
def apply_numba_function(data: np.ndarray) -> np.ndarray:
    return numba_function(data)

@pipeline
def numba_pipeline():
    data = load_data()
    result = apply_numba_function(data)

# Run the pipeline
numba_pipeline()
```

The pipeline creates a Numba-accelerated function, applies it to a large NumPy array, and returns the result.

### Important Considerations

1. **Environment Setup**: Ensure that your execution environment (local or remote) has the necessary frameworks (Spark or Ray) installed.
2. **Resource Management**: When using these frameworks within ZenML steps, be mindful of resource allocation. The frameworks will manage their own resources, which needs to be coordinated with ZenML's orchestration.
3. **Error Handling**: Implement proper error handling and cleanup, especially for shutting down Spark sessions or Ray runtime.
4. **Data I/O**: Consider how data will be passed into and out of the distributed processing step. You might need to use intermediate storage (like cloud storage) for large datasets.
5. **Scaling**: While these frameworks allow for distributed processing, you'll need to ensure your infrastructure can support the scale of computation you're attempting.

By incorporating Spark or Ray directly into your ZenML steps, you can leverage the power of distributed computing for processing very large datasets while still benefiting from ZenML's pipeline management and versioning capabilities.

## Version data externally with LakeFS (50 GB+)

Sometimes the bottleneck isn't compute — it's the artifact store. Serializing a 100 GB DataFrame through ZenML's artifact store on every run is slow and expensive, even if the data hasn't changed. For large, slowly-changing datasets, a better pattern is to **keep the heavy data in a dedicated data versioning layer** and pass only lightweight references through the pipeline.

[LakeFS](https://lakefs.io) is a good fit here. It provides Git-like branching, commits, and rollbacks on top of your existing object store (S3, GCS, Azure Blob). ZenML handles pipeline orchestration and lineage; LakeFS handles the data.

The core idea: define a small Pydantic model that points to data in LakeFS, and pass that between steps instead of the data itself:

```python
from pydantic import BaseModel

class LakeFSRef(BaseModel):
    repo: str       # "my-data-repo"
    ref: str        # branch name or commit SHA
    path: str       # "validated/data.parquet"
    endpoint: str   # "https://lakefs.example.com"
```

Each step reads/writes data directly to LakeFS via its S3-compatible API. ZenML only sees the \~200-byte reference object — the artifact store never touches the heavy data:

```python
from typing import Annotated
from zenml import step

@step
def validate_data(raw_ref: LakeFSRef) -> Annotated[LakeFSRef, "validated_ref"]:
    # Read directly from LakeFS via boto3 (S3-compatible)
    df = read_from_lakefs(raw_ref)
    df_clean = df.dropna()

    # Write validated data back to LakeFS
    write_to_lakefs(df_clean, raw_ref.repo, raw_ref.ref, "validated/data.parquet")

    # Commit the branch — returns an immutable SHA
    commit_sha = commit_branch(raw_ref.repo, raw_ref.ref, "Validated data")

    return LakeFSRef(
        repo=raw_ref.repo,
        ref=commit_sha,  # immutable — guarantees reproducibility
        path="validated/data.parquet",
        endpoint=raw_ref.endpoint,
    )
```

The key trick is returning the **commit SHA** rather than the branch name. This makes downstream steps deterministic — they always read the exact same data snapshot, no matter when they run.

This pattern works well when:

* Your datasets are large enough that serializing through the artifact store is a bottleneck (50 GB+).
* You want Git-like data versioning (branches, diffs, rollbacks) alongside your pipeline versioning.
* Multiple pipelines or teams share the same datasets and need isolation.

For a complete working example with LakeFS, synthetic data generation, validation, and training, see the [LakeFS data versioning example](https://github.com/zenml-io/zenml/tree/main/examples/lakefs_data_versioning).

## Choosing the Right Scaling Strategy

When selecting a scaling strategy, consider:

1. **Dataset size**: Start with simpler strategies for smaller datasets and move to more complex solutions as your data grows.
2. **Processing complexity**: Simple aggregations might be handled by BigQuery, while complex ML preprocessing might require Spark or Ray.
3. **Infrastructure and resources**: Ensure you have the necessary compute resources for distributed processing.
4. **Update frequency**: Consider how often your data changes and how frequently you need to reprocess it.
5. **Team expertise**: Choose technologies that your team is comfortable with or can quickly learn.

Remember, it's often best to start simple and scale up as needed. ZenML's flexible architecture allows you to evolve your data processing strategies as your project grows.

By implementing these scaling strategies, you can extend your ZenML pipelines to handle datasets of any size, ensuring that your machine learning workflows remain efficient and manageable as your projects scale. For more information on creating custom Dataset classes and managing complex data flows, refer back to [custom dataset classes](https://docs.zenml.io/user-guides/tutorial/datasets).

<figure><img src="https://static.scarf.sh/a.png?x-pxid=f0b4f458-0a54-4fcd-aa95-d5ee424815bc" alt="ZenML Scarf"><figcaption></figcaption></figure>
