Beginner's Guide to Partitioning vs. Sharding in Postgres | Claire Giordano | Nordic PGDay 2024

These slides are from Claire Giordano's talk at Nordic PGDay 2024 about Partitioning and Sharding in Postgres. Partitioning has come a long way in Postgres since the Postgres 10 days, as has sharding via the Citus extension. If you need to scale your Postgres, your friends may recommend you look into partitioning and/or sharding. But what’s the difference between these two approaches?

This beginner’s guide is for those who want to start with the basics and advance from there. You’ll learn what partitioning and sharding are in Postgres; how they’re different; as well as why (and when) these capabilities can help improve query performance. You’ll learn why some people call partitioning invaluable and others call sharding a lifesaver.

But there are gotchas and they’re not for every use case. As David Rowley says, “Understanding why partitioning helps is key to making the decision about whether to partition, what to partition on, and the type and number of partitions.” Similarly, understanding why sharding helps is key to deciding whether sharding is right for you. The concept of data locality will be touched on as well. And for those who prefer to learn by example and not just theory, yes, there will be examples.

Transcript

1. 1 CLAIRE GIORDANO @clairegiordano • @pg_at_msft • @AzureDBPostgres • @citusdata Beginner's Guide to Partitioning vs. Sharding in Postgres
2. Inspiration for this talk came from a #PGSQLPhriday community blog-fest back in August 2023 Hosted by Tomasz Gintowt
3. So I wrote a thing for PGSQL Phriday “Understanding Partitioning and Sharding in Postgres and Citus” aka.ms/blog-partitioning-sharding-claire
4. @clairegiordano @clairegiordano@hachyderm.io Engineer Dev Manager PM Marketer Writer Open-source champion Community Lead Podcaster
5. 5 Quite a lot of Postgres work @ Microsoft aka.ms/blog-pg-at-microsoft
6. 6 What is sharding? Partitioning + sharding together How partitioning & sharding are different Why partitioning helps query performance When partitioning helps query performance Why sharding helps query performance When sharding helps query performance This Beginner Guide has _8_ chapters What is Postgres partitioning?
7. 7 What is sharding? Partitioning + sharding together How partitioning & sharding are different Why partitioning helps query performance When partitioning helps query performance Why sharding helps query performance When sharding helps query performance Part 1 What is Postgres partitioning?
8. What is Postgres table partitioning Let’s say this huge Redwood Tree is like a big Postgres table...
9. What is Postgres table partitioning What if we could split this tree trunk into many smaller logs, & only work with the ones we need?
10. • Splits large tables into many smaller tables (partitions) • Built-in, native feature in Postgres • Needs to be declared up-front when you first CREATE TABLE
11. So many improvements to Postgres partitioning in last 5-6 years Shout-out to @Brandur for this blog post... aka.ms/partitioning-2022-brandur
12. 12 What are the benefits of Postgres Partitioning? Can improve query performance Improves performance of bulk deletes /if drop partitions Improves performance of autovacuum /in so many cases!! Enables you to optimize storage costs (cheap vs. expensive)
13. In Postgres, trying to remove old rows from a large, hot table is flitting with disaster. A long running query must iterate through and mark each one as dead, and even then nothing is reclaimed until an equally expensive vacuum runs through and frees space, and only when it's allowed to after rows are no longer visible to any other query in the system, “ — Brandur whether they're making use of the large table or not. Each row removal land in the WAL, resulting in significant amplification. But with partitions, deletion becomes a simple DROP TABLE. It executes instantly, and with negligible costs (partitioning has other benefits too). The trade-off is maintenance." From Brandur.org Title of post: “Partitioning in Postgres, 2022 Edition”
14. 14 Declarative Postgres partitioning has 3 partitioning methods PARTITION BY RANGE PARTITION BY LIST PARTITION BY HASH Time-series & IOT Countries, company divisions,… When partitioning by range & by list do not work... when NOT an obvious partitioning key
15. 15 Tracking monthly concert revenue for Taylor Swift Step 1: Decide on partition method Step 2: Decide on partition key Step 3: Create a partitioned table Step 4: Create partitions
16. 16 Let’s create a partitioned table CREATE TABLE concert_revenue ( city_id int not null, sale_date date not null, merch_sales int, ticket_sales int ) PARTITION BY RANGE (sale_date);
17. 17 Let’s create our first partition for June 2023 CREATE TABLE concert_revenue_cy2023m06 PARTITION OF concert_revenue FOR VALUES FROM ('2023-06-01') TO ('2023-07-01'); TIP: lower bound is INCLUSIVE TIP: upper bound (2023-07-01) is NOT inclusive
18. 18 Let’s create 3 partitions for Jun / Jul / Aug 2023 CREATE TABLE concert_revenue_cy2023m06 PARTITION OF concert_revenue FOR VALUES FROM ('2023-06-01') TO ('2023-07-01'); CREATE TABLE concert_revenue_cy2023m07 PARTITION OF concert_revenue FOR VALUES FROM ('2023-07-01') TO ('2023-08-01'); CREATE TABLE concert_revenue_cy2023m08 PARTITION OF concert_revenue FOR VALUES FROM ('2023-08-01') TO ('2023-09-01');
19. 19 Later, you can delete older data—e.g. June 2023 DROP TABLE concert_revenue_cy2023m06;
20. Partitioning is not magic! ...You need to maintain these partitions pg_partman with pg_cron
21. 21 What is sharding? Partitioning + sharding together How partitioning & sharding are different Why partitioning helps query performance When partitioning helps query performance Why sharding helps query performance When sharding helps query performance Part 2 What is Postgres partitioning?
22. What is sharding? 22 Splitting Postgres tables into smaller tables (“shards”)
23. What is sharding? 23 Splitting Postgres tables into smaller tables (“shards”) Distributing shards horizontally across multiple nodes AND
24. Alternative / Equivalent terms for “Sharding” in Postgres 24 Horizontal Sharding Scaling out Horizontally Distributing Postgres
25. Back to previous metaphor If you have one big ginormous tree trunk & you want to split it into smaller pieces & distribute it across multiple parts of forest
27. 27 3 common ways to shard Postgres 2 1 Partitions + postgres_fdw Manual sharding sometimes called “sharding at application layer” Create hash-partitioned Postgres table in which every partition is a foreign table using postgres_fdw 3 Citus Extension to Postgres Open source, & also a managed service
28. Bulk of sharding work done by... 2 1 3 DBA Citus Dev App Dev Partitions + postgres_fdw Manual sharding Citus
29. In today’s talk, we’ll focus on sharding with Citus extension to Postgres
30. 30 Diagram of sharding Postgres with Citus Postgres Single Node Distributed Citus cluster with shards (smaller tables) on each node in cluster
31. 31 Citus extension = LOT more than sharding aka.ms/blog-citus-technical-readme
32. 32 Benefit of sharding Postgres with Citus: >>>> Get more Performance & Scale than you can eek out on a single node Can improve query performance @ scale //due to all the memory, CPU, & disk from multi-node cluster Enables your application to grow & scale // not just now, but in future Improves performance of autovacuum //since it runs in parallel across all the nodes in the cluster
33. 33 How to distribute tables with Citus for row-based sharding SELECT create_distributed_table( 'table_name', 'sharding_key'); N.B. “sharding key” is often called a “distribution column”
34. 34 New to Citus 12.0, a 2nd way to shard: schema-based sharding SELECT citus_schema_distribute( 'name');
35. 35 What is sharding? Partitioning + sharding together How partitioning & sharding are different Why partitioning helps query performance When partitioning helps query performance Why sharding helps query performance When sharding helps query performance Part 3 What is Postgres partitioning?
36. 36 Can you Partition & Shard together?
37. 37 Can you Partition & Shard together? Single PG node Partitions on a single Postgres node Sharded Postgres partitions on a distributed 4-node Citus cluster Node 1 Node 2 Node 3 Node 4
38. 38 These two Citus UDFs simplify partition management create_time_partitions(table_name regclass, partition_interval interval, end_at timestamp with time zone, start_from timestamp with time zone DEFAULT now()) #1—Create as many partitions as necessary for given time range
39. 39 These 2 Citus UDFs simplify partition management drop_old_time_partitions(table_name regclass, older_than timestamp with time zone) #2—Drop all partitions older than given timestamp
40. 40 What is sharding? Partitioning + sharding together How partitioning & sharding are different Why partitioning helps query performance When partitioning helps query performance Why sharding helps query performance When sharding helps query performance Part 4 What is Postgres partitioning?
41. Let’s look at a comparison table! How partitioning & sharding are different
42. Postgres native Partitioning Sharding with Citus extension Partitioning + Sharding Combination 2 1 3 0 Aspects or attributes of these technologies
43. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
44. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
45. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
46. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
47. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
48. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
49. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
50. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
51. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
52. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
53. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
54. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
55. Attribute Partitioning Citus Sharding Partition + Shard Combo Built into Postgres Extension to Postgres Single node Multi-node Drop old data quickly Parallel, distributed SQL/DDL/DML Partition/Shard Pruning Parallel autovacuum Better index cache hit ratios Automatic maintenance Time series apps (e.g. IOT) Multi-tenant SaaS apps
56. 56 What is sharding? Partitioning + sharding together How partitioning & sharding are different Why partitioning helps query performance When partitioning helps query performance Why sharding helps query performance When sharding helps query performance Part 5 What is Postgres partitioning?
57. Why partitioning can help improve query performance Partition Pruning
58. Why partitioning can help improve query performance Data Locality
59. Why partitioning can help improve query performance Partition Pruning Data Locality &
60. 60 What is sharding? Partitioning + sharding together How partitioning & sharding are different Why partitioning helps query performance When partitioning helps query performance Why sharding helps query performance When sharding helps query performance Part 6 What is Postgres partitioning?
61. When partitioning helps improve query performance Just like when you bake a cake, need essential ingredients to get the right result
62. When partitioning helps improve query performance Only when you use a WHERE clause that prunes (excludes) partitions from the query
63. 63 Remember that Taylor Swift concert example... Tracking monthly concert revenues... What if we wanted to know what the August revenue was from ticket sales + merch sales?
64. 64 This EXPLAIN query is missing WHERE clause EXPLAIN (costs off) SELECT count(*) FROM concert_revenue;
65. 65 So it has to scan all 3 of the partitions  EXPLAIN (costs off) SELECT count(*) FROM concert_revenue; QUERY PLAN --------------------------------------------------------------------- Aggregate -> Append -> Seq Scan on concert_revenue_cy2023m06 concert_revenue_1 -> Seq Scan on concert_revenue_cy2023m07 concert_revenue_2 -> Seq Scan on concert_revenue_cy2023m08 concert_revenue_3 (5 rows)
66. 66 And doesn’t benefit from partition pruning  EXPLAIN (costs off) SELECT count(*) FROM concert_revenue; QUERY PLAN --------------------------------------------------------------------- Aggregate -> Append -> Seq Scan on concert_revenue_cy2023m06 concert_revenue_1 -> Seq Scan on concert_revenue_cy2023m07 concert_revenue_2 -> Seq Scan on concert_revenue_cy2023m08 concert_revenue_3 (5 rows)
67. 67 This EXPLAIN query includes a WHERE clause EXPLAIN (costs off) SELECT count(*) FROM concert_revenue WHERE sale_date BETWEEN '2023-08-01' AND '2023-08-31';
68. 68 And so it only needs to scan the Aug partition EXPLAIN (costs off) SELECT count(*) FROM concert_revenue WHERE sale_date BETWEEN '2023-08-01' AND '2023-08-31’; QUERY PLAN --------------------------------------------------------------------- ---------------------- Aggregate -> Seq Scan on concert_revenue_cy2023m08 concert_revenue Filter: ((sale_date >= '2023-08-01'::date) AND (sale_date <= '2023-08-31'::date)) (3 rows)
69. 69 And so it only needs to scan the Aug partition EXPLAIN (costs off) SELECT count(*) FROM concert_revenue WHERE sale_date BETWEEN '2023-08-01' AND '2023-08-31’; QUERY PLAN --------------------------------------------------------------------- ---------------------- Aggregate -> Seq Scan on concert_revenue_cy2023m08 concert_revenue Filter: ((sale_date >= '2023-08-01'::date) AND (sale_date <= '2023-08-31'::date)) (3 rows)
70. 70 What is sharding? Partitioning + sharding together How partitioning & sharding are different Why partitioning helps query performance When partitioning helps query performance Why sharding helps query performance When sharding helps query performance Part 7 What is Postgres partitioning?
71. Why sharding can help query performance Let’s say this huge Redwood Tree is like a big Postgres table... More CPU, Memory, Disk
72. Why sharding can help query performance Let’s say this huge Redwood Tree is like a big Postgres table... More CPU, Memory, Disk
73. Why sharding can help query performance Let’s say this huge Redwood Tree is like a big Postgres table... Shard Pruning Logic
74. Why sharding can help query performance Co-Located Tables
75. Why sharding can help query performance Let’s say this huge Redwood Tree is like a big Postgres table... Shard Pruning Logic Co-Located Tables More CPU, Memory, Disk
76. 76 What is sharding? Partitioning + sharding together How partitioning & sharding are different Why partitioning helps query performance When partitioning helps query performance Why sharding helps query performance When sharding helps query performance Part 8 What is Postgres partitioning?
77. Common example: “Cache hit ratio” has been going down When sharding can help improve query performance When your application needs more cpu, memory, or disk than is possible on a single Postgres node CPU Memory Disk
78. When sharding can help improve query performance CPU Memory Disk CPU Memory Disk CPU Memory Disk CPU Memory Disk CPU Memory Disk CPU Memory Disk CPU Memory Disk + + + + + CPU Memory Disk CPU Memory Disk CPU Memory Disk + + When your application benefits from more cpu, memory, or disk...
79. So what are the takeaways?
80. 80 Takeaways about PG Partitioning & Sharding 1. Partitioning & Sharding can be “Invaluable” and “Lifesavers” 3. Planning required 2. You don’t have to pick between Partitioning & Sharding 4. Keys Matter
81. 81 Takeaways about PG Partitioning & Sharding 1. Partitioning & Sharding can be “Invaluable” and “Lifesavers” 3. Planning required 2. You don’t have to pick between Partitioning & Sharding 4. Keys Matter
82. 82 Takeaways about PG Partitioning & Sharding 1. Partitioning & Sharding can be “Invaluable” and “Lifesavers” 3. Planning required 2. You don’t have to pick between Partitioning & Sharding 4. Keys Matter
83. 83 Takeaways about PG Partitioning & Sharding 1. Partitioning & Sharding can be “Invaluable” and “Lifesavers” 3. Planning required 2. You don’t have to pick between Partitioning & Sharding 4. Keys Matter
84. People to thank for inspiration &or reviews Daniel Gustafsson David Rowley Isaac Alves Jelte Fennema-Nio Marco Slot Melanie Plageman Robert Treat Ryan Booz Thomas Munro Umur Cubukcu Charles Feddersen
85. 85 Favors to ask you!
86. Have you heard of this podcast for developers who love Postgres?  Monthly  13+ episodes  A-ma-zing guests aka.ms/PathToCitusCon
87. aka.ms/PathToCitusCon A podcast for developers who love Postgres
88. with topics like....  From dev to Postgres specialist  Journey into Performance benchmarking  My Journey into Postgres monitoring  How I got started as a developer  Why people care about PostGIS aka.ms/PathToCitusCon
89. New speakers Super-experienced speakers Everyone in between Call for Proposals (CFP) for POSETTE: An Event for Postgres is open until Sun Apr 7, 2024
90. @clairegiordano @clairegiordano@hachyderm.io aka.ms/PathToCitusCon z aka.ms/posette