Lab 1 - Simple ETL Process Using SSIS: Problem Statement

Lab 1 Simple ETL process using SSIS
Problem statement
You have Two excel files as follows,
You will collect data from first file (Datafile.xlsx).

Convert that data so that it match to second excel file format (merge Title, FirstName and LastName and call them as
Name).
Dump final result to second file (Result.xlsx).
Step by Step Demo

Step 1. Create New Project
Click File >> New >> Project. Select Integration Services from the group. Specify some nice name. Say Ok.
It will open up SSIS designer which you will use for creating and maintaining Integration service packages. It looks like follows,
In the solution explorer under SSIS packages folder you will see one default package created with name Package,dtsx. If you
want you can simply rename itor remove it and add new one (right click the folder and say New SSIS Package).
Note: Package is simply a collection of connections, control flow elements, data flow elements, event handlers, parameters etc. We
will talk about each one of this as move further.
Step 2. Create Connection Manager for Excel File
2.1 Right click Connection Manager and Say New Connection.
2.2 Select Excel from the popup and click on Add.
2.3 Click the browse button and select the excel file and click on OK.
Step 3. Rename Connection Managers

3.1 Right click the connection manager just added and rename it to SourceExcelManager.
Step 4. Create Destination connection manager

4.1 Follow the Step no 3 and create one more connection manager pointing to Result.xlsx file.
4.2 Rename connection manager to ExcelDestinationManager.
Step 5. Create control flow Pass data from Source Excel to Destination Excel.
5.1 Make sure control flow tab is selected in SSIS designer.
5.2 Select data flow task from the toolbox and drag it into designer.
5.3 Rename Data Flow Task to Source excel to Destination excel transfer task
Control Flow
Control flow will be used to define the workflow. As the name implies it control the flow of execution.
What all tasks need to be executed?

What will be the sequence?
Whether tasks need to be executed in loops or not?
Etc.
Step 6. CreateData Flow.
Data Flow
Data Flow defines the flow of data between source and destination.
6.1 Double click the control flow created in last step.
6.2 It will take you to second tab that is Data Flow tab.
Step 7. Create Excel Source

7.1 Now you will see a different SSIS toolbox all together. In toolbox you will see couple of groups defined like Sources, Destinations
and Transformations.
Take excel source from Source group and place it in designer.
Step 8. Configure Excel Source

8.1 Red Cross mark on excel source indicates that, its not configured yet. Double click the excel source. It will show up a dialog box
something like this.
8.2 Select Data Source as "SourceExcelManager", Data Access Mode as "Table or View" and Name of the sheet as "DataSheet1"
(Name of the sheet in the excel file).
Note: This Excel Source will perform the Extraction Task (E) in the ETL process
Step 9. Create Derived Column
9.1 From the SSIS toolbox from Transformation group drag Derived column to SSIS designer.
Step 10. Connect Source to Derived Column
10.1 Click the Excel source added in prior step.
You can see a small blue arrow attached to the source. We call it Data Flow Path.
Data Flow Path: It lets you define how data will flow.
Click on the blue arrow and connect it to Derived Column.
Note: we will speak about the red arrow in one of the future article in the series.
Step 11. Configure the derived column
11.1 Double click the derived column. Popup looks like follows.
11.2 Put down Derived Column Name as Name, Select Derived Column as and expression as Title + + FirstName + +
LastName
11.3 Click Ok.
Note: This DerivedColumn will perform the Transformation Task (T) in the ETL process
Step 12. Create Excel Destination
12.1 Add Excel Destination from the Destination group in SSIS toolbox.
Note: This Excel Destination will perform the Load Task (L) in the ETL process
Step 13. Connect Derived Column to Excel Destination
13.1 Just like step no 10, connect derived column to excel destination.
Step 14. Configure Excel Destination
14.1 Double click the Excel destination, popup looks like follow.
14.2 Set connection Manager to ExcelConnectionManager, Data Access mode to Table or View and Name of the excel sheet to
Datasheet1.
14.3 Click on mapping and make sure its proper, if not make sure to do it before proceeding.
Note: In our case, mapping will be already done by the IDE itself (because names of columns are matching).
14.4 Click ok.
Step 15. Execute package
15.1 Press F5.
On successful execution you will get a screen something like this.
16.2 Open the Result.xlsx file and confirm the output.
Time to celebrate
We have successfully completed our very first lab on SSIS.

Lab 1 - Simple ETL Process Using SSIS: Problem Statement

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Lab 1 Simple ETL process using SSIS

You will collect data from first file (Datafile.xlsx).

Step by Step Demo

2.2 Select Excel from the popup and click on Add.

Step 3. Rename Connection Managers

Step 4. Create Destination connection manager

What all tasks need to be executed?

Step 7. Create Excel Source

Step 8. Configure Excel Source

16.2 Open the Result.xlsx file and confirm the output.

We have successfully completed our very first lab on SSIS.

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