Review export mappings, target clearing, filters, and scripts

Expand Packages

In the navigation tree of the intended Data Warehouse (DWH) project, expand Packages.

Locate the export package

Expand Export, then expand the package containing the export you need to review. An export package groups export definitions; identify it by the package assigned to your export, rather than its position in the tree.

Open the export

Right-click the required export item beneath its package, then click Edit export in the context menu.

Confirm the export and review field mappings

In the export editor, check the source-to-target relationship displayed in Export and the selected Package against your mapping plan. The Export relationship is read-only. If it identifies a different source or destination, return to the tree and open the intended item before editing.

Select Main. The Fields grid contains field mappings; the Variables grid beside it contains package variables. In Fields, select each row required by your mapping plan and enter the intended destination column name in Target Name if the mapping needs to change. Check the source field and destination field together, including their meaning, data type, and length.

1. Source Name / Target Name — Source Name identifies the field supplying the value; Target Name identifies the destination field that receives it. The names may differ, but the fields must be compatible with the intended mapping.
2. SSIS Statement — A field-level package statement for SQL Server Integration Services (SSIS). If the mapping requires a statement, enter the complete reviewed statement in this column. Leave it blank for a field that does not require one. Do not assume that a database SQL statement uses the same syntax.

Review all required mappings, including rows below the visible part of the grid. A blank Target Name in the screenshot is not an example of a completed mapping.

Decide whether to clear the target

If existing destination rows must be removed before the export writes data, select Truncate target. Inspect the complete Truncate statement and confirm that it names the intended destination. If the statement needs to change, enter the reviewed target-clearing statement for that destination.

If the export must retain existing target rows, clear Truncate target. Also check any export scripts for statements that would remove those rows; clearing this checkbox does not establish what a separately configured script does.

1. Truncate target — Determines whether target clearing is part of the export. Select it only when clearing is required for your task.
2. Truncate statement — The statement used to clear the target. Verify both the destination identity and the effect of the complete statement before saving.

Target-clearing example: the next capture shows TRUNCATE TABLE "dbo"."Categories". When executed, that statement clears the example Categories table. A source Filter does not restrict this statement to matching target rows. Do not copy the example table name into your export unless it is your intended destination.

Set the source-row filter

If the export should include only a subset of its source data, enter the complete reviewed condition in Filter. A filter restricts the source rows selected for export. Check each referenced field, comparison value, and expression against the actual source and intended row selection.

If the export should include all source rows, leave Filter empty or clear an existing condition after confirming that its restriction is no longer required.

Filter example: [IsActive] = 1 expresses a selection of rows whose IsActive value equals 1. Use this example only if your source has a suitable IsActive field and that condition matches the task. The pictured calendar mapping does not establish that this field is available or that the example has been tested for that export.

Expected Results: Filter contains the required condition, or is empty for an unfiltered export. Entering the condition does not retrieve or transfer rows.

Review package variables

On Main, compare the Variables rows with the variables required by your export statements. For each required variable, check the following columns against its reviewed configuration:

1. Variable — The variable name.
2. Type — Its data type.
3. Description — A note explaining its purpose.
4. Expression — Its assigned expression, when required.
5. Initial value — Its starting value.

Correct values that differ from the intended configuration. Check that variable references in field statements correspond to the required variables. If the export needs no variables and the grid is empty, leave it empty. Review existing variable usage before removing or changing a row.

Review pre-export and post-export scripts

Select Scripts. Review existing script content against the work required before and after the export. For script changes, use the Original view of the relevant statement area:

1. PreScript — Enter the reviewed SQL required before the export.
2. PostScript — Enter the reviewed SQL required after the export.

Check the complete statements, referenced objects, and intended effects. Leave unused script areas empty. Review existing content before clearing it, especially where it prepares or changes target data.

Save the reviewed export

Review the source-to-target relationship, Package, field mappings, Truncate target, Truncate statement, Filter, variables, and scripts against the planned changes. Confirm that every required field has its intended mapping and that examples have not been substituted for real object names or expressions.

Click Save at the bottom of the export editor. If a validation error appears, read it, correct the identified configuration, and save again. Continue with Expected Results to check the saved definition.