Based on the comments, I think we can use a temporary table to solve this.
Can you help me understand this restriction? "Neither can I use a global temp table to make the inner join, for the same reason."
The restriction is since oltp server and dw server are separate so can't have global temp table common to both servers. Hope makes sense.
The general pattern we're going to do is
- Execute SQL Task to create a temporary table on the OLTP server
- A Data Flow task to populate the new temporary table. Source = DW. Destination = OLTP. Ensure Delay Validation = True
- Modify existing Data Flow. Modify source to be a query that uses the temporary table i.e.
SELECT S.* FROM oltp.sales AS S WHERE EXISTS (SELECT * FROM #SalesPerson AS SP WHERE SP.UserId = S.UserId); Ensure Delay Validation = True
A long form answer on using temporary tables (global to set the metadata, regular thereafter)
I don't use temp table in SSIS
Temporary tables, live in tempdb. Your OLTP and DW connection managers likely do not point to tempdb. To be able to reference a temporary table, local or global, in SSIS you need to either define an additional connection manager for the same server that points explicitly at tempdb so you can use the drop down in the source/destination components (technically accurate but dumb). Or, you use an SSIS Variable to hold the name of the table and use the ~From Variable~ named option in source/destination component (best option, maximum flexibility).
Soup to nuts example
I will use WideWorldImporters as my OLTP system and WideWorldImportersDW as my DW system.
One-time task
Open SQL Server Management Studio, SSMS, and connect to your OLTP system. Define a global temporary table with a unique name and the expected structure. Leave your connection open so the table structure remains intact during initial development.
I used the following statement.
DROP TABLE IF EXISTS #SO_70530036;
CREATE TABLE #SO_70530036(EmployeeId int NOT NULL);
Keep track of your query because we'll use it later on but as I advocate in my SSIS answers, perform the smallest task, test that it works and then go on to the next. It's the only way to debug.
Connection Managers
Define two OLE DB Connection Managers. WWI_DW uses points to the named instance DEV2019UTF8 and WWI_OLTP points to DEV2019EXPRESS. Right click on WWI_OLTP and select Properties. Find the property RetainSameConnection and flip that from the default of False to True. This ensures the same connection is used throughout the package. As temporary tables go out of scope when the connection goes away, closing and reopening a connection in a package will result in a fatal error.
These two databases on different instances so we can't cheat and directly comingle data.
Variables
Define 4 variables in SSIS, all of type String.
TempTableName - I used a value of ##SO_70530036 but use whatever value you specified in the One-time task section.
QuerySourceEmployees - This will be the query you run to generate the candidate set of data to go into the temporary table. I used SELECT TOP (3) E.[WWI Employee ID] AS EmployeeId FROM Dimension.Employee AS E WHERE E.[Is SalesPerson] = CAST(1 AS bit);
QueryDefineTables - Remember the drop/create statements from the on-time task? We're going to use the essence of them but use the expression builder to let us dynamically swap the table name. I clicked the ellipses, ..., on the Expression section and used the following "DROP TABLE IF EXISTS " + @[User::TempTableName] + "; CREATE TABLE " + @[User::TempTableName] + "( EmployeeId int NOT NULL);" You should be able to copy the Value from the row and paste it into SSMS to confirm it works.
QuerySales - This is the actual query you're going to use to pull your filtered set of sales data. Again, we'll use the Expression to allow us to dynamically reference the temporary table name. The prettified version of the expression would look something like
"SELECT
SI.InvoiceID
, SI.SalespersonPersonID
, SO.OrderID
, SOL.StockItemID
, SOL.Quantity
, SOL.OrderLineID
FROM
Sales.Invoices AS SI
INNER JOIN
Sales.Orders AS SO
ON SO.OrderID = SI.OrderID
INNER JOIN
Sales.OrderLines AS SOL
ON SO.OrderID = SOL.OrderID
WHERE
EXISTS (SELECT * FROM " + @[User::TempTableName] + " AS TT WHERE TT.EmployeeID = SI.SalespersonPersonID);"
Again, you should be able to pull the Value from the three queries and run them independently and verify they work.
Execute SQL Task
Add an Execute SQL task to the Control Flow. I named mine SQL Create temporary table My Connection Manager is WWI_OLTP and I changed the SQLSourceType to Variable and the SourceVariable is User::QueryDefineTables
Every time your package runs, the first thing it will do is establish create the temporary table. Which is good because SSIS is a metadata driven ETL engine and the next two steps would fail if the table didn't exist.
Data Flow Task - Prime the pump
This data flow is where we'll transfer DW data back to the OLTP system so can filter in the source system.
Drag a Data Flow Task onto the Control Flow. I named mine DFT Load Temp and before you click into it, right click on the Task and find the DelayValidation property and change this from the default of False to True. Normally, a package validates all metadata before actual execution begins as the idea is you want to know everything is good before any data starts moving. Since we're using temporary tables, we need to tell the execution engine "trust us, it'll be ready"
Double click inside the Data Flow Task.
Add an OLE DB Source. I named mine OLESRC SourceEmployees I use the connection manager WWI_DW. My data access mode changes to SQL command from variable and then I select my variable User::QuerySourceEmployees
Add an OLE DB Destination. I named mine OLEDST TempTableName and double clicked to configure it. The Connection Manager is WWI_OLTP and again, since the table lives in tempdb, we can't select it from the drop down. Change the Data access mode to Table name or view name variable - fast load and then select your variable name User::TempTableName. Click the Mapping tab and ensure source columns map to destination columns.
Data Flow Task - Transfer data
Finally, we will pull our source data, nicely filtered against the data from our target system.
Add an OLE DB Source. I named it OLESRC QuerySales. The Connection Manager is WWI_OLTP. Data access mode again changes to SQL command from variable and the variable name is User::QuerySales
From here, do whatever else you need to do to make the magic happen.
Instead of having 270k rows with an unfiltered query

I have 67k as there are only 3 employees in the temporary table.

Reference package

But wait, there's more!
Close out visual studio, open it back up and try to touch something in the data flows. Suddenly, there are red Xs everywhere! Any time you close a data flow component, it fires a revalidate metadata operation and guess what, it can't do that as the connection to the temporary table is gone.
The package will run fine, it will not throw VS_NEEDSNEWMETADATA but editing/maintenance becomes a pain.
If you switched from global temporary table to local, switch the table name variable's value back to a global and then run the define statement in SSMS. Once that's done, then you can continue editing the package.
I assure you, the local temporary table does work once you have the metadata set and you use queries via variables for source/destination.
