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I'm currently using the Connect in Database tool to connect to an odbc database. That works fine. I also have an excel file with a list of names. I need to take that excel file and bump it up against the database and only pull records that match.
I can't seem to figure out what tool I need to do this. It looks like the Data Stream In for the excel file but if it is, I'm missing something.
If I am understanding your question correctly, the workflow should look something like this, using the data stream in tool to write the excel file into a temp table and then joining that to the existing indb tool.
Connect the Input tool (the tool you use to prepare the data for uploading to database) to the Data Stream In tool.
The Data Stream In tool needs the connection, in addition, you have to decide, if a permanent or a temporary table should be created (for a permanent, a table name is required). Should upload data to your database.
The connection name should be the same as the one you use for the Connect In-DB tool. You want to write the excel file into a temp table in the same database as the table you are going to join against.
You have to use the connection you already used in the Connect IN-DB tool, there is no new connection required. Excel file is loaded to Alteryx using the Input Data tool and data is moved from Alteryx to the database using Data Stream In tool.
If you have no write access to the database (and no chance to be granted), it will not be possible to use the IN-DB tools as you intended. But - it's possible to use the Data Input tool to load the data you need to Alteryx and perform the operation there. Drawback is, that you will need to transfer all records to Alteryx instead of only downloading the needed rows.