Overview: Exporting Data to Excel (MDS Add-in for Excel)
Applies To: SQL Server 2016
In the Master Data ServicesAdd-in for Excel, you must export data from the MDS repository into an active Excel worksheet before you can work with it. When you are done working with the data, import it to the MDS repository so other users can share it.
The data you can export is limited to the data you have permission to access. Permission to access data is set in the Master Data Manager web application or set programmatically.
When you export large amounts of data, you can set warnings that are displayed when the data that might take a long time to load. To do this, in the Options group, click Settings. On the Data tab, select the Display filter warning for large data sets.
You can filter data before exporting to limit the amount of data that you’re going to download. This includes choosing which attributes (columns) you want to load, the order you want to display the attributes, and the members (rows of data) you want to work with. For more info see Filter Data before Exporting (MDS Add-in for Excel).
If you want to always connect to the same server and export the same set of data, you can create shortcut query files, which contain connection and filter information. For more information about query files, see Shortcut Query Files (MDS Add-in for Excel).
Data in the MDS repository may be updated by other users after you export it. You can retrieve this data without losing changes you’ve made to non-MDS data. For more information, see Refreshing Data (MDS Add-in for Excel).
|Filter MDS data before you load it into Excel.||Filter Data before Exporting (MDS Add-in for Excel)|
|Load MDS data into Excel.||Export Data to Excel from Master Data Services|
|Change the order of columns before you download data.||Reorder Columns (MDS Add-in for Excel)|