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Setting Properties for Master Data Services Add-in for Excel

 

Applies To: SQL Server 2016

Master Data Services Add-in for Excel settings determine how data is loaded from MDS into the Excel Add-in and how data is published from the Excel Add-in into MDS.

To make settings for the Excel Add-in, open Excel, click the Master Data menu, and then click Settings. Anyone with access to Excel can change these settings. The settings apply to the computer that Excel is open on.

Tab and SectionSettingDescription
Settings: PublishingShow Publish and Annotate dialog box when publishingSelect to display the Publish and Annotate dialog box after you click Publish, enabling you to enter a single annotation for all changes or to enter an annotation for each change.

Deselect to specify that the Publish process is initiated without the Publish and Annotate dialog box being displayed. You will not have the opportunity to enter an annotation.
Settings: VersionVersion selectionSelect the version of the master data that will be loaded into the Excel Add-in. Can be:

 None to have the version not default to any version

 Oldest to default to the oldest version Newest to default to the most recent version.
Settings: LoggingTurn on detailed loggingEnable logging for the process of loading master data from MDS into the Excel Add-in, such that the result of every command in the service is logged.
Settings: TelemetryTurn on telemetry data collectionEnable telemetry to help improve the quality, reliability and performance of Master Data Services Excel Add-in.
Settings: Batching sizeNumber of cells for loadSelect a number to indicate how many thousands of cells will be loaded in a batch that is loaded from the MDS server to Excel. The default is 50,000 cells.
Settings: Batching sizeNumber of cells for publishSelect a number to indicate how many thousands of cells will be published in a batch that is returned from Excel to the server. The default is 50,000 cells.
Settings: Servers Added to Safe ListClear AllClick to clear the list of connections that were designated as safe when the associated shortcut query file was opened.
Data: FiltersDisplay filter warning for large data setsClick to display a warning if the data set being loaded from MDS to Excel exceeds the maximum number of rows or columns.
Data: FiltersMaximum rowsSelect the threshold for the number of rows being loaded, beyond which a filter warning will be posted.
Data: FiltersMaximum columnsSelect the threshold for the number of columns being loaded, beyond which a filter warning will be posted.
Data: Cell FormatChange the color when: Attribute values changeClick to specify that the color of a cell will be changed if the attribute value in that cell changes when you refresh the Excel Add-in table with new data from the MDS repository.
Data: Cell FormatChange the color when: Members are addedClick to specify that the color of a row’s cells will be changed if a new member is added to the row when you refresh the Excel Add-in table with new data from the MDS repository.
Data: Cell FormatDisplay formatSelect the preferred format for displaying values of domain-based attributes. The options are Code {Name}, Code, and Name {Code}.

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