Setting Properties for Master Data Services Add-in for Excel

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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.

Excel Add-in Settings

Tab and Section

Setting

Description

Settings: Publishing

Show Publish and Annotate dialog box when publishing

Select 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: Version

Version selection

Select 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: Logging

Turn on detailed logging

Enable logging for the process of loading master data from MDS into the Excel Add-in, such that the the result of every command in the service is logged.

Settings: Batching size

Number of cells for load

Select 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 size

Number of cells for publish

Select 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 List

Clear All

Click to clear the list of connections that were designated as safe when the associated shortcut query file was opened.

Data: Filters

Display filter warning for large data sets

Click to display a warning if the data set being loaded from MDS to Excel exceeds the maximum number of rows or columns.

Data: Filters

Maximum rows

Select the threshold for the number of rows being loaded, beyond which a filter warning will be posted.

Data: Filters

Maximum columns

Select the threshold for the number of columns being loaded, beyond which a filter warning will be posted.

Data: Cell Format

Change the color when: Attribute values change

Click 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 Format

Change the color when: Members are added

Click 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.