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Connections (MDS Add-in for Excel)

To download data in to the Master Data Services Add-in for Excel, you must first create a connection. A connection is how the Master Data Services web service knows which MDS database to connect to.

The connection string is usually the URL of the Master Data Manager web application, for example http://contoso/mds.

Each time you start Excel, you must connect to an MDS repository. The only exception is when the active spreadsheet already contains MDS-managed data. In this case, a connection is automatically made each time you refresh or publish data in the sheet.

You can create multiple connections. The most recently-accessed connection is considered the default.

Multiple users can be connected at the same time. However, conflicts can arise when multiple users attempt to publish the same data. For more information, see Publishing Data (MDS Add-in for Excel).

If you want to always connect to the same server and load 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).

The Add-in for Excel has Data Quality Services functionality to help you match data before publishing it to the MDS repository. When you make a connection, if a DQS database is installed on the same instance of SQL Server as the MDS database, you will be able to view DQS buttons on the ribbon. If the DQS_Main database does not exist on the instance, these buttons are not displayed and data quality functionality is not available.

When you connect to MDS, if you encounter any issues see http://social.technet.microsoft.com/wiki/contents/articles/4520.aspx for troubleshooting tips.

Task Description

Topic

Create a connection to a Master Data Services database.

Connect to an MDS Repository (MDS Add-in for Excel)

Load MDS data into Excel.

Load Data from MDS into Excel

Filter MDS data before you load it into Excel.

Filter Data before Loading (MDS Add-in for Excel)

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