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Validating Data (MDS Add-in for Excel)

In the Master Data Services Add-in for Excel, when you publish data, two types of validation take place:

  • Any defined business rules are applied to the data.

  • Data is checked against allowed attribute values (for example, number of characters or type of data).

In each case, valid data is published to the MDS repository. Data that is not valid is highlighted, and details of the error can be shown in status columns.

In the Master Data Services Add-in for Excel, validation occurs when you publish new or changed data, or when you manually apply business rules.

When business rules fail, the data is still published to the MDS repository. When input validation fails, the data is not published to the repository.

In the Master Data Services Add-in for Excel, the following validation statuses are possible.

Status

Description

Error

One or more values in the row failed validation against business rules defined by an MDS administrator.

Not Validated

Values in the row have not yet been validated against business rules.

Success

All values in the row have passed validation against business rules.

In the Master Data Services Add-in for Excel, the following input statuses are possible

Status

Description

Error

One or more values in the row don’t meet system requirements like length or data type. The value is not updated in the MDS repository.

New Row

The values in the row have not yet been published to the MDS repository.

Read Only

The logged in user has Read-only permissions to one or more values in the row and the value(s) cannot be updated.

Unchanged

No values in the row have been changed in the worksheet. This does not mean the values in the repository have not changed; to get the latest data in the sheet, in the Connect and Load group, click Load or Refresh.

This is the default setting for each row.

Task Description

Topic

Determine which values do not pass the defined business rules.

Apply Business Rules (MDS Add-in for Excel)

To help correct validation errors, view all transactions that have taken place for a member.

View All Annotations or Transactions for a Member (MDS Add-in for Excel)

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