Thursday, September 3, 2015

Title: Master Data Services add-in for Excel:

Author: Toraj Khavari
Date: September 3, 2015
Objective: Outline the Master Data Services add-in for Excel.

Article Body: Recently, I started working on a new Enterprise Data Warehouse (EDW) project, part answer to “EnterpriseData Management”. The first opportunity for me was to recognize that the EDW’s data steward requires access to the data base to modify data. The Microsoft Master Data services (MDS) for excel proves to be very powerful. It is a Microsoft excel add in. In addition, the end users are very comfortable using excel. MDS will empower the end users without requiring the end users to have SQL Server Manager Studio (SSMS). The following are instructions to install MDS for Excel and configure it.
1-      Install the Microsoft MDS. “Update for the Master Data Services (MDS) Excel add-in” URL as follows. It is for SQL 2014. However, it is SQL2012 backward compatible.
After installation, the user Microsoft Excel will have additional tab, “Master Data”.



2-      Select 1- “Master Data” tab 2- Connect 3- Manage Connection 4- Create a new connection 5- Type the MDS Name (can be anything) 6- Type the MDS Server address 7- OK. Test the connection and select Close.



3-      In the “Master Data Explorer” select the desired model and double click on the Model. The content of the Model will be available in the Excel.



MDS in Microsoft Excel is extremely powerful. There are a lot of tutorials and YouTube online. Two postings by Arshad Ali are listed in the references.

Enjoy the MDS extension.
Toraj

References:
-          Install Master Data Services - https://msdn.microsoft.com/en-us/library/ee633752.aspx
-          Master Data Service Blog - http://blogs.msdn.com/b/mds/
-          Excel add-in for SQL Server 2012 Master Data Services - Part 1, and Part 2 https://www.mssqltips.com/sqlservertip/2747/excel-addin-for-sql-server-2012-master-data-services--part-1/

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