Setting Properties for Master Data Services Add-in for Excel

Applies to: SQL Server - Windows only Azure SQL Managed Instance

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 result of every command in the service is logged.
Settings: Telemetry	Turn on telemetry data collection	Enable telemetry to help improve the quality, reliability and performance of Master Data Services Excel Add-in.
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.
Data: Cell Format	Display format	Select the preferred format for displaying values of domain-based attributes. The options are Code {Name}, Code, and Name {Code}.