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Import Data from Excel to Master Data Services (MDS Add-in for Excel)

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

In the Master Data Services Add-in for Excel, publish data to the MDS repository when you are finished working in Excel and want to save your changes so other users have access to them.

Note

  • When you publish changes, comments on MDS-managed cells are deleted.
  • A formula is not supported in an MDS-managed cell. A formula in an MDS-managed cell is handled as a text value.

Prerequisites

To perform this procedure:

  • You must have permission to access the Explorer functional area.

  • The active worksheet must contain MDS-managed data and you must have made changes or additions to the MDS-managed data.

  • If you are adding members, you do not have to specify a Code value if codes for the entity are being automatically generated. For more information, see Automatic Code Creation (Master Data Services).

To publish data to the MDS repository

  1. In the Publish and Validate group, click Publish.

  2. Optional. If the Publish and Annotate dialog box is displayed, choose to share the same annotation (comment) for all updates, or to annotate each change individually.

  3. Optional. Select the Do not show this dialog box again check box. You can always show the dialog box in the future by choosing Settings and selecting the Show Publish and Annotate dialog box when publishing check box.

  4. Click Publish.

Note

If you are adding new members (rows) to your worksheet and you cannot successfully publish them to the MDS repository, you may not have Update permission to all of the attributes in the worksheet. On the Review tab, in the Changes group, click Unprotect Sheet and try to publish again.

Next Steps

Apply Business Rules (MDS Add-in for Excel)

See Also

Overview: Importing Data from Excel (MDS Add-in for Excel)
Validating Data (MDS Add-in for Excel)