Filter Dialog Box (MDS Add-in for Excel)

In the Master Data Services Add-in for Excel, use the Filter dialog box to narrow the list of MDS-managed data before loading it into Excel.

This dialog box contains three sections: Columns, Rows, and Summary.

Columns

Use the Columns section to determine which attributes (columns) you want to display in Excel.

Control Name	Description
Attribute type	An attribute type describes the type of members you want to work with. In most cases, this is Leaf. For more information about member types, see Members (Master Data Services).
Explicit hierarchy	If you chose the Consolidated attribute type, choose the hierarchy the consolidated members belong to. For more information, see Explicit Hierarchies (Master Data Services).
Attribute Groups	Attribute groups are a way of grouping subsets of attributes. Choose an attribute group if you want to show a subset of available attributes. For more information about attribute groups, see Attribute Groups (Master Data Services).
Select All	Click to select all attributes displayed in the list.
Clear All	Click to clear the selected attributes displayed in the list. Note You cannot clear Name and Code.
Up Arrow	Click to move the selected attribute up in the list. The top-to-bottom order corresponds to the left-to-right order the columns are displayed in the worksheet.
Down Arrow	Click to move the selected attribute down in the list. The top-to-bottom order corresponds to the left-to-right order the columns are displayed in the worksheet.

Rows

Use the Rows section to determine which members (rows) you want to display in Excel. You do this by defining criteria to filter the rows that will be displayed.

Control Name	Description
Attribute	Displays an attribute you want to filter by. If no attributes are listed, it’s because they have not been added. Note You can filter by attributes that you don’t plan to show in the worksheet.
Operator	Displays operators that correspond to the type of attribute that was selected. For more information, see Filter Operators (Master Data Services).
Criteria	The criteria you want to filter by.
Update Summary	When working with large datasets, click to update the Summary section with details of the amount of data that will be loaded.
Add	When you click an attribute in the Columns section and then click Add, an attribute is added to the list of filters.
Remove All	Removes all filters from the list.
Remove	Removes selected filter from the list.

Summary

Use the Summary section to view details about the amount of data that will be loaded, before loading it.

Control Name	Description
Model	The name of the model.
Version	The name of the version.
Entity	The name of the entity.
Rows	The number of rows that will be loaded into Excel, based on the filters applied in the Rows section.
Columns	The number of columns that will be loaded into Excel, based on the attributes selected in the Columns section.

See Also

Tasks

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

Concepts

Loading Data (MDS Add-in for Excel)