In the Master Data Services Add-in for Excel, save a shortcut query file when you frequently need to access the same set of data.
To perform this procedure:
- The active worksheet must contain MDS-managed data in the format you want. For example, you should be viewing the columns in the order you want them, with any filters applied. For more information, see Filter Data before Exporting (MDS Add-in for Excel) and Reorder Columns (MDS Add-in for Excel).
To save a shortcut query file
In the Save and Send group, click the arrow under Save Query and click Save as Query.
Optional. To rename the query, click the arrow under Save Query and click Manage Queries. Select the query and click Rename.
Click the arrow under Save Query to view the shortcut query and open it.