適用於 Microsoft Excel 的 Master Data Services 增益集Master Data Services Add-in for Microsoft Excel

本主題適用於: 是SQL Server (僅限 Windows)否Azure SQL Database否Azure SQL 資料倉儲否平行處理資料倉儲 THIS TOPIC APPLIES TO: yesSQL Server (Windows only)noAzure SQL DatabasenoAzure SQL Data WarehousenoParallel Data Warehouse

透過 [SQL Server]SQL Server Master Data ServicesMaster Data Services 適用於 Excel 的增益集Add-in for Excel,您可以將資料的篩選清單從 MDS 載入 Excel 中,以便將它當做任何其他資料使用。With the [SQL Server]SQL Server Master Data ServicesMaster Data Services 適用於 Excel 的增益集Add-in for Excel, you can load filtered lists of data from MDS into Excel, where you can work with it just as you would any other data. 完成之後,您可以將資料發行回 MDS,以便進行集中儲存。When you are done, you can publish the data back to MDS, where it is centrally stored. 安全性會決定您可以檢視和更新的資料。Security determines which data you can view and update.

適用於 Excel 的增益集Add-in for Excel 如果您是管理員,請使用 來建立實體和屬性並且載入資料。If you are an administrator, use the 適用於 Excel 的增益集Add-in for Excel to create entities and attributes and to load them with data. 這樣就不需要使用任何其他工具,將資料載入模型中。This eliminates the need to use any other tools to load data into your models.

適用於 Excel 的增益集Add-in for Excel中,您可以使用 Data Quality Services (DQS),在將資料載入 MDS 之前比對資料。In the 適用於 Excel 的增益集Add-in for Excel, you can use Data Quality Services (DQS) to match data before loading it into MDS. 這樣有助於防止 MDS 中的資料重複。This helps to prevent duplicate data in MDS.

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詞彙Terms

使用此增益集時,您可能會遇到下列詞彙。When working with the Add-in, you may encounter the following terms. 如需這些概念的詳細資訊,請參閱 Master Data Services 概觀 (MDS)For more information about these concepts, see Master Data Services Overview (MDS).

  • MDS repository 是指儲存所有主要資料的位置。The MDS repository is where all master data is stored. [SQL Server]SQL Server 它是設定為儲存 MDS 資料的 資料庫。It is a [SQL Server]SQL Server database that is configured to store MDS data. 若要使用儲存機制中的資料,您必須將資料載入 Excel 中。使用完成之後,您必須將變更發行回儲存機制。To work with data from the repository, you load data it into Excel; when you’re done working with it, you publish changes back to the repository. 管理員可以將新的實體和屬性加入至儲存機制。Administrators can add new entities and attributes to the repository.

  • MDS-managed data 是指儲存在 MDS 儲存機制中而且您載入 Excel 中的資料,而這項資料會顯示成反白顯示的資料列。MDS-managed data is data that is stored in the MDS repository and that you load into Excel, where the data is displayed as highlighted rows. 您可以將非 MDS 管理的資料加入至工作表,而且這項資料在您重新整理 MDS 管理的資料時不受影響。You can add data that is not MDS-managed to your worksheet, and it is not affected when you refresh the MDS-managed data.

  • model 是指資料的容器。A model is a container of data. 您可以建立這些容器的版本,而且通常最新版本就是最近使用的版本。Versions of these containers can be created, and usually the latest version is the most recent. 如需詳細資訊,請參閱模型 (Master Data Services)For more information, see Models (Master Data Services).

  • entity 是指資料的清單。An entity is a list of data. 您可以將實體視為資料庫中的資料表。You might think of an entity as a table in a database. 例如,Color 實體可能會包含色彩的清單。For example, the Color entity might contain a list of colors. 如需詳細資訊,請參閱實體 (Master Data Services)For more information, see Entities (Master Data Services).

  • 「成員」是指資料列 (記錄)。A member is a row of data (a record). 每個實體都包含成員。Each entity contains members. Blue是成員的範例。An example of a member is Blue. 如需詳細資訊,請參閱成員 (Master Data Services)For more information, see Members (Master Data Services).

  • attribute 是指資料行。An attribute is a column of data. 每個成員都具有屬性。Each member has attributes. 例如,Blue 成員的 Code 屬性是 B。如需屬性的詳細資訊,請參閱屬性 (Master Data Services)For example, the Code attribute for the Blue member is B. For more information about attributes, see Attributes (Master Data Services).

工作描述Task Description 主題Topic
Master Data ServicesMaster Data Services 建立 儲存機制的連接。Create a connection to a Master Data ServicesMaster Data Services repository. 連接到 MDS 存放庫 (適用於 Excel 的 MDS 增益集)Connect to an MDS Repository (MDS Add-in for Excel)
將 MDS 管理的資料載入 Excel 中。Load MDS-managed data into Excel. 將資料從 Master Data Services 匯出至 ExcelExport Data to Excel from Master Data Services
儲存捷徑查詢,讓您日後可以用來開啟目前顯示之 MDS 管理的資料。Save a shortcut query that you can use open the currently displayed MDS-managed data in the future. 儲存捷徑查詢檔案 (適用於 Excel 的 MDS 增益集)Save a Shortcut Query File (MDS Add-in for Excel)
與其他人共用捷徑。Share shortcuts with others. 以電子郵件傳送捷徑查詢檔案 (適用於 Excel 的 MDS 增益集)Email a Shortcut Query File (MDS Add-in for Excel)
檢視已經對成員進行的所有變更。View all changes that have been made to a member. 檢視成員的所有註解或交易 (適用於 Excel 的 MDS 增益集)View All Annotations or Transactions for a Member (MDS Add-in for Excel)
發行新資料之前,了解是否有重複。Before publishing new data, find out whether duplication exists. 比對相似資料 (適用於 Excel 的 MDS 增益集)Match Similar Data (MDS Add-in for Excel)
將資料從工作表發行到 MDS 儲存機制。Publish data from a worksheet into the MDS repository. 將資料從 Excel 匯入 Master Data Services (適用於 Excel 的 MDS 增益集)Import Data from Excel to Master Data Services (MDS Add-in for Excel)
使用工作表中的資料來建立新的實體。Create a new entity with data in the worksheet. (僅限管理員)(Administrators only) 建立實體 (適用於 Excel 的 MDS 增益集)Create an Entity (MDS Add-in for Excel)
建立網域屬性,也稱為受條件約束的清單。Create a domain-based attribute, also known as a constrained list. (僅限管理員)(Administrators only) 建立網域屬性 (適用於 Excel 的 MDS 增益集)Create a Domain-based Attribute (MDS Add-in for Excel)
設定在適用於 Excel 的 Master Data Services 增益集中載入與發行資料的屬性。Set properties for loading and publishing data in the Master Data Services Add-in for Excel. (僅限管理員)(Administrators only) 設定適用於 Excel 之 Master Data Services 增益集的屬性Setting Properties for Master Data Services Add-in for Excel