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Task 8: Adding a New Value for State Entity in Excel

In this task, you add a value for the State entity in Excel and publish the change to the MDS server.

  1. Add a work sheet in Excel by clicking the new tab at the bottom.

    Excel - New Worksheet Tab

  2. In Excel, click the Master Data tab on the menu, and then click Show Explorer on the ribbon.

  3. In the Master Data Explorer, select Suppliers for Model. You should see two entities: Supplier and State in the entity list.

  4. Double-click State in the list. All the members of the State entity from MDS should be displayed in the worksheet.

  5. Now, add a row at the end with the following values: North Carolina for Name and NC for Code. The color coding differentiates any new/updated records from the other records.

    Excel - Add North Carolina to States

  6. Click Publish on the ribbon to publish the change to MDS.

    Excel - Publish Button on Master Data Tab

  7. On the Publish and Annotate dialog box, notice that the Use same annotation for all changes is selected. You can enter a single annotation for all the changes here.

  8. Select Review changes and provide annotations individually option to provide annotation for each change (in this case, only one).

    Excel - Publish and Annotate Dialog Box

  9. Click Publish to publish data to MDS.

  10. Notice that color coding for the row with North Carolina as the State is same as other records now.

  11. Optional: Verify that the new member (NC) is added to the State entity by using the Explorer in Master Data Manager.

  12. In Excel, right-click the State worksheet at the bottom, and click Delete to delete the worksheet. Deleting the worksheet does not delete any data from the MDS server.

Next Step

Task 9: Creating a Derived Hierarchy using Master Data Manager