How to create a MDS entity via Excel add-in?

In this Post, we’ll see how I (as an Administrator) created a Master Data Services Entity via MDS add-in for Excel:

1. Created a Model via MDS Web Application. I named it “customer Information”

1 create a Model in Master Data Services2. Switch to Excel

3. Open the File that has the Data that you want to load to MDS

4. Switch to Master Data tab in Excel
[Resource: Steps I followed to Install SQL Server 2012 Master Data Services (MDS) on my Demo Machine: And then Installed the Excel Add-in]

5. Connect to MDS server (via Excel add-in)

6. Select Model as CustomerInformation

7. Under Build Model, select Create Entity

create entity Master Data Services Excel

8. Configure the values in the “Create Entity” > click OK

SQL Server create entity Master Data Services Excel

9. Switch to MDS web application to see the new entity:

MDS web application explorer SQL Server

I hope this helps! Your comments are very welcome!

How to clean similar textual data in Excel via Fuzzy lookup add-in?

In this post, we would see how to get started with Fuzzy look-up add-in for excel.

First up, Which problem does Fuzzy Lookup add-in for excel solve? It cleans similar (a.k.a matching) textual data in Excel. E.g. “Mr Paras Doshi”, “Doshi Paras”, “Paras A Doshi” are similar and may refer to the same person – Fuzzy look-up helps you detect such similar textual data. This add-in is really handy if you are “combining” data from different systems where the data is not in the same format – using this add-in you can detect similar looking text and clean the data-set at hand. With that, Here are the steps to download, install and play with this add-in:

1) Download “Fuzzy Lookup add-in for Excel. Read: Over view, system requirements and Instructions

URL: http://www.microsoft.com/en-us/download/details.aspx?id=15011 

(If this doesn’t work – search for “Fuzzy lookup add in for excel”

2) Note the sample excel file called “Portfolio” that comes with the download files. We’ll open it after the Successful installation of the add-in:

1 excel 2010 sample excel file to play with fuzzy lookup

3)Install it.

I left the default on all dialog boxes.

4) Open the sample file: “portfolio

5) Click on Install if you see a dialog box “Microsoft Office customization folder”

(please read the message in the dialog box too)

6) Can you see Fuzzy Lookup in Excel Toolbar? Yes? Great!

7) Now if you have opened the Portfolio file then you’ll see a tutorial on how to get started on the worksheet named portfolio:

3 excel 2010 tutorial to play with fuzzy lookup

8) follow the above tutorial to get started. I just did!

2 excel 2010 tutorial to play with fuzzy lookup output

Conclusion:

In this post, we saw how Fuzzy Lookup add-in for excel 2010 help you find matching text from two data sources. I hope that helps.