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

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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!

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How to view error(s) that occur during Master data Service’s Staging Process?

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To view error(s) that occur during MDS’s staging process, we have two views: stg.viw_name_MemberErrorDetails & stg.viw_name_RelationshipErrorDetails. For the purpose of this blog post, let me show you how I (as an administrator) view information from stg.viw_name_MemberErrorDetails.

1) Name of the entity: supplier & Name of model is Suppliers

2) I imported data into staging table stg.supplier_leaf via SSIS

3) Now here’s how you can see the errors that occur during MDS’s staging process:

we can go to MDS web application to initiate the staging process > start the batch > after completion you can see the status as well as if it has any errors or not:

Master Data Services Errors4) Now if you see that there’s an error, then you can go to stg.viw_name_MemberErrorDetails to see what are the errors. In my case, I am going to run the query:

select * from stg.viw_supplier_MemberErrorDetails where Batch_ID=2

You can get the above query via MDS web application too:

Master Data Services SQL Server Staging Process

5) And as you can imagine, you can get access to this error data via SSIS (SQL Server Integration services) too. So if you have a workflow that a. Loads data to MDS and b. initiates the Batch process via Stored Procedure; then you can program it to get access to errors from the stg.viw_name_MemberErrorDetails & stg.viw_name_RelationshipErrorDetails tables.

SQL Server Integration Services and Master Data Services

That’s about it for this post! I hope this helps. Your comments are very welcome!

Steps I followed to Install SQL Server 2012 Master Data Services (MDS) on my Demo Machine:

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In this blog-post, we’ll see the step by step guide to install SQL Server 2012 Master Data Services (MDS) after you have installed SQL Server 2012 on your machine. I’ve had installed it on my demo machine and you can build one for yourself using the resources listed here: Bird’s Eye view of SharePoint BI Dev Environment Setup process (SQL Server 2012, Sharepoint 2010)

As I mentioned, these are post-sql-server-installation tasks and so I assume you have your BI environment using SQL Server 2012 already up. The official note can be found here: Install Master Data Services

For the purpose of this blog-post, we’ll break the steps into three main sections:

1. Create MDS Database

2. Create Master Data Management Web Application

3. Associate MDS database w/ web Application

So, let’s get started:

Got to: Start > SQL Server 2012 > Master Data Services > Master Data services Configuration

1. Create MDS Database

1a: click on Create Database:

SQL Server 2012 Master Data Services MDS create database

1b: Enter the instance name and credentials:

SQL Server 2012 Master Data Services MDS database credentials

1c: specify the MDS database name and collation:

SQL Server 2012 Master Data Services MDS specify database name

1d: Specify the Administrator Account and review the summary. After it installs successfully – you’ll see a message:

SQL Server 2012 Master Data Services MDS successfully installed

2. Create Master Data management Web Application

2a. Switch to Master Data Services configurations > web configuration > select Create new website

SQL Server 2012 Master Data Services MDS create new website2b. Specify configuration details for the website:

Here’s what I entered:

Website Name: MDS

Port: 81

Host Header: Left it blank

Entered username and password

SQL Server 2012 Master Data Services MDS website configuration

2c. Click on OK and in the web configuration dialog box, click on Create Application

3. Associate MDS database w/ web Application

3a. Under the Associate Application with Database click on Select

SQL server 2012 master data services MDS assoicate database

3b. Select the database that will get associated to the application selected.

* I selected the database that I had created in Step 1

elect the database that will get associated to the application selected.

3c. After successful installation, you’ll see a message:

SQL server 2012 master data services MDS

The web application is then launched in the browser, here you’ll see getting started guide, videos and MDS Samples. Go Explore!

Conclusion

In the blog post, we saw the three post installation tasks for Master Data Services w/ SQL Server 2012.

Again, the official reference is here: Install Master Data Services