Match Similar Data (MDS Add-in for Excel)

Applies to: SQL Server - Windows only Azure SQL Managed Instance

In the Master Data Services Add-in for Excel, use Data Quality Services (DQS) functionality to find similarities in your data.

To perform this procedure, you can:

• Use the default Data Quality Services knowledge base, or

• Create your own custom DQS knowledge base and matching policy. For more information, see Create a Matching Policy.

Prerequisites

• You must have a worksheet that contains MDS-managed data. For more information, see Export Data to Excel from Master Data Services.

• Optional. You can combine other data with the MDS-managed data before checking for similarities. For more information, see Combine Data (MDS Add-in for Excel).

To find similarities by using the default knowledge base

1. From the worksheet that contains MDS-managed data, in the Data Quality group, click Match Data.

2. In the Match Data dialog box, from the DQS Knowledge Base list, select DQS Data (default).

3. For each column that contains data you want to match, add a row in the dialog box. For information about the fields in this dialog box, see How to Set Matching Rule Parameters.

4. When the total of all weight values equals 100 percent, click OK.

To find similarities by using a custom knowledge base

1. From the worksheet that contains MDS-managed data, in the Data Quality group, click Match Data.

2. From the DQS Knowledge Base list, select the name of your custom knowledge base.

3. For each column in the worksheet, select a DQS domain.

4. When all DQS domains are mapped to columns in the worksheet, click OK.

Next Steps

• View additional information to determine which data is similar. For more information, see Data Quality Matching Columns (MDS Add-in for Excel).

See Also

Data Quality Matching in the MDS Add-in for Excel
Data Matching