Load/export data and create data views in Dataverse

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Load/export data and create data views in Dataverse



Follow these steps to create and save views of data in a table:

1.Sign in to the Power Apps portal.

2.On the left pane, expand Data and select Tables. Select the table that is associated with the data that you want to view.

3.Select Views on the menu at the top of the screen.

Selecting Views opens a list of views of data that is associated with the table. You can open an existing view or create a new view.

Create a new view

To create a new view of data in an table, follow these steps:

1.Sign in to the Power Apps portal.

2.On the left pane, expand Data and select Tables.

3.Select the table that is associated with the data that you want to view.

4.Select Views on the menu at the top of the screen.

5.Select Add view on the top menu.

6.Enter a Name and Description for the view and select the Create view button.

7.Select the columns and the sort and filtering options that are desired. Select Save and then Publish in the top right of the screen.


Load data into an entity:-
To load data into a table, use the following steps:

1.Prepare the file template.

a. Export the table data to the CSV file.

b. Define a plan to make sure that the data is unique. Use either primary keys or alternate keys.

c. Ensure that data is unique before you import it into a table.

2.Copy data from your Microsoft Excel or CSV file into the template that you just created.

3.Import the data into a table.

a. Sign in to Power Apps.

b. On the left pane, expand Data and then select Tables.

c. Select the table that you want to import data into.

d. Select the ellipsis (...) or menu at the top. Select Get data and then select Get data from Excel.

e. On the Import data screen, choose whether to import data from an Excel or a CSV file.

f. Select Upload.

g. Choose your file. Follow the prompts to upload your file.

h. After the file is uploaded and mapping status is green, select Import in the top-right corner.

i. You can use Excel to add, update, or delete data and fix any mapping errors.

Export data from an entity

1.Sign in to Power Apps.

2.On the left pane, expand Data and select Tables.

3.Select the table that is associated with the data that you want to export.

4.Select the Export data button on the top menu.

Dataverse will export all data from the table into a zip file. The zip file is then available to download and will contain the data in a .csv file.

Add, update, or delete data in an entity by using Excel

1.Sign in to the Power Apps portal.

2.On the left pane, expand Data and then select Tables.

3.Select the table that is associated with the data that you want to export.

4.Select the Open in Excel button on the top menu.

5.Sign in to Dataverse by using the Excel add-in located on the right-hand pane.

Now you can use Excel to add, update, or delete data by using the New and Publish buttons in the Excel add-ins.

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