Load/export data and create data views in Dataverse

-

 

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.

Comments

Post a Comment

Popular posts from this blog

Configure forms, charts, and dashboards in model driven apps

-
Image
    Model-driven apps           Model-driven app design is a component-focused approach to app development. Model-driven app design doesn’t require code and the apps you make can be simple or very complex. Unlike canvas app development where the designer has complete control over app layout, with model-driven apps much of the layout is determined for you and largely designated by the components you add to the app.   Model-driven apps start with your data model – building up from the shape of your core business data and processes in the Dataverse to model forms, views, and other components. Model-driven apps automatically generate great UI that is responsive across devices.           Model-driven app design doesn’t require code and the apps you make can be simple or very complex.  With model-driven apps, much of the layout is determined for you and largely designated by the components you add to the app. Form...
Read more

Use the Admin center to manage environments and data policies in Power Automate

-
Image
           Microsoft Power Automate is a no-code/low-code drag-and-drop solution that allows users to create workflows to automate repetitive tasks and business processes.           The admin center is the central location where tenant admins and environment admins manage an organization’s data policies and environments. Any changes you make in the admin center are immediately available to users within the organization. Open the Admin center 1.Power Automate settings 2.Go to Power Automate, and sign in by using your organizational account. 3.Select the Settings button (the gear symbol), and then select Admin Center on the menu. The Admin center is opened. Environments An environment is a space where you can store, manage, and share your organization's business data, apps, and flows. It also serves as a container to separate apps that might have different roles, security requirements, or target audiences. Export a flow 1.Go to P...
Read more

Get started with AI Builder Text recognition

-
Introduction  AI Builder Text recognition is a prebuilt AI model that extracts lines of text from documents and images. AI models usually require that you provide samples of data to train before you are able to perform predictions. You can pretrain prebuilt models by using a set of samples that are provided by Microsoft so they are instantly ready for use in predictions. When you are predicting, AI Builder Text recognition will try to identify printed or handwritten text in images or documents, with help from Azure Computer Vision OCR service technology. Thus far, only English texts are supported, and the text is extracted from JPG, PNG, BMP, TIFF images, and PDF.AI Builder Text recognition provides makers with Optical Character Recognition (OCR) capabilities. Being fully integrated with the rest of the business platform means that you can automate a wide range of scenarios that are currently only achieved with human intervention. First scenario category: Assisted typing Front lin...
Read more