cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Data load for Dataverse for Teams tables

Can someone suggest some solutions for loading data into my Dataverse for Teams application? I've setup tables and have hundreds of records to add, but the only method I see is manually typing in the data.

 

Do we have to create some Power Automate to pick up data in a CSV or Excel file and add it to the tables? Or is there some better way?

 

Thanks for your ideas.


Geoff

2 ACCEPTED SOLUTIONS

Accepted Solutions

I had to build a Power Automate flow. 

There is no "upsert" CDS function, so I had to create a flow that looks at an Excel table and cycles through the records, for each row it queries the database to see if the record alread exists. If so, then update. If not, then insert. 

This is so incredibly complicated for a tool that Microsoft is trying to put into the hands of the user! It took a few hours to learn how to put it all together correctly, and changes to the data are a pain. Tell me that any of my users would be able to do this, even with guidance. 

 

Setup your import file:

  1. Create an Excel file in Teams. Save the file in a channel.
  2. Add columns and data
  3. Format as a table
  4. Name the table the name of your table to help keep it straight.

Import data via Excel in Dataverse for Teams:

  1. Open Power Apps in Teams
  2. Click the Build tab.
  3. Select your team and click See all in the Built by this team panel.
  4. Click the Flows page on the left and then click New.
  5. Create a new flow, from manual trigger.
  6. Add a step - Excel: List rows present in a table 
    1. Point the step to the sharepoint site for the team
    2. Point the Document library to the library in the team
    3. Choose the file. I called mine "data load".
    4. Select the table that was named above.
  7. Add a step - Apply to each
    1. Output from this step is the Excel value
  8. Add a step inside the apply to each - CDS List records. Look for an existing record with the filter.
    1. Set the Entity name to the name of the Dataverse table
    2. Show advanced options
    3. Set Filter query to be the key column of the table, equal to, and set to column from your Excel table.  The name of the column in the Dataverse table is not the same as the description. Open the table to see all the columns with the actual column name. My "Name" column was actually named "cre4f_name".  "eq" mean equals. And then surround the Excel field from the previous step with single tick marks.  The result looks like this:
    4. Query:  cre4f_name eq '[xl]Name'
  9. Add a step inside the apply to each - Condition
    1. Set the condition to be an expression.  Check the length of the output to see if a record came back from the query. "List_records" below is the name of the previous step, with the space replaced by an underscore.
    2. Expression:  length(outputs('List_records')?['body/value'])
  1. Add a step to the Yes condition.
    1. Update a record 2
    2. Set Item ID to Previous CDS entity (My table is called Member)
    3. Set the new values for the fields. I updated Email, first name, last name, phone.  
    4. I had to use a formula to setup dates properly. "If the Join date field isn't empty, then set the join date to start of day(join date).
if(equals(empty(items('Apply_to_each')?['Join Date']),bool('True')),null,startOfDay(items('Apply_to_each')?['Join Date']))
 
 
Add another step to the no condition.
Create a new record. Entity is the CDS members.
Set the key.
Update all the fields as above.
 
 
Test. Fix. Repeat until it actually works.
 
1.png2.png3.png4.png5.png

View solution in original post

Hello @Geoff_Olives,

I'm sure you've seen this post already, but just in case anyone lands here, Microsoft have now provided functionality to import/edit data into Dataverse for Teams via Excel.

Here's the blog post.

Here's the Microsoft Docs.

Thanks,

Garry

View solution in original post

12 REPLIES 12
HSheild
Most Valuable Professional
Most Valuable Professional

Hi @Geoff_Olives ,

 

I’m haven’t tried this scenario yet but it looks like you will have to build a Power Automate Flow at this stage based on the documentation.

 

https://docs.microsoft.com/en-us/powerapps/teams/data-platform-faqs#how-do-users-import-data-into-ta...

 

security.

How do users import data into tables in Dataverse for Teams?

Makers have the opportunity to bring in data through both the apps they develop as well as via connectors in Power Apps and Power Automate.

EricRegnier
Most Valuable Professional
Most Valuable Professional

Hi @Geoff_Olives,

Haven't tried this either, but Dataflows might work with the CSV or Excel connector:

https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/create-and-use-dataflows 

 

EDIT: might not be possible after all following this threadhttps://docs.microsoft.com/en-us/powerapps/teams/data-platform-compare#business-intelligence-and-pro...

 

Cheers

I had to build a Power Automate flow. 

There is no "upsert" CDS function, so I had to create a flow that looks at an Excel table and cycles through the records, for each row it queries the database to see if the record alread exists. If so, then update. If not, then insert. 

This is so incredibly complicated for a tool that Microsoft is trying to put into the hands of the user! It took a few hours to learn how to put it all together correctly, and changes to the data are a pain. Tell me that any of my users would be able to do this, even with guidance. 

 

Setup your import file:

  1. Create an Excel file in Teams. Save the file in a channel.
  2. Add columns and data
  3. Format as a table
  4. Name the table the name of your table to help keep it straight.

Import data via Excel in Dataverse for Teams:

  1. Open Power Apps in Teams
  2. Click the Build tab.
  3. Select your team and click See all in the Built by this team panel.
  4. Click the Flows page on the left and then click New.
  5. Create a new flow, from manual trigger.
  6. Add a step - Excel: List rows present in a table 
    1. Point the step to the sharepoint site for the team
    2. Point the Document library to the library in the team
    3. Choose the file. I called mine "data load".
    4. Select the table that was named above.
  7. Add a step - Apply to each
    1. Output from this step is the Excel value
  8. Add a step inside the apply to each - CDS List records. Look for an existing record with the filter.
    1. Set the Entity name to the name of the Dataverse table
    2. Show advanced options
    3. Set Filter query to be the key column of the table, equal to, and set to column from your Excel table.  The name of the column in the Dataverse table is not the same as the description. Open the table to see all the columns with the actual column name. My "Name" column was actually named "cre4f_name".  "eq" mean equals. And then surround the Excel field from the previous step with single tick marks.  The result looks like this:
    4. Query:  cre4f_name eq '[xl]Name'
  9. Add a step inside the apply to each - Condition
    1. Set the condition to be an expression.  Check the length of the output to see if a record came back from the query. "List_records" below is the name of the previous step, with the space replaced by an underscore.
    2. Expression:  length(outputs('List_records')?['body/value'])
  1. Add a step to the Yes condition.
    1. Update a record 2
    2. Set Item ID to Previous CDS entity (My table is called Member)
    3. Set the new values for the fields. I updated Email, first name, last name, phone.  
    4. I had to use a formula to setup dates properly. "If the Join date field isn't empty, then set the join date to start of day(join date).
if(equals(empty(items('Apply_to_each')?['Join Date']),bool('True')),null,startOfDay(items('Apply_to_each')?['Join Date']))
 
 
Add another step to the no condition.
Create a new record. Entity is the CDS members.
Set the key.
Update all the fields as above.
 
 
Test. Fix. Repeat until it actually works.
 
1.png2.png3.png4.png5.png
EricRegnier
Most Valuable Professional
Most Valuable Professional

Yep, there might be a learning curve at first but from a developer/citizen developer perspective promise that you'll get the hang of it quickly. Also, note the Dataverse for Teams just came come out so we should expect a lot of features and enhancements in the next waves...

Unfortunately there isn't an upsert function with the connector but there's is with the SDK.

You should submit that idea at (if it doesn't already exists): https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas

Cheers

Hello @Geoff_Olives,

I'm sure you've seen this post already, but just in case anyone lands here, Microsoft have now provided functionality to import/edit data into Dataverse for Teams via Excel.

Here's the blog post.

Here's the Microsoft Docs.

Thanks,

Garry

I had not, but this will be awesome. I'll have to check it out.

 

@GarryPope The information in the

 

Use “Edit in Excel” in Dataverse for Teams

 

link seems incorrect. It says:

 

 

  • From the Build tab select Tables, and then select your table.
  • Expand the ellipses menu to access the “Edit in Excel” feature.

I don't have an ellipsis menu.

 

 

Anonymous
Not applicable

Hi Everyone,

 

The Power Automate approach above looks like a great solution. However, one of the reasons we are using Dataverse in Teams is to avoid the premium costs of connecting to our onsite data, etc. and this Power Automate uses a couple of Premium Actions.

I have also tested the "Edit in Excel" in Dataverse for Teams and it works great, but it is a very manual process. I will need to update my 5 data tables 2-3 times per day so doing this manually will get tedious. Has anyone found another automated solution or built one with Power Automate?  I am still learning Power Automate, so not sure what it's full potential is without using Premium Actions.

Thanks for any advice!

Anonymous
Not applicable


@AlanBourke wrote:

@GarryPopeThe information in the

 

Use “Edit in Excel” in Dataverse for Teams

 

link seems incorrect. It says:

 

 

  • From the Build tab select Tables, and then select your table.
  • Expand the ellipses menu to access the “Edit in Excel” feature.

I don't have an ellipsis menu.

 

 


Hi Alan,

After installing the MS Office PowerApps add-in, it took me a bit to find the ellipsis menu with the appropriate "Edit data in Excel" option within Teams. I discovered that you have to click the Build tab, then click the See All link. The "Edit data in Excel" option will not be on those menus even though your tables may be listed there.  You still have to click the Tables tab on the left panel and only then can you select the ellipsis menu and get the "Edit data in Excel" option.

Hope it helps!

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!   This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08  23 @WarrenBelz  31 @DBO_DV  10 @Amik  19 AmínAA 6 @mmbr1606  12 @rzuber  4 @happyume  7 @Giraldoj  3@ANB 6 (tie)   @SpongYe  6 (tie)     Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08  10@WarrenBelz 25 @DBO_DV  6@mmbr1606 14 @AmínAA 4 @Amik  12 @royg  3 @ANB  10 @AllanDeCastro  2 @SunilPashikanti  5 @Michaelfp  2 @FLMike  5 @eduardo_izzo  2   Meekou 2   @rzuber  2   @Velegandla  2     @PowerPlatform-P  2   @Micaiah  2     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27     Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower Apps DBO-DV21WarranBelz26Giraldoj7mmbr160618Muzammmil_0695067Amik14samfawzi_acml6FLMike12tzuber6ANB8   SunilPashikanti8

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (2,053)