cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Geoff_Olives
Advocate I
Advocate I

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
Geoff_Olives
Advocate I
Advocate I

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

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
Super User
Super User

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

Geoff_Olives
Advocate I
Advocate I

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
Super User
Super User

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

Check Out the February 2024 Dynamics 365 Newsletter

Some of our most active Power Platform Community members are also active in our D365 Community. This month, we are excited to share the latest news from the D365 Community with you.   Our Dynamics365 Community has updated yet again! Since launching in June of 2023, the new Community has seen consistent updates and exciting new ways to feature and celebrate its members. In the latest edition of the Dynamics365 Community newsletter, you can see the new Leaderboard feature! This feature showcases which Community members have earned the most points over the previous month, enabling them to see how they are doing with their engagement--and their progress toward Super User status. Visit the leaderboard for yourself: https://aka.ms/d365clb     Read the whole newsletter featuring the new leaderboard as well as the D365 Monthly Community Member spotlight, FastTrack Tech Talks, upcoming events, and more. February 2024 Dynamics 365 Community Newsletter

Celebrating a New Season of Super Users with Charles Lamanna, CVP Microsoft Business Applications

February 8 was the kickoff to the 2024 Season One Super User program for Power Platform Communities, and we are thrilled to welcome back so many returning Super Users--as well as so many brand new Super Users who started their journey last fall. Our Community Super Users are the true heroes, answering questions, providing solutions, filtering spam, and so much more. The impact they make on the Communities each day is significant, and we wanted to do something special to welcome them at our first kickoff meeting of the year.   Charles Lamanna, Microsoft CVP of Business Applications, has stressed frequently how valuable our Community is to the growth and potential of Power Platform, and we are honored to share this message from him to our 2024 Season One Super Users--as well as anyone who might be interested in joining this elite group of Community members.     If you want to know more about Super Users, check out these posts for more information today:    Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

February 2024 User Group Update: Welcoming New Groups and Highlighting Upcoming Events

It's a new month and a brand-new year, which means another opportunity to celebrate our amazing User Groups!Each month, we highlight the new User Groups that have joined the community. It's been a busy season for new groups, because we are thrilled to welcome 15 New User Groups! Take a look at the list below, shared by the different community categories. If your group is listed here, give this post a kudo so we can celebrate with you!   We love our User Groups and the difference they make in the lives of our Community! Thank you to all the new User Groups, new User Group leaders--we look forward to hearing about your successes and the impact you will leave!   In addition to our monthly New User Group spotlight, it's a great time to share some of the latest events happening in our User Group community! Take a look at the list below to find one that fits your schedule and need! There's a great combination of in-person and virtual events to choose from. It's a great time of year to connect and engage with User Groups both locally and online. Please Welcome Our NEW User Groups   Power Platform: Heathcare Power Platform User Group Power Platform Connect Hub Power Platform Usergroup Denmark Mexico Norte- Power Platform User Group Pune Power User Group Sudbury Power Platform User GroupMicrosoft User Group GhanaMPPBLR - Microsoft Power Platform Bengaluru User Group Power Apps:   Myrtle Beach Power Platform User GroupAnanseTechWB PowerApps Copilot Studio: Pathfinders Power Platform Community Dynamics365: Cairo, Egypt MSD 365 Business Central/NAV/F&O User GruopMS Dynamics 365 Business Central LatamCincinnati OH D365 F&O User Group February User Group Events February 2024 Cleveland Power Platform User GroupPortallunsj - Februar 2024Indiana D365/AX February User Group MeetingQ1 2024 KC Power Platform and Dynamics 365 CRM Users Group 

Super Users 2024 Season One is Here!

   We are excited to announce the first season of our 2024 Super Users is here! Our kickoff to the new year welcomes many returning Super Users and several new faces, and it's always exciting to see the impact these incredible individuals will have on the Community in 2024! We are so grateful for the daily difference they make in the Community already and know they will keep staying engaged and excited for all that will happen this year.   How to Spot a Super User in the Community:Have you ever written a post or asked for help in the Community and had it answered by a user with the Super User icon next to their name? It means you have found the actual, real-life superheroes of the Power Platform Community! Super Users are our heroes because of the way they consistently make a difference in the Community. Our amazing Super Users help keep the Community a safe place by flagging spam and letting the Community Managers know about issues. They also make the Community a great place to find answers, because they are often the first to offer solutions and get clarity on questions. Finally, Super Users share valuable insights on ways to keep the Community growing, engaging, and looking ahead!We are honored to reveal the new badges for this season of Super Users! Congratulations to all the new and returning Super Users!     To better answer the question "What is a Super User?" please check out this article: Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

January 2024 Community Newsletter

Welcome to our January Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members. If you're new to the Community, please make sure to follow the latest News & Announcements in each Community and check out the Community on LinkedIn as well! It's the best way to stay up-to-date in 2024 with all the news from across Microsoft Power Platform and beyond.      COMMUNITY HIGHLIGHTS Check out the most active community members of the last month! These hardworking members are posting regularly, answering questions, giving (and receiving!) kudos, and consistently providing top solutions in their communities. We are so thankful for each of you--keep up the great work! If you hope to see your name here next month, make it your New Year's Resolution to be more active in the community in 2024.   Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzWarrenBelzPstork1saudali_25LaurensMPstork1stephenrobertLucas001AARON_ClbendincpaytonSurendran_RANBNived_NambiarMariamPaulachanNikhil2JmanriqueriosANBJupyter123rodger-stmmbr1606Agniusstevesmith27mandelaPhineastrice602AnnaMoyalanOOlashynBCLS776grantjenkinsExpiscornovusJcookSpongYeAARON_CManishSolankiapangelesPstork1ManishSolankiSanju1Fubar   LATEST NEWS Power Platform 2024 Release Wave Highlights This month saw the 2024 Release Wave 1 plans for Microsoft Power Platform and Microsoft Dynamics 365- a compilation of new capabilities planned for release between April and September 2024. Click here to read Corporate Vice President Maureen (Mo) Osborne's detailed breakdown of the upcoming capabilities, and click the image below to check out some of the Power Platform 2024 Release Wave 1 highlights.     "What's New" Power Platform Shorts Series This month we also launched our brand-new 'Power Shorts' series on YouTube - a selection of super sweet snapshots to keep you in the loop with all the latest trends from across the Power Platform and beyond. Click the image below to check out the entire playlist so far, and don't forget to subscribe to our YouTube channel for all the latest updates.   Super User In Training (S.U.I.T) It was great to see the Power Platform Community officially kick off Season One of their Super User in Training (SUIT) program this month! Their first meeting saw an amazing turnout of over 300 enthusiastic participants who started their dynamic journey toward becoming Super Users. Huge thanks to Manas Maheshwari, Eric Archer, Heather Hernandez, and Duane Montague for a fantastic kick-off. The first meeting also saw seasoned Super User, Drew Poggemann, share invaluable insights on navigating the #MicrosoftCommunity with finesse. Many thanks to Drew for setting the stage and emphasizing the importance of active engagement and the art of providing thoughtful community solutions. If you want to learn more about the features and benefits of gaining Super User status, click the image below to find out more, and watch this space for more info about Season Two and how you can SUIT UP in the community!     UPCOMING EVENTS Microsoft 365 Community Day - Miami - February 1-2, 2024 It's not long now until the Microsoft 365 Community Day Miami, which will be taking place at the Wolfson Campus at Miami Dade College on 1-2 Feb. 2024. This free event is all about unlocking the full potential of Power Platform, Microsoft 365, and AI, so whether you’re a tech enthusiast, a business owner, or just curious about the latest Microsoft advancements, #M365Miami is for you.   The event is completely free and there will sessions in both English and Spanish to celebrate the vibrant and diverse make-up of our amazing community. Click the image below to join this amazing Community Day in Miami and become a part of our incredible network of learners and innovators!     Microsoft Fabric - Las Vegas - March 26-28, 2024 Exciting times ahead for the inaugural #MicrosoftFabric Community Conference on March 26-28 at the MGM Grand in Las Vegas. And if you book now, you can save $100 off registration! The Microsoft Fabric Conference will cover all the latest in analytics, AI, databases, and governance across 150+ sessions.   There will be a special Community Lounge onsite, interactive learning labs, plus you'll be able to 'Ask the Experts' all your questions to get help from data, analytics, and AI specialists, including community members and the Fabric Customer Advisory Team. Just add the code MSCUST when registering for a $100 discount today. Click the image below to find out more about the ultimate learning event for Microsoft Fabric!     Microsoft 365 Conference - Orlando - April 30 - May 2, 2024 Have you added The Microsoft 365 Conference to your community calendar yet? It happens this April 30th - May 2nd in Orlando, Florida. The 2024 Microsoft 365 Conference is one of the world’s largest gatherings of Microsoft engineers and community, with a strong focus on Power Platform, SharePoint, Azure, and the transition to an AI-powered modern workplace.   Click the image link below to find out more and be prepared to be enlightened, educated, and inspired at #M365Conf24!   LATEST COMMUNITY BLOG ARTICLES Power Apps Community Blog Power Automate Community Blog Copilot Studio Community Blog Power Pages Community Blog Check out 'Using the Community' for more helpful tips and information: Power Apps, Power Automate, Copilot Studio, Power Pages  

Did You Attend the Microsoft Power Platform Conference in 2022 or 2023? Claim Your Badge Today!

If you were one of the thousands of people who joined us at the first #MPPC Microsoft Power Platform Conference in 2022 in Orlando--or attended the second-annual conference in Las Vegas in 2023--we are excited to honor you with a special community badge! Show your support for #MPPC Microsoft Power Platform Conference this year by claiming your badge!         Just follow this link to claim your badge for attending #MPPC in 2022 and/or 2023: MPPCBadgeRequest    Want to earn your badge for 2024? Just keep watching our News & Announcements for the latest updates on #MPPC24.

Top Kudoed Authors
Users online (2,767)