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EthanWang
Helper I
Helper I

Import multiple CSV from folder monthly

Hi All,

 

I am new to use Table as database.

 

Here is my question that I have same format of csv files for each month and keep updating, named by YYYYMM.  Is there any efficiency way to upload this file to Table monthly?   And if i update the data by csv file, is the relationship in table still work for new data?

 

Thanks

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
Mira_Ghaly
Dual Super User II
Dual Super User II

@EthanWang 

You can use power automate Excel Connector to read from your CSV file

https://flow.microsoft.com/en-us/connectors/shared_excelonlinebusiness/excel-online-business/

And then use the CDS - Dataverse connector to push data into Table

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

View solution in original post

JisungHan
Community Support
Community Support

Thanks @Mira_Ghaly for your suggestion.

 

Another suggestion is using Power Query in Data Integration.

1. Configure Sync folder between local PC and OneDrive

2. Follow the document: https://community.dynamics.com/365/sales/b/crminogic/posts/import-data-in-cds-common-data-service

3. At last, the document above complete the steps with Manual refresh. You may set it as recurring based on your requirement.

 

For more information: 

https://dynamicscitizendeveloper.com/2018/06/10/deep-dive-into-the-common-data-service-data-integrat...

https://docs.microsoft.com/en-us/power-query/dataflows/overview-dataflows-across-power-platform-dyna...

 

Hope this helps, thanks!

 

Best regards,
Jisung Han

View solution in original post

6 REPLIES 6
Mira_Ghaly
Dual Super User II
Dual Super User II

@EthanWang 

You can use power automate Excel Connector to read from your CSV file

https://flow.microsoft.com/en-us/connectors/shared_excelonlinebusiness/excel-online-business/

And then use the CDS - Dataverse connector to push data into Table

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

View solution in original post

JisungHan
Community Support
Community Support

Thanks @Mira_Ghaly for your suggestion.

 

Another suggestion is using Power Query in Data Integration.

1. Configure Sync folder between local PC and OneDrive

2. Follow the document: https://community.dynamics.com/365/sales/b/crminogic/posts/import-data-in-cds-common-data-service

3. At last, the document above complete the steps with Manual refresh. You may set it as recurring based on your requirement.

 

For more information: 

https://dynamicscitizendeveloper.com/2018/06/10/deep-dive-into-the-common-data-service-data-integrat...

https://docs.microsoft.com/en-us/power-query/dataflows/overview-dataflows-across-power-platform-dyna...

 

Hope this helps, thanks!

 

Best regards,
Jisung Han

View solution in original post

Thanks @JisungHan 

 

I can import single file from my onedrive by your suggestion.  And how do i set the automate to import file when a new month file uploaded then to the same Table(Entity)?

 

EthanWang_0-1611797012601.png

for each month i will have a new file named by "yyyymm", once i increase the file to the folder, should i manually set the import process each time?

 

Thanks,

 

JisungHan
Community Support
Community Support

Hi @EthanWang ,

 

I see. the file name is getting updating. Then, @Mira_Ghaly 's suggestion is the best way to add. Based on "OneDrive: When a file is created" may help to trigger the Power automate to add the data to CDS.

 

JisungHan_0-1611797534758.png

OneDrive - Connectors | Microsoft Docs

 

Hope this helps. Thanks!

 

Hi @JisungHan 

 

i followed @Mira_Ghaly 's suggestion, then in CDS action, how do i match each Table field to excel table?

EthanWang_1-1611799794312.png

 

Thanks,

 

 

Mira_Ghaly
Dual Super User II
Dual Super User II

@EthanWang

You need to call action Get table Rows and then Apply_to_each and get data from each row and insert in CDS table. 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

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