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
Solved! Go to Solution.
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:
Import data via Excel in Dataverse for Teams:
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
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.
security.
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.
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 thread: https://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:
Import data via Excel in Dataverse for Teams:
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:
I don't have an ellipsis menu.
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!
@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!
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