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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It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community. As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn! Today's Tip: Community User Groups and YOU Being part of, starting, or leading a User Group can have many great benefits for our community members who want to learn, share, and connect with others who are interested in the Microsoft Power Platform and the low-code revolution. When you are part of a User Group, you discover amazing connections, learn incredible things, and build your skills. Some User Groups work in the virtual space, but many meet in physical locations, meaning you have several options when it comes to building community with people who are learning and growing together! Some of the benefits of our Community User Groups are: Network with like-minded peers and product experts, and get in front of potential employers and clients.Learn from industry experts and influencers and make your own solutions more successful.Access exclusive community space, resources, tools, and support from Microsoft.Collaborate on projects, share best practices, and empower each other. These are just a few of the reasons why our community members love their User Groups. Don't wait. Get involved with (or maybe even start) a User Group today--just follow the tips below to get started.For current or new User Group leaders, all the information you need is here: User Group Leader Get Started GuideOnce you've kicked off your User Group, find the resources you need: Community User Group ExperienceHave questions about our Community User Groups? Let us know! We are here to help you!
We're thrilled to announce that Ahmed Salih is our Super User of the Month for April 2024. Ahmed has been one of our most active Super Users this year--in fact, he kicked off the year in our Community with this great video reminder of why being a Super User has been so important to him! Ahmed is the Senior Power Platform Architect at Saint Jude's Children's Research Hospital in Memphis. He's been a Super User for two seasons and is also a Microsoft MVP! He's celebrating his 3rd year being active in the Community--and he's received more than 500 kudos while authoring nearly 300 solutions. Ahmed's contributions to the Super User in Training program has been invaluable, with his most recent session with SUIT highlighting an incredible amount of best practices and tips that have helped him achieve his success. Ahmed's infectious enthusiasm and boundless energy are a key reason why so many Community members appreciate how he brings his personality--and expertise--to every interaction. With all the solutions he provides, his willingness to help the Community learn more about Power Platform, and his sheer joy in life, we are pleased to celebrate Ahmed and all his contributions! You can find him in the Community and on LinkedIn. Congratulations, Ahmed--thank you for being a SUPER user!
Welcome to TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community. As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn! This Week's Tip: Private Messaging & Macros in Power Apps Community Do you want to enhance your communication in the Community and streamline your interactions? One of the best ways to do this is to ensure you are using Private Messaging--and the ever-handy macros that are available to you as a Community member! Our Knowledge Base article about private messaging and macros is the best place to find out more. Check it out today and discover some key tips and tricks when it comes to messages and macros: Private Messaging: Learn how to enable private messages in your community profile and ensure you’re connected with other community membersMacros Explained: Discover the convenience of macros—prewritten text snippets that save time when posting in forums or sending private messagesCreating Macros: Follow simple steps to create your own macros for efficient communication within the Power Apps CommunityUsage Guide: Understand how to apply macros in posts and private messages, enhancing your interaction with the Community For detailed instructions and more information, visit the full page in your community today:Power Apps: Enabling Private Messaging & How to Use Macros (Power Apps)Power Automate: Enabling Private Messaging & How to Use Macros (Power Automate) Copilot Studio: Enabling Private Messaging &How to Use Macros (Copilot Studio) Power Pages: Enabling Private Messaging & How to Use Macros (Power Pages)
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