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!
We are excited to announce the "The Copilot Cookbook Community Challenge is a great way to showcase your creativity and connect with others. Plus, you could win tickets to the Power Platform Community Conference in Las Vegas in September 2024 as an amazing bonus. Two ways to enter: 1. Copilot Studio: https://aka.ms/CS_Copilot_Cookbook_Challenge 2. Power Apps Copilot Cookbook Gallery: https://aka.ms/PA_Copilot_Cookbook_Challenge There will be 5 chances to qualify for the final drawing: Early Bird Entries: March 1 - June 2Week 1: June 3 - June 9Week 2: June 10 - June 16Week 3: June 17 - June 23Week 4: June 24 - June 30 At the end of each week, we will draw 5 random names from every user who has posted a qualifying Copilot Studio template, sample or demo in the Copilot Studio Cookbook or a qualifying Power Apps Copilot sample or demo in the Power Apps Copilot Cookbook. Users who are not drawn in a given week will be added to the pool for the next week. Users can qualify more than once, but no more than once per week. Four winners will be drawn at random from the total qualifying entrants. If a winner declines, we will draw again at random for the next winner. A user will only be able to win once. If they are drawn multiple times, another user will be drawn at random. Prizes: One Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value, does not include travel, lodging, or any other expenses) Winners are also eligible to do a 10-minute presentation of their demo or solution in a community solutions showcase at the event. To qualify for the drawing, templates, samples or demos must be related to Copilot Studio or a Copilot feature of Power Apps, Power Automate, or Power Pages, and must demonstrate or solve a complete unique and useful business or technical problem. Power Automate and Power Pagers posts should be added to the Power Apps Cookbook. Final determination of qualifying entries is at the sole discretion of Microsoft. Weekly updates and the Final random winners will be posted in the News & Announcements section in the communities on July 29th, 2024. Did you submit entries early? Early Bird Entries March 1 - June 2: If you posted something in the "early bird" time frame complete this form: https://aka.ms/Copilot_Challenge_EarlyBirds if you would like to be entered in the challenge.
It's time for the May Community 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 and check out the Community on LinkedIn as well! It's the best way to stay up-to-date 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, kudos, and 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, follow these awesome community members to see what they do! Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzcreativeopinionExpiscornovusFubarAmikNived_NambiarPstork1OliverRodriguesmmbr1606ManishSolankiMattJimisonragavanrajantimlSudeepGhatakNZrenatoromaoLucas001iAm_ManCatAlexEncodianfernandosilvaOOlashynJmanriqueriosChriddle BCBuizerExpiscornovus a33ikBCBuizer SebSDavid_MA dpoggermannPstork1 LATEST NEWS We saw a whole host of amazing announcements at this year's #MSBuild, so we thought we'd share with you a bite sized breakdown of the big news via blogs from Charles Lamanna, Sangya Singh, Ryan Cunningham, Kim Manis, Nirav Shah, Omar Aftab, and ✊🏾Justin Graham : New ways of development with copilots and Microsoft Power PlatformRevolutionize the way you work with Automation and AIPower Apps is making it easier for developers to build with Microsoft Copilot and each otherCopilot in Microsoft Fabric is now generally available in Power BIUnlock new levels of productivity with Microsoft Dataverse and Microsoft Copilot StudioMicrosoft Copilot Studio: Building copilots with agent capabilitiesMicrosoft Power Pages is bringing the new standard in secure, AI-powered capabilities If you'd like to relive some of the highlights from Microsoft Build 2024, click the image below to watch a great selection of on-demand Keynotes and sessions! WorkLab Podcast with Charles Lamanna Check out the latest episode of the WorkLab podcast with CVP of Business Apps and Platforms at Microsoft, Charles Lamanna, as he explains the ever-expanding evolution of Copilot, and how AI is offering new opportunities for business leaders. Grab yourself a coffee and click the image below to take a listen. Event Recap: European Collaboration and Cloud Summits 2024 Click the image below to read a great recap by Mark Kashman about the recent European Collaboration Summit and European Cloud Summit held in Germany during May 2024. Great work everybody! UPCOMING EVENTS European Power Platform Conference - SOLD OUT! Congrats to everyone who managed to grab a ticket for the now SOLD OUT European Power Platform Conference, which takes place in beautiful Brussels, Belgium, on 11-13th June. With a great keynote planned from Ryan Cunningham and Sangya Singh, plus expert sessions from the likes of Aaron Rendell, Amira Beldjilali, Andrew Bibby, Angeliki Patsiavou, Ben den Blanken, Cathrine Bruvold, Charles Sexton, Chloé Moreau, Chris Huntingford, Claire Edgson, Damien Bird, Emma-Claire Shaw, Gilles Pommier, Guro Faller, Henry Jammes, Hugo Bernier, Ilya Fainberg, Karen Maes, Lindsay Shelton, Mats Necker, Negar Shahbaz, Nick Doelman, Paulien Buskens, Sara Lagerquist, Tricia Sinclair, Ulrikke Akerbæk, and many more, it looks like the E in #EPPC24 stands for Epic! Click the image below for a full run down of the exciting sessions planned, and remember, you'll need to move quickly for tickets to next year's event! AI Community Conference - New York - Friday 21st June Check out the AI Community Conference, which takes place at the Microsoft Corporate building on Friday 21st June at 11 Times Square in New York City. Here, you'll have the opportunity to explore the latest trends and breakthroughs in AI technology alongside fellow enthusiasts and experts, with speakers on the day including Arik Kalininsky, Sherry Xu, Xinran Ma, Jared Matfess, Mihail Mateev, Andrei Khaidarov, Ruven Gotz, Nick Brattoli, Amit Vasu, and more. So, whether you're a seasoned professional or just beginning your journey into AI, click the image below to find out more about this exciting NYC event. TechCon365 & Power Platform Conference - D.C. - August 12-16th ** EARLY BIRD TICKETS END MAY 31ST! ** Today's the perfect time to grab those early bird tickets for the D.C. TechCon365 & PWRCON Conference at the Walter E Washington Center on August 12-16th! Featuring the likes of Tamara Bredemus, Sunny Eltepu, Lindsay Shelton, Brian Alderman, Daniel Glenn, Julie Turner, Jim Novak, Laura Rogers, Microsoft MVP, John White, Jason Himmelstein, Luc Labelle, Emily Mancini, MVP, UXMC, Fabian Williams, Emma Wiehe, Amarender Peddamalku, and many more, this is the perfect event for those that want to gain invaluable insights from industry experts. Click the image below to grab your tickets today! Power Platform Community Conference - Sept. 18-20th 2024 Check out some of the sessions already planned for the Power Platform Community Conference in Las Vegas this September. Holding all the aces we have Kristine Kolodziejski, Lisa Crosbie, Daniel Christian, Dian Taylor, Scott Durow🌈, David Yack, Michael O. and Aiden Kaskela, who will be joining the #MicrosoftCommunity for a series of high-stakes sessions! Click the image below to find out more as we go ALL-IN at #PPCC24! For more events, click the image below to visit the Community Days website.
@LaurensM is an exceptional contributor to the Power Platform Community. Super Users like Laurens inspire others through their example, encouragement, and active participation. We are excited to celebrated Laurens as our Super User of the Month for May 2024. Consistent Engagement: He consistently engages with the community by answering forum questions, sharing insights, and providing solutions. Laurens dedication helps other users find answers and overcome challenges. Community Expertise: As a Super User, Laurens plays a crucial role in maintaining a knowledge sharing environment. Always ensuring a positive experience for everyone. Leadership: He shares valuable insights on community growth, engagement, and future trends. Their contributions help shape the Power Platform Community. Congratulations, Laurens Martens, for your outstanding work! Keep inspiring others and making a difference in the community! Keep up the fantastic work!
We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience! Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up? Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen. Don't miss your moment--start submitting in the Copilot Cookbook Gallery today! Thank you, Engagement Team
We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps. Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community. We can't wait to see what you "cook" up!
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: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report. Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone. Thank you for helping us keep the community clean and useful!
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