Load/export data and create data views in Dataverse

 In Dataverse you can load data into table or export tables from other tables by using Microsoft Excel. You can also create views to quickly review data that is stored within an table.

How to create and edit view:-

 these are steps to create and save views of data in a table:

1. Sign in to the Power Apps portal.

2. On the left pane, expand Data and select Tables. Select the table that is associated with the data that you want to view.

3. Select Views on the menu at the top of the screen.

Selecting Views opens a list of views of data that is associated with the table. You can open an existing view or create a new view.

Load data into an entity:-

To load data into a table, use the following steps:

1. Prepare the file template.

   a. Export the table data to the CSV file.

   b. Define a plan to make sure that the data is unique. Use either primary keys or alternate keys.

   c. Ensure that data is unique before you import it into a table.

2. Copy data from your Microsoft Excel or CSV file into the template that you just created.

3. Import the data into a table.

   a. Sign in to Power Apps.

   b. On the left pane, expand Data and then select Tables.

   c. Select the table that you want to import data into.

   d. Select the ellipsis (...) or menu at the top. Select Get data and then select Get data from Excel.

   e. On the Import data screen, choose whether to import data from an Excel or a CSV file.

   f. Select Upload.

   g. Choose your file. Follow the prompts to upload your file.

   h. After the file is uploaded and mapping status is green, select Import in the top-right corner.

   i. You can use Excel to add, update, or delete data and fix any mapping errors.

Export data from an entity:-

export data from an entity by using following steps:

1. Sign in to Power Apps.

2. On the left pane, expand Data and select Tables.

3. Select the table that is associated with the data that you want to export.

4. Select the Export data button on the top menu.

Add, update, or delete data in an entity by using Excel:-

Microsoft Dataverse can help you add, update, or delete data in an table by using a Microsoft Excel add-in feature.

1. Sign in to the Power Apps portal.

2. On the left pane, expand Data and then select Tables.

3. Select the table that is associated with the data that you want to export.

4. Select the Open in Excel button on the top menu.

5. Sign in to Dataverse by using the Excel add-in located on the right-hand pane.