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Common Data Service Dataflows for Import from SharePoint and bulk Edit with Excel 

Shane Young
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In this video, we continue our journey of learning CDS together. To make learning easier I think importing data from somewhere you know, like SharePoint or SQL is the way to go. So I show you how to do so with Dataflows. Then because data always needs cleaned up we talk about the Excel add in that allows you to directly edit CDS data. So much fun!
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5 сен 2024

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Комментарии : 78   
@zaidkashour
@zaidkashour 4 года назад
CDS is way better than Share Point online lists. I use more than 10 entities connected to each other with lookup fields. In Power Apps canvas apps, I stopped using filters in each gallery, I just change the entity source and data loads very quickly. The hard thing to do is making complex operations in Model Driven apps the same way we do in canvas apps! Thanks Shane for bringing more CDS topics to the channel :)
@ShanesCows
@ShanesCows 4 года назад
You are welcome Zaid. Looking forward to doing more soon. 🤓
@paulhaley5876
@paulhaley5876 4 года назад
@Zaid - Have you had any problems creating a lookup between two custom entities? When trying to load the data with Power Query, we keeping getting an error saying the lookup field in the parent entity cannot be found. If the parent is a Standard entity, such as Contact, the lookup works fine.
@zaidkashour
@zaidkashour 4 года назад
@@paulhaley5876 Hi Paul, I am not a developer so my method may not be suitable for you. I actually export my SP list to Excel and then upload it to a custom CDS, there is a problem when I export data from SP to CDS. I upload the list only once then I modify certain records either from a Model Driven app or through Edit in Excel option. All the relationships between my entities are referential.
@br31woodlands69
@br31woodlands69 4 года назад
Your intro rocks. I never get bored with it. Honestly watch the whole video because of your intro.
@ShanesCows
@ShanesCows 4 года назад
Thanks 😌
@jimfitch
@jimfitch 3 года назад
What great tools! Thanks for the clear explanation & usage tips!
@ShanesCows
@ShanesCows 3 года назад
You're very welcome!
@brt007p
@brt007p 3 года назад
You are the man Shane!! thanks for sharing !!
@ShanesCows
@ShanesCows 3 года назад
Glad to help. 😀
@benjaminmillar5584
@benjaminmillar5584 4 года назад
Great videos Shane! Just caught up on a load of them in one go really easy to understand and honest. Great work.
@ShanesCows
@ShanesCows 4 года назад
Glad you enjoyed them Benjamin
@ewolthaus
@ewolthaus 4 года назад
Great work again, Shane. Love your work and effort to create these videos. Thank you!
@ShanesCows
@ShanesCows 4 года назад
My pleasure!
@paulhaley5876
@paulhaley5876 4 года назад
Those two tips at the end - using the GUID in Edit in Excel and don't touch the keyboard when refreshing Power Query - are worth their weight in gold. If I had known those weeks ago I could have saved hours of frustration - you have probably saved my marriage..... I would encourage people to use Solutions if they are creating Entities, Apps and Flows otherwise it can all get very messy. I still have some problems where lookup fields can't be found by the child entity; and Option Sets will sometimes take a text value but other times ask for an integer.
@ShanesCows
@ShanesCows 4 года назад
Glad it helped Paul.
@richardclowes6166
@richardclowes6166 3 года назад
"Tells time like my wife" - man, you live dangerously!
@ShanesCows
@ShanesCows 3 года назад
Strong faith she doesn’t watch. 😂
@adamwheeler1702
@adamwheeler1702 3 года назад
You are definitely smart enough to teach Power Query especially as it relates to Data Flows. I am really struggling with how to take a Person column in SP and move that to User DataVerse lookup column via DataFlow. Why do they make this so difficult?????
@stoffer182
@stoffer182 3 года назад
Love the videos Shane! One question. At the end of the video you mention that on several occations the refresh caused duplicates of all your values. This happens for me and I can't for the life of me figure out why and how to deal with it. Have you figured it out yet? Best regards!
@ShanesCows
@ShanesCows 3 года назад
I haven't done enough with Dataflows since to understand it either. Sorry
@midds44
@midds44 Год назад
@@ShanesCows I'm pulling data from a SQL Server connection into Dataflows with a daily refresh and getting duplicates every day (I expected an overwrite). Have you worked more with Dataflows since this comment and been able to understand the refresh function any better?
@JarrodMast
@JarrodMast 4 года назад
Great video thanks Shane, perfect timing! But I do think there are signs you may be spending too much time talking to yourself in front of a camera 😁
@ShanesCows
@ShanesCows 4 года назад
Yes. Next question for Shane. 😂
@ksowjanya4488
@ksowjanya4488 Год назад
This video is great and helpful. Thank you for this video. I have a doubt.I am importing a csv file from sharepoint to dataverse using dataflow in dataverse. After I select Binary of required table, my flow stops at navigation step. I could not see the table.can you please tell what might be the reason?
@ashokpershad
@ashokpershad 4 года назад
Thanks a lot Shane...liked your video though CDS is something not comes free to account I use. It always ask for some special access level.
@ShanesCows
@ShanesCows 4 года назад
Yes CDS is a premium connector.
@studiovolantis6650
@studiovolantis6650 3 года назад
Wish this was available in the Teams Power Apps environment .
@ShanesCows
@ShanesCows 3 года назад
Agree. I do have a couple of things you can try until that day: Import from SharePoint ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-mvWLmpkS2Zw.html Use Excel to manipulate Dataverse ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-dvXhjqwmg3I.html
@myboyzdad
@myboyzdad 4 года назад
I have a SharePoint List that I’d like to move to CDS. With this videos, I should be able to accomplish this task. Thank you. The big question: I have a PowerrApp that is connected to the SharePoint list, once I have the list in CDS, will the connection from my PowerApp to that source be seemless? Just connect to the new Entity, and change the source in PoweraApp? Easy peezy?
@ShanesCows
@ShanesCows 4 года назад
Probably not. You will most likely have to touch a a bunch of little things. Good news error checking will catch them all so you can just fix what it tells you to after switches datasource
@pkp044
@pkp044 3 года назад
Very helpful video Shane!! Thank you so much!! While exporting data from SharePoint to Dataverse I found couple of columns called Attachment and Attachments! How are they different?
@ShanesCows
@ShanesCows 3 года назад
They have files in them. I haven’t ever tried to import or move them. Not sure you can
@pkp044
@pkp044 3 года назад
@@ShanesCows Thank you Shane!! Is there any guidelines we need to follow while migrating look up column from SharePoint
@2007pradipta
@2007pradipta 2 года назад
Good one ...if i delete or add or modify in powerapps does it update SharePoint? Or only update CDS
@ShanesCows
@ShanesCows 2 года назад
It will only update the data source you change. It doesn't keep the two in sync.
@mammifero
@mammifero 3 года назад
Great video! one question: in a real world scenario you mantain both Sharepoint List and CDS Entities aligned or you choose only one enviroment to develop your application ?
@ShanesCows
@ShanesCows 3 года назад
Only one. But some people want to move data from SharePoint to Dataverse. That was my main goal of the video.
@philipegomes-powerlearn555
@philipegomes-powerlearn555 4 года назад
HI Shane Excellent video!! I learn a lot about power apps following your series. I have a question about the amount of data that could go into CDS in a plan 1 licence. I saw in the Microsoft site that says 50MB and I think that couldn't be right. Could you help to better understand that storage management question? Thank you in advance :)
@ShanesCows
@ShanesCows 3 года назад
Long story short. YOu get 1 GB of storage plus 50 MB per licensed user. You can also buy additional storage in 1 GB increments. So you should be good.
@AssassinUK
@AssassinUK 4 года назад
Excellent .. needed a video about the excel add-in as I never really got this to work. Plus 1st comment smugness :-)
@ShanesCows
@ShanesCows 4 года назад
Yeah that add-in is amazing!
@slopeztello
@slopeztello 4 года назад
Excellent! Have you tried connecting to an API or a website? I´m trying to create an app that includes countries and cities as well as addresses and I was looking to have address completion for US addresses and other countries if possible.
@ShanesCows
@ShanesCows 4 года назад
I usually use power Automate when I need to talk to an api. 😀
@earllinealcide3365
@earllinealcide3365 4 года назад
Hi Shane, was there a reason for you choosing 'Remove Columns' and not using 'Choose Columns' when you were in Power Query?
@ShanesCows
@ShanesCows 4 года назад
Nope. Either should be fine I think
@PLBNJ
@PLBNJ 4 года назад
Does moving to and using data in CDS eliminate the delegation issues inherent with SharePoint? BTW... your videos have been most helpful in learning to use Power Apps, thank you.
@ShanesCows
@ShanesCows 4 года назад
Hey Patrick. CDS does a better job but still can have delegation issues
@manasdas11155
@manasdas11155 3 года назад
Hey Shane thanks for the video , but i have a query i followed the same steps to get the data from SP List but when i tried it only got the Primary Column data rest other columns were not brought to Dataverse nor the columns or the Data's present in them
@Fernando_Calero
@Fernando_Calero 3 года назад
I'm getting an error while finishing creating the new table: "We encountered an unexpected error. Mashup text". Does anyone have the same issue?
@ShanesCows
@ShanesCows 3 года назад
I am not sure why. Sorry.
@VerdonTrigance
@VerdonTrigance 4 года назад
I was playing with power query previously, but don't remember is it possible to skip rows if some data corrupted? For example if you are importing data from excel to sharepoint list.
@ShanesCows
@ShanesCows 4 года назад
I am not sure. 🤔
@uploadsnovatrack5856
@uploadsnovatrack5856 4 года назад
Hi Shane, this is totally unrelated with the current video, but I wanted to ask if you could do a tutorial on the Google sheet flow connector. I tried to use it with the Twitter connector to insert a rows in the google sheet file I created everytime I get mentioned in I tweet, but it just wasn't working.
@ShanesCows
@ShanesCows 4 года назад
I have never used any of the Google pieces. 😔
@365degree9
@365degree9 4 года назад
Hi Shane, thanks for the great video. Regarding the data update, if we get data updated in SharePoint, we can have it refreshed in CDS, but not the reversed way (ie, data updated in CDS will not be reflected or updated in Sharepoint). Is my understanding correct? thanks
@ShanesCows
@ShanesCows 4 года назад
I think so.
@ewolthaus
@ewolthaus 4 года назад
@@ShanesCows Yes, data sync is only one way: SharePoint > CDS
@vitorferreira384
@vitorferreira384 4 года назад
Great video Shane. Just one thing, if I delete something in sharepoint List, and refresh to CDS, this item is going to be deleted/modified in CDS?
@ShanesCows
@ShanesCows 4 года назад
I don’t think so but maybe I have not tested
@ewolthaus
@ewolthaus 4 года назад
@@ShanesCows Depends on the way you configure the Power Query. You can check a checkbox to enable deletion. When you do, you also have to have an ID so the dataflow can use this to compare and delete.
@nebojsabudzogan2109
@nebojsabudzogan2109 3 года назад
Please which license/subcription do I need to be able to do this?
@ShanesCows
@ShanesCows 3 года назад
I don't think you need special license to import or work with the data. Licnesing should only come up when you build an app using hte Dataverse (CDS) data.
@ewolthaus
@ewolthaus 4 года назад
Please note: as far as I know, having the data sync from SharePoint (or any other source) to the CDS, it will override your changes to the data. Good to know if you plan to sync on a regular basis but also will edit the data in the CDS.
@ShanesCows
@ShanesCows 4 года назад
Interesting. I will have to play with it more.
@nomialijee
@nomialijee 4 года назад
Nice
@ShanesCows
@ShanesCows 4 года назад
Thanks 😊
@JGNiDK
@JGNiDK 4 года назад
At 8:30 your're setting a primary name field. Why title? Couldn't you have two with the same title? Or isn't a unique ID field? Or should I just watch the last video?
@ShanesCows
@ShanesCows 4 года назад
It isn’t a unique ID that is a field CDS maintains. This just the field that shows for lookups and such.
@vinitchauhan6265
@vinitchauhan6265 4 года назад
May i know about any way to get data updated from CDS entity dataflow to SharePoint..vice versa
@ShanesCows
@ShanesCows 4 года назад
Dataflows for importing to CDS. You could write a flow to pull from CDS and push to SharePoint.
@vinitchauhan6265
@vinitchauhan6265 4 года назад
@@ShanesCows thanks for the reply Want to know how to show powerapps form based on CDS in SharePoint page
@shubhamchavan7338
@shubhamchavan7338 3 года назад
how to get data from excel in common data service?
@ShanesCows
@ShanesCows 3 года назад
Use the data flow and chose Excel as the datasource
@abdulkhadir2661
@abdulkhadir2661 4 года назад
Hi Shane ... I have excel which is not in table format which I want to import in Powerapps .. I haven't kept in table format because excel is in shared mode .. if it's in shared mode table format is not possible .. please help
@ShanesCows
@ShanesCows 4 года назад
Not sure if I have an answer. Has to be a table.
@abdulkhadir2661
@abdulkhadir2661 4 года назад
@@ShanesCows ok thanks for prompt response . What I have done other turn around is .. save that table to SQL using VB script and from SQL I have connected to Powerapps
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