Тёмный

Excel add in for Dataverse for Teams 

Shane Young
Подписаться 162 тыс.
Просмотров 11 тыс.
50% 1

Learn how to bulk upload and edit your Dataverse for Teams tables using Excel. Nothing profound but when I was learning Dataverse this was the tool that really made the light bulb come on for me. 💡
Dataverse for Teams Training Class training.powerapps911.com/cou...
Power Apps Consulting and training at www.PowerApps911.com

Наука

Опубликовано:

 

4 июл 2024

Поделиться:

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист
Посмотреть позже
Комментарии : 54   
@StevenMotmans
@StevenMotmans 2 года назад
Again you saved my day Shane. Good job, as always...
@darlenesuarez7542
@darlenesuarez7542 Год назад
Super helpful! Thank you for sharing.
@ShanesCows
@ShanesCows Год назад
You're so welcome!
@curtjanus5220
@curtjanus5220 3 года назад
Bonus Tip: You can do this with multiple users working simultaneously and see what each other is doing in real-time. Everybody doing an entry gets a colored border around their selection with their inits, so you don't step on each other. Great for doing, say, an inventory. Plus you get the opportunity to double- check it all before you publish. Coincidently, I put mine together a matter of hours before I saw this video! That'll probably never happen again - hahahahaha! Thanks, Shane and Co, for all your great work.
@ShanesCows
@ShanesCows 3 года назад
Thanks for sharing Curt! I never had multiple people in before. 😎
@gregmurnock7032
@gregmurnock7032 3 года назад
Great instruction! Only a day late... Love the items we work through and learn before simpler ways are available. :) Part of being on the Bleeding Edge of new technology.
@ShanesCows
@ShanesCows 3 года назад
Yeah, bleeding edge feels like an understatement. 😂
@malikaouenza945
@malikaouenza945 3 года назад
Thank you for another great video
@ShanesCows
@ShanesCows 3 года назад
You bet
@mattnoble3919
@mattnoble3919 3 года назад
Had similar issues to you but nice to see the workarounds. Thanks for sharing!
@ShanesCows
@ShanesCows 3 года назад
Glad to help. 😀
@Mr_Poppea
@Mr_Poppea 3 года назад
Outstanding! Now just need to get corporate permission to get the Data Connector add-in.
@ShanesCows
@ShanesCows 3 года назад
Good luck! 🍀
@brijendraydv
@brijendraydv 3 года назад
Looks like good replacement option for master data services in sql(excel addin)server, specially when Internet explorer is getting decommissioned this year.
@ShanesCows
@ShanesCows 3 года назад
It is pretty good stuff for sure!
@RiaanPretorius
@RiaanPretorius Год назад
Hi Shane, great video as usual. I have learned everything I know about Dataverse from your channel. Question, can I add a column in Excel and have it update the Dataverse Table?
@ShanesCows
@ShanesCows Год назад
Not that I know of.
@TyRey
@TyRey 3 года назад
Thanks
@ShanesCows
@ShanesCows 3 года назад
No problem
@eduardocoronado5145
@eduardocoronado5145 2 года назад
In the managers lookup table you have a full name column. Did you do this with a calculated column? Did you figure out a workaround for calculated columns in dataverse for teams?! Please share if did and thanks for the great content
@TheToni2123
@TheToni2123 3 года назад
Thx
@ShanesCows
@ShanesCows 3 года назад
Happy to help 😎
@carloscordero5300
@carloscordero5300 Месяц назад
Hello teacher, thank you for your content. I have a question: I store a field called 'start' (date time) in Dataverse as 08/05/2024 11:38, but when I query the table where I store that field from Excel, it brings the value like this: 08-05-2024 15:38:52. Do you know what I am doing wrong? I've been searching for a while and can't find the issue. Greetings and thank you.
@ShanesCows
@ShanesCows Месяц назад
That is the time zone gettign you. Dataverse is storing the time as UTC so when you query with Excel it shows UTC time. But when you look at Dataverse it is taking into account your local time zone. I talk about time zone fun here, not your exact scenario but hopefully it helps it all make sense. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-dbsc-Mvh7Co.html
@rabiguthrie7987
@rabiguthrie7987 Год назад
Got a question about access rights. If I want to allow a user of my app to use this back-door excel function, do I need to enable something in their security profile to allow them to connect? As the app owner it's explicit that I can do this, but what about a 'regular' user? Thanks!
@ShanesCows
@ShanesCows Год назад
Rabi I am not sure. 🤔 I think as long as they have access to the table they are good but never confirmed.
@bryanchaves5691
@bryanchaves5691 3 года назад
Shane, is it possible to have the data automatically filtered based on the user? For example, display only the rows for which Im manager? Im asking to avoid having to load ALL the table rows in every single update.
@ShanesCows
@ShanesCows 3 года назад
The List Rows Excel action has a Filter Query where you can use Odata. I haven't messed with it for Excel but would be worth a shot. We did a similar thing for a customer but I did it different. We imported the whole excel into a working dataverse table. Then I queried that table for the records I wanted. It was faster than calling the Excel a whole bunch. Excel isn't a great data source so we got it out of Excel as fast as possible and then did our thing.
@juliogarciagarcia7316
@juliogarciagarcia7316 3 года назад
Great video! Great Instructor! Quick question here. Would you recomend using Dataverse for Teams instead of SharePoint lists?
@ShanesCows
@ShanesCows 3 года назад
It depends? what are you more comfortable with? They both have pros and cons.
@juliogarciagarcia7316
@juliogarciagarcia7316 3 года назад
@@ShanesCows got it, I made my research. Thanks for the help!
@studiovolantis6650
@studiovolantis6650 3 года назад
How can you update a row in Dataverse using power automate? I'm trying to create or update the data when a form is submitted.
@ShanesCows
@ShanesCows 3 года назад
Add the Common Data Service (current environement) connector. That is the old name of Dataverse and flow hasn't updated yet. Then you will be in business.
@gailthomas1987
@gailthomas1987 2 года назад
Is there an option to automate the data push from excel to dataverse through VBA. Great video :)
@ShanesCows
@ShanesCows 2 года назад
Not that I know of but I have never looked.
@filipwinski4219
@filipwinski4219 3 года назад
Hello, Great Video!!! Is there a possibility to disconnect Excel file to get just pure imported data? (I know that you can always copy the table to another file but it is just nice to have import option).
@ShanesCows
@ShanesCows 3 года назад
I am not sure. 😑
@curtjanus5220
@curtjanus5220 3 года назад
Not sure if this answers your question, but, I have found if I download to Excel from Dataverse, allow the add-in to open and enable editing, then close the add-in, it's disconnected. For good. You connect it again. Or, I should say, I haven't figured out how to connect it again. Hope this helps..
@filipwinski4219
@filipwinski4219 3 года назад
@@curtjanus5220 Thank you for your response.
@derek_shannon
@derek_shannon 3 года назад
Thanks Shane! Is this subject to the 15k Excel row or other limit?
@ShanesCows
@ShanesCows 3 года назад
Excel connector has changed a bit so not sure how the limits are updated now. It is a new change so need to test.
@derek_shannon
@derek_shannon 3 года назад
@@ShanesCows Got it, my org hasn't turned on the Office Add-in, so I'm trying to build the business case to do so. I am actually planning to use your "Flexible Data Model" approach but with that unpivot op on my data you get many many rows quickly! If Excel rows still limited, or too tough to create relationships even with VLOOKUP GUID trick, the utility within Dataverse for Teams might not be sufficient (definitely asking for Pro longer term regardless) ;-D
@Shivansh1507
@Shivansh1507 3 года назад
Can we remove unwanted columns in excel like dataowner and created on?
@ShanesCows
@ShanesCows 3 года назад
After you import you can delete the columns I am pretty sure.
@veerleswartebroekx6816
@veerleswartebroekx6816 3 года назад
My company has disabled access to the Office Store. Is it possible to get the add-in in another way or even just to find out the name of this add-in?
@ShanesCows
@ShanesCows 3 года назад
I am sorry but I don't know what to do in that case. Sorry
@veerleswartebroekx6816
@veerleswartebroekx6816 3 года назад
@@ShanesCows thanks for the reply, I'll go bug Microsoft next :)
@Rilesmansan
@Rilesmansan 2 года назад
@@veerleswartebroekx6816 Any luck. I am losing my remaining hair on my head.
@veerleswartebroekx6816
@veerleswartebroekx6816 2 года назад
@@Rilesmansan yeah, it got all solved when I changed employer and the new employer doesn't have the office store access disabled... so the work around is to change jobs
@bigpix2000
@bigpix2000 3 года назад
by the way you digitized your files later in the video but they are all visible early on ;-) #SpasiboComradShane ;-)
@ShanesCows
@ShanesCows 3 года назад
Whoops. O well I tried. Ugh. 😑
@bigpix2000
@bigpix2000 3 года назад
@@ShanesCows it's ok .. not like there were any state secrets there, right? right? uhm ..... Shall I get the getaway car, boss?
@bigpix2000
@bigpix2000 3 года назад
Don't tell your friends with access (benefits?) see this otherwise they will bulk access your data behind your back and behind your app ;-) ... Time for a PowerApps Etiquette Class? :p Thank you SHANE! Regards to Boss Chewy
@ShanesCows
@ShanesCows 3 года назад
🐶
Далее
PowerApps Import from Excel vs. Excel Online Business
17:19
New Dataverse Table Options + Virtual Tables
19:45
Просмотров 12 тыс.
PowerApps GroupBy function and Nested Galleries
12:30
iPhone перегрелся, что делать?!
1:01
YOTAPHONE 2 - СПУСТЯ 10 ЛЕТ
15:13
Просмотров 160 тыс.