Monday, 5 November 2018

Using Common Data Service for PowerApps - Part 3

In this part, I will be discussing about how to import data for  newly created custom entity. Here for getting data we have two options:
- Get data from excel
- Get data by using PowerQuery.

Right now I will be working on first option.  Following steps are required for getting data from Excel.

Step 1 ) Login to PowerApps.

Step 2) Go to your custom entity and select Open in Excel option in order to get template of excel.

Note : I have removed extra fields from excel file.















Step 3) I have add  following  within template.

Note : You template should be based on table for canvas app creation. Insert a table and add columns and rows into it as per your requirements.

You must be wondering why customer type is not International or Local. Here for uploading data we need to use Value of option set instead of its name. For getting that value go to Data tab and click on option set button. Select your option set like in my case its customer type then go to items and click on three dots(...). Select view more option and you will be able to see Local item value.












Step 4) Go to Get Data drop down and click on Get data from excel option.








Step 5) Select upload option and get file from your desired path.







Step 6) It might give you error. So click on Map fields button and check its mapping. Now map each field with its relevant field from excel.














Step 7)  Now mapping all relevant fields your mapping status will be successful and file is ready for import. For importing data click on Import button available in top right corner.








Finally your data will be uploaded successfully.







You can cross verify your data by going on following navigation : Data Tab-> Entities -> Select your entity-> Click on data. Here you data will be available.











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