Practice Lab 2.2 - Import data

Scenario

You are a functional consultant working on the Fabrikam project. Your need to import some data in the your Dataverse environment. You choose to leverage Power Query to transform the data and complete the import.

Exercise 1 – Import data

In this exercise, you will import Outcome rows into your Microsoft Dataverse environment using a dataflow.

Task 1.1 – Load Excel file to OneDrive

  1. Navigate to the Power Apps Maker portal https://make.powerapps.com.

  2. Click on the Waffle button in the upper left corner to change applications and select OneDrive. (It may take a moment for your OneDrive to be set up. Click Your OneDrive is ready when you see it on the screen.)

  3. Click Upload from the top menu and select Files.

  4. Locate and select the Outcome data.xlsx file and click Open.

    This file is located in the Documents\PL-200 folder on your machine.

Task 1.2 – Create a dataflow

  1. Navigate to the Power Apps Maker portal https://make.powerapps.com.

  2. Make sure you are in your Practice environment.

  3. Expand Dataverse from the left navigation menu and select Tables.

  4. Click Import from the action menu and then select Import data.

  5. In the Choose data source dialog. Select Excel workbook.

  6. Click Browse OneDrive. If prompted, sign in with your Microsoft 365 credentials.

  7. Select the Outcome data.xlsx file you uploaded to OneDrive and click Select.

  8. Click Next.

  9. Check the box next to Table1.

  10. Click Next. Do not navigate away from this page.

  11. Select the first three Do Not Modify columns. You can use Ctrl on your keyboard with the mouse to select multiple columns.

  12. In the Home tab of the ribbon, click Remove columns to delete these three columns.

  13. Select the Estimated Completion Date column.

  14. Right click on the Estimated Completion Date column and select Replace values.

  15. Enter null for Value to find.

  16. Enter a date in three month’s time for Replace with (you can use format MM/DD/YYYY).

  17. Click OK. The Estimated Completion Dates should show the date you chose.

  18. Click Next.

  19. Select Load to existing table.

  20. Select contoso_outcome in the Destination table drop-down.

  21. Map Estimated Completion Date, Goal, Outcome Description, Outcome status, Outcome Title, and Target Aim to their corresponding destination columns.

  22. Click Next.

  23. Select Refresh manually.

  24. Click Publish.

Task 1.3 – Test Your work

  1. Under Dataverse in the Maker portal, select Tables.

  2. Locate and click to open the Outcome table.

  3. You should see all the imported Outcome rows.

  4. In the Maker portal, select Apps.

  5. For the Environmental Project Delivery model-driven app, Click on the ellipses (…) and select Play and sign in with your Microsoft 365 credentials if prompted.

  6. In the left-hand navigation of the app, select Outcomes.

  7. The imported Outcome records should be in the view.

  8. Double-click to open one of the Outcome records you imported.

  9. Verify the Estimated Completion Date column is set to a future date.

  10. Verify that the Outcome Lifecycle business process flow is visible at the top of the form.