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.
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.
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.
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. ruclips.net/video/dbsc-Mvh7Co/видео.html
Looks like good replacement option for master data services in sql(excel addin)server, specially when Internet explorer is getting decommissioned this year.
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?
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
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!
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.
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.
@@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
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).
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..
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.
@@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
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
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.
Thanks for sharing Curt! I never had multiple people in before. 😎
Again you saved my day Shane. Good job, as always...
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.
Yeah, bleeding edge feels like an understatement. 😂
Super helpful! Thank you for sharing.
You're so welcome!
Had similar issues to you but nice to see the workarounds. Thanks for sharing!
Glad to help. 😀
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.
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. ruclips.net/video/dbsc-Mvh7Co/видео.html
Outstanding! Now just need to get corporate permission to get the Data Connector add-in.
Good luck! 🍀
Looks like good replacement option for master data services in sql(excel addin)server, specially when Internet explorer is getting decommissioned this year.
It is pretty good stuff for sure!
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?
Not that I know of.
Thank you for another great video
You bet
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
Great video! Great Instructor! Quick question here. Would you recomend using Dataverse for Teams instead of SharePoint lists?
It depends? what are you more comfortable with? They both have pros and cons.
@@ShanesCows got it, I made my research. Thanks for the help!
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!
Rabi I am not sure. 🤔 I think as long as they have access to the table they are good but never confirmed.
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.
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.
Thanks Shane! Is this subject to the 15k Excel row or other limit?
Excel connector has changed a bit so not sure how the limits are updated now. It is a new change so need to test.
@@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
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).
I am not sure. 😑
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..
@@curtjanus5220 Thank you for your response.
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.
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.
Can we remove unwanted columns in excel like dataowner and created on?
After you import you can delete the columns I am pretty sure.
Is there an option to automate the data push from excel to dataverse through VBA. Great video :)
Not that I know of but I have never looked.
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?
I am sorry but I don't know what to do in that case. Sorry
@@ShanesCows thanks for the reply, I'll go bug Microsoft next :)
@@veerleswartebroekx6816 Any luck. I am losing my remaining hair on my head.
@@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
Thanks
No problem
Thx
Happy to help 😎
by the way you digitized your files later in the video but they are all visible early on ;-) #SpasiboComradShane ;-)
Whoops. O well I tried. Ugh. 😑
@@ShanesCows it's ok .. not like there were any state secrets there, right? right? uhm ..... Shall I get the getaway car, boss?
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
🐶