How to use Microsoft Dataverse - Create your first table and columns
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- čas přidán 25. 07. 2024
- Are you ready to learn how to use Dataverse? Do you need to know what the best data source is for Power Apps and the rest of the Power Platform? Then this is your video.
In this video, you will learn what is Dataverse, why it is the best data source for Power Apps (performance, features, delegation, polymorphic, etc.) and most delegable. Then we create your first table, explore some of the most common column types like Text, Text Area, Multiline, Date Only, Date Time, Choice, and whole numbers. Finally, we save the table and use Excel to add some data in. This all creates a great foundation for future videos to continue your learning journey.
00:00 It starts
01:28 What is Dataverse and why is it the best data source
03:23 Dataverse is the only data source for Model Driven Apps and Power Portals
05:23 Create the first table
08:09 Add your first Text column to Dataverse
10:28 Add a number column and discuss Whole Numbers vs. Decimal vs. Floating Point number
11:52 Add an email column and compare it to a text column
13:23 Add a Date Time column to Dataveres and discuss datetime vs date only and user local and time zone independent
17:34 Add a text area vs multiline text column to dataverse
19:24 Add a Choice column and discuss how Choices is different
21:14 Add a Yes No column to dataverse
21:56 Edit data in Excel via the Excel addin for Dataverse
Power Apps Consulting and training at www.PowerApps911.com - Věda a technologie
I Have been using Dataverse for a while now and I appreciate the insight on managing the date column. I have been facing problems with this since forever. As always thank you Shane for the great content.
Thanks for sharing. We look forward to more videos on Dataverse to work with relational data like1:N relationship, and how to deal with Lookup columns on a new form in the canvas app.
I promise to do an updated one on relationships. In the meantime this older one should help. czcams.com/video/kVEtj7QdRYY/video.html
HAPPY NEW YEAR!
Great content and really digging my teeth into Dataverse and Portals in the past 6 months for clients/projects.
I will stay tuned for any tips and tricks 😉 😊👍
Happy new year!
Olá, muito bom seus vídeo
Sempre assisto e aplico seus conhecimentos em meu trabalho.
Parabéns
Also a good idea to keep table and field names very short. When you come to lookup relationships, MS makes rather a dog's dinner of concatenating all the names together and you quickly run out of naming space. I now fully abbreviate my table names in relationship naming and remove the repetitive system object prefix strings.
Thanks Shane. once again you have made a tough adjustment easier. I got up early today to try it out.
Glad it helped!
Thanks Shane, informative as always. I am uncertain about the scope of the tables created in Dataverse. A table created on a Teams Power App does not appear in Dataverse. The table created in this video - where will it be accessible?
Hi Shane, great intro. Thank you for getting the wheels in my head turning again... I have a question around licensing. Do you need a per user or per app license if you user dataverse for teams? And can I access that same data from outside of teams if I have Business Standard license? Trying to figure out if I can move sharepojt data I to dataverse and whether there are cost implications. Cheers and thanks again 👍🏻
Hey Shane. This is interesting. I am building a Learning Catalog using Collections, SharePoint Lists etc and it's a job to say the least. I wonder if this is the way to go to simplify things. If you have a sample Learning Catalog or Course Catalog that you have built using PowerApps I'd love to see your approach.... I do hope Dataverse is not too close to the Metaverse :)
Love your channel Shane! Always great content, thanks!
Thanks Anne! Have a great weekend.
Shane, Can you cover table relationships, as well as using and displaying Standard Columns. I can't seem to display standard columns in views or forms. Also, relationships between tables are weird. I created an autonumber column as a primary key in one table. I tried referencing it in another table as a foreign key but it displayed a lookup list of other values. I don't know what is going on.
Thank you shane expecting more videos on data verse as backend,Next video adding a file to file type column acessing it, and in upcoming videos acessing, modifying data within table from canvas app using flows and other stuff very much excited
Thanks for the idea!
Thanks Shane, super clear video!
You're welcome!
Such a helpful video. THANK YOU!
Glad it was helpful!
Thank you once again, awesome video. It's time for me to get my teeth stuck into Dataverse and this has made me keen to learn even more.
Awesome. Good luck Wendy. I need to do my next video in this series actual. Good reminder. After you finish leave a new comment with any ideas of additional content that would help.
Man...how much the interface has changed already and this training is only 6 months old. Thanks for making this Shane.
I know. I guess I have to redo it again. 😭
@@ShanesCows you are the man. I’m in back water Australia working to the future that power apps will take off in my area with only your voice to assure me. My favourite IT quote is when they asked Wayne Gretzky why he is such a good player. He replied “well l am not the fastest or most skilled but l skate to where the puck is going and not where it is.” Nothing sums up my journey watching your videos more. Appreciate what you do.
Awesome Intro Thanks Shane. Perhaps you could show us relationships and some other advanced concepts in next into
I do plan to add those to this list. In the meantime I have an earlier version that may help you get started. czcams.com/video/kVEtj7QdRYY/video.html
Thank you sir for sharing this video. This is very helpful for me
Thank you. Next? Adding a photo image column. Gracias.
Great suggestion!
Thank you so much sir💞
Hi Shane.. A very helpful content… power apps using dataverse table as data source in a canvas app, how many records does the app can search or filter? Is it same as SharePoint list (2000 records ) or more?
Thank you Shane. Great job. With DataVerse I have a big issue with sharing of DataVerse tables between Canvas App users. User has premium licenses but to share a DataVerse table you need to create roles and give rights to users. Maybe there is some easer way to share DataVerse data? Thank you
I will add this to my list of topics. :)
Yes, Shane , you are my HUCKLEBERRY , nice video , are we on the track for creating model-driven app and this is the first video ?
Thank you for this video. I believe that dataverse tables are a very good solution for us, but the first contact is a bit difficult.
Hopefully we can make it all better. 😊
Hi Shane, I'm a big fan - you make the powerplatform fun ! I will be starting Model Driven app soon - any chance of a video on this ?
I need to be brave and do it. I hope soon but no promises. 😁 In the meantime I think this is very good content. Clearly written by a smart person 😉 docs.microsoft.com/en-us/learn/paths/design-accident-tracking/
Mindblowing awesome. Reusing data, reusing data and more reusing data. I am a big fan. If I just could convice my manager that we have to go Premium 🤔
Yeah, licensing is always a hurdle. :(
great lesson
Thank you 🤩
Lovely video, very understandable. Love from Pakistan
Thank you🤩
Thanks Shane. been waiting for this video for a long time. would appreciate if you can also explain why Dataverse has no ID column and whats the alternative way to work that out?
There is an ID column. It is the name of the entity. If you look at the screen that shows all of the columns look for the one of data type: Unique Identifier :)
@@ShanesCows yes, but column is not available within a canvas app. or atleast for me :(
Thanks for this video. Just one point, you have missed to talk about Picture and Image Column. It would be great if you could cover that too as next part of this video.
They are on the list 😊
@@ShanesCows Looking forward to it :)
Nice video! Please upload something about dataverse and canvas app ✌️
Will do. Lots of new Dataverse content coming this year.
I wish you will talk about model driven app in the future, i'm not very in for the moment so it would be very helpful, thank u for videos i follow you from france👍
Agree. Model Driven apps will be covered. :)
Just to say Thanks Shane!
Happy to help. Have a great day. 🐶
Hi Shane!
Im making an teams app to create azure AD uders.
Its all working fine but one thing. - I cant seem to figure out how to add a manager to the users. is this even posible?
Thanks for this video @Shane! I tried this and it seems when I created a multiline text column and set column length value to 1,048,575 characters, even then it is able to accept max 2000 characters only from PowerApps. Is this a bug or system limitation??
Hmm. I will have to test this. Not sure.
Great Video as always! Just wanted to ask you one thing if you know any solution for this i have a Sharepoint group which consists of 8,000 users and i want to check if in my power apps form which is for approval are these approvers part of the above Sharepoint group or not if not then an error should be thrown that user is not allowed to be a approver Like to delegate so many users or any easier solution like that i have a group membership check power app flow that runs back to check if the user is a part of Sharepoint group or not but 8,000 users are a lot
thank you for your video: Is there a way to create a security role (per default they are env maker) that allows users to create Dataverse tables and only view/edit/delete the tables (and the data within the tables) they created?
Hi Shane, I would like to ask if license of "Microsoft 365 Business Basic" can use Dataverse for Canvas App? I tried to create an app and connected it with Dataverse. I tried to published and play it, I was directed to the app with no prompt of "Start Trial" or something...
Thanks Shane
Always Sundra!
I have created an environment in our org aside from the Default environment. Can i now create tables under dataverse and connect in model driven app then share to our employee?
Yes, that should be exactly how it works.
I literally opened Dataverse for the first time an hour ago and said I needed to watch a video on it later! Are you reading my mind??
I have been following you around Matt. 🤪
Hi sir i have two question
1. Is there a way to connect this data verse to create any front end so that i can get the data entered from the user
2. is there a way to read data from excel and feed it as a source to data verse.
Thanks very much for this. I've been creating quite an involved canvas app recently sitting on Sharepoint lists but I've now discovered the lack of security for storing delicate information! I'd like to move over to Dataverse. Is it possible to create a 'duplicate' Dataverse table with all the same columns as the SP list and simply re-link the canvas app to the data verse table?
Not really. The column names will be different and the app and you will get confused. Easier to make a new app built on Dataverse from the go. Technically, kinda, maybe possible but not going to go well.
@@ShanesCows Many thanks. Even if I made sure all column names were identical?
Thanks for sharing, Can we have create three or more primary key in the dataverse table. and I am thinking like three of the columns need to concatenate in one column that column has to be put as like primary key in power query if yes, then how to do it. can you please explain.??
Sorry, I haven't tried that with Dataverse.
Shane, what do you think the ratio is on businesses out there using model driven / portal vs. canvas? 90% canvas / 10% model-driven/portals? (that's just a guess). At what point do you look at requirements and say, "no, we'll definitely be using model-driven over canvas on this one". I don't care much for model-driven or even portals, but perhaps there are projects where it would really shine?
You should care, because they are all as important. In general you will use canvas and model driven apps both, simply because you will have front workers and back-office workers, canvas is great for front workers and model driven apps is great for back-office, team leaders, managers, etc. You can have multiple canvas apps and multiple model driven apps in one project.
I am able to connect to Dataverse but in read only. No way to do inserts from SSMS? Also does Dataverse allow anything similar to plain text SQL user connections?
How should we setup environment variable in Dataverse datasource? We want our canvas app connecting to different dataverse tables in dev and production.
Great and Helpful info/video. I don't see "Edit Data in Excel" option. Is it because it's a GCC tenant? How can I get around that? Your way of adding data really help! Please advise!
I wonder if GCC is blocking the API connection and that is why you don't see it :(
@@ShanesCows Hi Shane, which control should use so that the bullets/text/paragraphs in Excel cell will display exactly like in Excel in PowerApps? I use a text input control to display the Excel content. But, all text formats are gone; just show one long text. Please advise! Greatly appreciated! Thanks.
Hello Shane, in french "mille merci" for all videos. I learned powerapps with your videos. Thanks to you ! I have already created 15 applications. is it possible to show how to create a security role and how to share a powersapps application from the dataverse. I'm having trouble sharing my app. I choose the right security role, but as soon as I validate the share I have an error message that appears. Despite Microsoft's documentation, I can't see where my mistake is. thank you so much
You are welcome. :)
I don't know that I have a quick answer for you. Lets say I build an app for napping and have one DV table. I would create a Role called Napping App and give that role permissions to my new table.
I would then assign that role and Basic User to Buddy.
I would then share the app with Napping App role and Buddy.
Buddy should now have access.
I think hit all of the steps. But you are right, this would make a solid video. 😊
Can I build my shop invoice app from table and how to generate inv number and add a vendor to list
Hi Shane, hope your having a great time, have a couple of question regarding dataverse 1) it is posible to archive dataverse data to sharepoint? This is because cost of storage 2) i want to storage only in dataverse the value of the image not the image itself same reason storage, well i have another question #3 i pass 15000 andplus recordfrom sharepoint to dataverse but at the moment i sort by id in gallery data, decending it out fist record with id 9000 that 15000 i belive is because 9 is greater that 1, thanks in advance
good day, I would like to ask if I developed an app using dataverse. Should users I share the app with also have premium or the developer only?
Everyone who uses the app will need a premium license.
Looks good.
Do we get away from delegation warnings and issues by using Dataverse?
Dataverse is better at Delegation but doesn't solve all of it. 😒 The Search function is delegable is a great example of where Dataverse improves the story.
@@ShanesCows Thanks for the quick response.
This is helpful.
You are doing a great job
Hi Shane, is Dataverse more efficient and quicker than Sharepoint Lists?
Yes! If you have the license Dataverse is the most superior data source by a lot. 😎😎
Do you have to have a premium license to build with dataverse or does everyone using the app also have to have a premium license?
Everyone who uses the app has to have a premium license. You don’t need one to build the app
Hi Shane, Can you please have a video on PowerApps portal.
I still don't know enough about it to make good content. 😬
I created a new Environment (Production) with the option selected to create a database. When I switch to this environment and go Dataverse -> Tables, the New Table button is greyed out. Do you know why this could be?
Is it possible the new environment hasn't finished provisioning yet? That is my best guess.
Most probably the user you're connecting with does not have access to the Dataverse tables. Check the roles the user has, add at least the Basic User to it (this is the former Common Data Service one). Also if you're creating an app that'll use Dataverse, make sure you create a bespoke Security Role and include the tables that app accesses into it (basically clone the basic User and add the custom ones).
It's a bit more to manage with Dataverse, I admit, but at least it offers the right level of security.
Great video, ive been playing around with dataverse tables and noticed sometimes in powerapps I can pass data to a table using the column names with dot notation and other times poweapps insists on having the name that has the cr52a_ in front of it, Have you encountered this at all? Just wondering if im doing something silly for that to happen or its powerapps being powerapps. Love the videos, always helpful!
Hey Kris - Different Power Apps functions support the Display Name and some only the System Name. It is the functions, not the data sources fault in this case. 😐
Can a premium per user build apps with dataverserse for use by non premium users?
Standard vs. Premium is enforced by the user of the app, not the maker. So really it is the opposite. YOu can build an app with a standard license that uses premium but for your end user to use the app they need a premium license.
Hello Shane, I have a question
How create a funtion in powerapps to value "password" in a object Text will be encryp in one field in then customer table user in dataverse similar to this funtion in Visual Studios Basic
Thanks
Function Encriptar(ByVal cadena As String) As String
Dim X As Byte
Dim Letr As String
Encriptar = ""
For X = 1 To Len(cadena)
Letr = Mid(cadena, X, 1)
'If ((Asc(Letr) - 2) * 2)
How create a app to send current location by pressing a button in powerapps
Please help. I created a form from scratch in powerapps. I want to send it for a mult- approval and save the outcome on excel online. Also, update it. Can you help? Have been following your videos and i believe you can do this with your level of professionalism.
Great video Shane. As an old subscriber I still remember those times when Employees SP table goes with Dataflow to CDS. If I were French I would say Déjà vu. czcams.com/video/BhLqg1jsbTI/video.html 👌
Yup. So many ways to do the same fun. 😊
Pls can you show us a video on how to connect ms access to datavers
I would love to use dataverse but premium licensing is prohibitive for power apps which are supposed to be small and flexible...
Patch(
LIST,
LookUp(LIST, Title="Z"),
{
choice: {Value: "a"}
}
)
This works in sharepoint but not with Dataverse any idea?
Do you know how I change the permissions on a table if I am in Power Apps and NOT in Microsoft Teams? This is a stand alone Power Apps app, not tied to my Teams team.
In Dataverse? You need to set the access to the table in the Role that a users is assigned to. czcams.com/video/KFjJ97dKzO8/video.html This weeks video about Model-driven apps will help introduce the concept. I do need to do a standalone video on security roles but I haven't gotten to it yet.
Is Dataverse going to replace SharePoint, or will SharePoint still exist within Dataverse?
They will continue to co-exist. Dataverse will just continue to evolve as the better choice for a data source for POwer apps.
I faced a very annoying situation, just created a dataverse tb with an auto incremental column started with 1... all right, when I exported that in a solution the ai column started with 1000... so, something don't look works good
That stinks. I wonder if when you import it you could reconfigure the column settings to start at 1 again?
@@ShanesCows Oh, not in case of a managed solution...
How to fill the lookup column with data?
From Power Apps you have to pass it a Record. In this older video I talk about look ups more. czcams.com/video/kVEtj7QdRYY/video.html I plan to make a new video on relationships soon.
@@ShanesCows Thank you Shane. My issue is the Data is in Excel and we have thousands of records that already have a lookup column that includes values. To reenter this data through PowerApps, will be a nightmare :(
Love Shane..but the extra info is so extra....I rather Google and read..lol..I recommend shorts where he cuts out the tons of explanations and simply do the actions etc....sorry...am already into PowerApps...sometimes I just need to know the HOW-TOs...great videos by the way Shane...keep going
Hello CashCow. It is a hard balance for sure. Sometime i feel like the extra stuff was needed sometimes I avoid it. Just kind of go with my gut. Sorry this one had too much extra info for you. I am fighting to get it right. Thanks!
@@ShanesCows Hey Shane. Am glad you responded. Great job. I have been watching your channel for years and years and years. You are one great resource for SharePoint on YT. Keep up the great work Shane. I watch your videos as much and everywhere I can..lol..at the gymn..while walking the dog..while working projects...etc etc..😆. The extras are definitely good to know....etc. Keep them coming.....I will skip some sections if needed..but please am very thankful for your work...Thank you sir.
What is better to work with, dataverse or sharepoint library, when my data are files of 100 buildings, each building contains 100 MAPs and 200 subMAPs. Example:
Building: Empire State
MAP: contracts, lisense, architect drawing.... Etc
Sub MAP: License/Fire, Licence/Health etc.
100 buildings x 100 MAPs x 200 subMAPs with new, updated information.
So Dataverse or SP libraries
Arthur for me it would be a mix. I would start metadata/information in Dataverse tables and files in SharePoint. I think they are more accessible and flexible as documents in a library than as attachments/fields in a table.
@@ShanesCows Thanks Shane. How can I do this. With the ID from de attachment en in the table the collumn attID, collumn TypeAttachment and collumn subTypeAttachment?
Can I avoid the delegation problem with this?
Hey Shane, are you familiar with container and sharepoint?
@@ShanesCows Thanks, doing so, this means in powerapps, there will be no problem with the delegation of 2000 when i search for a document? Using metadata for searching with ID and in the library fileID as a example.
What would function better? Document or Record center or working as above with dataverse for metadata.
Did I hear that you have to have a premium license in order to create tables in Dataverse?
differance between "prula display name vs display name
"
In this video czcams.com/video/kftk2buVG2Y/video.html I showed how to get the programmatic plural name if that is what you are looking for.
I wish Dataverse was available to me my license only get teams my table forms far to complex for it even if it was available
Hi Shane
Hello 😎
My favorite color is blue
i love the idea of dataverse. BUT its soooo complicated with the licencing. i dont want to start using it and then find out i just created something that costs 1000$ amonth so everyone in my company can use it.
Yeah, licensing is always a hurdle. :(
Must be so nice not having to be at the mercy of your IT department who are super security conscious and not allow you to use these features to make your life so much easier
Yup. I wouldn’t change my situation for the world. Keep pestering them, they will come around. 😎
If you're not familiar with dataverse, like me - you won't have any of the databeerse screens like this one and you won't be able to use this video.
Hi Boe - Yeah, they changed the UI. All of the concepts are the same but everything looks different. Sorry, making a new version of this video is on my short list to do soon.
Ugg, licensing in m365 sucks so bad, it's really unbelievable.
There is lots of it to learn. That is for sure.
Hi Shane, in my opinion this is not your best video and I would even say you are a bit off here. Simply because you should always, always create a table from a solution and not directly in the tables section. Same for all the other parts of your solution like Canvas Apps, model driven apps, flows and all other. You say always Paul? YES ALWAYS!
Paul I disagree. Adding solutions into the mix makes it 100 times scarier for a newbie. My goal of this video was to make Dataverse not scary and more approachable. Solutions will come but for now less is more. :)
Either way I appreciate the feedback. Keep it coming and always feel free to tell me when you think I am wrong, or you would have done it differently. We all learn together. Thanks
Shane
@@ShanesCows then we disagree on this point. But this is no problem ;-)
Well, this video didn't age well.
Sorry, they like to change the UI. The good news is the content is accurate, it just looks wrong. Sigh. I need to remake it for the 3rd time.
Convenient how you commented just as I was starting up Dataverse. At least I know I'm not alone.
Dataverse and power automate is one of the biggest failures in IT I've every seen. Both have a lot of bugs. How can they assume that businesses will use these unpredictable products. One flow can work 1 month and then it stops without any reason.