Search 6,000+ CA Community College Courses

Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Microsoft

Visualize, import, and export Microsoft Dataverse data

Microsoft via Microsoft Learn

Go to class Write review

Overview

  • Module 1: Learn how to use Dataverse views to visualize data.

    In this module, you'll:

    • Discover the different types of Dataverse views.
    • Learn how to create and edit views.
    • Work with filters and sorting criteria.
  • Module 2: Learn how to use Power Query to load data in Dataverse.

    In this module, you will:

    • Understand the different data source categories available when using Power Query.
    • Know how to import data into a Dataverse table by using Power Query.
    • Understand the different refresh options available.
  • Module 3: Explore how you can create data analysis and standardized documents by using Microsoft Dataverse data along with Microsoft Word and Excel templates.

    In this module, you'll:

    • Learn how to use Word templates with Dataverse data. 
    • Learn how to use Excel templates with Dataverse data. 
  • Module 4: Learn how to export data from Dataverse and use Microsoft Excel to edit records.

    In this module, you'll:

    • Learn how to export data from Dataverse into Excel files.
    • Discover the different exported file types.
    • Learn about the security concepts for the exported data.
  • Module 5: Learn how to use Azure and external tools to manipulate data.

    In this module, you'll:

    • Discover the features of Azure Synapse Link for Dataverse.
    • Learn how Dataverse community tools can help with data manipulation.
    • Discover how Power BI services and tools relate to Dataverse.

Syllabus

  • Module 1: Module 1: Visualize data with Dataverse views
    • Introduction
    • Create and edit views in Power Apps maker portal
    • Exercise - Add columns to a view
    • Filter and sort data for Dataverse views
    • Exercise - List your accounts
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Use Power Query to load data in Dataverse
    • Introduction
    • Import static data by using Power Query
    • Exercise – Add new accounts from a text file
    • Import dynamic data by using Power Query
    • Exercise – Transfer an attendee list to a contact table
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Use Microsoft Word and Excel templates with Dataverse
    • Introduction
    • Create a dynamic Word template
    • Exercise – Create a work order template
    • Create a dynamic Excel template
    • Exercise – Create a sales forecasting template
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Export data from Dataverse and use Microsoft Excel to edit records
    • Introduction
    • Export data to Excel
    • Exercise - Create an editable Excel file for bulk validation
    • Edit and update data in Excel
    • Exercise - Edit account information in Excel and visualize updates in Dataverse
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Use Azure and external tools to manipulate data
    • Introduction
    • Use Dataverse community tools for data manipulation
    • Review Power BI integration with Dataverse
    • Check your knowledge
    • Summary

Tags

Reviews

Start your review of Visualize, import, and export Microsoft Dataverse data

Go to class

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.