Exercise - Edit account information in Excel and visualize updates in Dataverse

Completed

In this exercise, you'll apply your new knowledge to edit account information in Excel and validate that modifications have been applied in Dataverse.

Preparation

To complete this exercise, you'll need to have set up the Microsoft PowerApps Office Add-in for Excel, as outlined in the steps from the previous unit.

Exercise

Follow these steps in a Dataverse environment where you can modify Account records, such as a dedicated training or development environment:

1. Sign in to the Power Apps portal.

2. Next to the Account table, select the ellipsis and then select Edit > Edit data in Excel.

   

3. Open the generated Excel spreadsheet. If a notification message displays, select Enable Editing.

   

4. If you're not connected, select Sign in from the Add-in pane and then provide the credentials that you use to connect to Dataverse.

   

5. Records are automatically refreshed when the file is opened. Situations might occur where other users who have access to the organization's data have modified it. Therefore, you can refresh the Excel table by selecting Refresh in the Add-in pane.

   

6. Remove an account in the list by selecting the Delete option for the row in Excel.

   

7. Add a new account by selecting New in the Add-in pane. Enter values for columns, such as the Account Name and Address fields.

8. Modify an existing record by changing the value of a lookup column, such as Owner.

   

9. Update Dataverse with the modifications that you've made in Excel by selecting Publish in the Add-in pane.

   

Modifications will be applied in Dataverse and will be visible when you're viewing the rows for the Account table.

Next steps

You've now learned how to edit data in Excel, such as account information, and you've learned how to update Dataverse directly. Next, you'll validate the learned concepts for this module.