Exercise - Add columns to a view

  • 5 minutes

In this exercise, you'll add columns to an existing view.

Scenario

You work at a bicycle store and are responsible for your organization's Dataverse environment.

The purchase department employees are using a Power Apps app that you built to help them manage providers and orders. After they use the app for a few weeks, the employees request some modifications.

For the list of accounts that's presented to them, the employees want to:

  • Move the Primary Contact column next to the Account Name column.

  • Add Account Number and Credit Limit as the last columns.

  • Resize the Email (Primary Contact) column to be wider (about 150 percent of current size).

  • Remove the City column.

Exercise

Go to a Dataverse environment where you can modify the tables, such as a dedicated training or development environment. Then, follow these steps:

  1. Sign in to Power Apps portals.

  2. In the left pane, select Tables.

    Screenshot of Power Apps portals left navigation pane. Focus is on Tables.

  3. In the list of tables, select Account.

    Screenshot of the list of Tables in Power Apps portals, showing the Account table name.

  4. In the Account table, select Views.

    Screenshot of the Account table designer. Focus is on the Views option.

  5. Select the Active Accounts view.

    Partial screenshot of the list of views for the Account table. Focus is on the view named Active Accounts.

  6. To move the contact name to the requested location, first select the Primary Contact column header.

    Partial screenshot of the view designer. Focus is on the column heading Primary Contact.

  7. Then drag the column heading to the left toward the Account Name column.

    Partial screenshot of the view designer, showing the Primary Contact column being dragged next to the Account Name column.

  8. Drop the column heading next to the Account Name column.

    Partial screenshot of the view designer, showing the Primary Contact column positioned to the right of the Account Name column.

  9. Add the Account Number column by selecting it in the list of columns in the left pane.

    Partial screenshot of the view designer. Focus is on the Table columns section in the left pane and on Account Number in the list of available columns.

Now, try a different method to add columns.

  1. Add the Credit Limit column by selecting + View column.

    Partial screenshot of the view designer. Focus is on the Add View column.

  2. Enter credit in the search field and then select Credit Limit.

    Partial screenshot of the view designer. Focus is on the Credit Limit column to add by using the View column pop-up menu.

  3. To change the size of a displayed column, you can drag the column separators or proceed through the following steps:

    a. Select the drop-down in the Email (Primary Contact) column header, and then select Edit properties.

    Partial screenshot of the view designer. Focus is on the Email (Primary Contact) column heading and Edit properties option in the pop-up menu.

    b. Modify the View column width property. (In this case, the request is to increase by 150 percent, so you modify the value to 225 pixels.)

    Partial screenshot of the view designer. Focus is on the View column width label of the Edit properties pop-up menu.

    c. Select Apply to complete the modification.

    Partial screenshot of the view designer. Focus is on the value of 225 for the View column width field and the Apply button of the Edit properties pop-up menu.

  4. To remove a column, select the Address 1: City column heading and then select Remove.

    Partial screenshot of the view designer. Focus is on the Address 1: City column heading and the Remove option in the pop-up menu.

  5. To apply changes and make them available to all Power Apps users, select Save and Publish.

    Partial screenshot of the view designer. Focus is on the Save and Publish option.

Exercise steps (video)

Watch the following video for a demonstration of the steps that you completed in this exercise.

Next steps

You've learned how to add, modify, and remove columns in a Dataverse table view. Next, you learn how to apply filter criteria to limit the displayed records and how to sort data in Dataverse views.