Exercise - List your accounts

  • 3 minutes

In this exercise, you'll apply what you've learned to create a view of accounts that you manage. You'll sort the view to show the records in order from highest annual revenue to lowest.

Go to a Dataverse environment where you can modify the tables, such as 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 showing Tables selected.

  3. In the list of tables, select Account.

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

  4. In the Account table, select Views.

    Screenshot of the Account table designer, showing the Views option.

  5. Select the New view option.

    Partial screenshot of the list of views for the Account table, showing the New view option.

  6. Define a Name and a Description for the new view, and decide whether you'd like AI help to generate column suggestions. Then select Create to proceed.

    Screenshot of the Create a view form. The Name and Description fields are filled in and the Create option is highlighted.

  7. Add the Annual Revenue and Owner columns to the view by selecting View column and then finding and selecting the column names.

    Partial screenshot of the view designer. Focus is on the Actual Revenue column being selected from the flyout menu of add View column.

    Partial screenshot of the view designer. Focus is on the Owner column being selected from the flyout menu of add View column.

  8. Set the sort order of the records to display by revenue, from highest to lowest. Select Annual Revenue and then select Larger to smaller.

    Partial screenshot of the view designer. Focus is on the Actual Revenue column heading and the Larger to smaller option from the flyout menu.

  9. Filter the accounts to be displayed so that only the records that you manage are listed. Select the Owner column heading and then select Filter by.

    Partial screenshot of the view designer. Focus is on the Owner column heading and the Filter by option from the flyout menu.

  10. In the list of users, select your name and then select Apply.

    Screenshot of the Filter by flyout menu. Focus is on the selected user and the Apply option.

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

    Partial screenshot of the view designer, showing the Save and Publish options being selected.

Exercise steps (video)

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

Next steps

You've now learned how to add filter and sort criteria to a Dataverse table view. Next, you'll test your knowledge of the concepts you learned in this module.