Excel Online for Model Driven Power Apps: The Ultimate Data Entry Tool Excel Online is becoming the preferred tool for those working with model driven Power Apps and Dynamics 365. Many users have expressed their desire to add or edit data in a grid similar to Excel, instead of inputting data row by row. Lisa Crosbie discusses a feature called "Edit in Excel Online" which allows for efficient data entry within these apps.
Exporting app data to an Excel dynamic worksheet is a powerful feature that allows you to keep your Excel data up-to-date with the latest changes made in your app. Here's how it works and some important points to consider:
Accessing and editing your app data in Excel Online offers a convenient way to perform quick edits or ad-hoc analyses. Here's how you can utilize this feature and some important considerations:
Using Excel Online for app data manipulation combines the flexibility of Excel with the convenience of cloud-based services, allowing for efficient data management and analysis.
Exporting data to an Excel dynamic worksheet from your app is a convenient way to ensure that your Excel files reflect the most current data from your app. This feature is particularly useful for large datasets (up to 100,000 rows), and it supports collaborative work within the same domain, keeping data permissions intact. It's important to note the limitations regarding table compatibility and data formatting. For app developers, the integration with Microsoft Power Apps enhances data management and editing capabilities directly from Excel.
Users can open their app data in Excel Online, enabling quick edits or performing ad-hoc analysis. It's possible to make changes to app data in Excel and seamlessly save the updated information back to the app. However, the feature is contingent on having an Office 365 subscription or a similar online service and a Microsoft account.
Note that during an ad-hoc analysis, any new charts, graphs, calculations, columns, or colors won't be saved back to the app. Users are advised to maintain the original format of the Excel cells to avoid issues when saving. If the app data is opened in Excel Online and changes are made within a two-minute window, the updates might not immediately reflect.
The ability to open data in Excel Online is not available for all tables. Users should check for the option, and if absent, it's not applicable for that table. For data exportation to Excel Online, users should navigate to the desired table, use the command bar to select "Export to Excel," and then "Open in Excel Online."
After making the necessary edits in Excel Online, users can save their work. Changes are then submitted for import, and users can track the import progress. Lisa shares that she used this option to import 9,000 records into a Dataverse table, highlighting the simplicity and efficiency of the feature for end-users and bulk editing.
The blog post delves into the Excel Online option with Model Driven Power Apps for importing records into Dataverse. Lisa Crosbie demonstrates the ease of the process for a large data import by providing a step-by-step approach. She points out that even lookups to other tables are manageable, as long as the primary column names are appropriately matched.
Interestingly, she notes a quirk upon saving changes: data is not saved instantly but queued for processing. For those interested in learning more about utilizing Excel Online with Model Driven Power Apps in Dataverse, Lisa Crosbie mentions that fully updated instructions are available on the Microsoft Docs website.
Excel Online serves as a powerful ally in data management, particularly for those operating within Model Driven Power Apps and Dynamics 365 environments. This online tool provides the flexibility and familiarity of a spreadsheet while being integrated into a robust application framework. The capacity to handle bulk data edits and imports efficiently makes Excel Online not just a data entry tool but also a time-saving resource for users dealing with large datasets. Its integration facilitates seamless updates to app data, improving productivity for users who rely on the edit capability of spreadsheets in their work process.
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