Create and configure Dataverse table views

Introduction:

In Microsoft Power Platform, specifically for App Makers, the ability to create and configure Dataverse table views is crucial for managing and analyzing data effectively. This article will guide you through the process of creating and configuring table views using only information from Microsoft documentation. Let’s dive in!

1. Understanding Table Views:

Table views in Dataverse offer a structured way to view and interact with data stored within tables. They allow you to define filters, sorting, grouping, and more to organize and present data according to your unique requirements.

2. Creating a Table View:

To create a table view in Dataverse, follow these steps:

1. Step 1: Access your app in Power Apps Studio.
2. Step 2: Navigate to the ‘Entities’ tab and select the desired table.
3. Step 3: Click on the ‘Views’ tab and then choose ‘Create Custom View.’
4. Step 4: Provide a suitable name and description for the view.
5. Step 5: Configure the desired filtering, sorting, grouping, and other display options as needed.
6. Step 6: Save and publish the view to make it available for use.

3. Customizing Filter Criteria:

Table views offer the ability to filter data based on specific criteria. To customize the filter criteria for a table view:

1. Step 1: Access the table view you wish to modify.
2. Step 2: Locate the ‘Filter Criteria’ section.
3. Step 3: Define your desired filter criteria using the available options, such as column comparison, logical operators, and values.
4. Step 4: Save and publish the changes to update the table view.

4. Defining Sorting Order:

Sorting data within a table view can be achieved by following these steps:

1. Step 1: Access the desired table view.
2. Step 2: In the ‘Sorting’ section, specify the columns to sort by and the sorting order (ascending or descending).
3. Step 3: Save and publish the changes to reflect the sorting order in the table view.

5. Grouping Data:

Grouping data in a table view enables you to organize records based on common attributes. To configure grouping:

1. Step 1: Access the table view requiring grouping.
2. Step 2: In the ‘Grouping’ section, select the relevant columns to group by.
3. Step 3: Save and publish the changes to apply the grouping in the table view.

6. Formatting Options:

Dataverse table views provide various formatting options to enhance data presentation. Some common formatting options include:

• Adjusting column widths to accommodate data visibility.
• Setting column visibility based on user roles or conditions.
• Specifying column formatting, such as currency, date/time, or custom formats.

7. Sharing and Security:

You can control the visibility and accessibility of table views by defining appropriate security roles. Consider the following points:

• Assign roles that have access to the table view based on user requirements.
• Configure the table view visibility for specific roles, teams, or individuals.
• Ensure sensitive information is appropriately secured and restricted from unauthorized access.

Conclusion:

Creating and configuring table views within Microsoft Power Platform’s Dataverse is a fundamental skill for an App Maker. By following the guidelines provided in Microsoft’s documentation, you can effortlessly organize, analyze, and present data to meet your specific needs. Experiment with different configurations to optimize your table views for maximum efficiency and usability within your Power Apps.