Create Dataverse Expense Details Table and build simple PowerApp using that table.

Published Feb 18 2022 04:21 AM 1,864 Views
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This article is divided into 2 sections 1; Creating Dataverse Table with Choice, Date, Lookup type columns and 2nd; Creating a simple PowerApp using that Dataverse table

Let’s jump into Creating a simple use-case where we will create Expense Table & Expense Category Tables with the following Data types of Columns,

For Expense Table, we will create below mentioned columns of mentioned Data types,

Expense Amount: Currency,

Expense Description: Text,

Expense Category: Lookup from Expense Category Table,

Date of Expense: Date Only type,

For Expense Category, we will create below mentioned column

Category Type: Choice

Above mentioned is the quick summary on Tables and Columns we will create, Let’s look into this step by step in more detailed fashion,

Step 1: Navigate to https://make.powerapps.com

Step 2: From the left navigation click on Dataverse > Tables > Click on New Table as shown in the Fig 1.1

 

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Fig 1.1 – Dataverse New Table

Step 3: A panel will open when clicked on New Table, fill in the details like Table Name, also give a primary column name, this will be basically creating a primary column with the given name when this table will be created, give some description and select the Standard type of Table as shown in below Fig 1.2. Then click on Create table button

ShrushtiShah_1-1645172913552.png

 

Fig 1.2 – New Dataverse Table “Demo_ExpenseTable” with Primary Column as ExpenseId

Step 3: Newly created Dataverse Table once created will look something like shown in below Fig 1.3,

Also notice that the primary column “ExpenseId” is created for the new table

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Fig 1.3 – Dataverse Table created with primary column

Step 4: Let’s modify the created Primary column, click on the Primary column, and edit the details like change the data type to Autonumber with minimum number of digits as 1, seed value as 1, as shown in Fig 1.4 then don’t forget to click on Done and Save table at the end

ShrushtiShah_3-1645172913582.png

 

Fig 1.4 – Edit the Primary Columne “ExpenseId” > Click on Done > Save Table

Step 5: Let’s quickly create another Dataverse “Demo_ExpenseCategory” with CategoryId as the primary column, Once the table is created, edit the Primary column as shown in Step 4, refer below mentioned Fig 1.5 & Fig 1.6

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Fig 1.5 – Demo_ExpenseCategory Table created with CategoryId as primary column

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Fig 1.6 – Edit the CategoryId primary column > Done > Save table

Step 6: Lets create a Choice Type Column in Demo_ExpenseCategory Table, for this, Navigate to the mentioned table, Click on Add Column, Choose Choice as datatype and then add new choices in the Items as shown in fig 1.7. click on save it will redirect you to details panel as shown in Fig 1.8, click on Done to create new column then Save the table to reflect these changes in the table.

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Fig 1.7 – Choice type column Demo_CategoryType

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Fig 1.8 – Demo_CategoryType Choice column details

Wohoo, now your Demo_ExpenseCategory Table with Choice column Demo_CategoryType is ready as shown in below Fig 1.9

ShrushtiShah_8-1645172913630.png

 

Fig 1.9 – Dataverse table with choice column created

Step 7: Now, go to Demo_ExpenseTable and create the columns as discussed at the start of the article and create Expense Amount, Date of Expense, Expense Description and Expense Category columns

 

Step 8: Create Optional Demo_ExpenseAmount named Currency type Column as shown in Fig 1.10, Click on Done and Save Table

ShrushtiShah_9-1645172913637.png

 

Fig 1.10 – Demo_ExpenseAmount currency type column

Step 9: Create Optional Demo_ExpenseDescription named Text type Column as shown in Fig 1.11, Click on Done and Save Table

ShrushtiShah_10-1645172913643.png

 

Fig 1.11 – Demo_ExpenseDescription Text type column

Step 10: Create Optional Demo_DateOfExpense named Date Only type Column as shown in Fig 1.12, Click on Done and Save Table

ShrushtiShah_11-1645172913649.png

 

Fig 1.12 – Demo_DateOfExpense Date Only type of Column created

Step 11: Create Optional Demo_ExpenseCategory named Lookup type Column wherein add the Demo_ExpenseCategory in Related table as shown in Fig 1.13, Click on Done and Save Table

ShrushtiShah_12-1645172913657.png

 

Fig 1.13 - Demo_ExpenseCategory lookup type column created

Wohoo, Demo_ExpenseTable is now created with all the 4 columns.

As both the Tables with columns are ready, go to each table and add few records by clicking on Add record as shown in the below fig 1.14

ShrushtiShah_13-1645172913670.png

 

Fig 1.14 – Add record to the created tables

Now, it’s the time to create a simple PowerApp canvas app using this Demo_ExpenseTable,

Step 12: Navigate to Home Page of PowerApps, Click on Create an app using Dataverse as shown in below Fig 1.15

ShrushtiShah_14-1645172913684.png

 

Fig 1.15 – Create PowerApp canvas app using Dataverse

Step 13: Once you click on Dataverse option, select the connection and choose the Demo_ExpenseTable and click on Connect as shown in Fig 1.16

ShrushtiShah_29-1645173135940.png

Fig 1.16– Adding connections and Table to create a PowerApp

Step 14: Once it is connected, A PowerApp will be created for you with the Browse Details, Edit Details and View Details screen as shown in the below figures.

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Fig 1.17 – PowerApps Browse Screen

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Fig 1.18 – PowerApps Edit Screen

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Fig 1.19 – PowerApps Details Screen

Now, modify the fields in Browse, Edit and View details screen and you can go ahead and add new records into your table right from your PowerApp

Voila, The Dataverse Table and PowerApp is ready and now you can use it and make further modifications to it.

In the upcoming article will investigate this Dataverse PowerApp in more detail. So, stay tuned!

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‎Feb 18 2022 12:38 AM
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