{"id":84,"date":"2018-06-05T04:30:18","date_gmt":"2018-06-05T11:30:18","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/cds-for-apps-excel-importexport\/"},"modified":"2024-09-24T14:33:07","modified_gmt":"2024-09-24T21:33:07","slug":"cds-for-apps-excel-importexport","status":"publish","type":"power-apps","link":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/cds-for-apps-excel-importexport\/","title":{"rendered":"Working with data in the Common Data Service for Apps using the Excel Add-in!"},"content":{"rendered":"
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Getting data in and out of the Common Data Service for Apps is a fundamental task when building apps and flows, we’re happy to say the Import, Export and Open in Excel features are now available for the latest update of the Common Data Service for Apps. These features have been released in addition to the PowerQuery functionality already available in environments today. Working with data can take may forms, hence why we have multiple methods for importing, exporting and manipulating data within CDS for Apps. This blog will focus on the importing and exporting data from Excel and CSV files, and interacting with data using the Excel Add-in.<\/p>\n
Before we do, if you’d more information on the existing tools:<\/p>\n
The PowerApps add-in for Microsoft Excel allows you to open an entity in an Excel worksheet to view and edit your data. The Excel add-in allows you to refresh your data, create new records, delete and edit existing records all from within Excel. You can read more about the Excel add-in here<\/a>.<\/p>\n To get started, go to web.powerapps.com and select the environment you’d like to use (If you don’t already have an environment, follow the steps here<\/a>. You can open the Excel Add-in by first opening your list of entities (Data > Entities) and selecting an entity from the list, from there you’ll see the Open in Excel <\/strong>appear on the command bar.<\/p>\n Clicking this will generate a new Excel file and prompt you to download it, you can download the file onto your local drive, or OneDrive. Once you’ve downloaded and opened the file you’ll be prompted to enable add-ins, don’t worry at this point if the file contains no data – it needs to connect to your environment to refresh the data first.<\/p>\n <\/p>\n Once the workbook has loaded, you’re now connected to your CDS for Apps environment and ready to start making updates. You can find a detailed guide here<\/a>.<\/strong>\u00a0Here are some quick tips to keep in mind:<\/p>\n For more information on the Excel Add-in, you can find a detailed guide\u00a0here<\/a>.<\/strong><\/p>\n We are also reintroducing the ability to bulk-import and export data from Excel or CSV files by using the Get Data from Excel file and Export Data features for updated Common Data Service (CDS) for Apps environments.\u00a0With this feature, you can move data into single or multiple entities from Excel or CSV files. Alternatively, you can export data to a CSV file from single or multiple entities. Import and Export from Excel is accessible from the command bar by going to\u00a0Get Data > Get Data from Excel,\u00a0<\/strong>or\u00a0Export > Data<\/strong>.<\/p>\n The import and export from Excel is a great option for importing and exporting data when:<\/p>\n \u00a0<\/p>\n <\/p>\n You can find a detailed guide of how to import and export data here.<\/a><\/p>\n\n
Importing and Exporting Excel and CSV files<\/h3>\n
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Helpful resources<\/h3>\n