Excel Data Import for Dataverse | Microsoft Power Platform Solution Architect Exam PL-600
Question
You need to import the legacy Excel data into Dataverse.
The data contains duplicates and needs some cleaning.
You decide to use Excel for data preparation and ensure that import columns have correct names and contain values in the proper Dataverse data type.
What recommended tool should you use for this import?
Answers
Explanations
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Dataverse provides several tools to import and export data.
They include Data Import Wizard, Power Query, Power Automate, Dataflows, and others.
Suppose you need to import your data using Excel and ensure that import columns have correct names and contain values in proper Dataverse data type.
Microsoft recommends using the Data template to prepare import data.
A Date Template is an Excel file with predefined fields for the table you want to import.
You can download the template by following the Power Apps Advanced settings/Settings/Data Management (Number 1) path to the "Templates for Data Import" menu item (Number 2)
After you click on this item, on the new screen (Number 3):
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The Data template is an Excel spreadsheet that provides the column names and information about their data types and validations, such as the maximum length for the text entries or the Whole number's value range or required Lookup field.
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After filling in this template with cleaned data, you can import the file into the Dataverse using Excel as a data source.
All other options are incorrect because they are tools for data import of already prepared data, and some of them are not suitable for an Excel import.
For more information about Power Platform data import, please visit the below URLs:
In this scenario, we need to import legacy Excel data into Dataverse and perform some data cleaning. We also need to ensure that import columns have correct names and contain values in the proper Dataverse data type. To achieve this, we can use various tools provided by the Microsoft Power Platform. The recommended tool for this import is Power Query.
Power Query is a data preparation tool that allows us to connect to various data sources, transform and clean the data, and load it into Dataverse. It provides a user-friendly interface that enables us to filter, sort, and reshape the data in a way that meets our requirements.
The following are the reasons why Power Query is the recommended tool for this import:
Data Cleaning: Power Query provides powerful data cleaning capabilities. We can remove duplicates, split and merge columns, change data types, and apply various transformations to clean and prepare our data.
Import Columns: Power Query enables us to rename columns and ensure that the import columns have the correct names and contain values in the proper Dataverse data type.
Excel Integration: Power Query is tightly integrated with Excel. We can use Excel as a data preparation tool and leverage the rich set of data manipulation features available in Excel.
Data Sources: Power Query supports various data sources, including Excel, CSV, SQL Server, Oracle, and others. We can connect to any of these data sources, extract data, clean and transform it, and load it into Dataverse.
While Data Import Wizard, Dataflows, Data Template, and Azure Data Factory can also be used for importing data into Dataverse, Power Query is the recommended tool for this scenario because of its data cleaning capabilities, Excel integration, and support for various data sources.