Create, retrieve, update, and delete a chart

This sample shows how to create, retrieve, update, and delete an user-owned visualization using the following methods:

You can download the sample from here.

Note

Unsure about entity vs. table? See Developers: Understand terminology in Microsoft Dataverse.

How to run this sample

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the cds/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in cds/App.config, any sample you run will use that connection information.

If you do not specify a connection string in cds/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the cds/App.config file.

What this sample does

The IOrganizationService message is intended to be used in a scenario where it contains data that provides programmatic access to the metadata and data for an organization.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The CreateRequiredRecords method creates records that is required for the sample.

Demonstrate

  1. The presentationXml method sets the presentation XML string.
  2. The dataXml method sets the data XML string.
  3. The newUserOwnedVisualization method creates the visualization table instance.
  4. The retrievedOrgOwnedVisualization method retrieves the visualization.
  5. The newDataXml method updates the name and the data description string.

Clean up

Display an option to delete the records created in the Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the records to achieve the same result.