Lab - Create a Microsoft Dataverse table

Completed

Read this first - before you start the lab!

Important

For this lab, do not sign in with your credentials. Use the following steps to sign in to your lab environment with the correct credentials.

  1. Select Launch VM mode in this unit.
  2. You'll see a PowerShell window and a Windows Command window appear. After about two to three minutes, they'll close, and Power Apps will open automatically. Wait for the Power Apps home screen.
  3. To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

In this unit, you'll create a table and then customize key components, like columns, relationships, views, and forms. You'll learn how to:

  • Create a custom table.
  • Add custom columns to your table.
  • Add a table relationship.
  • Customize a view.
  • Customize a form.

The tutorial follows the Contoso company, which is a pet grooming business that grooms dogs and cats. Contoso needs an app for client and pet tracking that can be used by employees on various devices.

Create a custom table

Sign in to Power Apps and follow these steps to create a new custom table.

  1. In the left navigation pane, expand Dataverse/Data, select Tables, and then select + New table.

  2. Under New table, enter the following:

    • Display name: Pet
  3. In the Primary Column section, enter the following:

    • Display name: Pet Name
  4. At the bottom, select Create.

You will notice in our example, the new table and primary column begins with cree0_. More columns created for this table will also begin with cree0, this is specific to our demo environment. When testing in your own environment this may look different.

Add and customize columns

  1. In the list of Tables, select the Pet table that you created in the previous section.

  2. On the Columns tab, on the table designer toolbar, select Add column.

  3. In the Column properties pane, enter the following values:

    • Display name: Species
    • Data type: Choice
    • Choice set: + New choice
    • Searchable: Yes
  4. Create the choice set:

    1. Replace New choice with Dog.
    2. Select Add new item.
    3. Replace New choice with Cat.
    4. Select Save.

    Screenshot of the column properties pane with details entered.

  5. Make sure Searchable is selected, and then select Done.

  6. On the table designer toolbar, select Add column.

  7. In the Column properties pane, enter the following values, and then select Done:

    • Display name: Breed
    • Data type: Text
    • Searchable: Yes
  8. On the table designer toolbar, select Add column.

  9. In the Column properties pane, enter the following values, and then select Done:

    • Display name: Appointment date
    • Data type: Date and Time
    • Searchable: Yes
  10. Select Save table.

Add a relationship

  1. On the Relationships tab, on the table designer toolbar, select Add relationship, and then select Many-to-one.

  2. In the right pane, in the Related list, select Account.

  3. Select Done.

  4. Select Save table.

    Notice that when you add a many-to-one relationship, an Account column of the Lookup data type is automatically added to your list of columns on the Columns tab.

    Screenshot of the Account column of the lookup data type automatically added.

Customize a view

  1. On the Views tab, right-click Active Pets view and select Open Link in New Tab. If you don't see the Active Pets view, select Remove filter.

  2. In the view designer, select + View Column, select the following columns, and then select OK:

    • Account
    • Appointment date
    • Breed
    • Species
  3. Select the Created On column, select Remove.

  4. To arrange the columns, select the column to move, and then select Move Left or Move Right until your view looks like this. You could also drag and drop the columns to arrange the order as well.

    Screenshot of the Account drop-down with Move Left and Move Right options highlighted.

  5. On the view designer toolbar, select Save.

  6. Select Publish.

Customize the main form

  1. In the left navigation pane, expand Data, select Tables, and then select Pet.

  2. On the Forms tab, select Information next to the Main form type to open the form editor.

    Screenshot of the Form tab with Information highlighted.

  3. In the form editor, drag the Species, Breed, Appointment date, and Account columns from the Column Explorer pane to the General section of the form canvas, so that the form looks like this.

    Screenshot of General section of the form canvas.

  4. Select Save.

  5. Select Publish.

  6. Select the back arrow in your browser to close the form designer.