Create and Modify Dataverse Views by Using the Data Workspace
Create and Modify Dataverse Views by Using the Data Workspace
Introduction
Dataverse Views allow organizations to display specific records and columns from Microsoft Dataverse tables within Power Pages. Views help present relevant information to users by controlling what data is visible and how it is displayed.
Using the Data Workspace in Power Pages, developers and makers can create, modify, and manage Dataverse views directly from the Design Studio. These views serve as the foundation for portal lists and data presentation across Power Pages websites.
What Are Dataverse Views?
A Dataverse View is a saved configuration that determines:
- Which columns are displayed
- Which records are visible
- How records are sorted
- What filters are applied
Dataverse Views are commonly used in Power Pages Lists to display business data to portal users.
Use the Data Workspace
Follow the steps below to access the Data Workspace:
Power Pages › Select Site › Edit › Data- 1. Go to Power Pages.
- 2. Select a site.
- 3. Select Edit.
- 4. On the left navigation pane, select Data.
View Designer
The View Designer allows you to manage Dataverse views associated with your tables.
| Section | Description |
|---|---|
| Tables in this Site | Lists tables currently used by forms and components within the site. |
| Other Tables | Lists all Dataverse tables available in the environment. |
| Views Tab | Displays all views associated with the selected table. |
Creating or editing a view automatically opens the Power Apps View Designer for advanced configuration.
Create or Modify a View
- 1. Select a table from Tables in this Site or Other Tables.
- 2. Open the Views tab in the Table Designer.
- 3. To create a new view, select New View.
- 4. Enter the view name and description.
- 5. Select Create.
- 6. To edit an existing view, select it from the list.
- 7. The view opens in the Power Apps View Designer for configuration.
Configure View Columns
You can customize the columns displayed within a view by selecting the column headers in the View Designer.
| Configuration | Purpose |
|---|---|
| Add Columns | Display additional business data. |
| Remove Columns | Hide unnecessary information. |
| Reorder Columns | Improve readability and user experience. |
| Sort Columns | Control the order of displayed records. |
Filter Views
Filters help display only relevant data within a view.
Select the Edit Filters link to open the Expression Builder and define filtering criteria.
- 1. Open the desired view.
- 2. Select Edit Filters.
- 3. Open the Expression Builder.
- 4. Select columns and conditions.
- 5. Save the filter configuration.
Filters allow you to display only relevant records, improving both performance and usability.
Expression Builder
The Expression Builder enables advanced filtering by defining conditions and column groupings.
| Feature | Purpose |
|---|---|
| Conditions | Filter records based on values. |
| AND Logic | All conditions must be true. |
| OR Logic | Any condition can be true. |
| Column Grouping | Create complex filtering structures. |
Benefits of Dataverse Views
- Improve data visibility.
- Enhance portal user experience.
- Display only relevant information.
- Support Power Pages Lists.
- Simplify data management.
Conclusion
Dataverse Views provide a flexible and powerful way to control how data is displayed within Power Pages. Using the Data Workspace and Power Apps View Designer, organizations can create customized views that improve user experience and streamline access to business information.
By leveraging filtering, sorting, and column customization features, you can create efficient and user-friendly data presentations that support your business requirements.