Create and modify Dataverse views by using the Data workspace

6/14/2022


Views are a subset of table data. Create a view to select specific table columns and rows that you want to display in a site. The Views tab displays views used in the lists that are embedded in the site and all other views in the environment that are associated with the respective table. It only shows view types that are supported in portals. Selecting an existing view (or creating a new one) opens the Power Apps view designer, where you can define the view. Views are a foundation of portals lists.

You use the data workspace to create and modify Dataverse table views directly in the Power Pages design studio.

     
 

Note

You'll need to ensure that the changes you make to views are published before you used them to create list components on pages.

 
     

Use the Data workspace

1. Go to Power Pages.

2. Select a site, and then select Edit.

3. On the left tool belt, select Data.

View designer

On the left pane of the Data workspace, the Tables in this site section lists the tables that are used in basic forms created in the site. The Other tables section lists all Dataverse tables in the environment.

Create or modify a view

1. From the Tables in this site or Other tables section, select the table that you want to either create or modify a view for.

2. In the table designer, select the Views tab.

3. Do one of the following steps:

a. To create a new view, select New View.

  1. Enter a name and a description for your view.
  2. Select Create. 

b. To modify an existing view, select the view from Views in this site or Views available for this table.

4. The view will appear in the view designer, where you can configure it by using the following features.

             
 

Action

     

Description

 
             
 

Back

     

Return to the previous screen.

 
             
 

Add column

     

Display the list of table columns where you can search for, select, or create a new table column and add it to the view.

 
             
 

Undo

     

Undo your last update.

 
             
 

Redo

     

Redo your last undo change.

 
             
 

Validate

     

Run a checker to see whether there would be any performance impacts with the current view configuration.

 
             
 

Save

     

Save the view configuration.

 
             
 

Save As

     

Save the view configuration with a different name, which creates a copy of the current view.

 
             
 

Publish view

     

Publish the view so that it can be used when creating a list on a page.

 
             

5. You'll also be able to select the column header and modify the following.

             
  Action      

Description

 
             
 

Edit properties

     

Change the column width by entering the width in pixels.

 
             
 

Sort options

     

Depending on the data type, you can configure the sorting alphabetically (sort A to Z, sort Z to A), numerically (ascending or descending), or by date (older to newer, newer to older).

 
             
 

Filter by

     

Specify a value to filter the view.

 
             
 

Insert view column

     

Insert a table column to the view.

 
             
 

Move Left/Move Right

     

Move the column to the left or right in the view layout.

 
             
 

Edit table column

     

Edit the table column configuration.

 
             
 

Remove

     

Remove the column from the view (this doesn't delete the table column).

 
             

View properties

You can modify some of the view properties—such as the name and description—on the right panel.

Sort by

You can add a series of columns to be used to sort the view.

Filter views

You can also create filters for your view to display specific data. Select the Edit filters link to open the expression builder and specify columns and column groupings to filter your view data.

 

Source: docs.microsoft.com