I would like to share my recent experience with loading a CSV file via Dataflow to Dataverse with you.
Today, I downloaded the list of leads from the conference we sponsored last week. There is no better way to load it to my sales app on Dataverse – it’s a Dataflow way! At least for me 👀. I needed to transform columns to combine all extra information available into a big Description column. Also, I needed to add a custom lead source column. All of it can be done in PowerQuery so I created a new Dataflow:
Then picked up a Text/CSV file as a data source.
Then I started panicking because I realised that I forgot to copy my file to OneDrive. 😱
Dont’ worry and be brave! Click on Browse OneDrive…
Here some serious magic happens. If you are one of those people forgetting to copy files upfront, like me, you will find this functionality very useful.
Just upload your file here then select the file and – no worries!
Thank you very much, Microsoft! You just made my day.