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Home > CRM, PowerApps > PowerApps – Build an App using Excel data as Source

PowerApps – Build an App using Excel data as Source

If you are new to PowerApps, please go through my previous blog

In this post, I am going to walk you through building an App using Excel as ‘Data Source’.

I am going to build an App by

  • Prepare an Excel file with data formatted as ‘Table’
  • Place it in ‘One Drive For Business’.

Pre-requisites:

  • You must have a PowerApps account. Refer blog for details.
  • An Excel sheet with data formatted as ‘Table’.
  • ‘One Drive For Business’ account
    • This comes free with Dynamics 365 30 days trail.

Steps to configure Excel:

  • Create an Excel file with some data. I prepared ‘Customer’ records with 4 columns.
  • You should format this data as ‘Table’ as the PowerApp, only consider Tables, which you will notice in next sections.

PA_Excel1

  • Provide name to the Table; We will use this Table name in ‘Power App’. I named my table as ‘Customers‘.

PA_Excel2

  • Save the Excel

Steps to upload Excel to OneDrive:

PA_Excel3

  • Connect to ‘OneDrive’ and upload the Excel File

PA_Excel4

Steps to create App:

  • Login to PowerApps Portal
  • Create a New App with ‘OneDrive for Business’ template, as I uploaded the Excel to OneDrive.

PA_Excel5

  • Note: Its not necessary that you should pick ‘OneDrive for Business’ template, you can even create a ‘Blank app’ and create ‘OneDrive’ connection.
  • Click ‘Create’ to establish App’s connection with ‘OneDrive For Business’.

PA_Excel6

  • Choose the Excel file

PA_Excel7

  • Select the ‘Table’ and click ‘Connect’; This table ‘Customers‘ is nothing but the table name we given in ‘Excel sheet’.

PA_Excel8

  • Now you would experience the power of ‘Power Apps’ as it instantly come up with UI using the excel data. App auto create 3 screens for Browse Screen,Details Screen and Edit Screen.

PA_Excel10

  • You can reorder the columns by selecting ‘Data’ or you can change the ‘Sort Column’ if you want.
  • Finally, press F5 to run the App.

PA_Excel11.PNG

Refer my previous blog to build a simple calculator App.

🙂

 

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