How to Create Dataverse View [With Examples]

If you’re using Microsoft Dataverse and want an easy way to organize your data, creating views is a beneficial approach. Views let you see only the information you need by filtering and sorting your data.

In this Dataverse tutorial, I’ll show you what Dataverse view is, how to create Dataverse view, and the topics below:

• Filter Dataverse Views
• How to remove filters from Dataverse View
• Delete Views in Dataverse Table
• Dataverse View in Power Apps

Dataverse View

A view allows you to select which rows and columns from a table to display on your site. In Microsoft Dataverse, a view is how you set this up.

Views show part of the table’s data. You can see all views for a table in the Views tab, including those used on your site.

When you select or create a view, the Dataverse view designer opens, allowing you to decide what to display.

Before using views to build list components on pages, you must ensure that the modifications you make to them have been published.”

To understand how a simple Dataverse view screen appears, please check the image below.

• The view will appear in the view designer, where the following features can be used to customize it.

Activity	Explanation
Back	Go back to the previous page.
View column	Show the list of table columns in which you may do a search and choose one to display.
Undo	Undo the most recent update.
Redo	Revert the last modification you reverse.
Validate	To determine whether the current view configuration may have any impact on performance, run a performance checker.
Save	Save the view changes.
Save as	It makes a duplicate of the current view when the view configuration is saved with a different name.
Publish	To utilize the view while creating a list on a page, publish it.

Dataverse View Properties:

On the right panel, you may change several view properties, including the View Name and Description.

Sort by:

A set of columns can be added to sort the view.

Edit filters:

Additionally, you may add filters to your screen to display particular data. To use the expression designer and define columns and column groupings to filter your view data, select the Edit filters link.

• You may also change the following by selecting the view column heading.

Activity	Explanation
Edit Properties	By specifying the width in pixels, you may adjust the column’s width.
Sort A to Z	You may set the sorting to be in alphabetical order as ascending.
Sort Z to A	You may set the sorting to be in alphabetical order as descending.
Then filter by	In order to filter the view, enter a value.
Clear filters	When you use this field to filter, this option will appear. Click this option if you want to get rid of the filter.
Insert view column	To the view, add a table column.
Move Left	In the view design, slide the column to the left.
Move Right	In the view design, slide the column to the right.
Remove	Removing the column from the view does not remove it from the table.

Dataverse Create View

Let’s start with how to create a view in a Dataverse Table.

• The below screenshot represents a Dataverse Custom table named “Car Details“. This table has four columns with various data types, such as:

Column	Datatype
Car Name	Primary single-line of text column in the dataverse table (Car Details). I just renamed it to Car Name.
Price	Currency
Color	Choice [Black, White, Silver, Blue, Red]
Country	Choice [Australia, Brazil, Canada, Denmark, Germany]

• To create a new view for this dataverse table (Car Details), click on Views under the Data experiences section.

• The Dataverse table view page will then open, displaying all of the default views for that particular table. To create a new custom view, click on the + New view button at the top of the page.

• Give the new dataverse view a name and a description. Click on “Create“.

• The Dataverse primary column name (Car Name) will automatically appear on the view page when you first create it. Refer to the screenshot below.

• Let’s assume we want to display “Country” in the Dataverse view as a further field. To find the Country field, click on the + View column, then choose it from the View column section.

• We can include each of the remaining Dataverse columns (such as Country, Price, and Color) in the new view in the same manner. The Dataverse view screen will look as shown here.

This is how to create a view in a Dataverse table.

Filter Dataverse Views

Next, we will see how to filter the Dataverse views in the Dataverse table. As we can see, all the Dataverse table columns are ready to be used in views. Let’s take a simple scenario.

• I want to filter the Cars in the table views below that are from Germany. That indicates that only Germany records will be available for viewing.
• To work around this, click on the “Edit filters …” option on the right side of the page view. The message reads “No filters are present” because, as previously mentioned, no records are filtered for viewing purposes.

• After that, click + Add to display the three available choices:

1. Add row = We can use this option to insert a new row.
2. Add group = To add a new group, use the Add group option.
3. Add related table = We can use this option to insert a related table.

• Hence, we are going to filter the country column, which is why we need to insert a new row. Click on the Add row option -> Select Country Equals Germany -> Tap on Ok as shown below.

• When it’s finished, the Dataverse view will display all of the filtered Germany records. Additionally, if you want to add another filter, the same process must be followed. Tap on the Edit filters option to add a second filter in the Dataverse view.

• I want to display the records with Car Prices of more than 8000000 in the second filter. To achieve this, repeat the process, add a new row, and specify that the Price is greater than 8,000,000, as shown in the screenshot below. Click on the Ok button as well.

• Finally, the dataverse view is filtered with multiple filters as shown in the image below. Save and publish the Dataverse view when you’ve finished everything.

This is how to filter Dataverse views in the Dataverse table.

Remove Filters from Dataverse View

Suppose you want to delete the applied filters from the Dataverse view. In that case, you can use three different approaches to remove the filter from the dataverse table view. Such as:

Method – 1: [Remove Filter From Dataverse View Using Cancel Option]

• On the Dataverse View page, you can remove the filter directly by using the “Cancel” icon below. For example, we want to delete the second applied filter where the Price is greater than 8000000.
• We can do this by going directly to that view (selecting ‘Price more than 8000000’ under the Filter by section) and clicking the Cancel icon. Then the filter will be removed from the Dataverse view.

This method of removing the filter from the Dataverse view is preferable because it is effortless and quick to do.

Method – 2: [Remove Filter From Dataverse View Using Clear Filters Option]

• Another approach that we can readily use is this one. This Price column has been utilized where the Price is greater than 8000000.
• Therefore, we may remove this filter from the Price column. Expand the column and tap on the Clear filters option to remove the filter from the dataverse view. After that, the particular price filter got deleted from the dataverse view.

Method – 3: [Remove Filter From Dataverse View Using Edit Filters Option]

• Thirdly, in this method, we can use the Edit Filters option to delete the filter from the Dataverse view.
• On the Dataverse view page, click the Edit filters option under the Filter by… section. Then, go to the specific filter (Price is greater than 8000000) -> More commands option (…) -> Delete -> Ok.
• After that, the specific dataverse filter will be cleared from the Dataverse view.

These are the various approaches to remove filters from the Dataverse View.

Delete Views in Dataverse Table

Now we will see how we can remove or delete unwanted views from the Dataverse table.

• To work around this, go to the specific Dataverse table (suppose Car Details) -> Click on the Views option under the Data experiences section.
• On the Views page, select the specific view that you want to delete (Let’s say Germany Cars) -> More commands (…) -> Tap on Delete as shown below.
• Also, you can directly select the view and delete it by using the top bar Delete button. Then that particular view will be removed from the dataverse view.

This is how to Delete Views in the Dataverse Table.

Dataverse View in Power Apps Canvas App

Do you wonder how to use the Dataverse view in the Power Apps Canvas app? Let us follow the simple scenario below.

• In the above example, we already created a Dataverse table view in the Dataverse table (Car Details). Now we would like to display this Dataverse view in a Power Apps Data table control.
• Open Power Apps and create a blank canvas app (Apps or + Create -> Expand + New app -> Canvas).
• Provide an App name (Dataverse View in Power Apps) and choose the app Format, either Tablet or Phone. Click on Create as below.

• Now the Power Apps canvas app will be ready to use. To work with the Dataverse view in Power Apps, first, we need to add the Dataverse table connection to the app.
• Click on the Add data button (from the top command bar) or the Data tab from the left navigation bar. Select the specific Dataverse table (Car Details) under the Tables section, and then the table will be added to the canvas app.
• Once the table has been added to the app, you can utilize the More option to access all three of the below-mentioned properties:

1. Edit data = If you want to modify the Dataverse table, you can use this option.
2. Refresh = Choose this option if you want to reload the dataverse table. You must also refresh the Dataverse table whenever you make changes to it.
3. Remove = Click on this option if you want to delete the Dataverse table from the Power Apps Canvas app.

• Then, insert a Data Table control into the Power Apps screen (Insert -> Search for ‘Data Table‘ in the search bar -> Select ‘Data Table (Preview)‘ under the Layout section). The screen will display a blank data table as seen in the image below.

• Select the Data table control -> Go to the Properties tab -> Select the Data source as “Car Details” (Dataverse table).

• Next, add the Dataverse table fields that you want to display in the Power Apps data table control. To do this, click on Edit fields -> + Add field -> Choose the fields that you wish to view in the data table (like Country, Price, etc.) -> Select Add.

• Below is the Power Apps screen after adding all the fields to the data table. You can see that there is a property called Views (located on the right side under the Properties tab).
• Since no view is currently assigned to the Data table, the “None” option is displayed under Views.

• To use the dataverse view (Germany Cars) in the Power Apps Data table control, select the data table -> Properties -> Select a view name (Germany Cars) from the Views field as shown below.
• The Power Apps data table will then be filtered using the selected Dataverse view and will appear as seen in the following snapshot. Also, we can see that the Items property of the data table contains the filtered formula below:

Items = Filter('Car Details', 'Car Details (Views)'.'Germany Cars')

Where,

1. ‘Car Details‘ = Dataverse table name
2. ‘Germany Cars‘ = Dataverse View name

• Next, what procedure would you need to follow to show the view in the data table if you wanted to make any modifications to the dataverse table view later on? Let’s follow the scenario below.
• The below dataverse view contains two filters, i.e.

1. Country is equal to Germany
2. Price greater than 8000000

• Here, we will clear the second filter, i.e., Price greater than 8000000 from the Dataverse table (Car Details). The displays appear as shown below once the filter has been removed, and the view will only operate with the first filter.
• Additionally, after making all the necessary changes, be sure to save and publish the Dataverse view. Otherwise, the data table won’t be impacted by the modifications.

• To use the modified Dataverse view in Power Apps, go to the specific canvas app and refresh the Dataverse table (Car Details). We can refresh the DataVerse table by using the Data tab option (from the left navigation). Also, we can reload the data table from the right-side Data source property.

• Next, we need to refresh the Views field in the Properties pane. Select the Data table -> click on More (…) -> Refresh.

• We may see the table records as shown below after the Power Apps table refresh is complete.

This is how to work with Power Apps Filter Dataverse View.

Also, you may like the following Dataverse and Power Apps tutorials:

• Import CSV Data to Microsoft Dataverse Using Power Automate
• Power Apps Gallery Row Number
• Patch Dataverse Number Field in Power Apps
• Count Rows From Dataverse Table Using Power Automate
• Detect Text in Dataverse Using AI Builder
• Get a Row By ID From Dataverse Using Power Automate

In this Microsoft Dataverse tutorial, we learned what a view is and how to create a view in a Dataverse table. We also covered how to filter views, remove filters, delete views, and use Dataverse views in Power Apps.

I hope this guide helps you better manage and display your data in Dataverse!