Export dataverse with relationships

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Posted on by Claude_BV

Hi, is there a way I can export my dataverse table to include the relationships. I have the following schema.

dbo.storeData

dbo.areaManagerData

dbo.ownerData

dbo.region

dbo.masterData

All connected with different relationships from N:1, 1:N and N:N.

When I export the table (dbo.ownerData) from dataverse there's no indication to the relationship it has to the dbo.storeData or dbo.region.

So I have a N:N relationship between the dbo.ownerData and dbo.storeData. So all I would like to see is an export of the dbo.ownerData that shows me the owner table with the store(s) connected to that owner or an export of the dbo.storeData that shows me the owner(s) connected to this store.

Is there a way without using a Powe Automate solution? I guess one solution would be to build a collection in Power Apps, but then this still requires a Power Automate solution to export to .csv

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Microsoft Dataverse with Power Apps

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ivan_apps 2,187 Moderator on at

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How are you currently exporting the table? And what’s your end goal for the export? It seems like you want to export the schema but then you mentioned CSV files…

To export the schema, table definition, as well as the relationships you need to create a ‘solution’ in the maker portal and add your tables there. Then you can export the solution - which can include several tables, flows, web resources, apps, etc - and it creates a zip file. You can easily import this into another Dataverse environment and recreate all your tables (minus the data).

Now if you want to export data from the tables, you can export to CSVs or Excel files. It is data only and won’t include data types or relationships. However the re-import lets you map the data back into relationships if you need to do that. Other import solutions are using dataflows or power automate.

now if you’re trying to export a table definition and include data at the same time, I don’t think that’s possible. If you want the table schema in a text friendly way - XrmToolbox has a tool that documents a Dataverse solution and exports it to an excel.

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Claude_BV 4 on at

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Thanks for this. Did not try the solution yet, will get back to you on this.

My end goal is that business might ask for a dataset (usually in .csv format) with all owners with their details as well as the stores they own. In dbo.ownerData I have three columns (nameSurname, tel, email). I use a N:N relationship between dbo.ownerData and dbo.storeData to relate the correct store(s) to the correct owner(s). Now if I export the dbo.ownerData then it only gives me the 3 columns, with other internal columns, in a .cvs file but not the related data/info. I have tried exporting the dbo.storeData as well with the same result.

I use the export function at the top to export data (see attached)

dbo.storeData.png

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ivan_apps 2,187 Moderator on at

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Oh I see - you want an export of data with the 1:N related data, not the schema. The issue is how to display this in a single row when you export. There are a couple of options here.

If all you need is a COUNT of stores, you can use a rollup column and it can count all the stores that an owner would have. You should be able to export this and get the count of stores owned.
If you need store details - determine how you want to visualize this. Do you want a single row with a column showing all the store names and details separated by a delimiter? If so, you could create a Power Automate flow that pushes this data into a new column on the owner table that gives you that info. You'd have to be careful to test this properly or you could miss a sync event and then you have incorrect data. ex:
John Doe | Store 1, address ; Store 2, address ; store 3, address |
Ideal Solution - you are creating a report to export data so why not use the rest of the Power Platform suite - Power BI !!! Power BI can connect to dataverse, you can format the data how you want to see it and export your final list into excel. If the business owner can access Power BI service, you can publish it and you never have to export anything! They can view their data on-demand on their browser and get the info they need.

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