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Dataverse - Relationships + Views error

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Posted on by Esilvafelsentha

Hi,

New to dataverse. I have a fairly large (300,000 rows, 50 columns) excel document I'm using to build a dashboard in PowerBI. We're migrating that excel document which is built from querying some 20 other reports, into Dataverse.

I've done the following:

Dataflow - imported one sample table (Employee ID; Performance Rating; Location)
Manually created a second sample table (Employee ID; Last name; First name)
Assigned Primary Name Column as "Employee ID" on both tables.
Relationships - N:1
Views - I go to "Related" Drop down the menu, select any field, and it returns blank.

I can confirm that there exists at least several IDs that overlap. The relationship is active and reflected on the page. Am I missing something here? Is there a permission gap where I cannot view the data? I've looked through several videos and am lost on what step I've missed.

Best,
Eric

Categories:

Microsoft Dataverse with Power Apps

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João Santos 323 on at

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Hey,
If I understood your requirements and your actions correctly I think you might have done a few steps in the wrong order and might just need to delete and re-import the performance data.

Based on your requirements I think you would need to:
1. create the employee table (which you already have) to store employee ID, first and last name;
2. create second table for ratings (which you also have) with performance rating and location, and an N:1 relationship to the employee table which will create a lookup field (you might already have done it)
3. then use an import tool (Dataverse data import or power automate) to import first the employees;
4. once these are in, import the ratings but map the lookup field to the employee id on the employee table. This should create the link that you seem to be missing.

Since you already have the tables created and linked then you might just need to delete the performance table records and re-import them but doing the link I mentioned in step 4.

Hope I understood that right and that this helps.

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AhmedSalih

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Hello, @Esilvafelsentha , I would recomend that you create the tables and the relationship before you load the data from Excel.

I have this full tutorial for how to load data from Excel to Dataverse. https://powerplatformplace.com/f/excel-to-dataverse-migration---part-1

If my reply helped you, please give a 👍, & if it solved your issue, please 👍 & Accept it as the Solution to help other community members find it more.

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