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PowerApps Dataverse Lookup columns and Relationships

Learn what are relationships, why Many-to-one, One-to-many, and Many-to-many aren't so overwhelming, and how to create the relationship. With your table structure in place we then go to Power Apps and update the relationship with Forms and Patch. Finally, we use edit data in Excel as the final tool to maintain these powerful relationships.


Included in this video:

  • Learn to use the Dataverse Lookup column to create relationships.

  • Difference between Many to 1, 1 to many, and many to many

  • Update Lookups with Forms, Patch, and Excel

  • Viewing the related data and polymorphic lookups




Link to the video on YouTube: Click here.

Link to Shane Young's YouTube Channel: Click here.



Key Timestamps:

0:00 It starts

1:58 Create a Dataverse table to use as our lookup table

  • Shane shows on his desktop the table and Lookup columns that were previously built.

  • In Dataverse, it will always show the primary name column. You can not change its name afterwards; be sure the name of your column makes sense for when you are looking up.

4:11 Quickly populate the new table

  • Click Edit Data in Excel and add your sample data. Publish the data and refresh.

5:43 Add a PowerApps Dataverse Lookup column to the table and connect it to the new table

  • Connect your column to the new table in order to reference values you want to pull.

6:41 Explanation of a lookup or relationship between two tables

  • Shane explains why you want to have related tables and a way to connect them.

8:01 Dataverse Add Relationship types

  • Many-to-one, One-to-many, and Many-to-many. N:1, 1:N, N:N

12:58 Brief overview view of a Many-to-many relationship.

  • This type of relationship is more complex than others. Shane gives a quick overview on what it is.

14:56 Create a PowerApps Canvas app to explore the relationship from the app side

  • Create a blank app, insert a gallery, and select a data source.

16:30 Use a form to update a Dataverse lookup column from Power Apps

  • Follow along with Shane as he uses his demo app to explain how he updates the lookup column.

17:54 Configure the gallery to display values from a lookup column via the polymorphic lookups

  • Shane demonstrates how using a dot notation (.) to pull in all the fields from the relationship.

19:52 Use the Patch function to create a record with a lookup column

  • Via a dropdown or a lookup function

24:25 Using the GUID primary key for the lookup

  • Follow Shane as he explains how to use the GUID primary key and what it is.

25:49 Overview of the Relate function and Unrelate function

  • With Many-to-Many you have to use the Relate or Unrelate functions.

26:33 Filtering on the Dataverse Lookup column

  • Shane shows how to filter your data and show the information you are wanting to see quickly.

27:38 Use Edit data in Excel to modify a Lookup column

  • If you ever need to manipulate the relationships on the Excel side, change the GUID column instead of text.


Additional Learning:

Power Apps and Power Automate 201 - Live or On Demand

  • Take your fragmented Power Apps and Power Automate skills and transform them into solid skills with this course. You know your business process inside and out, let us help you with Power Apps and Power Automate. Learn more here.

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