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Seena Khan
Seena Khan

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Creating and Using Dataflows in Power Platform

Introduction

Dataflows in Microsoft Power Platform are a powerful way to connect, transform, and load data from various sources into Dataverse or other destinations. They provide a low-code/no-code approach to data integration, enabling organizations to unify disparate data for analytics, automation, and app development.

What Are Dataflows?

Dataflows are cloud-based data preparation tools built on Power Query technology. They allow you to:

Connect to multiple data sources (SQL, Excel, SharePoint, APIs, etc.)

Cleanse and transform data using Power Query

Load data into Dataverse, Azure Data Lake, or other destinations

Reuse transformations across multiple apps and reports

Benefits of Dataflows

Centralized Data Preparation: Transform once, reuse everywhere.

Scalability: Handle large datasets with scheduled refreshes.

Integration: Seamlessly connect with Power BI, Power Apps, and Power Automate.

Governance: Standardize data definitions and ensure consistency.

Creating a Dataflow

  • Step 1: Navigate to Dataflows

In Power Apps or Power BI, go to Data > Dataflows.

  • Step 2: Choose Data Source

Select from connectors such as SQL Server, Excel, SharePoint, Dynamics 365, or web APIs.

  • Step 3: Transform Data

Use the Power Query editor to:

Filter rows

Merge or append tables

Change data types

Create calculated columns

  • Step 4: Define Destination

Choose where to load the data:

Dataverse: For use in Power Apps and Automate

Azure Data Lake: For advanced analytics

  • Step 5: Configure Refresh

Set up scheduled refreshes to keep data up-to-date.

Using Dataflows

  • In Power Apps

Use Dataverse tables populated by dataflows as the backend for apps.

Build model-driven or canvas apps leveraging unified data.

  • In Power BI

Connect reports directly to dataflows.

Reuse transformations across multiple reports.

  • In Power Automate

Trigger flows based on data updates in Dataverse.

Best Practices

Plan Data Models: Align dataflows with your overall data architecture.

Optimize Queries: Minimize transformations for performance.

Use Incremental Refresh: Reduce load times for large datasets.

Document Transformations: Ensure transparency and governance.

Common Scenarios

Consolidating customer data from CRM and ERP systems

Preparing financial data for reporting

Integrating survey results with operational data

Creating reusable datasets for multiple teams

Conclusion

Dataflows in Power Platform empower organizations to unify, transform, and leverage data across applications and analytics. By adopting best practices and integrating dataflows into your workflows, you can ensure consistent, scalable, and governed data usage across the Microsoft ecosystem.

Hope you enjoy the session.

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