Quick tip: One feature of the “is one of” filter is you can paste a list of records into the filter. So if you have, for example, an external list of records in excel, you can copy that list and use it as a filter in D365.
In this video, we look at using formulas within the excel data connector.
As an excel user, you should be familiar with formulas. Perhaps you frequently take D365 data into excel to perform some external lookups or comparisons. Formulas can be written into your D365 excel-connected experience, so that your dependent formulas refresh when you refresh your connection.
Note to future self:
In the data management workspace, if you don’t see a data entity that you expect to see, try refreshing the entity list. This is particularly the case when a new data entity is created, or a trail environment is first spun up.
Go to Data management workspace
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“Manual data entry builds character,”
–Joel Leichty
“Character gives us qualities, but it is in our actions–what we do–that we are happy…or the reverse,”
–Aristotle
If you need to paste multiple values into multiple places, WIN+V should be your new best friend. Where regular CTRL+C copies something and CTRL+V pastes that last thing you copied, WIN+V allows you to select from your history if previous items copied.
Failure is no fun.
“Data Violates Integrity Constraints” is an error I encounter too often. If you get this error, perhaps this post will help you push past your failure.
In the scenario below, you try to import excel data through a data entity, but get a failure error.
That’s fine you say, I’m a professional. So you click view execution log to troubleshoot the issue.
If you try to view the staging data, you’ll see no staging data has loaded.
If you click on Staging log details, you’ll get a curious error message:
The data value violates integrity constraints.
This is curious, because it seems you haven’t loaded any data at all, let alone some data that would have triggered a validation error. You re-check your excel file, and the data you wanted to load seems correct.
Frequently, the issue is there are some “blank” rows at the bottom of your excel data that are throwing off the upload. Data Management is trying to prevent you from importing those blank rows. Highlight the row below your data, press CTRL+SHIFT+DOWN and delete all the rows below your data. To be safe, you can do the same thing to the far right to clean up any columns that may be causing trouble as well.
Then, just like wherever else we encounter failure, set it up and try, try again.
Good luck!