How to Perform Data Transformation in Microsoft Dataverse
Microsoft Dataverse is a powerful data platform that supports secure and scalable data storage for business applications. However, raw data imported into Dataverse often needs transformation—cleaning, reshaping, filtering, or merging—to make it useful and reliable for apps and analytics.
In this blog, we’ll show you how to apply transformations to data before or after it reaches Dataverse using tools like Power Query, Dataflows, and business rules—ensuring you always work with clean, structured, and actionable data.
What is Data Transformation in Dataverse?
- Renaming columns
- Changing data types
- Removing duplicates
- Splitting or merging fields
- Creating calculated or conditional columns
Why Data Transformation Matters
Data transformation refers to modifying data’s structure, content, or format before or after it’s stored in Dataverse. This includes:
- Data Quality: Ensures consistent formats, types, and values
- App Performance: Cleaned data enhances responsiveness and functionality
- Reporting: Enables accurate Power BI dashboards and analytics
- Automation: Avoids errors in Power Automate flows triggered by bad data
Step-by-Step Guide: Connecting a Database to Dataverse
Step 1: Open the Power Apps and select the proper Environment
Step 2: Open Dataflow in Power Apps and create a new Dataflow
Step 3: Connect to the Database using SQL Server Database.
Step 4: Add the required credentials to make the connection between the database and Dataverse.
Step 5: Add the transformation in the Dataverse
Step 6: Add proper mapping of the column and find the unique ID of the table
Step 7: Set the schedule refresh and publish the Dataflow.
Step 8: Once Dataflow is published, we can see the table in the Power apps
To conclude, transforming data in Dataverse is key to building reliable and high-performing applications. Whether using Power Query, calculated columns, or Power Automate, you can ensure your data is clean, structured, and actionable.
We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
Ready to improve your Dataverse data quality? Start with a simple dataflow or calculated column today, and empower your business applications with better, transformed data.
