TL;DR: Define filtering in a Dataverse View so the work happens server-side, faster apps and no delegation headaches when you bind a gallery to it.
💡 Challenge
Filtering large Dataverse tables directly in a Canvas App can hurt performance and run into delegation limits, especially in PowerApps and PowerApps for Teams.
✅ Solution
Use Dataverse Views to define your filtering on the server side, then bind your gallery or control to the view. This pushes the filter work to Dataverse for faster, more efficient apps. For example, to show only tasks created by the current user, create a view filtered on “Current User.”
🔧 How It’s Done
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Create a view on your Dataverse table. 🔸 In the table designer, add a new view and define its columns.
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Define the filter criteria on the view. 🔸 Use criteria like “Current User” or a relative date such as “older than X days” for optimal, server-side filtering.
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Bind the view in your app. 🔸 Set your gallery’s Items to the Dataverse table and select the view, or reference it in your filter logic. 🔸 Verify the results match the expected filtered data.
🎉 Result
Your app filters Dataverse data efficiently on the server, improving performance and user experience in PowerApps and PowerApps for Teams.
🌟 Key Advantages
🔸 Better performance through server-side filtering.
🔸 Reusable, consistent filter definitions across apps.
🔸 Easier to maintain than complex in-app filter formulas.
🎥 Video Tutorial
🛠️ FAQ
1. Can I create multiple custom views for the same Dataverse table?
Yes, you can create multiple views with different filters and sorting options to serve various app scenarios and user needs.
2. Do custom views affect the underlying data in Dataverse?
No, views only define how data is displayed and filtered. They don’t modify or delete the actual data in your tables.
3. Can I share custom views with other users or environments?
Yes, custom views are part of the solution and can be exported and imported to other environments along with your apps.
Marcel Lehmann
Microsoft MVP