Revised per 4256537 and current experience

Mattp123 · Mattp123 · commit 7571a34a4c09 · 2024-08-06T11:24:16.000-07:00
diff --git a/powerapps-docs/maker/TOC.yml b/powerapps-docs/maker/TOC.yml
@@ -1903,8 +1903,12 @@
       href: ./data-platform/create-edit-entities-portal.md
     - name: "Create a custom table that has components"
       href: ./data-platform/create-custom-entity.md
-    - name: Import or export data
-      href: ./data-platform/data-platform-import-export.md
+    - name: Import and export table data
+      items:
+      - name: Import data from Excel and export to CSV
+        href: ./data-platform/data-platform-import-export.md
+      - name: Import data with a dataflow connector
+        href: ./data-platform/create-and-use-dataflows.md     
     - name: Long term data retention for tables
       items:
       - name: Long term data retention overview
diff --git a/powerapps-docs/maker/data-platform/create-and-use-dataflows.md b/powerapps-docs/maker/data-platform/create-and-use-dataflows.md
@@ -2,7 +2,7 @@
 title: "Create and use dataflows in Power Apps | MicrosoftDocs"
 description: "Learn how to create and use dataflows in Power Apps"
 ms.custom: ""
-ms.date: 10/03/2023
+ms.date: 08/06/2024
 ms.reviewer: ""
 ms.suite: ""
 ms.tgt_pltfrm: ""
@@ -32,7 +32,7 @@ A dataflow is a collection of tables that are created and managed in environment
 schedules, directly from the environment in which your dataflow was created.
 
 Once you create a dataflow in the Power Apps portal, you can get data from it
-using the Common Data Service connector or Power BI Desktop Dataflow connector, depending on
+using the Dataverse connector or Power BI Desktop Dataflow connector, depending on
 which destination you chose when creating the dataflow.
 
 There are three primary steps to using a dataflow:
@@ -64,13 +64,12 @@ it.
 > [!NOTE]
 > Creating dataflows is currently not available with Power Apps Developer Plan licenses.
 
-1.  Sign in to Power Apps, and verify which environment you're in, find the environment switcher near the right side of the command bar.
+1. Sign in to Power Apps, and verify which environment you're in, find the environment switcher near the right side of the command bar.
 
     ![Environment switcher.](media/environment-switcher.png)
 
 1. On the left navigation pane, select **Dataflows**. [!INCLUDE [left-navigation-pane](../../includes/left-navigation-pane.md)]
-1. select **New dataflow**, and then select **Start from blank**.
-1. On the New Dataflow page, enter a **Name** for the dataflow. By default, dataflows store tables in Dataverse. Select **Analytical entities only** if you want tables to be stored in your organization's Azure Data Lake storage account. Select **Create**. 
+1. Select **New dataflow**. On the **New Dataflow** page, enter a **Name** for the dataflow. By default, dataflows store tables in Dataverse. Select **Analytical entities only** if you want tables to be stored in your organization's Azure Data Lake storage account. Select **Create**.
 
      > [!IMPORTANT]
      > There is only one owner of any dataflow—the person who created it. Only the owner can edit the dataflow. Authorization
@@ -115,7 +114,7 @@ if you want to create your own shaping code, you can use the advanced editor.
 ## Dataflows and the Common Data Model
 
 Dataflows tables include new tools to easily map your business data to the
-Common Data Model, enrich it with Microsoft and third-party data, and gain simplified access to machine learning. These new capabilities can be leveraged to provide intelligent and actionable insights
+Common Data Model, enrich it with Microsoft and non-Microsoft data, and gain simplified access to machine learning. These new capabilities can be leveraged to provide intelligent and actionable insights
 into your business data. Once you’ve completed any transformations in the edit
 queries step described below, you can map columns from your data source tables to standard
 table columns as defined by the Common Data Model. Standard tables have a
@@ -146,7 +145,7 @@ dataflow.
 
 ## Set the refresh frequency
 
-Once your tables have been defined, you’ll want to schedule the refresh
+Once your tables have been defined, you should schedule the refresh
 frequency for each of your connected data sources.
 
 1. Dataflows use a data refresh process to keep data up to date. In the **Power Platform Dataflow authoring tool**, you can choose to refresh your dataflow manually or automatically on a scheduled
@@ -157,26 +156,6 @@ interval of your choice. To schedule a refresh automatically, select **Refresh a
 2. Enter the dataflow refresh frequency, start date, and time, in UTC.
 
 3. Select **Create.**
-<!-- 
-## Connect to your dataflow in Power BI Desktop
-Once you’ve created your dataflow and you have scheduled the refresh frequency
-for each data source that will populate the model, you’re ready for the final task, which is connecting to your dataflow from within Power BI Desktop.
-
-To connect to the dataflow, in Power BI Desktop select **Get Data** > **Power Platform** > **Power Platform dataflows** > **Connect**.
-
-![Connect to the dataflow.](media/get-data.png)
-
-Navigate to the environment where you saved your dataflow, select
-the dataflow, and then select the tables that you created from the list.
-
-You can also use the search bar, near the top of the window, to quickly find the
-name of your dataflow or tables from among many dataflow tables.
-
-When you select the table and then select the **Load** button, the tables
-appear in the **Columns** pane in Power BI Desktop, and appear and behave just
-like tables from any other dataset. -->
-
-## Using dataflows stored in Azure Data Lake Storage Gen2
 
 Some organizations might want to use their own storage for creation and management
 of dataflows. You can integrate dataflows with Azure Data Lake Storage Gen2 if
@@ -200,9 +179,7 @@ issues. This section provides troubleshooting tips when issues occur.
 -   **JSON File connector.** Currently you can connect to a JSON file using
     basic authentication only. For example, a URL similar to `https://XXXXX.blob.core.windows.net/path/file.json?sv=2019-01-01&si=something&sr=c&sig=123456abcdefg` is currently not supported.
 
--   **Azure Synapse Analytics.** Dataflows don't currently support Azure
-    Active Directory authentication for Azure Synapse Analytics. Use
-    basic authentication for this scenario.
+-   **Azure Synapse Analytics.** Dataflows don't currently support Microsoft Entra authentication for Azure Synapse Analytics. Use basic authentication for this scenario.
 
 > [!NOTE]
 > If you use data loss prevention (DLP) policies to block the **HTTP with Microsoft Entra (preauthorized)** connector then **SharePoint** and **OData** connectors will fail. The **HTTP with Microsoft Entra (preauthorized)** connector needs to be allowed in DLP policies for **SharePoint** and **OData** connectors to work.
diff --git a/powerapps-docs/maker/data-platform/data-platform-import-export.md b/powerapps-docs/maker/data-platform/data-platform-import-export.md
@@ -1,32 +1,21 @@
 ---
-title: Import or export data from Microsoft Dataverse
+title: Import data from Excel and export data to CSV
 description: Bulk import and export data from Excel or CSV files into tables in Microsoft Dataverse by using the Get Data from Excel and Export Data functionality
 author: sabinn-msft
 ms.topic: how-to
 ms.component: cds
-ms.date: 07/25/2023
+ms.date: 08/06/2024
 ms.subservice: dataverse-maker
 ms.author: sabinn
 search.audienceType: 
   - maker
 ---
-# Import or export data from Dataverse
+# Import data from Excel and export data to CSV
 
-To get (import) data into Microsoft Dataverse tables, use an Excel worksheet file, a comma-separated values (CSV) file, or one of the many connectors available.
+To get (import) data into Microsoft Dataverse tables, use an Excel worksheet file or a comma-separated values (CSV) file. 
 
 When you export Dataverse table data, it's exported as a CSV file.
 
-## Import using a connector
-
-Use a connector to import data from a selection of many different sources, such as Microsoft Excel, Azure, SQL Server database, SharePoint, Access, OData, and more.
-
-1. Sign into [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc).
-1. On the left navigation pane, select **Tables**. [!INCLUDE [left-navigation-pane](../../includes/left-navigation-pane.md)]
-1. Select **Data** > **Get data** > **Get data**.
-1. From the **Data sources** list, select the connector that you want to import data from.
-
-For information about the connector you want to use as your data source, see [List of all Power Apps connectors](/connectors/connector-reference/connector-reference-powerapps-connectors) and [List of all connectors published by Microsoft](/connectors/connector-reference/connector-reference-microsoft-connectors).
-
 ## Import from an Excel or CSV file
 
 There are two ways to import data from Excel.
@@ -53,7 +42,7 @@ Copy data from your Excel or CSV file into the template that you created in the
 #### Import the file
 
 1. On [powerapps.com](https://make.powerapps.com/) select **Tables** in the left navigation pane. [!INCLUDE [left-navigation-pane](../../includes/left-navigation-pane.md)]
-1. Select **Data**, to the right of **Get Data** select **>**, and then select **Get data from Excel**.
+1. Select **Import** > **Import data from Excel**.
 1. Select the tables where you want to import data, and then select **Next**.
 1. On the **Import data** page, select **Upload**, and choose your file. Follow the prompts to upload your file.
 1. After the file is uploaded and **Mapping status** indicates **Mapping was successful**, select **Import** from the top-right corner. Go to [Troubleshoot mapping errors with Excel](#troubleshoot-mapping-errors-with-excel) to navigate and fix any mapping errors.
@@ -145,6 +134,10 @@ The following fields are system fields and aren't supported for import and expor
  > [!NOTE]
  > Get Data from Excel and Export Data features are currently not included in the Power Apps Developer Plan.
 
+## Import using a connector
+
+Use a connector to import data from a selection of many different sources, such as Azure, SQL Server database, SharePoint, Access, OData, and more. More information: [Create and use dataflows in Power Apps](create-and-use-dataflows.md)
+
 ## Troubleshoot connection issues
 
 Users might receive an error message if the connection they're using for export requires a fix. In this case, the user receives an error message that states **Connection to Dataverse failed. Please check the link below on how to fix this issue**.
diff --git a/powerapps-docs/maker/data-platform/import-export-data.md b/powerapps-docs/maker/data-platform/import-export-data.md
@@ -2,7 +2,7 @@
 title: "Importing and exporting data | MicrosoftDocs"
 description: Learn about importing and exporting data into Microsoft Dataverse.
 ms.custom: ""
-ms.date: 07/12/2023
+ms.date: 08/06/2024
 ms.reviewer: "Mattp123"
 ms.suite: ""
 ms.tgt_pltfrm: ""
@@ -29,8 +29,6 @@ There are multiple ways to import and export data into Microsoft Dataverse. You
 
 The first consideration is to start with the external data, which already exists outside of Dataverse that is required for building an app, form, or other component. It isn't necessary to persist that data in Dataverse to start using it. Many times, it's best to continue to let the other system manage the data while using the data as needed in Dataverse. The virtual table feature in Dataverse provides this capability. More information: [Create virtual tables using virtual connectors](/power-apps/maker/data-platform/create-virtual-tables-using-connectors?source=recommendations&tabs=sql).
 
-<!-- This is just the maker home page and not really relevant for virtual tables or necessary ![Figure 3: Creating a Virtual Table in Microsoft Dataverse](media/dv-home-scr.png) -->
-
 With virtual tables, you can build an app that uses the external data as if it were a Dataverse table. To help you create virtual tables easier, use the [virtual tables creation wizard now in Public Preview \| Microsoft Power Apps](https://powerapps.microsoft.com/en-us/blog/virtual-tables-creation-wizard-now-in-public-preview/)
 
 ![Graphical user interface, table Description automatically generated](media/extdata-virtual-table.png)
@@ -39,7 +37,7 @@ With virtual tables, you can build an app that uses the external data as if it w
 
 Your desired outcomes may drive the decision to persist data in Dataverse versus using virtual tables to surface external data in Dataverse. If you want your data to be managed by [security concepts in Dataverse](/power-platform/admin/wp-security-cds) and [application lifecycle management](/power-platform/alm/) features or if you're interested in mashing up external data with native Dataverse data, consider moving data into Dataverse. Additionally, if you’re interested in using Dataverse workflow and business rules, you might consider migrating that data into Dataverse. You should also consider the economic impact of loading data into Dataverse, which may increase storage costs. If the data must continue to be managed by an external system, it can be beneficial to leave it there and interact with it in Dataverse using virtual tables.
 
-## Dataflows and Power Query
+## Dataflows, Power Query, and Excel files
 
 Dataflows enable you to connect with business data from various sources, clean the data, transform it, and then load it into Dataverse. Dataflows support dozens of popular on-premises, cloud, and software as a service (SaaS) data sources.
 
@@ -69,6 +67,8 @@ IT professionals can also free up business users from the complexities of buildi
 
 ![A screenshot of a computer Description automatically generated with medium confidence](media/ppd-template-exc.gif)
 
+You can import data directly from an Excel file into a Dataverse table. More information: [Import data from Excel and export data to CSV](data-platform-import-export.md)
+
 ## Azure Data Factory
 
 Data Factory is a data integration service that provides a low-code or no-code approach to construct extract, transform, and load (ETL) processes within a visual environment or by writing your own code.
