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@power-maverick/tool-entity-field-catalog

v1.1.0

Published

Export entity and field metadata from Dataverse solutions to Excel with custom columns

Readme

Entity Field Catalog

Export entity and field metadata from Dataverse solutions to Excel format.

Overview

The Entity Field Catalog is a React-based tool designed exclusively for Power Platform ToolBox (PPTB) that allows users to:

  • Select a Dataverse solution
  • Choose multiple entities from that solution
  • Export comprehensive entity and field metadata to Excel (.xlsx) formats

Features

  • Modern Fluent UI Design: Built with Microsoft's Fluent UI React components for a consistent, professional look
  • Multi-Entity Selection: Select one or multiple entities to export at once
  • Comprehensive Metadata Export: Exports entity and field information including:
    • Entity logical name, display name, schema name, and description
    • Field logical name, display name, schema name, type, and description
    • Field properties: isPrimaryId, isPrimaryName, isRequired
  • Multiple Export Formats:
    • Excel (.xlsx) - Entities tab plus one tab per entity
    • CSV (.zip) - Entities summary CSV plus one CSV per entity, packaged together
  • PPTB Integration: Full integration with Power Platform ToolBox API for seamless connectivity

Technical Stack

  • React 18 with TypeScript
  • Fluent UI React Components for modern, accessible UI
  • Vite for fast development and optimized builds
  • ExcelJS for secure Excel export functionality
  • PPTB API for all Dataverse operations (no direct HTTP calls)

Installation

This tool is distributed as part of the PPTB-Tools monorepo and can be installed in Power Platform ToolBox.

Prerequisites

  • Node.js >= 18.0.0
  • npm >= 9.0.0

Build

cd tools/entity-field-catalog
npm install
npm run build

Usage in PPTB

  1. Install the tool in Power Platform ToolBox
  2. Connect to your Dataverse environment
  3. Open the Entity Field Catalog tool
  4. Select a solution from the dropdown
  5. Check the entities you want to export
  6. Choose your export format (Excel or CSV)
  7. Click "Export" to download the file

Export Format

Both export options share the same structure:

  • Excel: One Entities tab with consolidated info and an additional tab per entity for field details.
  • CSV: A .zip file containing Entities.csv plus a separate CSV for each entity's fields.

Entities Summary

| Column | Description | | ---------------------- | --------------------------------- | | Entity Display Name | Human-friendly name of the entity | | Entity Logical Name | Dataverse logical name | | Entity Schema Name | Dataverse schema name | | Primary ID Attribute | Primary key column | | Primary Name Attribute | Primary name column | | Object Type Code | Numeric identifier (if available) | | Description | Entity description | | Field Count | Number of fields exported |

Field Details (per entity)

| Column | Description | | ------------------ | ------------------------------------------ | | Field Display Name | Human-friendly field label | | Field Logical Name | Dataverse logical name | | Field Schema Name | Dataverse schema name | | Field Type | Data type | | Is Primary ID | Indicates if the field is the primary ID | | Is Primary Name | Indicates if the field is the primary name | | Is Required | Indicates if the field is required | | Field Description | Field description |

Development

To run the tool in development mode:

npm run dev

This will start the Vite development server with hot module replacement.

License

This project is licensed under the GPL-2.0 License - see the LICENSE file for details.

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

Author

Power Maverick - GitHub