Menu Close

Tag: #365blogpostin365days

{How to} Visualize your data quickly from Power Apps and Dynamics 365 Apps

uk365guy

Hello Everyone,

Today i am going to show how to visualize your data quickly from Power Apps and Dynamics 365 Apps.

Let’s get’s started.

If you want to know how to enable the Visualize a view on Model Driven App read my previous before this blog post.

Now we are going to see how we can visualize the data just like in Power BI Service,

Visualize a view:

In your model-driven Power App or Dynamics 365 app, select the Visualize this view button in the app bar of any grid view.

As soon as you click on the Visualize this view new popup with report will be displayed. Whatever the fields on the view will be displayed in the report.

You can change the data in “Your data” pane and or remove fields that you’re interested in visualizing. Power BI automatically adds or removes charts to show new visuals.

You can also filter the orginal view and select the “Visualize this view” then those fields which are in the view will be displayed as part of the report.

This makes it very easy to iteratively explore your data, jumping back and forth between filtering in the grid and visualizing with Power BI, until you find the insights you are looking for.

Save the report and dataset:

Once you have completed the exploring with your data, just save the changes on the SAVE Button on the report.

After saving a new report will be saved on your Power BI workspace and when you click on the saved report a new window will be opened with the Power BI report, you can always refer back to this report for your business needs.

1. You can share the report.

2. Package it in an app

3. Subscribe to email updates

4. Even download the.pbix to make further modifications.

The datasets that gets saved through this flow is automatically configured as DirectQuery with Single sign-on(SSO) enabled.

So it is always up to date and respect Dataverse security settings.

If you already have Power BI credentials configured for the specific Dataverse Environment you are connecting to, and it isn’t set to SSO, we don’t automatically override this. we ask you to decide how you want to handle your credentials.

You can choose to either keep what’s already stored in Power BI or override it to use SSO. If you decide to keep what’s already in Power BI, your report may show different data when you view it in the Power BI Service. If you decide to override, this also updates your existing datasets connected to the same source.

Limitations:

1. You can see more fields in the report than you see in the original view, so those extra fields come from foreign keys for the columns or hierarchy, or URL fields that are being used within the original view for purpose other than columns.

2. The report created are temporary unless it is saved. also it only last for an 1 hour as it time out after set amount of time.

3. You can download the report you have created and Power BI uses single sign on and Direct Query for the autogenerated report.

So the data you can download is only the data you have permission to see in Dynamics. You cannot access data that you normally wouldn’t be able to see.

Power BI admins can restrict download to excel on the Power BI side by managing in the Power BI admin portal.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} add Power Apps grid control to views for an table

uk365guy

Hello Everyone,

Today I am going to share how to add Power Apps grid control to views for an table.

Let’s get’s started.

What is Power Apps grid control?

It allows Power Apps read-only grid control, allowing users to view, open and edit records from views and subgrids.

Also allow inline editing, the conrol provides other capabilities including a modern data browsing experience via infinite scrolling, allowing users to scroll indefinitely through data until they find the records they’re interested in, and an ability to customize the visual appearance of columns for specific needs.

Like the read-only grid control, this control supports the latest Microsoft accessibilty standarda and aligns with the latest Microsoft design guidance.

Note: This control will eventually replace all read only and editable grids in model driven apps.

How to enable Power Apps grid control to views for an entity?

1.Go to the solution explorer and open the entity you want and select it.

2. On the control tab, select Add control

3. In the Add control dialog box, select the Power Apps grid control and then select Add.

Configure the Power Apps grid control by selecting for web or phone or tablets then this makes the control default control for the selected clients.

Then save and publish the changes.

Go back to the account record and see the grid view.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

Show other people when they’re using the same form on Power Apps Model Driven Apps

uk365guy

Hello Everyone,

Today i am going to show how to enable and Show other people when they’re using the same form in Model Driven Apps.

Let’s get’s started.

Firstly how to enable this feature:

Login into www.admin.powerplatform.microsoft.com

Go to settings > collabarations > turn on Show other people when they are using same form(see below screenshot)

Suppose you are using the case record and your co-worker is working on same record, then you can see other users who are working in the same record as well as select a user picture to see their online status, send them an email or start a teams chat too.

Note: This feature uses Azure Fluid Relay Service Availability, so you must have this feature available in your region if you want to try this feature.

Also users must be able to access fluidrelay.azure.com

You can also see the user’s status and picture: App users for example record owner as well as the users appearing in grids and lookups are displayed with their picture and online status.

Note: Available in Model Driven Apps and cannot be disabeld, extended to user lookups and grid user columns.

Share Privilege on a record and you email a record link to a colleague, the colleague will automatically get read access to the record.

That’s it for today.

I hope this helps
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{Resolved} Error This app isn’t opening correctly in Power Apps

uk365guy

Hello Everyone,

Today i am going to share solution for the “This app isn’t opening correctly in Power Apps” when a user tries to access the power apps environment.

Let’s get’s started.

Suppose you have acquired Power Apps Privileges using your Microsoft 365 E3 or E5 Licenses and you would like to experiment on Power Apps, try to access the environment which is created for development, or test or production.

You are trying to access one of those environments then you may get this below error shown.

Solution: You need to contact your System Administrator to get access to one of those environments as mentioned above.

Once your System Administrator approves and grant access to the environment then you are good to login into the environment.

That’s it for today.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

Share this:

Automatic deletion of inactive developer environments

uk365guy

Hello Everyone,

Today i am going to show how the automatic delete the developer environments works.

Let’s gets started.

Normally users can create a developer environment in a tenant for learning purpose, so Microsoft came up with clean up strategy to free up storage space, if they are not used in 90 days.

The system sends an email notification to all admins in your organization 14 days, 7 days, and 1 day before the environment is disabled. if no action is taken, then the environment is deleted 10 days after the final email is sent.

Note: Only Production and sandbox environments are affected by the subscription based automatic cleanup.

For more information about the clean up click here
Thats it for today.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

Share this: