Module 3: Building Model-Driven Applications

Lesson 10: Practice Lab – Building dashboards

Scenario

You are a functional consultant for your organization Contoso. You are assigned to work on a project for your client Fabrikam. You will be continuing your work on the model-driven Knowledge Admin app. In this practice, you will be creating a dashboard and modifying the app to include it.

Important Note: This lab will provide you with an actual Office 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Office 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Office 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power platform admin portal at [https://admin.Powerplatform.microsoft.com].

Exercise 2 – Create a dashboard

In this exercise, you will create a dashboard using existing charts and views.

Task 1 – Create the dashboard

  1. Navigate to https://make.powerapps.com.

  2. Make sure you are in the Practice environment.

  3. Select Solutions.

  4. Open the Common Data Services Default Solution.

  5. Click + New and select Dashboard and 2-Column Overview. Note: Always pick the template that best fits what you plan to build. You can always remove some of the cells you are not using or adjust their sizes.

  6. Enter Results Overview for Name.

  7. Click the Insert Chart icon in the left top section.

  8. Select Knowledge Test Result for Record Type.

  9. Select Active Knowledge Test Results for View.

  10. Select Leader Board for Chart.

  11. Click Add.

  12. Click the Insert List icon for the right top section.

  13. Select Knowledge Assessments for Record Type.

  14. Select Active Knowledge Assessments for View.

  15. Click Add.

  16. Click Save to save the dashboard.

  17. Click Close.

  18. Click Done.

Task 2 – Edit the Knowledge Admin App

For your dashboard to show up in the model-driven app you must edit the app module and added to the definition

  1. Make sure you are still in https://make.powerapps.com and you have the Practice environment selected.

  2. Open Common Data Services Default Solution.

  3. Click on the Knowledge Admin Model-Driven application. The app designer should open.

  4. Select Dashboards.

  5. Uncheck the All checkbox.

  6. Check the Results Overview checkbox.

  7. Uncheck any other checked dashboards.

  8. Go to the Entity View area and see if any other entities were added. If yes, select each and click Remove.

  9. Click Save.

  10. Click the edit icon next to Site Map.

  11. Select the Assessments area.

  12. Select Configuration.

  13. Click + Add and select Subarea.

  14. Select Dashboard for Type.

  15. Select Results Overview for Default Dashboard.

  16. Drag the Dashboards subarea you just added and drop it above the Knowledge Assessments subarea.

  17. Drag the Assessments area and drop it to the left of the Administration area to switch the order.

  18. Click Save.

  19. Click Publish to publish the sitemap.

  20. Click Save and Close to close the site map designer.

  21. Click Validate to validate your changes.

  22. Publish to publish the application.

  23. Click Save and Close to close the close the app designer.

  24. Click Done.

  25. Click Publish All Customizations.

Task 3 – Test Your Changes

  1. Make sure you are still in https://make.powerapps.com and you have the Practice environment selected.

  2. Select Apps.

  3. Select the Knowledge Admin Model-Driven application and click Play.

  4. The Dashboard will load and Results Overview will be selected by default.