Lab 4.3: Create a dashboard

Scenario

Bellows College is an educational organization with multiple campuses and programs. Many of Bellow Colleges instructors and administrators need to attend events, and purchase items. Historically tracking these expenses has been a challenge. Campus administration would like to modernize their expense reporting system by providing employees with a digital way to report expenses. Throughout this course, you will build applications and perform automation to enable the Bellows College employees to manage expenses.

High-level lab steps

Upon Successful completion of this lab, you will:

  • Create a new model-driven app
  • Create a personal dashboard that displays Expense Report information
  • Add your views and dashboards to your model-driven app

Prerequisites

  • Completion of Module 1 Lab 0 - Validate lab environment

Exercise 1: Create a Personal Dashboard

Task #1: Create your new model-driven app

  1. If you are not already, sign in to https://make.powerapps.com.
  2. Select the environment that you imported the Expense Report solution into at the top right if it is not already selected.
  3. Using the navigation on the left, select Solutions.
  4. Open the Expense Report solution.
  5. On the command bar, select the + New button.
  6. From the menu that appears, go to App > Model-driven app.
  7. Enter Employee Expense Management for Name and select Create.

Task #2: Create a new view called My Active Expense Reports

  1. If you are not already, sign in to https://make.powerapps.com.
  2. Select the environment that you imported the Expense Report solution into at the top right if it is not already selected.
  3. Using the navigation on the left, select Solutions.
  4. Open the Expense Report solution.
  5. Locate and open the Expense Report table.
  6. Under Data experiences, select Views.
  7. Open the Active Expense Reports view.
  8. Select the Save As button.
  9. Change the Name to My Active Expense Reports.
  10. Select the Save button.
  11. In the Filter By section, select Edit filters.
  12. Select the Add button. From the menu that appears, select Add Row.
  13. Select the drop-down arrow in the first blank row. From the menu that appears, select the Owner column.
  14. Change the Equals field to Equals current user.
  15. Select the OK button.
  16. Select the Save and Publish button.

Task #3: Add a Dashboards section to the Employee Expense Management app

  1. If you are not already, sign in to https://make.powerapps.com.
  2. Select the environment that you imported the Expense Report solution into at the top right if it is not already selected.
  3. Using the navigation on the left, select Solutions.
  4. Open the Expense Report solution.
  5. Select Apps.
  6. Locate the Employee Expense Management app.
  7. Select the vertical ellipses, and from the menu that appears, select Edit.
  8. Select the Add Page button.
  9. Select Dashboard.
  10. Explore the system dashboards that are available by default. When you are ready, select one of the dashboards that you would like to add to your app.
  11. Select Add.
  12. With New Group selected, change the Title to Dashboards.
  13. Select the Save button.
  14. Once the save is complete select the Save and Publish button.

Task #4: Add a personal dashboard to the Employee Expense management app

  1. If you are not already, sign in to https://make.powerapps.com.
  2. Select the environment that you imported the Expense Report solution into at the top right if it is not already selected.
  3. Using the navigation on the left, select Solutions.
  4. Open the Expense Report solution.
  5. Select Apps.
  6. Locate the Employee Expense Management model-driven app.
  7. Select the vertical ellipses. From the menu that appears, select Play.
  8. Under the Dashboards group, select the system dashboard you added in Task 3.
  9. Select the New button.
  10. From the menu that appears, select Dynamics 365 Dashboard.
  11. Choose 2-column Regular Dashboard.
  12. Select the Create button.
  13. Change the Name of the dashboard to Expense Report Dashboard.
  14. In the Upper Left section, select the List icon.
  15. Configure the List as follows:
    • Record Type: Expense Reports
    • View: Expense Reports Due today.
  16. Select the Add button.
  17. In the Upper Right section, select the List icon.
  18. Configure the List as follows:
    • Record Type: Expense Reports
    • View: My Active Expense Reports.
  19. Select the Add button.
  20. In the Lower Left section, select the List icon.
  21. Configure the List as follows:
    • Record Type: Expense Lines
    • View: My Active Expense Lines.
  22. Select the Add button.
  23. In the Lower Right section, select the List icon.
  24. Configure the List as follows:
    • Record Type: Contacts
    • View: Active Contacts.
  25. Select the Add button.
  26. Select the Save button in the upper left corner.
  27. Once the dashboard is saved, select the Close button.
  28. You should be taken to the Expense Report Dashboard.
  29. On the Command Bar at the top, select Set As Default.