Practice Lab 3.3 – Dashboards

Scenario

You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project.

In this practice lab, you will be creating an interactive dashboard and adding it to a Fabrikam Environment model-driven app.

You will be:

  • configuring security for dashboards
  • creating an interactive dashboard
  • enabling Power BI quick reports in the app

Exercise 1 – Dashboard security

In this exercise, you will assign security roles to the existing dashboard.

Task 1.1 – Assign roles to dashboard

  1. Navigate to the Power Apps Maker portal https://make.powerapps.com

  2. Make sure you are in the Dev One environment.

  3. Select Solutions.

  4. Open the Fabrikam Environmental solution.

  5. In the Objects pane on the left, select Dashboards. You should see a single dashboard.

  6. Select the Environmental Results dashboard (do not open it) and select Enable security roles.

  7. Select the Display only to these security roles radio button.

  8. Deselect all security roles.

  9. Select the following security roles:

    • Environmental user
    • System Administrator
    • System Customizer

  10. Select OK.

  11. Select Publish.

Exercise 2 – Create an interactive dashboard

In this exercise, you will create an interactive dashboard for Projects.

Task 2.1 – Create a dashboard

  1. Navigate to the Power Apps Maker portal https://make.powerapps.com

  2. Make sure you are in the Dev One environment.

  3. Select Solutions.

  4. Open the Fabrikam Environmental solution.

  5. In the Objects pane on the left, expand Tables.

  6. Select the Project table.

  7. Under Data experiences, select Dashboards.

  8. Select + New Dashboard > 2-Column overview

  9. Enter Project Tracking for Name.

  10. Select Scheduled End in the Filter By drop-down.

  11. Select This Quarter in the Time Frame drop-down.

  12. In the first pane under Visual Filters, select the chart icon.

  13. Select the Projects by Status and Type chart and select Add.

  14. In the Streams pane, select the stream icon.

  15. Select the My Active Projects view and select OK.

  16. In the toolbar, select Stream.

  17. Select the Active Projects view and select OK.

  18. In the toolbar, select Stream.

  19. Select the Completed Projects view and select OK.

  20. Select Save.

  21. Select Close.

  22. Select Done.

  23. In the Objects pane on the left, select All.

  24. Select Publish all customizations.

Exercise 3 – Enable Power BI quick reports

In this exercise, you will be enabling the feature that uses Power BI to create a report from a model-driven app view.

Task 3.1 – Environmental Project Delivery app settings

  1. Navigate to the Power Apps Maker portal https://make.powerapps.com

  2. Make sure you are in the Dev One environment.

  3. Select Solutions.

  4. Open the Fabrikam Environmental solution.

  5. In the Objects pane on the left, select Apps.

  6. Select the Environmental Project Delivery app, click on the ellipses (…), and select Edit > Edit in new tab.

  7. In the action bar, select Settings.

  8. Select Features.

  9. Toggle Enable Power BI quick report visualization on a table to Yes.

  10. Select Save.

  11. Select Publish.

  12. Select Play. Explore the Environmental Project Delivery app.

  13. Close the app and the app designer tabs.

  14. Select Done.