Lab 1: Data Modeling

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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.

In this lab you will create a data model to support the following requirements:

R1 – Track information for scheduled campus visits.
R2 – Record basic information to identify and track the visitors.
R3 – Schedule, record, and manage visits.

Finally, you will import sample data into Microsoft Dataverse.

High-level lab steps

To prepare your learning environments you will:

Refer to the data model document for the metadata description (tables and relationships). You can hold ctrl + left-click or right-click the link to open the data model document in a new window.
Create Expense table
Add some sample data.

Prerequisites

Completion of Module 1 Lab 0 - Validate lab environment

Things to consider before you begin

Naming conventions - enter names carefully.

Exercise 1: Create New Table

Objective: In this exercise, you will create a new custom table for Expenses.

Task #1: Create Expenses Table and Columns

The Expenses table will contain information about individual expenses that an employee can submit including reason, type, date, and amount.

If you are not already signed in, sign into https://make.powerapps.com
From the Environment menu in the top right, ensure the Dev One environment is selected.
Using the navigation on the left, select Tables.
Select + New table and choose Set advanced properties.
For Display name, enter Expense
Select Save.
Under the Schema section, select Columns.

Create Expense Date column

Select + New column.
Enter Expense Date for Display name.
Select Date only for Data type.
Change Required, to Business required.
Expand Advanced options.
In Time zone adjustment, select Date Only.

Note: We use Date only behavior to record date information, because date of the visit should not change when viewed from a different time zone.
Select Save.

Create Expense Type Column

Select + New column.
Enter Expense Type for Display name.
Select Choice for Data type.
In Required, select Optional.
Set Sync with global Choice to Yes (recommended)
In Sync this choice with field, select Expense Type.
Set the Default choice field to None.
Select Save.

Create Expense Purpose Column

Select + New column.
Enter Expense Purpose for Display name.
Select Choice for Data type.
In Required, select Optional.
Set Sync with global Choice to Yes (recommended)
In Sync this choice with field, select Expense Purpose.
Set the Default field to None.
Select Save.

Create Item Description column

Select + New column.
Enter Item Description for Display name.
Select Multiple Lines of text > Plain Text for Data type.
Select Save.

Create Expense Amount column

Select + New column.
Enter Expense Amount for Display name.
Select Currency for Data type.
Select Save.

Exercise 2: Enter data

Objective: In this exercise, you manually enter some sample data into your new table.

Task #1: Modify the columns displayed

If not already signed in, sign in to https://make.powerapps.com
Select the Dev One environment at the top right if it is not already selected.
Using the navigation on the left, select Tables.
Open the Expense table created in the previous exercise.
Next to the Name column, select +26 more.
From the menu that appears, select the following columns.
1. Expense Date
2. Expense Purpose
3. Expense Type
4. Expense Amount
5. Item Description
Select the Save button.

Task #2: Add a sample record.

Select the Arrow next to Edit. From the menu that appears, select Edit in new tab.
In the Name column, enter John Doe.
In the Expense Date column, enter xxx.
In the Expense Purpose, select Conference.
In the Expense Type column, select Travel.
In the Expense Amount column, enter 750.00.
In the Item Description, enter a short description.
Hit the Tab button to advance to the next row and save the record.

Congratulations, you have successfully created a new table and added data.