Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

by Jeffrey M. Rhodes
Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

by Jeffrey M. Rhodes

Paperback(2nd ed.)

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Learn how to automate processes, visualize your data, and improve productivity using Power Apps, Power Automate, Power BI, SharePoint, Forms, Teams, and more. This book will help you build complete solutions that often involve storing data in SharePoint, creating a front-end application in Power Apps or Forms, adding additional functionality with Power Automate, and effective reports and dashboards in Power BI.

This new edition greatly expands the focus on Power Apps, Power BI, Power Automate, and Teams, along with SharePoint and Microsoft Forms. It starts with the basics of programming and shows how to build a simple email application in .NET, HTML/JavaScript, Power Apps on its own, and Power Apps and Power Automate in combination. It then covers how to connect Power Apps to SharePoint, create an approval process in Power Automate, visualize surveys in Power BI, and create your own survey solution with the combination of a number of Microsoft 365 tools. You’ll work with an extended example that shows how to use Power Apps and SharePoint together to create your own help ticketing system.

This book offers a deep dive into Power BI, including working with JSON, XML, and Yes/No data, as well as visualizing learning data and using it to detect inconsistencies between Excel files. You’ll also see how to connect to Remedy and to the help system you will have created. Under author Jeffrey Rhodes’s guidance, you’ll delve into the Power Apps collection to learn how to avoid dreaded "delegation" issues with larger data sets. Back on applications, you will create a training class sign-up solution to only allow users to choose classes with available seats. Digging deeper into Teams, you’ll learn how to send chats, posts, and "adaptive cards" from Power Automate. Rounding things out, you’ll save Forms attachments to SharePoint with Power Automate, create your own "Employee Recognition" app with all of the Power Platform and Teams, add or edit weekly status reports, and learn how to create reservation and scoring applications.

After reading the book, you will be able to build powerful applications using Power Apps, Power Automate, Power BI, SharePoint, Forms, and Teams.

What You Will Learn

• Create productivity-enhancing applications with Power Apps, Power Automate, SharePoint, Forms, and/or Teams
• Transform and visualize data with Power BI to include custom columns, measures, and pivots
• Avoid delegation issues and tackle complicated Power Apps issues like complex columns, filtering, and ForAll loops
• Build scheduled or triggered Power Automate flows to schedule Teams Meetings, send emails, launch approvals, and much more

Who This Book Is For

Business and application developers.

Product Details

ISBN-13: 9781484288221
Publisher: Apress
Publication date: 11/16/2022
Edition description: 2nd ed.
Pages: 418
Sales rank: 567,639
Product dimensions: 6.90(w) x 9.90(h) x 1.00(d)

About the Author

Jeffrey Rhodes is a founder and Chief Technical Officer of Platte Canyon Multimedia Software Corporation, a leader in developing commercial e-learning software. He graduated at the top of his class at the Air Force Academy, where he earned a bachelor's degree in electrical engineering. Jeff received a master’s degree in economics from the London School of Economics, which he attended under a British Marshall Scholarship. He is the author of Creating Business Applications with Office 365: Techniques in SharePoint, PowerApps, Power BI, and More, Programming for e-Learning Developers: ToolBook, Flash, JavaScript, and Silverlight, VBTrain.Net: Creating Computer and Web Based Training with Visual Basic .NET. He also co-wrote The ToolBook Companion. He lives in Colorado Springs with his wife Sue and is the proud father of his sons Derek and Michael.

Table of Contents

Chapter 1. Programming in the Power Platform

In this chapter, we will cover the basics of programming: properties, methods, and events. We will then look at how their implementation differs between in each of the Power Platform applications compared with traditional environments like .NET (Windows Forms and ASP.NET) and JavaScript. For Power Apps, we will see how you can set the properties of other objects directly but instead need to make the value of what you want to change (such as the text of a button) a variable and then change the value of that variable elsewhere in the application. We will also explore its Visual Basic-like syntax. In Power Automate, we will look at the different types of actions (variables, loop, parallel branches, conditions, etc.). Finally, in Power BI we will look at the Power Query M formula language.

Chapter 2. Updating a SharePoint List Using Power Apps

Chapter 3. Creating an Approval Process with Power Automate

Chapter 4. Creating a Survey Response Dashboard with Microsoft Power BI

Chapter 5. Creating a Survey Solution with Microsoft Forms, Flow, SharePoint, and Power BI

Chapter 6. Power BI Challenges with JSON, XML, and Yes/No Data

Chapter 7. Power BI Case Study: Monitoring BMC Remedy Help Tickets

Chapter 8. Building a Help Ticketing System in PowerApps and SharePoint – New Ticket Form

Chapter 9. Continuing the Help Ticketing System – Technician Form

Chapter 10. Using Power BI for the Help Ticketing System

Chapter 11. Overcoming Power Apps Delegation Issues with SharePoint Data Sources

In this chapter, we look at how to use the technique described in to overcome delegation limits in Power Apps using a SharePoint data source. We also implement a corresponding Power Automate Flow to copy the ID value to a numeric column each time we create a record.

Chapter 12. Creating a Class Sign-Up Solution in SharePoint and Power Apps

Chapter 13. Visualizing Learning Management Data from SQL Server using Power BI

This chapter gives several examples of connecting to multiple tables in a SQL Server database in order to visualize test score, completion, assignments and similar learning management data. It demonstrates custom columns, merging tables, slicers, and much more.

Chapter 14. Dynamic Information in Power Apps and Sending an Adaptive Card to Teams using Power Automate

In this chapter, we create linked SharePoint lists that display status levels, colors, and associated steps. We then read these lists from PowerApps to create a status display that we display in a tab in Teams. Finally, we create a Power Automate flow so that each time the status changes, we automatically post that to our Teams channel.

Chapter 15. Dynamically Setting Object Properties in Power Apps Based on a SharePoint List

In this chapter, we explore how to approximate dynamic object references/reflection in Power Apps. We take an "Actions" list in SharePoint and use it to set Text, Tooltip, and Visible properties of each corresponding button in Power Apps.

Chapter 16. Uploading Files from PowerApps to SharePoint and Emailing Links using Power Automate

In this chapter, we see how to upload multiple attachments from Power Apps to a SharePoint document library using Power Automate. While we are in Power Automate, we create an email of links to these documents and email it to the designated recipient.

Chapter 17. Working with SharePoint Lookup Columns in Power BI

In this chapter, we explore how to use the FieldValuesAsText functionality in Power BI to get the data from within a SharePoint Lookup column. We also explore creating custom columns and filtering by Content Type.

Chapter 18. Joining SharePoint/Excel Tables in Power BI

This chapter shows two different examples on how to join data in Power BI to make effective visualizations. The first example shows how to access lookup columns in SharePoint lists by doing a join on the lists once you bring them into Power BI. The second one is an extended example on how to verify data between two Excel spreadsheets that share a common value. We first show how to accomplish the task with Microsoft Access with a join query and a set of custom columns that reflect whether columns between the two spreadsheets actually match. We then show how it is easier and more reproducible with later data to do the same thing with Power BI using a merge query.

Chapter 19. Copying Microsoft Forms Answers to SharePoint using Power Automate and then Showing the Most Current Submission in Power BI

In this chapter, we take a simple Microsoft Form, copy each entry to SharePoint with Power Automate, and then visualize the data in Power BI. The main insight on the Power BI side is to show only the most recent form submission by grouping within Power BI, creating a MaxDate column, and then filtering.

Chapter 20. Copying Microsoft Forms Attachments to a SharePoint List Item using Power Automate

In this chapter, we see how to create a group form in Microsoft Forms, create an associated SharePoint List to hold the data, use Power Automate to copy the form responses to the list, and, most importantly, copy each file uploaded with the form and attach it to the corresponding list item.

Chapter 21. Creating an Employee Recognition App in Power Apps, Power Automate, Power BI, Teams, and SharePoint

In this chapter, we demonstrate how to create a Power Apps and Power Automate employee recognition solution that can post the recognition to a Teams channel, send a Teams chat, and/or send via email. We try to make it optional for submitters to include their information, finding it works for chats and email but not posts. We store the information in SharePoint and then use Power BI to visualize the values demonstrated and other data.

Chapter 22. Creating a Reservations Booking Solution in Power Apps and SharePoint

In this chapter, we demonstrate how to create a SharePoint list of available appointments and then use Power Apps to allow users to select an available appointment and make that not available to anyone else. It also shows how to allow users to edit or delete their appointments (or those created on their behalf).

Chapter 23. Creating a Scoring Application in Power Apps and SharePoint

In this chapter, we create a scoring application where we patch three different SharePoint records at the same time. Along the way, we use cascading drop-down lists, collections, data tables, and variables.

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