Create a model driven app - Part 8

As we all know that in previous section we learned how to create dashboard for model driven application. Now its time to view this newly created app.

So, let's begin with it.

- Sign in PowerApps.

- Go to Apps menu and select your IT projects demo application. Then click on Play button.

- Here is the first navigation menu IT projects dashboard with both chart and list.

- Go to IT Project Demo menu to see your views.

- Create a new project record by clicking on new button.

List updated after creating new project.

Note : I just used duration for demo purpose you can use another field to show long duration.

Create a model driven app - Part 7

As we all know that in last post we learned how to create charts for model driven app. Now we will discussing about how to create a dashboard for this app and link it with site map.

So, let's begin with it.

- Sign in PowerApps.

- Open your model driven app and click on Edit.

Steps required for creating a dashboard.

Step 1) Click on Dashboards and it will show you its components.  Then click on Create new button to create new dashboard. Select classic dashboard option.

Step 2) Choose a layout. In my case I have selected 2 column layout and click on create button. It will open a new window.

Step 3) Enter name for your dashboard. Select Insert chart option for first column and insert list for second column.

Step 4) Insert a chart. Select your record type and view. Then click on add button.

Step 5) Insert a list. Select your record type and view. Then click on add button.

Step 6) Select Save then close. Go to Site map designer and select newly created dashboard.

Steps for linking dashboard with SiteMap. In order to show it as a first screen on app.

Step 1) Click on Site map edit button.

Step 2) Click on Add button and add sub area component.

Step 3) Rename it and set following properties on it. In order link it with newly created dashboard. I moved it up so that it should be first area for user to look around.

In last Save and Publish your application.

In the next part we will see what we have created. Stay tuned.

Create a model driven app - Part 6

As we all know that in previous post we learned how to create views for model driven app. Now we will discussing about how to create a charts for this app.

So, let's begin with it. I will be adding two charts one for showing showing cost of resource allocation per department and another for showing projects count per department.

- Sign in PowerApps.

- Open your model driven app and click on Edit.

Steps required for creating bar chart. In this we will showing cost of resource allocation per department.

Step 1) Click on charts and it will show you its components.  Then click on Create new button to create new chart. It will open new window.

Step 2) Click on charts then bar chart.

Step 3) Enter the name for chart and select series and category columns.
In my case I have selected Series to resource allocation cost and category to department.

Step 4) Select Save and close button.


Steps required for creating pie chart. In this we will showing project count per department.

Step 1) Click on charts and it will show you its components.  Then click on Create new button to create new chart. It will open new window.

Step 2) Click on charts then pie chart.

Step 3)Step 3) Enter the name for chart and select series and category columns.
In my case I have selected Series to project Id and category to department.

Step 4) Select Save and close button.

Finally go back to Site map designer and select your newly created charts.

In next part we will learn how to create dashboards.

Create a model driven app - Part 5

As we all know that in previous blog we discussed about how to create a new form for model driven application. Now  we will discussing about views creation for this app.

So, let's begin with it. I will be adding two views one for showing projects which are in completed status and another with list of all projects.

Step 1) Sign in PowerApps.

Step 2) Open your model driven app and click on Edit.

Step 3) Click on views and it will show you its components.  Then click on Create new button to create filtered view. It will open new window.

Step 4) Click on filter criteria and add a filter for showing only completed projects.

Step 5) Add columns by choosing from column attributes.

Step 6) Rename the form by clicking on edit button and save your filtered view.

Create All projects view.

Step 1) Click on views and it will show you its components.  Then click on Create new button to create filtered view. It will open new window.

Step 2) Add all columns  by choosing from column attributes and rename view.

Step 3) Save and close the view.

In final step you need to select those view from Site map designer screen. Save and close the application.

In next part we will learn how to create charts.

Create a model driven app - Part 4

As we all know that in previous post I created a new model driven app and worked on its SiteMap. Now  we will discuss about how to create a new form for this app. We can also apply business rule not only on data but as well as on forms.

So, let's begin with it.

Step 1) Sign in PowerApps.

Step 2) Open your model driven app and click on Edit.

Step 3) Click on forms and it will show you its components.  Then click on Create new button and select Main form. It will open a new window.

Step 4) Rename the form name by clicking on Form -> Form properties -> Display tab -> Enter form new name.

Step 5) Drag fields from field explorer and add in the general tab.

Step 6) Click on Save and close button.

Step 7) Now select your newly created form and save your application.

In next part we will learn how to create view for this app.

Create a model driven app - Part 3

In last post we discussed about uploading data. Now we will look about how to create a model driven apps from blank and add components in it such as Site Map.

Using Site Map designer we will be able to add new area, new group and sub area. They are sort of navigational path for your app.  New sub area is the part where we can add following four things.

- Entity
- Dashboards
- URL
- Web sources

So, let's begin with creating a new model driven app for previous custom entity and add a site map component in it.

Step 1) Sign in PowerApps.

Step 2) Click on Create meun and select Model driven app from blank button.

Step 3) Entered required information and click on Done button.

Step 4) Click on Site Map edit button. It will open Site Map designer. You must have noticed that configuration is missing so we will do work on it.

Step 5) Rename New Area , group and sub area. Sub area is the part which will linked with our entity. So set following properties on it.

Step 6) I am adding another sub area component in it for creating link with wiki. Drag it in designer and set properties on it.
Note: 1033 code is used for language.

Step 7) Click on save and close button at top right corner.  It will save your application and navigate you back to previous screen where you will notice that configuration error will be removed. Also, all entity relevant components will be shown.

In next blog we will learn  how to create forms.

Create a model driven app - Part 2

In last part I discussed about creating custom entity. Now lets learn how to upload data in custom entity. Let me share a bit different method of uploading data then regular one using excel file or power query.

You all must be wondering why I am going through this process. Well when I created a custom entity. I downloaded its template by export data or open in excel option. Then entered data in it and tried to upload file using get data from excel option. Unfortunately, It did not worked. Each time it  was uploading file successfully with zero records inserted or updated. So, I figured out another way  to upload data.

Well for  uploading data using excel we need to go through following steps.

Step 1) Sign in to PowerApps.

Step 2) Go to Entities menu and double click on your entity.

Step 3) Click on Open in excel button to get template.

Step 4) Open the downloaded excel file and you will see excel addin for PowerApps. For new records click on New button.

Note: If you are facing issue in Sign or any error of authorization then try to sign out from powerapps add in and refresh it. It will take you back to sign in page there you can enter your credentials again.

Step 5) After adding your data now click on Publish button.

Data will uploaded successfully. You can go to your entity and verify from it by clicking on data tab.

In next part we will be learn how to create a model driven app Site Map.

Create a model driven app - Part 1

Today, I will be discussing about how to create a model driven app in PowerApps.

Let's start with a scenario. We are  IT based company and our manager want to check which department projects are gaining more market. A person can add or update projects with different statuses for example completed, In progress, not started or pending. In order to achieve our target , avoid any mistakes and simplify our work. We have decided to create a model driven app.

Note: Model driven entity works for CDS.

For this purpose first we will  create a entity in CDS and upload data in it. So ,in this part I am about to create a custom entity.

Step 1) Sign in Power apps

Step 2) Select environment which allows you to create entity.

Step 3)Click on Entities tab and click new entity button.

Step 4) Add following fields in entity.
Note : I have used option set type for status field with following values.

• Not started
• In progress
• Completed
• Pending

Another two fields added based on calculation.

Option set field : Status  by clicking on New field button then on edit option set and create new or use existing option set.

Calculation fields : Add a new field of whole number type and click on calculation button and add formula.

Note : Please always save your formula by clicking on save button.

Step 5) Add business rules. For instance I want to add business for resource allocation cost. If user has entered value in project estimation cost field or project contract price field then it is required to add some value in resource allocation cost.
For business rules : Click on new business rule.

It will open a new window. Add  a condition and set entity property on it. It will act as If part.

Now add a new action by clicking on Add button and set its properties. It will act as Then part.

I have added two business rules. One for Contract price and another for estimation cost. After creating business rule. Click on save and activate button.

Entity created successfully. In next part we will learn how to upload data in custom entity.