Navigating Power Apps

0:00Hello and welcome to the PODES 200 certification course.

0:03In this particular course, I'm going to be taking a journey to explore the

0:06different features and

0:07tools we can leverage in Power Platforms in order for us to accomplish

0:10different types of tasks.

0:11Whether we're looking at model-driven apps or it's canvas apps,

0:14or we simply want to be able to create different types of

0:17flow of the environment, we'll look into all that as we progress.

0:21So here are a few things I'll ensure you have.

0:23Prado us getting started with Microsoft Power Platforms.

0:26It's very important that you have the right for Microsoft 365 license.

0:29If you're using Microsoft 365 to actually go through this course,

0:32I would strongly recommend having a Microsoft 365 E5 license, if you can.

0:38Or you might simply go for an E3 license.

0:40Just ensure that you have access to the various features and

0:43tools that would allow you to perform the various tasks that will be doing as

0:45we progress in this particular course.

0:47In addition to that, if you have any business premium that has Power App

0:50capabilities,

0:51that definitely works perfectly.

0:53And then a mixed 365 plan would also work just great.

0:56Just ensure that you have access to all the Power Apps, because sometimes your

0:59plan might actually restrict it to a single application.

1:02And if you want to do some integration or do anything that is outside the

1:06application that you have,

1:07you might find that to be challenged.

1:09So what we're able to get, whatever you're able to lay your hands on,

1:12whether it is a trial version, just go for it and get started.

1:16You'll notice as we progress that we touch a bit on Power BI,

1:19which is a great tool for business knowledge.

1:21So look at the various features that allow us to have different types of

1:24reports and

1:25be able to present our data in a way that is easy to comprehend and in a way

1:29that also

1:30looks neat and great to convey the message that we intend to send out.

1:35We'll look at Power Apps, which is where we're going to spend quite a

1:37considerable time

1:38understanding the various features that we can actually use,

1:41where they used to customize different templates for applications that we want

1:45to build in

1:45our environment or to integrate different types of connectors and come up with

1:50motor driven apps or its canvas apps that we simply want to have, etc.

1:53So this is really a great tool that allows us to do so rapidly and come up with

1:57applications that are great for environment.

1:59And then I'm hoping to Power Automat have feature within Power Apps that allow

2:03us to

2:03automate different types of tasks or activities within our environment,

2:06whether it is email or different processes that we have,

2:09we definitely get into this in detail.

2:11Now based on the Microsoft Static Guide Blueprint,

2:13there isn't much covered on Power Virtual Agents.

2:15However, Power Virtual Agents are really great to allow us creating different

2:18types of

2:19chat boards in the environment and various other things you might simply want

2:22to

2:22automate using Power Virtual Agents, who also must see a lot of content on

2:25Power Pages,

2:26Data Connectors, AI Builder.

2:28However, there is a lot of information that you're going to cover on the

2:31database,

2:31the rawit plays in providing lots and lots of resources in terms of

2:35feeding the different applications that we have in the environment and ensuring

2:38that

2:38the users who actually use those applications have access the data they need in

2:42order for

2:42them to perform their duties.

2:43However, when it comes to integration, we'll also look at data connectors and

2:47various other things that might simply touch on but not in detail.

2:51Some applies to Power BI.

2:52There isn't a big chunk of content there, but there is a domain that looks into

2:56how we

2:56can integrate Power BI and embed some applications that we have in Power Apps

3:01and ensure that

3:01there is interoperability between the two environments and just make sure that

3:04we understand

3:05how these things work.

3:06Now, if you have standalone apps, ensure that you have Power BI, Power Apps and

3:11Power

3:11Ultimate, those three are really a mess.

3:14You won't be able to achieve match if you don't have access to these.

3:17Going forward, we have to work within the Microsoft 365 admin center where we

3:21have the

3:21various resources that we can use, just Power Ultimate, Power BI, Power Pages,

3:25Power Apps.

3:26In addition to that, we also have to understand the Power Apps admin area.

3:30By going to Power Apps over here, you'll notice that we have Power Platform in

3:34this

3:34area and that we have Power App Tools, Power Ultimate, Power BI, Power Pages,

3:38Core Palette

3:39as well.

3:40If you go to Power Platform Admin Center with the various security features and

3:44other adjustments

3:45that we can do, the various resources that we have as far as Power Apps are

3:49concerned.

3:50So it's these two environments that we have to understand as we go forward.

3:54In order for us to achieve various administrative tasks, be they creating users

3:57or working with

3:58roles, or maybe on the Power Apps side, we might want to do with different

4:01environments

4:02or even setting up security features, we'll have to be conversant with both

4:05admin centers

4:06for us to accomplish various tasks may be required to within Power Apps.

0:00So to set up your environment, you essentially want to download and install

0:03applications

0:03like we have in this case our Power BI desktop.

0:06The process itself isn't complicated.

0:08All you have to do is to access the various platforms on which Microsoft allows

0:12you to

0:12access these apps, like in this case with the Microsoft Power Apps platform,

0:16and provided

0:16you meet the minimum hardware and software requirements, you'll be good to go.

0:20If you're running your Windows 11 64-bit system, nothing will stop you from

0:24installing

0:24any of these applications.

0:25Even when you're running some OS, which might actually be running a 32-bit

0:28architecture,

0:29you'd still be able to access to these.

0:31Like in this case, you can see we have our Power BI over here.

0:34You can access your Power Apps.

0:36You have Power Automate and Power Pages over there.

0:38And in fact, if you don't intend to commit to a paid license, you have access

0:42to these

0:43for a limited period of time.

0:44Like in this case, you can set up for the Microsoft fabric for a period of 60

0:48days, give access

0:48to Power Automate for 90 days, and Power Pages for 30 days.

0:52So you can actually leverage these periods in which you're given free access to

0:55these

0:55resources and be able to learn and familiarize yourself with the various

0:58features and tools

0:59before you can commit to a paid version.

1:01In addition to the Power Platform site, you can go straight to the Microsoft

1:04Store, where

1:05you can access various applications like we have Power BI over here.

1:09And you can go ahead and begin the free trial from there or even download it

1:12from this option

1:13over here and get started.

1:15Here are a few period visits to be aware of.

1:17So at minimum, if you're going to be installing Power BI Desktop on your system

1:20, these are

1:20the areas that you have to pay attention to.

1:22As far as operating systems are concerned, if you have a 32-bit architecture

1:26Windows 10,

1:27well, you can go ahead and install it.

1:29However, what is the command that is a 64-bit architecture?

1:32So if you're having Windows 10 or it's Windows 11 and it's 64-bit, you're good

1:36to go.

1:37Especially if you're running 64-bit and you're very large data models to deal

1:41with.

1:41And when it comes to processors, you can get away with a single giga-heads.

1:44Microsoft still says that is the minimum required for you to run on your store

1:48Power

1:48BI Desktop.

1:49Nonetheless, the good part is that most processors you get today support 64-bit

1:53.

1:53So if your processor supports that or if you're a simpler one to have a better

1:57experience,

1:57I would strongly recommend a 64-bit support and processor for Power BI Desktop.

2:03When dealing with memory, you can actually work with a 4-gig RAM.

2:07However, the recommended is 8-gig.

2:09So you have to make sure that you have something like this or better.

2:12Now if you are going to be doing a lot of Power BI related reports and you

2:16simply want

2:16to be able to push those through to various platforms or maybe be able to share

2:20it to

2:20your SharePoint, have part of it maybe shared over the network to different

2:24resources,

2:24or maybe you're doing this for several that you have in your environment, it's

2:27very important

2:27that you beef this up.

2:28This really has to go higher because Power BI reports can actually consume a

2:33lot of memory.

2:35Now disk space 1.5-gig is what is actually said to be the least that we can

2:39actually

2:40work with.

2:41But just like the memory, you have to make sure that you have a larger disk

2:44space if

2:44you have a lot of resources that you simply want to store locally.

2:47And then you have to ensure that your .NET Framework version is 4.7.2 or letter

2:52in order

2:52for you to successfully make the installation.

2:55Now Power BI Desktop strongly relies on the .NET Framework in order for you to

2:59execute

2:59virus processes.

3:00Therefore, it's very essential for us to make sure that this is correctly

3:03installed.

3:04Finally, your browser should actually support modern features and Microsoft

3:08being Microsoft

3:09of course would strongly recommend that you make use of age.

3:12However, you can make use of Mozilla Firefox or Chrome to perform different

3:16types of tasks

3:17within Power BI.

3:18And once installed, your Power BI Desktop would look like so.

3:21You don't really have to make an adjustments or change certain settings and

3:25things like

3:26that.

3:27Provided you have the right for version installed, you can just go ahead and

3:30sign into your account

3:31and you'll be able to begin performing virus types of tasks as well as access

3:34to Power BI

3:35service.

3:36And if you have datasets that you'd like to access, you can do so locally or

3:39from a

3:40SQL or even make use of sample datasets in this particular area.

3:43Now, there isn't much really that you have to do other than that.

3:46Provided you have your credentials, you just have to sign into your account and

3:49that would

3:49also come with a virus, privileges that come with that particular account.

3:53And you can go ahead and begin exploring the tool.

3:56Now for any updates under Power BI Desktop, at the very bottom here, you can

3:59see update

4:00available.

4:01So you can simply click on that option over here and be able to get the newer

4:04version

4:04which might come with newer features and other integrable tools that may simply

4:08be part

4:08of that new release.

4:10And from the Power BI perspective, if we go back into Power BI service and over

4:13here

4:14we have Power Apps, it's important that we familiarize ourselves with this

4:17interface

4:18as we're going to be spending much of our time in here.

4:21So apart from us being able to create various Power Apps in this particular

4:24environment,

4:25we'll also work with the different options that are provided in here, like

4:28accessing

4:28the virus apps that are already there and being able to edit or manipulate them

4:32, looking

4:32at the virus tables, looking at flows, solutions, etc.

4:36There is one area that I simply want us to look at and if we click on that ell

4:39ipsis,

4:40which gives us more options, we have tables, we have solutions and we also have

4:44connections.

4:44Now, connectors are very important.

4:47This is what allows us to have an integration to other resources we have within

4:50our environment

4:50and be able to bring those resources into an application of our choice.

4:55So surely we'll be looking into connectors in the following skills.

4:57And here we have various options that we can actually get started from.

5:01For example, we have an option to begin a blank app.

5:03We can also make use of the data versus access, virus, data resources we may

5:06have in the environment

5:07and be able to create an app based on that data.

5:11So there are quite a lot of options that are provided in here and we have some

5:14templates

5:14that are also provided, we can see office templates or all templates that

5:17actually

5:18just access to all the templates that we need.

5:20We can also search templates based on the industry, maybe something that is in

5:23the finance

5:24or something that is quite relatable to someone who is trying to create an

5:27application for

5:28the health sector.

5:29So this is just a part of the many areas that are going to explore as we look

5:33into power

5:33platforms and the rest of the skills that are going to cover going forward.

5:37So I hope this gives you an idea of what resources you need to set up within

5:40your environment,

5:41whether it's your Power BI Desktop or the virus Power Apps that you need in

5:43order for

5:44you to be able to accomplish the different tasks that will be performing as we

5:47go along

5:48on this journey.

0:00In one of our previous videos, we went through the process of downloading

0:03Microsoft Power BI

0:04desktop version. However, we never got the chance to delve into the environment

0:08and explore the

0:09various tabs and views and the numerous visualization options that allow us to

0:13better interpret our

0:14data. And that was because that SKU was focused on introducing the two and

0:18understanding that

0:19there are other options available out there that allow us to integrate our on-

0:23prem data using

0:24Microsoft Power BI on-prem data gateways to beam that data to Microsoft Power

0:30BI. So right now,

0:31focus on the Microsoft Power BI desktop and its cloud-based counterpart, the

0:34Microsoft Power BI

0:36service to better understand how these tools work and how we can better

0:39interpret our data and

0:40have greater visuals that rightly interpret the kind of changes that are

0:43carrying with your environment.

0:45With that said, I invite you to come along. So Power BI desktop is more like

0:48the engine.

0:49This is where much of the work is done in terms of modeling or data ingestion

0:54or anything that

0:55actually needs to be interpreted into visuals. It has to pass through this

0:59particular area.

1:00Now, as you may see over here, this is something that you'd have installed in

1:03your device as we saw

1:04in the previous nuggets. And it's something that you actually can use offline.

1:08So here I have my

1:09Power BI desktop. I can begin bringing in data from various sources or even go

1:14straight away and

1:15begin exploring the virus tools in here. Now, if you are a data analyst or

1:19maybe a data engineer

1:20or you are a business intelligence manager, you're going to spend much of time

1:24in this particular

1:25environment. Now, there are three main categories that you have to pay

1:28attention to. So when it

1:30comes to visualizing our data within Microsoft Power BI desktop, these are

1:34three different types of

1:36views. We might actually be visualizing our data within the report view, which

1:39is where we are

1:40currently. And the report view would come with its own tabs and different tools

1:44that allow

1:45us to execute different types of features. And this is great for creating

1:48different types of

1:49reports or maybe we simply want to have virus visual elements such as making

1:53use of charts and

1:54different maps, etc. The report view is the goal to type of view for those

1:58kinds of things. However,

2:00that times we may simply want to make use of the actual raw data that has been

2:04fed into Power BI.

2:06The table view would be the goal to view for those kinds of tasks. Using the

2:11table view would be able

2:12to look at the data as it is, would actually be able to have various columns

2:17and rows and would be able

2:19to work with the data directly. Now, what this offers us is the ability for us

2:23to edit that data,

2:24making changes to it, making maybe some filtration where we simply get read of

2:29certain types of data

2:31or maybe add certain columns and be able to perform different calculated

2:34features, etc.

2:36This is something that might be required at the process of maybe remodeling

2:39your data or maybe

2:40you're simply trying to combine different sets of data that can only be

2:44achieved within this

2:45particular area or the table view. And finally, you also have what is known as

2:51the model view.

2:52The fundamental concept behind the model view is relationships. Now, imagine

2:56yourself looking at

2:57sales data and that sales data could actually be giving you information

3:01regarding different products.

3:04Maybe you've got virus products within your environment and you can also look

3:08at maybe

3:09sales per region. Apart from that, you could also maybe have an understanding

3:14as to maybe the

3:15different seasons or times of the year at which these cells were happening. And

3:21you're able to

3:22visualize that information based on these metrics. And this simply allows you

3:27to have an understanding

3:28of what could be happening within your environment. Perhaps the sales at a

3:32particular season of the

3:33year, let's say this was January, was low compared to sales that were maybe

3:37happening in August,

3:38for example. And you'd be able to understand that those cells were lower

3:42because maybe a

3:43particular region would be experiencing their winter or maybe this summer in

3:47that part of the world.

3:49And maybe various other aspects to do with those kinds of projects. And from

3:53the model view,

3:54you'd be able to understand these relationships and how they'd be driving the

3:58virus changes in

3:59terms of profits or losses within your organization. And in addition to that,

4:03you'll then be able to

4:04define the relationship between the virus products that you have and the

4:08different regions in which

4:09you're selling them and whether there is a direct impact based on the season in

4:13which those products

4:14are sold. And if there is anything that needs to be changed in order for you to

4:18be able to maximize

4:19your performance or your return investment in that particular business. So

4:23these are the three

4:24major views that we'll be dealing with as we progress in this particular scale.

4:28Now, you'd notice

4:29that each one of them comes with different additional tabs or other tabs that

4:33are simply shown when

4:34you click on it. That's very important for us. And as you may have noticed from

4:38our home tab,

4:38we have different data sources in here. So from this location, we can select a

4:42different data source

4:43and be able to bring in our data into our report and begin working with that

4:47data as we may desire.

4:48We can also do the same thing from this location over here. This could actually

4:51include data from

4:52our Excel workbooks, from our SQL servers or other datasets that we may have in

4:56different locations.

4:58And once data is in here, we can also go ahead and even maybe think of creating

5:02a new page

5:02from where we can create a different report. And once we've got the report

5:06displayed in this

5:07location, it is not up to us to begin using the different visualization options

5:11which are seeing

5:12on our far right hand side in this area. And we have different options in here.

5:16However,

5:16there is one option that we always have to pay attention to because I've

5:19realized that it's

5:20that in cases, people may actually not be able to interpret that data using

5:24regions because they may

5:26have not an able setting feature. So in case your map options are not

5:30displaying the kind of data

5:31that they're trying to interpret, you may simply have to go to your file button

5:35. And from here,

5:36you can access the options and settings and you can go to options. And in this

5:40area, we're able

5:41to manipulate what kind of data must actually be interpreted. For example, if

5:45we come to security

5:46over here, we have different options in here. If we scroll all the way down,

5:50you'd notice that we

5:51have custom visuals and we have ArcGIS over here for Power BI, which is not

5:55selected. So if maybe

5:57you're working with some municipal council or you're working with a department

6:01that requires to map

6:02data in different geographical locations, etc. And you want to fit data that is

6:06coming from ArcGIS

6:08to be interpreted in ArcGIS for Power BI, you must enable this feature. And it

6:12's the same thing for

6:13map and field map visuals. This feature over here must be enabled in order for

6:17us to use different

6:18types of maps within Power BI. That's very important for us to remember. So I

6:21do not really have my

6:23own data and I've added a link below this particular video where we can

6:26actually access a particular

6:28sample or a template for Microsoft containing different types of datasets that

6:32we can use for

6:33this particular example. And it is that Excel that I'm going to use for this

6:37demonstration. So I'm just

6:38going to go ahead and select Excel webbook over here. And from here, I'll

6:43select the financial sample,

6:45which is the file that I got from Microsoft. And then I'll go ahead and open

6:48that. And you

6:48realize that once it opens within this particular area, it informs us what the

6:52kind of data that we

6:53have over here. We can see that these are the financials we've got over here.

6:58And we have a

6:59[garbled] one. So if we had [garbled] to [garbled], three, we could go ahead and also select

7:02those as we progress.

7:04But then let's go ahead and just select what we have over there and click on

7:08load. So to go ahead

7:09and load that data for us. And once the loading is done, we actually can go

7:12ahead and view the data.

7:14Now, what did we say is the rightful view mode for us to view road data, it's

7:19supposed to be table

7:20mode. So if we go to table view over here, we can see different types of data

7:23there. We can see

7:24different countries. You can see discount brand, unit sold, etc. But if we

7:28really want to view the

7:29data, we still have to go back to the report view. And over here, this is where

7:34we can begin

7:35having various visuals brought in. There could be pie charts, there could be

7:38stack bars,

7:39there could be different types of tables and maps, etc. And if you wanted to

7:43visibility into the

7:44relationships, we have to go and make use of the model view, because it's from

7:49here that

7:49we'll be able to look into the virus relationships of the data that we have.

7:53Now back in the report

7:54view, we can begin the process of filtering the virus types of datasets or

7:59filtering the types of

8:00information we'd like to see appear in these visuals. And again, this is where

8:05visualization

8:06happens. We do not view data from the table view. The table view, yes, it is

8:10great. We can actually

8:11look at the data raw as it is over here, but no business development manager,

8:15no investor,

8:16no business person would like to look at raw data. It is just difficult to

8:20interpret. So once it's

8:22brought into the report view, everybody, including me, can now be able to tell

8:27whether we're making a

8:28loss or we're making profit as a company. So over here, if we just look at the

8:32far right hand side,

8:33we've got financials over here. And this is our data. So we can begin looking

8:36at what information

8:37is great for us to have. What is it that we want to look at? Is it dates? Are

8:41we interested in sales?

8:43Are we interested in profits? Are we interested in maybe the name of the month?

8:47So we can begin

8:48ticking or simply dragging these into this area over here. And as we drag them,

8:53we can begin

8:54adjusting them as desired. And for instance, if this is something that we want

8:58to look into,

8:59oh, you're looking at sales, for example, but I would like to know what maybe

9:02the gross

9:03cell was like. And then we can add that over there. Or maybe we'd like to look

9:06at the months

9:07in which these cells were happening. And then we can begin filling that

9:11information over here.

9:12We can see we've got October to March. And we can go on and on looking at

9:17various units that are

9:18contained within our data. For example, we'll be able to tell that this was our

9:22gross cell.

9:23And from that, it gives us information as to what exactly was the total amount

9:27of cells before any

9:28deductions were done on whatever merchandise or products that we're selling.

9:32And we can also

9:33correlate these data based on the different regions or locations where the

9:36cells were happening.

9:37For example, over here, we've got countries. So if we select country over there

9:40, or if we simply

9:41drag it, in fact, this is a different method in which you can actually select

9:45to have a table-like

9:46view of the different locations. But if you wanted to have it in a map sort of

9:51like display or

9:52visualization, then you can simply drag it to a different location within this

9:56canvas area.

9:57And oh, here we go. You'd realize that over here, it says map and field map

10:00visuals are

10:01enabled. So we have to go ahead and enable that, prior to us having access to

10:05that data. So follow

10:06the same process of going to the file tab and from here accessing options and

10:10settings, from

10:11options, manipulate the security settings of these particular areas. So go to

10:15security.

10:16And there we have use map and field map enabled already. I wouldn't really know

10:20why it wouldn't allow

10:22us to make use of that. So just go ahead and enable it again to just ensure

10:27that we have

10:27everything set before we can go ahead and try to put in data that requires us

10:31to make use of maps.

10:33Okay, so after disabling and enabling it, I'll just go ahead and remove this

10:36particular part

10:37from my canvas and I'll drag the country section again in this area for the

10:41second time.

10:42And that did not work. All right, so the reason why in which we would actually

10:48work around various features with the admin center to try and bring in the maps

10:52. However,

10:52I had no intentions of getting into Microsoft Power BI service as of yet, but

10:57because we need

10:58that feature, I'm going to open my browser and for my browser, there we have

11:02Power BI. And this

11:03is what we actually refer to as Power BI service. We'll start the discussion on

11:07Power BI in a moment.

11:08However, if you haven't been able to access your Power BI feature and you are

11:12maybe in your

11:12Microsoft 365 admin center, all you've got to do is to go to menu. And from

11:16here, you've got

11:17Power BI over there. So this is the same section. So in here, you have to go to

11:21the settings cog

11:23and from here, access admin portal. And from the admin portal, notice that you

11:28have tenant

11:29settings. Now, these are the two areas we can map configurations that pertain

11:34to our maps or

11:35ArcGIS or anything that is to do with visuals within Power BI. So it's this one

11:39and the security

11:40privacy option we saw earlier. So somewhere over here, we've got integration

11:44settings. And here

11:45you can see you've got ArcGIS, you would Azure maps and you've got map and

11:49field map visuals.

11:50It's here that we have to go and enable that feature over there. Now it takes

11:54some time to

11:55actually update once selected. But once we have enabled that and we could go

11:58and apply,

11:59we should actually be good to go. It says approximately 15 minutes for it to be

12:04able to update.

12:05But I just go ahead and minimize this and come back into this area. Sometimes

12:09it could be quicker.

12:10So I'll get my country option and drag it into the canvas. And there we go. So

12:15this is one of the

12:16features we needed to enable in order for us to access to that. And we can

12:20begin gaining visibility

12:22into the virus areas where these cells are taking place. For example, looking

12:26at the sum of cells

12:27over here and we can see all those locations over there. And we can continue to

12:31add more and more

12:32information to help our teams understand the trajectory of our business. For

12:35instance, over

12:36here, we can tell the months that had the highest sum of cells. And we can have

12:40greater visibility

12:41into that. And if there is a need for us to add additional information, we can

12:44still go ahead

12:45and do that. Perhaps want to look into the unit sold per maybe product or per

12:50month. We can also

12:51look at that. So in this case, if we went and picked up unit sold, for example,

12:55we can bring it

12:56in here. And maybe we could also select the name of the product. So go ahead

13:01and select product over

13:02there. We can always change these visuals to different types of visuals that we

13:06have within this build

13:07visual area. For instance, if we select this option and select a pie chart over

13:12here, that would

13:13easily change into a pie chart. And we can use that to interpret the

13:17information that we are seeing

13:18over here from the virus products we've got on our legend over here, the

13:21different color codes

13:23indicating cells for each and every product we have in our environment. And

13:26this becomes easy to

13:27interpret. It's easy to see. And anybody can actually see where there is growth

13:32and where cells are

13:33diminishing. And this becomes very easy if you wanted to publish this or maybe

13:36share it with the

13:37rest of our team. It's easy for us to do that. And that is why we are now going

13:41to look at the

13:42Microsoft Power BI service and create a contrast of the two platforms.

0:00Hey, let's take a look at these a few features within Power BI and that's

0:04endorsement alerts

0:05and forecasting. Now, when you're looking at endorsements, this is one

0:09important feature that

0:10we really have to pay attention to because it allows us to have an idea of what

0:14exactly is

0:14happening the various data sets that we have with your environment. And when

0:18your coworkers or

0:20consumers of the various data that you're using happen to endorse your data set

0:23, it simply implies

0:24that they've found the data to be important and useful as far as building

0:29reports is concerned.

0:30And what this does is that it creates reliability. So anybody who would

0:34actually be looking at that

0:35data would understand that the data is reliable. It also simply allows the

0:40various users to appreciate

0:41that data, meaning it is a valuable data that actually is deemed as very

0:45important in your environment.

0:46So when you have teams that are collaborating and contribute to different data

0:50sets, they'll

0:50mainly be looking at a such kind of data. Anything that has been endorsed would

0:54actually indicate

0:55importance and value. When you look at alerts, the aim is mainly to notify. You

1:00want to be able

1:01to communicate the changes that are happening with the reports that you have in

1:04your environment

1:05to the stakeholders or coworkers that you have within your environment. Let's

1:09take for example,

1:09that we have our report over there with different charts and trend lines or

1:13maybe line charts and

1:14maybe a card somewhere with some numbers indicating ourselves. So when there's

1:19an increase in ourselves,

1:20we want to be able to see those changes occur in our report. And when there's a

1:25decline,

1:25the sense should also be indicated over there. But then we understand that

1:29every time users

1:30access this particular chart over here, it takes them time. For instance, they

1:34may have to log into

1:36their environment and after logging in, they have to go to Power BI service

1:39from Power BI service.

1:41They have to look at the particular report that they're after. Well, these are

1:45various

1:46steps that may take some time for someone who has more important tasks to pay

1:50attention to,

1:50to for example, your CEO. So they may simply say, Hey, you know what, instead

1:54of me always logging

1:55in every morning to look at this important chart, understanding its

1:59significance, would you be able

2:00to create an alert for me and forming the various changes that have happened to

2:03this particular

2:04report every Monday without me having to look for it? So what you would do for

2:08the CEO in that case

2:09is to simply create an alert for them that allows them to have insight into all

2:13these activities without

2:15them really having to always look for that particular report. In addition to

2:19that, we can use alerts to

2:20indicate when a particular threshold has simply been met. Let's say for example

2:24that this is zero

2:25over here and that is 100, we can set up a letter to inform the CEO of the

2:29various changes that

2:30are taking place. So if these were cells or the way units of products, we can

2:34simply say, Hey,

2:35every time we hit this particular threshold, we must be able to trigger an

2:40alert that is sent

2:41to the CEO. And if we go below 50 taking, for example, that these were items

2:45that need to be

2:45restocked, you can simply say every time we go below 50, we should also send an

2:49alert to the CEO.

2:51And this is the easiest way or CEO can stay up to date with all the changes

2:55that are happening

2:55within our environment or with that particular report without them having to

2:59constantly access

3:00this particular report. And these alerts would be generated and sent to them

3:04via email and they

3:04can then open the email and see what those changes are. And there are any

3:08changes that are happening

3:09that are not very significant. There is no need for us to constantly bother

3:12them. They simply

3:13have to be notified when we reach a particular threshold or we simply have

3:16something that needs

3:17to be communicated to them. Now, when you're looking at forecasting, this is

3:20another important

3:21aspect of Power BI, allowing us to have an idea of what exactly the future is

3:25likely to be. It's

3:26more like predicting the trend of the various cells or in activities that we

3:30have within our

3:31report. For example, in our case, we were dealing with cells for the year 2013,

3:36as well as 2014,

3:37we could use forecasting to predict how 2015 would look like based on the cells

3:43for 2013,

3:44January to December, as well as 2014, January, sorry, to December. So

3:50forecasting would simply

3:51use Power BI capability to figure out what it is like for the various cells

3:55that we have in the

3:56environment in the year 2015. With that said, let's jump into Power BI and look

4:00at how we can

4:01accomplish these tasks within our environment. Okay, so when you're looking at

4:05endorsing the

4:05virus reports that you have in the environment, you simply have to access the

4:09area or the workspace

4:10where you have those reports that you want to work with. So if you went to

4:13Workspaces, for example,

4:15an access finance team, you'd notice that we have the virus reports over here.

4:19And if we move the

4:19far right, we have endorsement over there. Now, the process is very easy. Once

4:24you have identified

4:25a report that it should be endorsed, then you can go ahead and click on the n

4:28ipses over there,

4:29go to the settings and from the settings area, you have endorsement over there.

4:33And then you just

4:34go ahead and click on promote. And that would endorse this particular report.

4:38Now you can see

4:39under endorsement, we have that promotion over here, which indicates that this

4:43particular report

4:44has been endorsed. Now, there is an additional feature other than endorsement

4:49known as a

4:49certifying within Power BI. Now, when you're endorsing something, you're simply

4:53saying,

4:53hey, this is valuable, you could use it. But when you're certifying something,

4:57we simply mean it has

4:58met the virus requirements. This could be this could be quality assurance

5:01requirements or maybe

5:03peer review processes that a particular report has to go through and meet the

5:06virus required

5:07specifications before it is regarded as a useful report in the environment. It

5:12could be governing

5:13standards, different types of requirements would vary depending on the industry

5:16and the

5:17organization itself. So to certify a document or a report, rather, all we have

5:21to do is to go to

5:22settings and access the admin portal. And from the admin portal, we can search

5:27for certify.

5:28And here we have certification. It's currently disabled for this organization.

5:33So let's go ahead

5:33and expand that. And we can enable that. Now we can do this for various

5:37documents and URLs,

5:39etc. But with this in place, we can just go ahead and do it for the entire

5:42organization and click

5:43on apply. It may take some time to propagate through our organization. But once

5:47we have that in place,

5:49where we simply can see the various endorsement features that we saw previously

5:53on our workspace,

5:54we can go back there, we would now instead of seeing endorsement, we would also

5:59be able to see

5:59certify. So that's an important feature. If it is something that would like to

6:03use to distinguish

6:04between endorsed reports and certified reports within our environment. Let's

6:08look at alerts. Like

6:09I said earlier, we can use alerts to simply communicate the virus updates that

6:12are happening

6:13to reports that we have within our environment. So over here, we have dashboard

6:17, which is our

6:17report within the finance team workspace. So if you open it over there, we can

6:21see the various charts

6:23and various visuals that we have within this environment. Now we have some of

6:27profit over there and we

6:28have fresh products, some of sales, etc. Let's take a example that would like

6:32to communicate the

6:33changes that are happening here to various stakeholders we have in the

6:35environment. The very first thing

6:37we'd like to do is to subscribe to this particular report. And how do we do

6:41that? We can got the

6:42ellipsis over there. And we have subscribed report. So we subscribe to this

6:46report. We're

6:47provided to options. One is the standard subscription report and the other is

6:50dynamic per recipient.

6:51The standard one simply generates a report that is sent to everybody who has

6:54been listed as a

6:55recipient in this subscription. The dynamic per recipient allows us to

6:59customize what would

7:00like to send to every recipient that has been listed. Now let's go ahead and

7:04select the standard

7:04option over there. And here we have an option to give the subscription name. So

7:08let's just say

7:09this is going to be report one. And over here, we can list the virus recipients

7:13who would like to

7:15have participate in this particular subscription. We already have the system

7:18administrator over there

7:19who live it as is. Then we have a touch for report. We can decide to have this

7:24in PDF format or we

7:25can actually have it in PowerPoint format depending on what exactly would like

7:28to see. And we can also

7:30see here that this is going to be sent in form of an email. It can also be sent

7:34or shared in form of

7:35one drive shares or share point. And we can have these stakeholders accessing

7:40this report from this

7:41size over here. Let's leave this on email format. Below that we have the date,

7:45the start date and the

7:46end date. We can also see how often we'd like to see this repeat whether it's

7:50daily or like to

7:51see this happening early or weekly. Depending on what frequency is ideal in

7:55this scenario, we have to

7:57choose that option, making sure that it aligns with objective. And if we leave

8:01it on weekly,

8:02we have to select the virus days that we have to deal with or change it to

8:05monthly and select a

8:07particular time we'd like to have that particular message sent out. Okay, so

8:10let's leave it on weekly

8:11for now and maybe just maintain Monday. So every week we should have that

8:15update and then we'll go

8:16to schedule time over there as well as the time zone in which we'd like to

8:20maintain this with that

8:21in place we'll click on save. So our subscription would be created just based

8:26on that. Okay, so these

8:28are report one created. We can still delete this we can edit it or disable it

8:32if we intend to do so.

8:33Once we have these in place, the next thing is for us to look at the virus

8:37cards that we have

8:38and create an alert. So over here if we select some of profits or maybe we want

8:43to do with some

8:44of cells, we can actually right click on these cards over here and go ahead to

8:49set an alert. So

8:50if we click on set a let over there, this allows us to begin the process of

8:54creating an alert for

8:56this particular visual. Now it's important for us to not but this is only

9:00achievable when we have

9:01Microsoft fabric. Now you can see that here I'm using the fabric trial and that

9:05is the reason

9:06why I'm able to access this area over here. Now let's look at the various

9:09things that we can

9:09monitor in this area. So we have cad visual three and this is simply pointing

9:14to that being

9:15cad visual one, cad visual two, cad visual three. Right, so these are the cards

9:19that we can actually

9:20work with but we also have the options to select from what is being provided to

9:24us over here. We can

9:25actually look at the pie chart, we can actually look at the budget that we have

9:28over there depending

9:28what exactly we would like to use. So we'd like to maintain this on cad visual

9:31three and be able to

9:32monitor the changes that are happening in that particular area. And here we

9:36have the conditions,

9:37this is some of cells and we look at the operator under here and decide what

9:41exactly we would like

9:42to see. Now our intention is to notify the various stakeholders if this becomes

9:46less. Now you can

9:47take for example that this was maybe a target or maybe it was the number of

9:50products that you have

9:51in your inventory and you simply want to be able to monitor that you can use

9:54these cards and alerts

9:56to simply inform the various stakeholders you have in your organization and

9:59help them to act

10:00when such important events take place. So let's say becomes less and we've got

10:04a figure over there

10:05and we maintain this on email and we can click on create and that is what it

10:08takes to simply create

10:09alerts within Power BI. We're all let's create it. Let's conclude by looking at

10:13how we can do data

10:14forecasting within our organization. So data forecasting is mainly a visual. It

10:18should allow us to

10:19visualize how the trend is going to be going forward. So for instance in this

10:23case we could

10:24actually be able to see the analytics button over there but because none of

10:27these support

10:28forecasting will only be able to visualize that once we have features or

10:31visuals that support it.

10:33So for us to get started let's quickly get rid of the pie chart over here just

10:36click on remove

10:37and with that we'll go ahead and select the line chart. Notice that the moment

10:40you select the line

10:41chart the analytics button also pops up in that area. Now let's go ahead and

10:44select the fields

10:44that we need. We definitely will include cells an important element of field to

10:49always add what

10:50I'm going to deal with forecasting is time or date. So in this case we select

10:54the date and this

10:55gives us an idea of how the cells have been occurring over time. You can see

10:58September

10:592018 and then you can also see how it goes until November 2014 over there. So

11:04if you go back to

11:04analytics over here and scroll all the way down we have forecasting. So if we

11:09enable that feature

11:11you notice that it begins to show us a trend of how this is going to be in the

11:14coming years. We see

11:16that has moved from 2014 to January 2015, July 2015 etc and somehow it simply

11:22becomes constant

11:23when it reaches here but you can see a sharp decline after January 2015 and all

11:27this is based on

11:29pre-existing data that has been fed into this environment. And that my friend

11:33is how we can use

11:34forecasting alerts subscriptions as well as endorsements within Power BI to

11:39understand

11:39different trends and identify reports that are valuable to organization. For

11:44now I'll see you in the

0:00So to rub up this skill, let's quickly go through the validation question.

0:03The first question here says, what are the two types of endorsements you can

0:07apply to

0:07datasets in Power BI to signal their quality and reliability.

0:11So the key phrases here are endorsement.

0:14You simply want to be able to endorse a particular dataset and communicate to

0:17your peers that

0:18this particular dataset has accurate data and that it is something that is

0:22reliable.

0:23So we can see reliability over there as well as the quality of data.

0:26Now the two options provided to us within Power BI that enable users to be able

0:31to

0:31mock data or dataset as top quality and reliable.

0:35Now the first option here says, is certified and promoted and I agree to that.

0:40We have verified and trusted.

0:42No, that is not available.

0:44We have endorsed, well the process of actually marking data is endorsements.

0:48So this is not an actual option, certified is available but endorsed isn't.

0:54Then we have approved and promoted.

0:56Well once data has been marked as reliable and of good quality, it will

1:00actually have

1:01an indication that says, oh this dataset has been promoted.

1:04However, approved isn't an option.

1:06Let's take a quick look at what we have within Power BI.

1:09So if we go to Power BI environment quickly, we should be able to see some of

1:14these options

1:15over there.

1:16So here we are within Power BI service and we've got some few datasets over

1:19there.

1:19If we go to finance for example, we can see it says promoted over there and if

1:23you just

1:24go to the lectures over there and select the settings area right over here, we

1:28can see

1:28endorsement and under endorsement, we can see promoted and is certified as the

1:33two options

1:33provided.

1:34And that makes the first answer, A, as the correct option.

1:38Question two says, what type of Power BI feature allows users to get notified

1:41when data in

1:42a dashboard exceeds a specified threshold?

1:45Well, we looked at this feature previously where we can actually set up

1:48notifications

1:49to inform whether it's a C or a CFR or anybody who's simply wants to be

1:53notified every time

1:54there's a significant change in the datasets that you have in the environment.

1:58And we have options such as data trigger, data alerts, notification rules, a

2:03threshold

2:04alarms.

2:05Well, that actually fell under alerts and we know for sure that B is the right

2:09for answer

2:10over here that allows us to set up alerts within Power BI service to notify

2:14users in

2:14the environment.

2:15So triggers wouldn't be the right for answer.

2:17However, this is something we're going to cover as we go further looking at

2:21flows and other

2:22features that we can actually work with in order for us to notify or trigger

2:25setting events

2:25in an environment.

2:26And if we quickly dash into Power BI service and go to our dashboard, just to

2:30access one

2:31of the dashboards that we have in the environment, if we go to that card over

2:34there and just

2:35try to set an alert, notice that we have the set a alert option that is

2:38provided over there.

2:40So neither the notification rules, nor the threshold alarms would actually make

2:44a great

2:44answer for this question.

2:46Let's go to question three.

2:47Question three says, which feature in Power BI allows you to predict future

2:50values based

2:51on historical data?

2:52We've got trained analysis, we have data prediction, forecasting and future

2:57insights.

2:58C is the right answer over here.

3:00Turn analysis, data prediction and future insights are not options provided in

3:03Power BI

3:04to help us predict future values.

3:06So the purpose of data forecasting is that it allows us to use pre-existing

3:10data.

3:11Let's say we had 2021 data over there, 2022 going to 2024, for example, would

3:18actually

3:18be able to have an understanding of what is happening throughout these datasets

3:22and be

3:22able to predict what is likely to happen going in the future.

3:25So if we have January over here until December and we have data from January

3:29over here until

3:30December as well, and we use forecasting, we can actually begin to understand

3:34what the

3:34trend is going to be like.

3:36So if we had growth going all the way and we are going to look at how that is

3:40likely

3:41to be going forward, we can actually be able to predict whether it's going to

3:45be continued

3:46growth or whether it's going to be a decline.

3:48This is something that we covered previously and it's a great tool and feature

3:51that allows

3:52us to work out what ourselves are likely to be in the future.

3:56Let's go to the fourth question.

3:57Question four, which Power Platform tool is primarily used for creating

4:01automated workflows

4:02within applications and services?

4:05Well the keyword here is automating, which is a tool that allows you to carry

4:09out virus

4:10mundane tasks in an automated fashion and free you from all those repetitive

4:14tasks that

4:15you perform in your environment, allowing you to concentrate on more important

4:19tasks

4:19that you have to concentrate on within your organization.

4:21And we know if you can actually just look at that keyword over here, one of

4:24these tools

4:25actually aligns with the key phrase itself.

4:28So Power Apps won't be the right for answer.

4:30Power BI is great for visualization, Power Automate is the right for answer,

4:34Power Pages

4:35yes that would also be great for setting way based related tasks.

4:39Let's go to the fifth and final question.

4:41Question number five says which Power Platform tool is specifically designed to

4:45create and

4:45manage professional grade websites?

4:48Well, so we're looking for a tool, Power Platform and this particular one is

4:53great for

4:53web designing.

4:55Not only do you get to design a web page, but you get to do so in the quickest

4:58possible

4:58way using natural language.

5:01So the reason any need for the user to learn extensive programming languages in

5:04order for

5:05them to be able to create these web pages.

5:07All right, so let's look at the first option that we've got over here.

5:10It says Power Apps.

5:11Now, Power Apps are simply for creating applications.

5:13You simply want to be able to do so whether you're doing model driven apps or

5:16it's canvas

5:16apps in the quickest possible time using the data that you have in your

5:20environment and

5:20virus templates that you can use.

5:22You don't really have to build a web page using Power Apps.

5:26Power BI, this is for visualization.

5:28You simply want to have virus types of visuals and have reports that can be be

5:31amed using

5:32the different data sets that you have in your environment to communicate what

5:35is happening,

5:36the trains and the changes that are actually taking place in your organization.

5:40Power Automate like an M suggests allows you to automate virus tasks.

5:43There is an email that actually has to be responded to a particular user is

5:48able to prefer

5:49a particular duty.

5:50You can automate that.

5:51There is a meeting that is going to happen the first Monday of every month.

5:54You can automate that.

5:55So Power Automate allows us to do that.

5:57And the last available option, which is D, is Power Pages.

6:01Also happens with the correct answer.

6:02This allows us to create virus web pages and different types of professional

6:06grade websites

6:07which would enable users to build secure and scalable web experiences with

6:11virus teams

6:12or even stakeholders that exist within an environment.

6:15I hope you're successful in getting all these questions correct and I'll see

6:17you in the

6:18next skill as we dive deeper into Power Platforms.

6:21For now, I hope this has been informative for you and I'd like to thank you for

6:24viewing.