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GRC-113 - Microsoft Power Platform Essentials Bundle

This instructor-led adventurous workshop is designed for audiences to be equipped with the necessary knowledge and skills to kickstart their analytical journey with Microsoft Power BI, followed by essential guidance to Power Apps and Power Automate. You will be guided from the stage of connecting data, transforming data, and visualizing your data using Power BI.

The audience will then be brought to a path of designing, testing, and publishing new apps that work with a variety of data sources with Power Apps.

Duration: 5.0 days

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Objectives

After completing this course, students will be able to:

Describe key features of Microsoft Power BI
Understand how data are connected to Microsoft Power BI
Massage, cleanse, format and transform data
Visualizing data using reports and dashboards
Understand when to use Power Apps
Describe the components of Power Apps and their correct use
Create Power Apps from existing data sources
Brand Power Apps
Customise Power Apps beyond just using the automated wizards
Connect to a range of data sources from Excel to Azure SQL
Understand the difference between canvas apps and model-driven apps
Integrate Power Apps with other Office 365 systems - including Teams and SharePoint Online
Administer and Maintain Power Apps
Understand when to use Power Automate
Describe the components of Power Automate and their correct use
How to create and edit Power Automate
Benefits of Power Automate
Integration with Power Automate

Content

Module 1: Microsoft Power BI as a Service

What is Power BI?
The Power BI service and its ecosystem
Product and subscription information
Familiarizing with Microsoft Power BI app and service

Module 2: Getting to Know Your Data

Using Excel as a Power BI data source
Using databases as a Power BI data source
Understanding the Power BI dataset
Importance of table relationships

Module 3: Data Transformations using Power Query

Power BI Desktop queries
Cleansing data and transformations
Consolidation of data through appends and merges

Module 4: Introduction to DAX

What is DAX?
Calculated columns vs. measures
What are quick measures?
Performing simple calculations

Module 5: Visualizing Your Data

Creating Power BI reports
Creating Power BI dashboards
Common visuals and their usage
Selections and Bookmarks

Module 6: An Introduction to Power Apps

Let's get started with an introduction to Microsoft PowerApps. Traditionally building customised solutions for a business involved using a coding language to build an application from scratch. Typically, these solutions could often only be used within the business, making external use of the application a large hurdle to overcome. With PowerApps we can now not only easily build solutions, but we can also share them with users in our business. Deployment takes seconds and you could by testing your own app on your phone in no time. This module will overview the features of PowerApps, its benefits to a business and the variety of ways you can build and access your apps on different devices.

Lessons

What is Power Apps?
The benefits of apps
How to get Power Apps
Canvas Apps and Model-Driven Apps
License Options and Costs
Discover Power Apps with Templates

Lab : Introduction to Power Apps

Try the Cost Estimator App
Download and Review App Design
Sample App of your choice

After completing this module, students will be able to:

Describe when Power Apps should be used
Know how to access Power Apps
Make design decisions based on Power Apps licenses
Understand that there are two type of app
Be able to use sample apps

Module 7: Getting Started with Power Apps

To begin our journey through the Power Apps product, we will begin by looking at some of the templates that are available to view and edit. Microsoft's templates are a good starting point to discover what the product is capable off and how it can be achieved. We will also take the chance to have a tour of the editor so that students are familiar with the interface that they will be using over the two-day course. We will then build our first app from a static data source, showing students how to test their changes in the app instantly without the need to publish. We will also discuss how to configure your apps settings and how to access the app once it has been saved and shared.

Lessons

Building a new app from a data source
Add, edit and remove controls
Intro to Formulas
Testing an app
App Settings
Publish and Share Apps
Version History and Restore
PowerApps Mobile App

Lab : Getting Started

Create App from an existing Data Source
Publish and Share
View an app on your mobile device

After completing this module, students will be able to:

Build a useful app using wizards in minutes
Make simple changes to existing apps
Know how formulas are used in Power Apps
Be able to test an app before it is shared
Restore a previous version of an app in the event of a problem
Use the mobile app to cosume an app

Module 8: Branding and Media In our next module, we will look at the options available to designers that allow them to implement their business branding. Not only will this deal with the aesthetics of your app, it will also introduce time-saving tips to help keep your branding consistent. We will also be discussing how to embed media into your app which can be useful if you are planning on an app that might promote video content.

Lessons

Less is more
Duplicate Screens
Fonts
Screen Colours and Matching Colours
Screen Backgrounds
Buttons and Icons
Hide on Timer
Size and Alignment by reference
Show and Hide on Timer

Lab : Branding and Media Backgrounds and icons

Import Class Data from Excel
Duplicate Screen

After completing this module, students will be able to:

Customise apps backgrounds with images and colour
Add images and logos to an app
Use times to show and hide controls
Align and size controls

Module 9: Power Apps Controls

So far in the course, we would have covered the basics of adding, editing and removing controls from our applications. The drive behind this module is to provide more depth on the categories of controls which can be used on a form. Your instructor will take you through each control and discuss its purpose and configuration. Tackling the wide selection of controls will help students recognise when to use the right control.

Lessons

Text Controls for Data Entry and Display
Controls - Drop downs, combo box, date picker, radio button and more
Forms - Add and edit data in underlying data sources quickly
Charts - present information in pie, line and bar charts

Lab : Build Apps from Blank

Create an App from the blank template
Add Controls to collect and display data
Add Formulas to allow the controls to interact

After completing this module, students will be able to:

Use a wide range of controls to give users the best data entry experience
Edit control properties
Use formulas to all multiple controls to interact with each other Present information using charts

Module 10: Data Sources and Logic

To help maintain and view essential business information, organisations often have a diverse selection of locations to keep different types of data. This could range from databases to file storage locations. Power Apps offers connections to a wide selection of data sources. We will show students to build their PowerApps to bring in data from a variety of sources as well as how they can utilise the common data source, a storage location unique to Power Apps.

Lessons

Data Storage and Services
How do I decide which database to use?
Connect to on-premises data - Gateway
What is Delegation?
Specific Data Examples
Displaying Data

Lab : Data Source and Logic

SharePoint List connect to App
Flow to collect tweets to SharePoint
Display Tweets in Power Apps using the Twitter service
Create a reply screen in Power Apps

After completing this module, students will be able to:

Connect to many data source including cloud and on premises
Understand the financial costs of working with different datasources
Understand which data sources can work with large amount of data
Display data using controls

Module 11: Model-Driven Apps

Module one to five discussed how to work with the original type of Power App known as a Canvas App, Microsoft have now introduced a second type of app known as a model-driven app. Model driven apps involve a different development process to canvas apps. We will review this development process during this module. Model-Driven apps can be quicker to build than canvas apps, but they are less customisable and typically have a higher cost, knowing which type of app to use is not always a simple decision, we will show you the pros and cons of each.

Lessons

What is a model-driven app?
Where will my data be stored?
How do create a model-driven app Canvas vs model-driven summary

Lab : Model-Driven App

Switch to Model-Driven mode in Power Apps
Navigate the Model-Drive app interface
Test a Sample App
Edit the Sample App

After completing this module, students will be able to:

Describe the difference between a canvas app and a model-driven app
Access model-driven apps
Edit model-driven apps

Module 12: Power App Integration

Power Apps is designed to easily connect to other business systems to read and update information. In this module we will discuss some simple ways to integrate Power Apps with key Office 365 systems including Teams, SharePoint Online and Power Automate. The result, is the ability to use a combination of systems to create solutions for a variety of business requirements.

Lessons

Embed Power Apps in Teams
Embed Power Apps in SharePoint Online
Start a Power Automate from a Power App

Lab : Power App Integration

Embed your app in MicrosoftTeams
Embed your app in SharePoint Online

After completing this module, students will be able to:

Know how to make PowerApps available for users via Teams and SharePoint Online
Understand the benefits of using Power Apps with Power Automate

Module 13: Administration and Maintenance of Power Apps

In our last module for Microsoft Power Apps, we will be looking at how a business can manage their existing apps. This could be using analytics to discover usage trends. We will discover how to export and import apps, so they can be reused in other locations. Finally, we will discuss how Office 365 administrators can shape the PowerApps experience with high-level settings that help ensure data segregation and security.

Lessons

Identify which users have been using Power Apps
Reuse an app in another location (move from testing or development to production)
Review app usage
Prevent a user from using Power Apps
Manage environments

Lab : Administration and Maintenance

Export an app for use in another location
Review current Power App users in your test environment

After completing this module, students will be able to:

Identify who is using Power Apps in your organization
Prevent specific users from using the Power Apps service
Reuse or move existing apps

Module 14: An Introduction to Power Automate

Let’s get started with an introduction to Microsoft Power Automate. Historically, automating business processes typically landed in the lap of a developer in the business, who has a good understanding of coding and the systems that they were connecting. However, more and more systems deployed to businesses are encouraging a bigger focus on end user design and management. With this culture change, end users are looking to further improve their business solutions. Power Automate brings workflow design to all audiences. It offers the building blocks for lightweight or business-critical processes. In this module, we cover an overview of the product and its application to Office 365 and third-party services.

Lessons

What is Microsoft Power Automate?
The benefits of automation
How to get to Power Automate

Lab : Setup your tenant Setup Office 365 Download Course Files Customise your App Launcher Create accounts for colleagues

After completing this module, students will be able to:

Know what Microsoft Power Automate is
The Benefits of using Power Automate to automate processes
How to access a flow

Module 15: Getting Started with Power Automate

We begin our discovery of Microsoft Power Automate by building our first business process. We will discuss how to use templates to get started with Power Automate or how to use a blank template to start with no defined actions. Once in the product, we will give you a tour of the editor, workflow management page and the home screen to help you navigate around the product. Next, we will start to add, edit and remove actions from our workflow template in order to customise the Flow for a specific business need. Once ready we will publish and trigger the workflow to test that it works as expected. We will finish this module by discussing how to turn a Flow on or off as well as deleting a Power Automate.

Lessons

Using Power Automate templates
Navigating in Power Automate
Editing a Power Automate
Publish and trigger a Power Automate
Turn off or delete a Power Automate

Lab : Building processes in Office 365

Create a Team with a channel
Build an absence business process
Testing the absence process
Optional: Create Feedback Form
Optional: Flow to Notify of Bad Ratings
Optional: Test your Form and Power Automate

After completing this module, students will be able to:

How to use Power Automate templates
How to navigate around Power Automate
How to edit Power Automate
How to publish and trigger Power Automate
How to turn off or delete Power Automate

Module 16: Power Automate Logic

Decision making during a business process is often a bottleneck. Waiting for decisions or information to steer the workflow towards its goal is dependent on how long the involved party spends on the task. This could be mitigated if the desired information is found declared elsewhere for example, as a document property or a form entry to name a few examples. Logic in a workflow allows existing information to push the workflow down multiple paths. This often speeds up workflow duration and minimizes human input. In this module, we will look at the core logic found in Power Automate and a practical application of each option.

Lessons

Adding conditions
Designing switches
Using apply to each
Configuring do until logic
Adding a scope

Lab : Scheduling documentation reviews

Setup a policy library in SharePoint
Design a policy review schedule
Testing the policy review process
Optional: Notify if a file nears review

After completing this module, students will be able to:

How to add condtions in a flow
How to design switches for a flow
How to use apply to each
How to configure do until logic
How to add a scope

Module 17: Integration Businesses will often user a selection of productivity tools and services beyond Office 365. Marketing teams may use Facebook and Twitter whereas a sales team may use Salesforce to manage their customers. Power Automate provides connectors for popular services allowing your processes to extend beyond Office 365 to other web services. Connections can even be made to on-premises servers, allowing your business systems house at the office to take part in your processes.

Lessons

Standard and premium connectors
Connecting to web services
Using Flow with on-premises data

Lab : Using Power Automate and SQL to Review Sales

Create a new orders list
Designing the price check process
Testing the price check process
Optional: Update with managers

After completing this module, students will be able to:

How to use Standard and Premium connectors
How to connect to web services
How to using Power Automate with on-premises data

Module 18: The Mobile App

Power Automate has a corresponding mobile app that can be used to leverage many features of Power Automate. Firstly, it offers users the capability to build new Power Automate, directly from their phone or tablet. Secondly, it can be used to manage existing flows including editing, viewing history, saving a copy, disabling and deleting Power Automate. You can access any approvals that have been sent to you by Power Automate and approve or reject decisions. The app also supports the push notifications that can be sent to your phone or tablet from a Power Automate. Additionally, you can even create buttons that appear in the app which allow you to trigger Flows. This valuable app will be detailed in this module.

Lessons

Downloading the mobile app
Signing in and account management
Building and managing Power Automate
Creating buttons
Feeds and approvals

Lab : Optional: Using the flow mobile app

Setting up the Power Automate mobile app
Create a new flow in the mobile app
Using flow buttons in the app
Uninstall the flow mobile app

After completing this module, students will be able to:

How to download the mobile app
How to sign into the mobile app
How to build and manage flows in the mobile app
How to create buttons in the mobile app
How to feed and use approvals in the mobile app

Module 19: Administration And Maintenance

In our last module for Microsoft Power Automate, we will be taking a look at how a business can manage their Flows once they have a good uptake of the product. We will begin by discussing managing individual Power Automate. This could be using history to discover the source of any issues and implement error handling as well as using the analytics to discover usage trends. We will discover how to share a Power Automate which is ideal for sharing the maintenance of a Power Automate with another colleague and how to import and export Power Automate. Finally, we will discuss how Office 365 administrators can shape the Power Automate experience with high-level settings that help ensure data segregation and security.

Lessons

Maintaining a Power Automate
View history and analytics
Sharing a Power Automate
Export and import Power Automate
Office 365 administration for Power Automate
Environments
Data policies
Data integration

Lab : Maintaining your flows

Share a flow with a colleague
Disabling an active flow
Deleting a flow

After completing this module, students will be able to:

How to maintain a flow
How to view history and analytics for a flow
How to share a flow How to export and import flows
How to administrate a flow in Office 365
How to use data policies in a flow
How to use data integration in a flow

Audience

This class has something for everything, from beginners who wish to customise their data entry forms in SharePoint right up to advanced users who need to use advanced formulas to deliver more bespoke actions to their apps.

The intended audience for this course would be those who have been using Office 365 for some time and are now looking at optimizing their existing business processes and designing new ones.

Prerequisites

This course is for beginners and users with little or no exposure of basic programming concepts, little or no knowledge of data warehouse schema, an awareness of key business priorities such as revenue, profitability, and financial accounting, and technically familiar with Microsoft Excel.

Certification

Course Benefits

Career growth
Broad Career opportunities
Worldwide recognition from leaders
Up-to Date technical skills
Popular Certification Badges

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GRC-113 - Microsoft Power Platform Essentials Bundle

Objectives

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Prerequisites

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