Power Apps Tips, Tricks, and Best Practices A Step-By-step Practical Guide to Developing Robust Power Apps Solutions
This book serves as a practical guide for developers interested in building robust applications using Microsoft Power Apps. Authored by Andrea Pinillos, a Power Platform Software Engineer, and Tim Weinzapfel, a data and process improvement enthusiast, it offers insights into best practices, tips, an...
| Autor principal: | |
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| Otros Autores: | |
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing, Limited
2024.
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| Edición: | 1st ed |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009869090106719 |
Tabla de Contenidos:
- Cover
- Copyright
- Contributors
- Table of Contents
- Preface
- Part 1: Overall Project Planning
- Chapter 1: Understanding Requirements and Project Planning
- Technical requirements
- Obtaining a Developer Plan
- Power Apps overview
- Understanding client requirements
- Engaging with the client
- Defining project scope
- Importance of project planning
- Project management roles
- Project management methodologies
- Project management tools
- Other project management tools
- Establishing a Power Apps Foundation
- Data sources
- Overall Power App layout
- Security requirements
- Integration with other applications
- Where will the Power App reside?
- Summary
- Chapter 2: Working with Solutions
- Technical requirements
- Strategic decision-making for solutions and environments
- Environments
- Security and governance
- The crucial role of solutions in Power Apps
- Creating publishers
- Defining and creating solutions
- Dataverse and ALM
- Setting relationships in Dataverse
- Defining views and forms in Dataverse
- Implementing business rules in Dataverse
- Versions and deployment pipelines
- Summary
- Chapter 3: Power Platform Environments
- Technical requirements
- What is an environment?
- When to create a new environment
- Considerations for creating a new environment
- Licensing considerations
- Deployment pipelines
- Co-development and code review
- Governance for Power BI and Power Platform
- Creating a new environment
- Unmanaged versus managed solutions
- Managed and unmanaged solutions
- Solution components
- Solution lifecycle
- Exporting and importing a solution
- Summary
- Chapter 4: Choosing the Right Tool - Navigating Canvas Apps, Power Pages, and Model-Driven Apps
- Technical requirements
- Understanding when to use a canvas app.
- Creating a canvas app - understanding the why and how
- Hands-on exercise - building your first canvas app
- When to use Power Pages
- When to use a model-driven app
- Summary and comparison
- Exploring the model-driven app
- Summary
- Chapter 5: Data Connections
- Technical requirements
- Using Excel as a data source
- Creating a new Power App by uploading an Excel file
- Creating a blank canvas app with Excel
- Advantages of Excel
- Disadvantages of Excel
- Using SharePoint Lists as a data source
- Creating a Power App from SharePoint
- Creating a new Power App from a SharePoint list
- Advantages of SharePoint Lists
- Disadvantages of SharePoint Lists
- Using Dataverse as a data source
- Overview of Dataverse
- Key features and benefits
- Considerations for using Dataverse
- A step-by-step guide on how to add data via Dataverse
- Comparing Excel, SharePoint Lists, and Dataverse
- Other data connections
- Using dataflows as a data source
- Overview of dataflows in Power Apps
- Key features and benefits
- Considerations for using dataflows
- A step-by-step guide - utilizing dataflows as data sources
- Summary
- Part 2: Advanced Power App Techniques
- Chapter 6: Variables, Collections, and Data Filtering
- Technical requirements
- Variables and variable scope
- Importance of variables
- Types of variables
- Global variables
- Creating global variables
- Accessing global variables
- Examples of global variables
- Context variables
- Creating context variables
- Accessing context variables
- Examples of context variables
- With() function and Named Formulas
- Using the With() function
- Using Named Formulas
- Comparing global variables and Named Formulas
- Collections
- Importance of using collections
- Creating collections
- Removing records with Clear(), Remove(), and RemoveIf().
- Advantages of using collections
- Delegation in collections
- Variable comparisons and inventory
- Summary of descriptions and best uses
- Variable Inventory
- Filtering data
- Using the Filter() function
- Using the Search() Function
- What is the difference between Filter() and Search()?
- Using the LookUp() function
- Summary
- Chapter 7: Canvas App Formulas
- Technical requirements
- Exploring formulas in canvas apps
- Creating a submit button formula for canvas apps
- Adding a success screen after a Submit button click
- Adding a back button to the success screen
- Adding a new form after the back button is clicked
- Displaying all events in a gallery view
- Adding a refresh button to the event gallery
- Adding sorting to the event gallery
- Adding search to the event gallery
- Filtering active events
- Summary
- Chapter 8: Conditional Formatting and URL Deep Linking
- Technical requirements
- Applying conditional formatting
- Importance of conditional formatting
- Core benefits
- Concepts within conditional formatting
- Example of basic conditional formatting
- Examples of conditional formatting
- Best practices
- Implementing URL deep linking
- What is URL deep linking?
- Understanding URL structures in Power Apps
- Using parameters in URLs
- Retrieving incoming URL parameters in your Power Apps app
- Using parameters in app logic
- Enhancing the overall UI/UX
- Creating an Admin button
- Using conditional formatting to validate email address formats
- URL deep linking for editing a record
- Summary
- Part 3: Power Platform and Other Integrations
- Chapter 9: Integration with Power Automate/Teams/Outlook
- Technical requirements
- Sending an Outlook email using Power Automate
- Automating Outlook calendar invitations with Power Automate
- Using adaptive cards in Teams notifications.
- Building an adaptive card
- Building a Power Automate flow with an adaptive card
- Summary
- Chapter 10: Integration with Power BI
- Technical requirements
- An overview of Power BI and its capabilities
- Embedding Power BI visuals in a canvas app
- Benefits of embedding Power BI visuals
- Embedding a Power BI dashboard tile in a canvas app
- Embedding a Power BI report in a canvas app
- Embedding Power BI visuals in a model-driven app
- Embedding a Power App in a Power BI report
- Embedding a Power App - scenario 1
- Embedding a Power App improved - scenario 2
- Important considerations and best practices
- Summary
- Chapter 11: Integrating Power Apps with SharePoint
- Technical requirements
- Embedding Power Apps in a SharePoint site
- Overview of SharePoint
- Benefits of integrating Power Apps with SharePoint
- Example of an embedded Power App on a SharePoint page
- Adding a Power App to a SharePoint site
- Creating a custom SharePoint list form with Power Apps
- Overview of SharePoint list forms
- Creating a custom SharePoint list form
- Overview of the SharePointIntegration Item
- How to edit or delete a custom SharePoint form
- Summary
- Chapter 12: Integration with Power Virtual Agents/Copilot
- Technical requirements
- Exploring Copilot Studio
- Understanding the value of Copilot
- Understanding the Copilot Studio interface
- Connecting to a data source
- Setting up data connections
- Creating custom topics
- Examples of custom topics
- Designing custom topics
- Managing and testing custom topics
- Building a Power App with Copilot
- Developing the Power App with Copilot
- Testing and deploying the Power App
- Summary
- Part 4: Governance, Security, and Deployment
- Chapter 13: Governance, Security, and Application Life Cycle Management
- Technical requirements.
- Establishing a Power Platform environment strategy
- Avoid using the default environment
- Create multiple environments for specific purposes
- Environment best practices
- Establish a naming convention strategy
- Understanding service accounts versus individual accounts
- What is a service account?
- Key differences from individual accounts
- Use cases for service accounts
- DLP - implementing data policies in Power Platform environments
- Key concepts of Power Platform data policies
- Establishing Power Platform data policies
- Understanding ALM concepts
- Applying ALM in Power Platform
- Summary
- Chapter 14: Error Handling
- Technical requirements
- Overview of error handling
- Types of errors in Power Apps
- Using built-in error functions in Power Apps
- IfError() function
- IsError() function
- Notify() function
- IsBlankOrError() function
- Errors() function
- Using the OnError property
- Examples of use cases for OnError
- Creating a custom error notification
- Creating custom error messages
- Designing user-friendly error messages
- Implementing custom error messages with variables
- Using the Notify() function for dynamic error messaging
- Displaying error messages on the screen
- Final note on error handling
- Summary
- Chapter 15: Registering a Power App in Azure
- Technical requirements
- The importance of registering an app in Azure
- Enhanced security
- Seamless integration with Azure services
- Improved application management
- Compliance and governance
- Custom branding and user experience
- Support for multi-tenant scenarios
- Registering a Power App in Azure
- When to add the Azure app ID, client ID, and secret ID within Power Apps?
- Understanding the role of Power Apps credentials
- Scenarios requiring app ID, client ID, and client secret in the event planning application
- Summary.
- Final thoughts.
