saturday - home - power bi user group

43
Power Saturday

Upload: others

Post on 25-Apr-2022

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Saturday - Home - Power BI User Group

PowerSaturday

Page 2: Saturday - Home - Power BI User Group

PowerSaturday

Microsoft Flow best practices, warning, tips, tricks

@ClubPowerBI /ClubPowerBI/ClubPowerBI/Club-Power-BI

Serge Luca

Page 3: Saturday - Home - Power BI User Group
Page 4: Saturday - Home - Power BI User Group

Serge Luca aka “Doctor Flow”Managing Partner at ShareQL

About Serge

12 x SharePoint MVP,

BrusselsSharePoint since 2002

O365 Architect (Admin, Dev,

governance)

Worked for the .Net MS Workflow

Foundation team

Blog:

http://sergeluca.wordpress.com/

[email protected]

@sergeluca

SharePoint

Flow

Dev

Architecture

Bullshit

Professional Skills

Page 5: Saturday - Home - Power BI User Group

5Go to www.ShareQL.com

Page 6: Saturday - Home - Power BI User Group

AgendaAgenda

AgendaAgenda

Page 7: Saturday - Home - Power BI User Group

7Agenda

Introduction

The concept

Creating Flows

Flows and

on premises

Environment +

Data Loss

prevention

Extensibility :

communication with

the outside world

Price &

roadmap

Page 8: Saturday - Home - Power BI User Group

Agenda

Agenda

Agenda

The Concept

Page 9: Saturday - Home - Power BI User Group

Personal productivity Collaboration

Citizen development

Bridge between Applications

4 main Benefits

Page 10: Saturday - Home - Power BI User Group

The context : Business Application Platform

Empower power users

Connect data across apps

More efficient developersApp Services

Service Fabric

Azure Functions

Azure functions

Graph api

SharePoint REST api

SQL Server BI

Data analytics

Internet of Things

(IoT)

Build modern business app fast

Page 11: Saturday - Home - Power BI User Group

PowerApps & Flow = buildings blocks for Microsoft ERP & CRM Online (Dynamics

365)

Click to add text

Page 12: Saturday - Home - Power BI User Group

Agenda

Creating Flow

Page 13: Saturday - Home - Power BI User Group

Creating and managing Flows

Microsoft Account (free) or Office 365 or Dynamics 365 or Flow (paid) or PowerApps (or free new PowerApps Community Plan)

Flow.microsoft.com

Powerapps.microsoft.com

A modern SharePoint Online list / document library

Mobile app (iOS-Android-Windows Mobile)

Page 14: Saturday - Home - Power BI User Group

Flow templates

Page 15: Saturday - Home - Power BI User Group
Page 16: Saturday - Home - Power BI User Group

demoEXPENSE REPORT

Page 17: Saturday - Home - Power BI User Group

Approval problems…

What do we do if the item (to be approved)

is deleted ?

What if the flow is cancelled ?

approval reassignment

(cannot hide it, does not work with states)

Flow limitations :

flow duration = max 30 days

Approval duration =

max 30 days

->What if Approval 1 = 20 days & Approval 2

= 15 days ?

Page 18: Saturday - Home - Power BI User Group

Limitations

• Create nested flows250

actions/flow

• Max 5.000 iterations in Do until

• Max 5.000 iterations in For each (100.000 in Plan 1)Loops

• No OOB site level actions ->roadmap ( new : Send An Http Request To SharePoint )

• Cannot OOB change item security ->roadmap ( new : Send An Http Request To SharePoint )

• SharePoint security model is not Flow security model (roadmap)

SharePoint

Page 19: Saturday - Home - Power BI User Group

Limitation : no state machines

Page 20: Saturday - Home - Power BI User Group

Limitation : no custom approval form

Page 21: Saturday - Home - Power BI User Group

Agenda

Microsoft Flow

and On

Premises

Page 22: Saturday - Home - Power BI User Group

Flow and data on premises/hybrid

• Install the « on Premises data gateway »(shared between PowerBI, PowerApps and Azure Logic

Apps)Not just databases, but

also Powershell scripts,

files and even REST API

web services

Page 23: Saturday - Home - Power BI User Group

25

SharePoint 2019 and Microsoft

Flow/PowerApps are becoming

good friends !!!

Page 24: Saturday - Home - Power BI User Group

demoFLOW & DATA ON PREM

Page 25: Saturday - Home - Power BI User Group

Environments

Page 26: Saturday - Home - Power BI User Group

Environments & compliance

Isolated spaces where Flows/Data are running/stored

Ex HR, Marketing, Operations, Legal, DEV, TEST, UAT,

PROD…

Different rules (DLP)

Ex « Marketing can use twitter, But Legal

and Operations cannot »

Different regions if needed

[Plan 2 for creating & using several Env]

Page 27: Saturday - Home - Power BI User Group

ENVIRONMENTSDEV

MARKETING

TEST

MARKETING

UAT

MARKETING

PROD

MARKETING

DEV

OPERATIONS

US TEST

OPERATIONS

US UAT

OPERATIONS

US PROD

OPERATIONS

US

U

S

DL

P

DEV

OPERATIONS

EUROPETEST

OPERATIONS

EUROPEUAT

OPERATIONS

EUROPE PROD

OPERATIONS

EUROPE

E

U

DL

P

Page 28: Saturday - Home - Power BI User Group

Attention

We can export-import Flows from Env1 to Env2

• We have to recreate the connections (fixed in roadmap)

• SharePoint lists based on GUID (! From SharePoint test site to SharePoint prod site !)

On premise data gateway :

• Gateways only in the default environment

Page 29: Saturday - Home - Power BI User Group

Extensibility &

Communication with the

outside world

Page 30: Saturday - Home - Power BI User Group

Call – Flow - Called

Action Request (usually coupled with Response action)

Action Http (generic) Action Send an http Request to SharePoint Custom Connector (REST API described in a Swagger/Open API )

PowerApps calls Flow & return info to PowerApps

A custom app calls Flow (« Flow as a service »)

PowerBI calls Flow (Data Alerts)

Flow calls the outside world

Page 31: Saturday - Home - Power BI User Group

Power BI & Flow

FLOW

DATA ALERTS

DATA SOURCES

POWER B

I

SCHEDULED REFRESH

STREAMING DATA

LIVE

Page 32: Saturday - Home - Power BI User Group

Pricing &

roadmap

Page 33: Saturday - Home - Power BI User Group

Tarifs: Comparaison

Page 34: Saturday - Home - Power BI User Group
Page 35: Saturday - Home - Power BI User Group

Advices

• Keep your forms as simple as possible

• Manage the business logic in the workflows

• Use environments

• Accounts :• For Enterprise workflows define system accounts for your connections

• For personal workflows use personal accounts

• Limitations

• Create state machines if several levels of approval

• Manage errors (see pattern)

• Manage very long calls (see pattern )

• Powershell Cmdlets to help for Management & GDPR

Page 36: Saturday - Home - Power BI User Group

38Calling a long Service (callback)

Page 37: Saturday - Home - Power BI User Group

39Error

Handling

Page 38: Saturday - Home - Power BI User Group

Conclusions

Page 39: Saturday - Home - Power BI User Group

Room for improvement

Workflow engine veryreliable, but test the

connectors

No state machines (but we have loops

and switch)

Approval forms cannot be customized

JSON knowledgecould be required (but

less and less…)

Flow duration : 30 days, Approval : 30 days

• Weak for long business processes !

Expressions : powerful, but steep

learning curve

Page 40: Saturday - Home - Power BI User Group

Positive

•Easy tool

Not just

SharePoint (it

replaces SPD)

Connections to

hundreds of

services

Including on

prem!

SharePoint

Integration is

getting better

PowerApps,

PowerBI

integration

The Team Flow is very proactive & delivers

Page 41: Saturday - Home - Power BI User Group

Merci!

PowerSaturday

Page 42: Saturday - Home - Power BI User Group
Page 43: Saturday - Home - Power BI User Group