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SharePoint

Published on September 22, 2017 by David Parker

Countdown to MSIgnite for Visio sessions

Only a couple of days to go before Microsoft Ignite conference starts here in Orlando. Yes, I am here a week early to “acclimatize” 🙂 , but I have not been idle since I will be presenting in three sessions!

[Read more…] about Countdown to MSIgnite for Visio sessions

Filed Under: Excel, MSFlow, MSIgnite, PowerBI, SharePoint, Visio, Visio Online Tagged With: MSIgnite, PowerApps

Published on August 16, 2017 by David Parker

Visio custom visual preview for PowerBI available for all!

Yesterday, I wrote about using #MSFlow with #Visio ( Updating data sources from #Visio using #MSFlow … easily! ), so it is fitting to announce that the Visio custom visual for PowerBI is now available from the Microsoft store, and that it works with PowerBI Desktop! This means that everyone can make use of my guidelines in my other recent article at Previewing the #Visio Custom Visual in #PowerBI !



I used the small sample file that I created for my earlier blog, but it does demonsrate how powerful these new capabilities are. The possibilities are really exciting!
By the way, the text in my Visio shapes above were not Data Graphic Text callouts, because, if they were, they would have been supressed automatically.
The support of the Visio custom visual in PowerBI desktop enables data modelling whilst testing with Visio diagrams. This is so useful!
Check out the Microsoft announcements at Office Blog post and on Facebook and Twitter.

[Read more…] about Visio custom visual preview for PowerBI available for all!

Filed Under: PowerBI, SharePoint, Visio

Published on May 2, 2017 by David Parker

Opening PowerApps from a hyperlink in Visio Online

Microsoft PowerApps are apparently the future for views of SharePoint lists, amongst other data sources, replacing, it seems, both Microsoft InfoPath and Microsoft Access web apps … and probably more. I have previously described how to open an Access form from a Visio shape hyperlink ( see Opening an MS Access form from a Visio shape), so now I need to open a specified PowerApps screen and record instead … as shown below:


The default three screen PowerApps template

A default PowerApps template consists of a BrowseScreen1, DetailScreen1 and an EditScreen1. The default startup screen is the BrowseScreen1 which can be filtered using the Search control. The following images are of a slightly modified default app, with the standard BrowseGallery entry screen

Some slight modifications

Note : The default Title column in the base SharePoint list, Personnel, was renamed as NetworkName. Interestingly, PowerApps uses the original Data Field name, Title, rather than the Display Name, NetworkName.
In this example, the BrowseGallery1 control on BrowseScreen1 items has the default formula:

SortByColumns(Filter(Personnel, StartsWith(Department, TextSearchBox1.Text)), "Department", If(SortDescending1, Descending, Ascending))

I changed this to something more useful by allowing the first characters of either the NetworkName, FirstName or LastName to be matched against:

SortByColumns(Filter(Personnel, StartsWith(Title, TextSearchBox1.Text)), "Title", If(SortDescending1, Descending, Ascending))

When the right arrow is selected, then the next screen is opened with the formula:

Navigate(DetailScreen1, ScreenTransition.None)

The DetailScreen1 screen contains a DetailForm1 control which has the DataSource as Personnel and the Item as BrowseGallery1.Selected.
The EditScreen1 screen is opened from the edit icon on the DetailScreen1 screen, and the EditForm1 control has the same DataSource and Item as DetailsForm1.

Modifying PowerApps for opening via a hyperlink with parameters

Every PowerApp is assigned a unique {appId}, and this can be used to open the app using a hyperlink like this:

https://ms.web.powerapps.com/apps/{appId}

However, I need to open a PowerApp and navigate to a specific screen for a specific record. I need to modify the normal progression of the screens so that a hyperlink from a Visio shape goes directly to the DetailScreen1 for the NetworkName  Shape Data value of the selected shape.


The hyperlink from the shape needs to be constructed like this:

https://ms.web.powerapps.com/apps/{appId}?{param}={value}

Multiple parameters can be passed, using the & character.
In my example, I decided to call my parameter, NetworkName, and need to use the value in the NetworkName Shape Data row. So, an example hyperlink looks like the following:

https://ms.web.powerapps.com/apps/6dd41309-c6ee-4e8e-9cc1-c7e163660247?NetworkName=AuburyS

I could enhance my Person master shape to use ShapeSheet formula to create the hyperlink from a base string and the value in the NetworkName Shape Data row on the shape, but the simplest way is to add a Calculated Column, PersonLink, to the Personnel List that creates the url from the base string and the value in the NetworkName column:

"https://ms.web.powerapps.com/apps/6dd41309-c6ee-4e8e-9cc1-c7e163660247?NetworkName=" & [NetworkName]

This means that the url can be available to many applications, and many other Visio shapes, without any more coding!
The PowerApps entry screen, BrowseScreen1, needs to be enhanced to respond to the NetworkName parameter, if it exists. This is done by adding a Timer control to the screen and adding a formula to the OnTimerEnd action:

If(Len(Param("NetworkName"))>0, Navigate(DetailScreen1,ScreenTransition.Fade),false)

The AutoStart property is set to true, the Duration property set to 500 (milliseconds)., and Visible property set to false.
Note that the case of the Param(…) function argument must be consistent with the parameter passed in the hyperlink.
Therefore, some enhancements are necessary so that the value of the hyperlink query parameter, if it exists, can be used to filter the DetailForm1 and EditForm1 controls to the specified record. This is done by entering the following formula in the Item property of each:

If(Len(Param("NetworkName"))>0, LookUp(Personnel, Title=Param("NetworkName")),BrowseGallery1.Selected)

To prevent the back button being used on the DetailsScreen1 screen, if the entry was via a NetworkName parameter, I updated the Disabled property of iconBackarrow1 to:

Len(Param("NetworkName"))>0

So, there are only a few enhancements required to each screen in order to accept an optional NetworkName parameter, as seen on the following:

Creating the Visio shape

This has now become a simple task. I used Data / Custom Import for the SharePoint Personnel list, as done in many of my previous articles, and deselected some of the spurious SharePoint list columns. I also modified the PersonLink and Image columns to be understood as hyperlinks. I then linked a single rectangle to a row, set my Data Graphic items, unlinked the rectangle from the row, saved the rectangle as a Master called Person, and then linked several instances of the Person master to rows in the Personnel External Data recordset.


The hyperlinks for the Image and PersonLink are created automatically, but the PersonLink hyperlink, which contains the parameterised PowerApps hyperlink, does not work in Visio desktop. However, it does work when the Visio document is viewed in Visio Online!
Q.E.D.
This is an exciting capability, and I look forward to attempting to integrate Visio Online and PowerApps within the same SharePoint Framework web page …
Thanks to the Microsoft PowerApps team for helping me understand how this can be done!

Filed Under: PowerApps, SharePoint, Visio 2016, Visio Online

Published on March 3, 2017 by David Parker

Managing People, Processes and Performance in PowerPoint? There is a better way!

I will be presenting a webcast on Thursday, March 23 | 12.00 to 13.00 (UTC) demonstrating how data-linked diagrams can provide a much more efficient and dynamic method for operational intelligence than PowerPoint.

Follow this  link to register : http://bit.ly/2m2sPOv
 

Filed Under: Data Graphics, External Data, Org Charts, Process Flows, SharePoint, Visio 2016, Webcasts Tagged With: Excel, Office365, Visio, Webinar

Published on February 9, 2017 by David Parker

Visio JavaScript API preview announced

Microsoft have just announced the availability of the new Visio JavaScript Api ( see Visio JavaScript APIs Preview). I presented this last week at the Artic SharePoint Challenge in Oslo where a number of developers took the opportunity to create data-linked Visio diagrams in Visio, and interact with them in SharePoint.

2017-02-10_07-46-56.png


Here is an abbreviated version of my presentation, explaining the process of creating these dashboards from linking Visio shapes to data, to embedding in web pages …

Visio in the cloud from David Parker

Filed Under: JavaScript, SharePoint, Visio, Visio 2016 Tagged With: JavaScript, Web

Published on February 3, 2017 by David Parker

Visio @ASPC Update

My stint at the Artic SharePoint Challenge is nearly over …. I will be leaving the mountains near Oslo for the UK in a couple of hours, but the teams will continue with their SharePoint and CRM coding for another day. Such dedication! Still, I can always go out side to cool down, and contemplate:

wp_20170202_14_39_10_pro


In the meantime, I have enjoyed spreading the knowledge of data-linked Visio diagrams in SharePoint Online to a bunch of geeks who know so much more than me about SharePoint!
I hope they now know more about the capabilities of Visio….
Anyhow, here are some Theta360 shots from the hackathon:
ASPC Presentation #theta360uk
Artic SharePoint Challenge Judges #theta360uk
Artic SharePoint Challengers #theta360uk
Contemplating the Artic SharePoint Challenge… #theta360uk
I set a challenge to create a data linked Visio diagram in SharePoint for people popping red or blue pills ….

2017-02-03_15-39-12

Each of the pills are an instance of a single Master, and are linked to two recordsets using Excel Services that provide the personnel data (and hyperlinks) and the pill colour they chose. The position and rotation of each pill is from a random ratio in the Excel worksheet. All of these details, position and rotation are automatically refreshed in the Visio diagram if the Excel workbooks are updated.
Next week, I will talk more about the content 🙂
 

[Read more…] about Visio @ASPC Update

Filed Under: Office 365, SharePoint, Visio

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