Christine Payton
Christine Payton
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How to Customize the Top Navigation Bar in Microsoft 365
Adding your custom branding to the top bar in Microsoft 365 is easy, but there's a few tricks to make it look good! Here's how to add padding around your logo, set the size properly, and get the size under the 10KB limit while keeping the transparency.
0:00 Intro
1:55 Edit your logo
2:54 Padding
3:54 Scaling
4:38 Filesize / compression
5:38 Upload
6:14 Color theme
มุมมอง: 197

วีดีโอ

Get Planner data for a LIST of Plans in Power BI with Power Automate
มุมมอง 1.1Kหลายเดือนก่อน
To round out the Planner data collection, in this video we get Planner data for a list of specific plans instead of all plans. Our flow is looping over the list, so we only need one flow to get data for a whole set of plans. We then pull our SharePoint list into Power BI to be used as a dimension table. Links to content mentioned in the video: Get data for all your owned plans: th-cam.com/video...
Timeline Zoom & Planner Data in Davide Bacci’s free Gantt template!
มุมมอง 4.6K3 หลายเดือนก่อน
Davide Bacci has kindly updated his open source Gantt chart for Power BI to include a timeline zoom to month and year. Here’s how to put our Planner data in it and change out colors and date formats. David Bacci’s Github: github.com/PBI-David/Deneb-Showcase Get Planner data in Power BI: th-cam.com/video/q7bkWpVczz0/w-d-xo.html Gem image attribution to pngtree Here’s the hex codes for the colors...
What you need to know about the NEW Planner (and where to find the data!)
มุมมอง 14K4 หลายเดือนก่อน
In the new premium Planner plans, we’re able to connect directly to the tables where our task data lives! We also get some additional features like time tracking and a Gantt chart. This video covers licensing, a feature comparison, and where to get the Planner data without using Power Automate. Feature comparison for project management tools: www.microsoft.com/en-us/microsoft-365/project/compar...
Dark Theme Tutorial for Power BI
มุมมอง 3.1K4 หลายเดือนก่อน
Here’s how to create a dark mode / dark theme for Power BI with translucent side navigation. We’re using Figma to create the background, but that’s not a requirement - just an option! Related videos: INTRO to using Figma with Power BI: th-cam.com/video/nNvz1NAn5XU/w-d-xo.html DIY Report background for Power BI with Shapes & Glassmorphism: th-cam.com/video/krzq9vTTATM/w-d-xo.html The Figma part ...
How to Add Borders to Your Bars in Power BI
มุมมอง 9025 หลายเดือนก่อน
This is about how to add borders, including color-matched borders, to Power BI bar charts. If you're wondering if there's a tutorial for the first goal-to-actual chart with the bars, there is! It's here: th-cam.com/video/2LHfDIlJPXo/w-d-xo.html
FASTEST Method for Reporting on SURVEY Data in Power BI
มุมมอง 10K5 หลายเดือนก่อน
This technique unpivots Microsoft Forms data in Power Query to combine responses into a single column in Power BI. This lets us calculate percent of total and counts of responses by question without having to create a measure and visual for every question. We connect to the Microsoft Forms data in SharePoint in this example, which we can schedule refresh on, but it will work survey data from ot...
Intro to Copilot Studio - Customize Messaging & Configure Generative Answers
มุมมอง 1.7K6 หลายเดือนก่อน
This is an overview and how to lightly customize a chatbot in Copilot Studio, formerly Power Virtual Agents. We customize the starting conversation, escalation message, route the user to CSAT and accuracy ranking logging, go over authentication & channels, and how the reporting functionality works. 0:00 Intro 0:33 Create the chatbot 4:09 Modify the starting message 4:44 Modify the escalation me...
Run an AI Prompt in Automation with an Approval Process in Power Automate
มุมมอง 1.8K6 หลายเดือนก่อน
This tutorial shows how to make a custom prompt that takes actions with AI Builder in Power Automate. We go over licensing, having a review and approval process for the generated text, and how to reattach the AI-generated data back to the original item. We also get sentiment analysis, because why not? If you'd like to send your emails with a shared mailbox, here's a video on that: th-cam.com/vi...
Send STYLED Lists or Tables from Power BI to EMAIL or Chat with Power Automate
มุมมอง 7K6 หลายเดือนก่อน
This is a tutorial on how to use the “Run a query against a Power BI dataset” action in Power Automate to send formatted, styled data to users via email or Teams chat message. This can be row data, aggregate data, your measures with or without conditional formatting, whatever you like. You can send the messages to assignees, owners, or any other user attached to your data rows (assuming you hav...
Use the Power Automate visual in Power BI to send notifications for SELECTED items
มุมมอง 3.8K6 หลายเดือนก่อน
This tutorial is about using the Power Automate visual and integration with Power BI to send Outlook email or Teams notifications based on data in your dataset. This is a button-click trigger using applied filters for more control over what exactly we send notifications for. If you’re tired of asking people to update their tasks/cases/opportunities/tickets each week and want to automate the pro...
Get Planner Data for ALL your Plans in ALL your Groups with Power Automate!
มุมมอง 10K7 หลายเดือนก่อน
We're taking the process of getting all of our tasks for a Planner plan in Power Automate and extending it to ALL our groups and ALL our plans by adding those actions to an "apply to each" loop. We can schedule the export and the refresh on these so the process is fully automated! This technique is great for when you're managing multiple projects. This video builds on the techniques in prior vi...
How to Redirect Users after Submitting a SharePoint Form!
มุมมอง 1.1K7 หลายเดือนก่อน
We can send form submitters to a thank-you page or specific URL when they're done submitting a form using URL parameters in the link! Note that this does NOT constitute security, so make sure you have your list permissions in place - this is simply a user experience tip. Here's another tutorial on how to set up a SharePoint list to use as an intake form, including things like hiding the "title"...
How to let your VIEWERS "change" visual types!
มุมมอง 1.9K8 หลายเดือนก่อน
Your viewers can dynamically switch visual types or visual settings by clicking a button! Here's how to set it up in Power BI. You can use this to display the same data different ways, or to display entirely different data. 0:44 Create bookmarks 3:45 Adding buttons
Get Planner Task Details with Power Automate - Assignees, subtasks, buckets, dates!
มุมมอง 38K8 หลายเดือนก่อน
This video creates a Power Automate flow to extract all of the Microsoft Planner tasks and details and outputs them into a file stored in SharePoint. This includes assignee name and profile, task description, status, buckets, subtasks, and the colored flags/tags. We can connect to the data using Power BI to put it in a table or Gantt chart and then schedule refresh on the dataset! Here's the ne...
Report on Planner Data in Power BI
มุมมอง 20K8 หลายเดือนก่อน
Report on Planner Data in Power BI
How to Create a Best Practice Checklist for Power BI
มุมมอง 3.5K8 หลายเดือนก่อน
How to Create a Best Practice Checklist for Power BI
Automate Saving Files to a Specific Folder with Power Automate Desktop
มุมมอง 4.5K9 หลายเดือนก่อน
Automate Saving Files to a Specific Folder with Power Automate Desktop
Edit & Annotate PDFs in SharePoint Online
มุมมอง 1.5K9 หลายเดือนก่อน
Edit & Annotate PDFs in SharePoint Online
Toggle this Power BI slicer setting to "tone down" the giant slider handles!
มุมมอง 7K9 หลายเดือนก่อน
Toggle this Power BI slicer setting to "tone down" the giant slider handles!
How to Schedule REFRESH on File & Folder Sources in Power BI
มุมมอง 13K9 หลายเดือนก่อน
How to Schedule REFRESH on File & Folder Sources in Power BI
ALL the tricks to recreate an award-winning Tableau dashboard design in Power BI with CORE VISUALS
มุมมอง 5K9 หลายเดือนก่อน
ALL the tricks to recreate an award-winning Tableau dashboard design in Power BI with CORE VISUALS
Do these 3 Things if you're Applying to Power Platform Jobs
มุมมอง 82510 หลายเดือนก่อน
Do these 3 Things if you're Applying to Power Platform Jobs
Get Data from PDFs and Send to EXCEL with Power Automate Desktop!
มุมมอง 52K10 หลายเดือนก่อน
Get Data from PDFs and Send to EXCEL with Power Automate Desktop!
Dynamic Row-Level Security in Power BI
มุมมอง 8K10 หลายเดือนก่อน
Dynamic Row-Level Security in Power BI
Get ALL User Profile Data using Power Automate
มุมมอง 16K10 หลายเดือนก่อน
Get ALL User Profile Data using Power Automate
Get and visualize GROUP MEMBERS & OWNERS with Power Automate & Power BI
มุมมอง 7K10 หลายเดือนก่อน
Get and visualize GROUP MEMBERS & OWNERS with Power Automate & Power BI
Get ALL SharePoint Sites & Subsites Metrics with Power BI
มุมมอง 6K10 หลายเดือนก่อน
Get ALL SharePoint Sites & Subsites Metrics with Power BI
Get ALL SharePoint Lists and Libraries Analytics
มุมมอง 1.8K10 หลายเดือนก่อน
Get ALL SharePoint Lists and Libraries Analytics
What are SharePoint Spaces?
มุมมอง 92311 หลายเดือนก่อน
What are SharePoint Spaces?

ความคิดเห็น

  • @alit7846
    @alit7846 2 ชั่วโมงที่ผ่านมา

    Followed this video until you completely skipped over what I was looking for to finish off my BI :( I’m here for how you combined the “stakeholder” names into a custom column (and comma separated). That process isn’t clear from your explanation - do you have a video of this?

    • @bi-ome
      @bi-ome 46 นาทีที่ผ่านมา

      Yeah, I had a recording blip and so I had added the info in an on-screen text - it's a calculated column, the formula was Stakeholder Names = CALCULATE(CONCATENATEX(Stakeholders, Stakeholders[Stakeholder Name], ", ")). You can add that on your main table and it'll concatenate the values from the related table (make sure you have the relationship from the earlier section). There's not a non-convoluted way to do it from Power Query or via the UI, the DAX calc column is the easiest method-- CONCATENATEX is an iterator, meaning it iterates over your main list table and concatenates the related values in the stakeholders table. You keep the two tables separate and relate them on your item ID - this lets you use the individual names as filters in slicers.

  • @yashoo7363
    @yashoo7363 5 ชั่วโมงที่ผ่านมา

    great stuff.. appreciated.

  • @MohamedShaikHameedIsmail
    @MohamedShaikHameedIsmail 12 ชั่วโมงที่ผ่านมา

    Hi, It was a very helpful video. Thanks. Can you please let know how to add data labels in the bar?

    • @bi-ome
      @bi-ome 2 ชั่วโมงที่ผ่านมา

      Best I can do is to the right of the bar - if you drop a field into the "Resource" well you can put text there. You can't customize a whole lot with this, but there are other Gantts made with Deneb where if you can do some coding you're able to control display more.

  • @richardsaldana4880
    @richardsaldana4880 21 ชั่วโมงที่ผ่านมา

    @Christine Payton would you happen to know if it's possible to add a column after the task name such as 'Assigned to'? Or are we limited to the present input fields David specified?

    • @bi-ome
      @bi-ome 18 ชั่วโมงที่ผ่านมา

      Yeah, I did a blog post here: christine-payton.com/how-to-use-david-baccis-gantt-deneb-template/ I just went in and updated it now for the 2.0 version of the Gantt (it was still on 1.0). The code chunk you want is at the very bottom, if you just copy/paste it in and overwrite yours it should work. The header positioning is a bit funky but I'm out of time today :)

    • @richardsaldana4880
      @richardsaldana4880 6 ชั่วโมงที่ผ่านมา

      @@bi-ome dude. You're amazing and fast. I'll check it out today and see what I can tinker with.

  • @holyone2668
    @holyone2668 วันที่ผ่านมา

    Stupid question. Where do you find the date time slider/slicer?

    • @bi-ome
      @bi-ome 23 ชั่วโมงที่ผ่านมา

      Good question! It's a normal slicer, so the one with the funnel icon in the visuals menu on the right. The thing that makes it a date slider is dropping a date-type field into it. There's different options like "relative" etc in the visual config menu under slicer settings--

  • @pabloduran6746
    @pabloduran6746 2 วันที่ผ่านมา

    Great content!

    • @bi-ome
      @bi-ome 2 วันที่ผ่านมา

      Thank you!!

  • @Q8Tdot
    @Q8Tdot 2 วันที่ผ่านมา

    Thank you for this tutorial. However, I’d like to turn the array to an Object to use in an adaptive card. I’m having a hard time converting the array.

    • @bi-ome
      @bi-ome 2 วันที่ผ่านมา

      Have you tried dropping an example of the array output into Chat GPT and asking it for a formula for Power Automate Cloud? I tried that and it says to stick this in a Compose action: json(concat('{', join(InsertOutputHere, ','), '}')) Otherwise you could parse the array first and use that in the concat instead if you need more control--

  • @bi-ome
    @bi-ome 2 วันที่ผ่านมา

    If the modern UI gives you any trouble, you can try classic too - the button to switch to classic is in the bottom left corner. You have to click it twice to get it to actually go to classic for some reason (it's been like this for years? idk), but editing in a grid view in classic can be a bit easier because it's not dynamically loading things as you scroll down.

  • @nithinnayak_
    @nithinnayak_ 2 วันที่ผ่านมา

    Thank you so much. This really helped a lot!

  • @TTtipsforlife
    @TTtipsforlife 2 วันที่ผ่านมา

    Thank you for content - just getting into using this tool and already finding it so useful. one question - one of the fields I am trying to pull is three rows down from the "text to find". Took your advice and asked Chatgpt and the expression provided was (?:Exchange rate )(?:.* ){2}(.+).. However the result is giving me the "Text to find" and all the rows data plus the row of information I want. Do you have any easy answer or point me in the direction of guides that can help me solve this? Thanks in advance

    • @bi-ome
      @bi-ome 2 วันที่ผ่านมา

      Yes, that's how it worked in the example too, and we had to split off the part it was searching for to be left with the remainder. Lookaheads and lookbehinds are how you usually avoid getting the extra junk you don't need, but as far as I can tell Power Automate doesn't support those. Is there a character you can split on to remove them? You could try something like splitting on the line break ( ) and then getting the last value in the array that creates, that should leave you with just the text on the last line.

    • @TTtipsforlife
      @TTtipsforlife 18 ชั่วโมงที่ผ่านมา

      @@bi-ome thank you in getting back to me. I managed to solve the issue by using this expression "(?<=Exchange rate .* .* ).+" my extraction is working brilliantly now and have to thank you again as most of the code is based off your video. Look forward to watching the remaining series as well your future posts

    • @bi-ome
      @bi-ome 2 ชั่วโมงที่ผ่านมา

      @@TTtipsforlife Oooh clever, thanks for sharing and for the kind words!

  • @evealsdorf7402
    @evealsdorf7402 2 วันที่ผ่านมา

    Hi Christine. I am facing the same issue as another was having, trying to get the schema from the HTTP request step it only returns odata.context and value [ ]. I was using the new design but I toggled that off and I'm still getting the same result. What am I doing wrong?

    • @evealsdorf7402
      @evealsdorf7402 2 วันที่ผ่านมา

      From the Apply to each List Group members it seems as though the first Group Id is blank, would this cause the HTTP request to return only the odata.context and value?

    • @bi-ome
      @bi-ome 2 วันที่ผ่านมา

      Did you possible paste in the content as the example and not the body output? There are a couple of boxes in the flow history for the step, make sure to copy the right one. The schema I used was this, in case you want to just roll with that: { "type": "object", "properties": { "value": { "type": "array", "items": { "type": "object", "properties": { "id": { "type": "string" }, "displayName": { "type": [ "string", "null" ] }, "givenName": { "type": "string" }, "surname": { "type": "string" }, "userPrincipalName": { "type": "string" }, "@odata.type": { "type": "string" } }, "required": [ "@odata.type", "id", "displayName", "givenName", "mail", "surname", "userPrincipalName" ] } }, "@odata.context": { "type": "string" } } }

    • @bi-ome
      @bi-ome 2 วันที่ผ่านมา

      @@evealsdorf7402 Possibly - definitely feed it an example with data in it! I am not sure how it could have a blank group id, that's strange.

  • @MadisonLiddell
    @MadisonLiddell 3 วันที่ผ่านมา

    This was outrageously helpful, thank you!

    • @bi-ome
      @bi-ome 2 วันที่ผ่านมา

      So glad!

  • @samramsay425
    @samramsay425 3 วันที่ผ่านมา

    How long did it take for yours to start working, Ive added the permissions and continue getting the error. Thanks.

    • @bi-ome
      @bi-ome 3 วันที่ผ่านมา

      I don’t recall, maybe 15 minutes at the most? Make sure the action that sends the mail is using the connection you granted permission to (ellipsis menu)

  • @bruno.jeronimo
    @bruno.jeronimo 4 วันที่ผ่านมา

    Hi, can you help me? In my test, I only brought data from 1 bucket. When composing the buckets, he only has 1 bucket, whereas in my planner I have 3. Can you tell me why?

    • @bi-ome
      @bi-ome 4 วันที่ผ่านมา

      Make sure you are using "append to array" variable, not "set variable", and that it's in a loop on buckets. If you look at the flow history, you can click into each step and see where it's going missing - so check the "list buckets" output and make sure they're all there, then check the append step and see if they're all there, and so on--

    • @bruno.jeronimo
      @bruno.jeronimo 2 วันที่ผ่านมา

      @@bi-ome I managed to solve this! Can you tell me how I can pull the subtasks and whether they are completed or not, bringing all the tasks, whether with subtasks or not?

    • @bi-ome
      @bi-ome 2 วันที่ผ่านมา

      @@bruno.jeronimo The technique in the video gets all subtasks for each task, whether they are completed or not. Part two in this series shows how to display them with check marks next to the completed ones--

  • @kewtheii6764
    @kewtheii6764 4 วันที่ผ่านมา

    Hi Christine, quick question, say if I have a PDF with 500 rows of data, when arranged, is spread to about 13 columns of categories in Excel, can power automate extract these information to Excel and sort to assigned columns and most importantly, identify key words i.e. Item codes, and dimensions within lengthy descriptions to input within Excel? Thanks!

    • @bi-ome
      @bi-ome 4 วันที่ผ่านมา

      I'm not sure if you're trying to extract a structured table that's already in the format you want, or if it's less structured. If you're simply extracting table columns as-is, Power Query can do that on files or folders and just yank in whatever you want to Excel (it has a PDF or folder source option). The technique in this video is meant to be used where the structure is irregular or where the content is mixed with other text. Regular expressions can pull out item codes as long as they follow a particular format (e.g. 3 letters, hyphen, 3 numbers, or any kind of very regular pattern). If your item codes etc are not super formulaic, you might have better success with an AI tool. There's a bunch of different ways to do that; I'm partial to just sending the text to Azure OpenAI with a prompt and asking it to extract whatever you want and send it back as JSON with a particular format. If you give it an example of the desired structure, it'll be able to send it back to you in the same format, and then you can expand it as a table with Power Query. That will let you extract a handful of things at a time with good structure to it.

  • @bruno.jeronimo
    @bruno.jeronimo 4 วันที่ผ่านมา

    Great video! Congratulations and you teach very well. I'm Brazilian and I don't speak English fluently, I had a little trouble following along, but everything went well. Could you teach how to bring only the value of subtasks for each task and the value of completed subtasks? I tried to do this, but I ended up creating a row for each subtask, duplicated as tasks in the table. Could you tell me if I can bring the values ​​from the comments?

    • @bi-ome
      @bi-ome 2 วันที่ผ่านมา

      The subtasks are in the flow we made, if you have them in your JSON and skip ahead to the part where we are setting up the queries in Power BI - we put the subtasks in a separate table from tasks and then create a relationship between the two tables. It is like a parent/children object relationship. We can concatenate the info from the subtasks or count them that way. It has the “is complete” true/false value in there. Comments are not available unfortunately :/

    • @bruno.jeronimo
      @bruno.jeronimo 2 วันที่ผ่านมา

      @@bi-ome Yes, I managed to bring the data from the subtasks. I was getting the detail of expanding it wrong, I hadn't understood that it was left as a list. My bad! Thank you for teaching so well and always answering people who have questions! You are an excellent teacher!

  • @lucasyoung9594
    @lucasyoung9594 5 วันที่ผ่านมา

    I went through these steps, but it doesn't work with PDF forms that have filled in information (e.g., the PDF has a field that someone has filled in with info like their name, etc. On the pdf, you'll see those texts in the blue areas which can be edited). Basically the text extracted is everything except the information input by the user. Is there a way to get to that text and extract it?

    • @bi-ome
      @bi-ome 5 วันที่ผ่านมา

      That's a good question... I found this thread where someone has a similar issue - they're using another tool but I think the same logic applies, where you can flatten or print to pdf to make the text readable. There are third-party tools that can extract field data too, but ofc they will have some associated cost. It's not super straightforward. www.reddit.com/r/excel/comments/16u54ah/how_do_i_extract_data_entered_by_a_user_into_a/

  • @devartpop9268
    @devartpop9268 6 วันที่ผ่านมา

    How to make in linear?

    • @bi-ome
      @bi-ome 6 วันที่ผ่านมา

      Not sure what you mean?

  • @user-fl2fx9lp2b
    @user-fl2fx9lp2b 6 วันที่ผ่านมา

    Hi, is there a way that I can use a slicer so my visuals will show the response for each question one at a time?

    • @bi-ome
      @bi-ome 6 วันที่ผ่านมา

      Yeah, you could do a single select slicer and just drop the question field in there. That would filter the responses by question. Is that what you mean?

  • @jamesodriscoll7895
    @jamesodriscoll7895 6 วันที่ผ่านมา

    By doing this method does the person that owns the template get an alert if I copy the template onto a different SharePoint owner?

    • @bi-ome
      @bi-ome 6 วันที่ผ่านมา

      No, it shouldn't, notifications have to have a trigger. Even the on-modified triggers wouldn't trigger off of a copy, because you're not modifying the page.

    • @jamesodriscoll7895
      @jamesodriscoll7895 5 วันที่ผ่านมา

      @@bi-ome thank you 😊

  • @DPaquette
    @DPaquette 6 วันที่ผ่านมา

    I liked the compost option.... hahaha

    • @bi-ome
      @bi-ome 5 วันที่ผ่านมา

      🤣 me too, I have a garden so got it on the brain haha

  • @stevensun-dc2td
    @stevensun-dc2td 6 วันที่ผ่านมา

    Thank you very much!

  • @Uso9er
    @Uso9er 6 วันที่ผ่านมา

    I've spent weeks trying to figure this out. I followed your steps and pasted the new link to my already existing promoted links and IT WORKED! I never thought it'd be so easy. Thank you so much!

    • @bi-ome
      @bi-ome 6 วันที่ผ่านมา

      Yeah!! That's great to hear. I picked this up YEARS ago from I have no idea where, and actually forgot what the exact syntax was when I went to do it again before making this video - I tried to search for it on the internet and couldn't find anything at all. I managed to dig it out of my notes, though, and that's why I made this - it's so obscure haha. 😄

  • @VaneyRio
    @VaneyRio 7 วันที่ผ่านมา

    Thanks! I was serious about the coffee. May your day be filled with pretty moments.

    • @bi-ome
      @bi-ome 7 วันที่ผ่านมา

      Thanks you! You too, best of luck on your work :)

  • @liamratcliffe7030
    @liamratcliffe7030 7 วันที่ผ่านมา

    are many alternative steps needed if i wanted to create sharepoint list items for each task along with details of assignee / progress / bucket etc?

    • @bi-ome
      @bi-ome 7 วันที่ผ่านมา

      Yes, because you would have to manage the updating of each item, deleting deleted items, and adding new items each time it runs in the flow, and to do that you have to run a series of condition handling and checks in addition to the update steps. The reason we send it to a single file here is that when you schedule it, it'll just replace the file and update everything in one go. The benefit of Lists would be that it'd give you a place to edit the records, but you can already edit the records in Planner, so I'm not sure what advantage the list is serving in this particular case?

  • @rowenasiddle889
    @rowenasiddle889 8 วันที่ผ่านมา

    Hi Christine, I have followed all your steps but getting a time out issue when I test it. I also received an email saying my flow is running too many actions and that it has exceeded its Power Platform Requests limit in the past 24 hours. How can I avoid this?

    • @bi-ome
      @bi-ome 8 วันที่ผ่านมา

      Hello! If you have more than 500 or so tasks, you will want to turn on pagination in the "list tasks" settings in the ellipsis menu and set the degrees of parallelism on the loops to 1. This will get all the tasks and avoid throttling errors. But, if you have a TON of groups, you might consider only getting the specific plans you need instead - I did a follow-up video on that here: th-cam.com/video/1UfxETalb9E/w-d-xo.html

    • @rowenasiddle889
      @rowenasiddle889 7 วันที่ผ่านมา

      @@bi-ome Thanks so much for your quick reply! I'll take a look at that video. I have about 20 channels, each with 1 planner list which can have anywhere between 5-200 tasks in it.

  • @AdanAbdiAdan-rx5pu
    @AdanAbdiAdan-rx5pu 8 วันที่ผ่านมา

    Thanks @christine very beneficial

  • @alexanderplunkett9558
    @alexanderplunkett9558 8 วันที่ผ่านมา

    I am so grateful for this video! thanks a lot! A question I have is how would you add update comments for reporting purposes? I was hoping to use the comments within planner to use them as comments in the reporting but they dont seem to be exported via power automate, do they? Another less elegant idea I have is to have a separate table and add comments with date and assigned task ID so that one can filter out old comments back to specific dates. but maintaining a separate table would probably not as elegant as directly using comment function in planner. Looking forward to your comment!

    • @bi-ome
      @bi-ome 8 วันที่ผ่านมา

      The comments aren't available in the API, you're right. The least annoying but also least helpful option is to add conditional formatting to the task names in the table visual, so that people can click them to go to the task in Planner (you can make the hyperlink a calc column and use that). You wouldn't be able to tell if a task had comments before clicking it, though. You could also do what you mention with a separate list and use a Power App visual to make the experience a bit more seamless (or less seam-full? it won't be seamless haha) Or you could use premium Planner, which I think gives you access to the comment data via Dataverse (I need to double check that... I think I remember seeing comments in there). Only the person creating the plan would need a license and it's not super pricey.

  • @namangarg7023
    @namangarg7023 8 วันที่ผ่านมา

    Nothing is visible in ur video

  • @jhennyfhersilva
    @jhennyfhersilva 9 วันที่ผ่านมา

    Hi Christine! Your video is so usefull. I'm from Brazil and i'm not so familiar with Power Automate in english and I wanted to get the planner data of six plans I have in a same group. I saw in the video that it's possible to do that in custom value, but i didn't undestand HOW. Could you give me some help?

    • @bi-ome
      @bi-ome 9 วันที่ผ่านมา

      Thanks! I have more videos for getting different things - so there's one for "get all my plans that I own" and another for "get a specific list of plans". The second one uses a copy of the first flow and adjusts it to just get plans from a list of plan IDs, which should work for you. Here's links - all plans I own: th-cam.com/video/mqGFbIGpCcw/w-d-xo.html and specific plans: th-cam.com/video/1UfxETalb9E/w-d-xo.html

  • @tejaajet580
    @tejaajet580 9 วันที่ผ่านมา

    Is it feasible for Powerbi to receive Shift App Data?If so, could you describe the steps?

    • @bi-ome
      @bi-ome 9 วันที่ผ่านมา

      You can create custom connectors to any API in and use it in a Power Automate flow. If you can get an API key from Shift App, and your organization allows custom connectors in your environment, and you have a person who understands how to send data back and forth via API, it's possible! 🐿

  • @OptimusCrist
    @OptimusCrist 9 วันที่ผ่านมา

    Someone pls help, Im getting this error message from the "filter array" Step The execution of template action 'Filter_array' failed: The evaluation of 'query' action 'where' expression '@equals(item()?['bucketId'], items('Apply_to_each')?['bucketId'])' failed: 'The template language expression 'equals(item()?['bucketId'], items('Apply_to_each')?['bucketId'])' cannot be evaluated because property 'bucketId' cannot be selected. Property selection is not supported on values of type 'String' I've watched and re do the step many times, but I keep getting this.

    • @bi-ome
      @bi-ome 9 วันที่ผ่านมา

      You need to make sure that the variable action you're using is the "append to array" (not "append to string") and that your variable type in the dropdown for the initiation action is set to array. There are string variable options that look very similar, those won't work. :)

    • @OptimusCrist
      @OptimusCrist 8 วันที่ผ่านมา

      ​@@bi-ome tks ! for replying!! My Variable is set to "Array" (Initialize variable). The "For each" is looking for the Bucket id and Name (List task & LIst bucket) from the previous steps, setting as value the Value Id and the Number Im using "Append to Array"... funny thing is the outcome from the filter, it's showing the Name and the ID for the bucket, like if it was working, but the step is falling with that error message and of course the flow is not continuing... :(

    • @bi-ome
      @bi-ome 8 วันที่ผ่านมา

      @@OptimusCrist Make sure there's no typos in the bucket array - it needs to start and end with curly brackets, have double quotes around each of the labels, and the one comma. That's the only other thing I could think of - if that JSON is invalid, it might be having trouble recognizing that its an array--

  • @mgorczyn
    @mgorczyn 10 วันที่ผ่านมา

    This was great, thank you!!

  • @woolovekids
    @woolovekids 10 วันที่ผ่านมา

    This is super useful. Thank u! Very easy to follow!

    • @bi-ome
      @bi-ome 10 วันที่ผ่านมา

      Thanks!!

  • @ghieroldan3413
    @ghieroldan3413 10 วันที่ผ่านมา

    You are great teacher! I am running in circles here and came upon your tutorial for changing data source to sharepoint path… many thanks

    • @bi-ome
      @bi-ome 10 วันที่ผ่านมา

      Thank you for your kind words!!

  • @prasanthmohanakrishnan7441
    @prasanthmohanakrishnan7441 11 วันที่ผ่านมา

    Thanks for the awesome video . Is there a way I can show the start and end date only for the dates dataset. Currently it shows additional years which is not there in the dataset . If press month and then All then it is looking good and readable. I tried changing the start grain as ALL but then it shows days also . Similarly I want to have the default as closed for all the items instead of open . I am not an expert in the coding so I thought I would ask help for these 2 topics .

    • @bi-ome
      @bi-ome 10 วันที่ผ่านมา

      I am also not an expert in Deneb! I know just enough to get this running basically. My technique for modifying things is to search for them in the code, then give that chunk of code to Chat GPT and ask it to modify it to do what I want. It's surprisingly good at this particular thing, probably because JSON is very standardized.

    • @prasanthmohanakrishnan7441
      @prasanthmohanakrishnan7441 10 วันที่ผ่านมา

      @@bi-ome I tried GPT for the part to make „close“ by default . The code changes made by the GPT looked logical but still dint get the desired output… . Thanks for the reply

  • @maanavjain193
    @maanavjain193 11 วันที่ผ่านมา

    This is great stuff. Thank you. I do have a question though. Let's say I have a table in my pdf in which I have 4 subtotals one below the other. And several other PDFs some of which have 3 subtotal figures. How do I parse them when I want the last subtotal figure only from these tables?

    • @bi-ome
      @bi-ome 11 วันที่ผ่านมา

      If it’s always the last line in the subtotal you want, I would go for getting the line above the target and searching for whatever is directly after those subtotals (hopefully it’s something reliable!).

  • @treyprim7995
    @treyprim7995 11 วันที่ผ่านมา

    Can you do this without Power BI Desktop, I am limited to Power BI Service and unable to get the JSON file. My choices for import are excel, csv, manual, and template. Thank you for any help you might offer.

    • @bi-ome
      @bi-ome 11 วันที่ผ่านมา

      You could do it with Excel, but it would be quite a bit harder to make the flow for it. Do you have Windows? Most companies have PBI desktop in the software center even if software generally is restricted. You might check there and the Microsoft store.

  • @fernandobk9168
    @fernandobk9168 13 วันที่ผ่านมา

    Thanks for the video and nice design! You have created the darker boxes directly on the background image instead of creating them on Power BI. Why is that? How do you deal with responsiveness in this case?

    • @bi-ome
      @bi-ome 12 วันที่ผ่านมา

      When you have Power BI set to “scale to fit” on the width and/or height, it scales the entire thing including visuals down, so it’s not really an issue. You could do it in Power BI, too, but since we are already making a background I just put it in there. When you’re working with the more shapey layouts, it’s a lotttt easier to align things and get equal spacing in Figma than in PBI. But you can do it on the other side too. I will say that this does not work for the mobile views, but then you usually have to start from scratch on those anyway.

  • @justinhaug9038
    @justinhaug9038 13 วันที่ผ่านมา

    Thanks for the helpful video. Is it possible to change the font size of the date axis at the top? The horizontal timeline at the top, that you changed to Months in the video. I can't find a way and they're so small at my canvas resolution. Thanks regardless!

    • @bi-ome
      @bi-ome 9 วันที่ผ่านมา

      I don't think so! I tried and had the same problem. You might try a different Gantt, like Davide Bacci's Deneb template, if you want to be able to customize the little bits. That one is pure JSON code, so you can just search for where the timeline text is and just edit the font size.

    • @justinhaug9038
      @justinhaug9038 9 วันที่ผ่านมา

      @@bi-ome excellent, thank you! (I have that video opened in a tab waiting to be watched lol! Guess it's time to revisit. Thanks again.

  • @unkwonid
    @unkwonid 13 วันที่ผ่านมา

    Hi Christine, Thanks for the video, I did follow the steps but I am getting a blank Json .. the flow runs successfully without any errors but not pulling data. Can you point is there anything I might be doing incorrectly. Thanks

    • @bi-ome
      @bi-ome 12 วันที่ผ่านมา

      Check your flow run and see if the steps that “get” data are getting any data. Then check the steps that put the data in the array towards the end, and make sure the data is making it into the array. Each of the steps will show the inputs/outputs when you expand them in the flow history.

    • @unkwonid
      @unkwonid 12 วันที่ผ่านมา

      Thanks i did followed the video Again and when i deleted the original file then the new file that was created had the data

  • @melegaunt01x
    @melegaunt01x 13 วันที่ผ่านมา

    When I add in my data, it doesn't sort my phases... I have phases labeled 1.5, 1.5.1, 1.6, etc... but it randomly lists the phases in no particular order. How can I get it to sort my table so that it is either sorted by ID number, or by Phase Name?

    • @bi-ome
      @bi-ome 12 วันที่ผ่านมา

      I think it is sorting by the first start date for a task in the bucket. Does that line up with what you see? I thought it was alpha but it’s not.

    • @melegaunt01x
      @melegaunt01x 12 วันที่ผ่านมา

      @@bi-ome ill look into it, thanks!

  • @moth_la
    @moth_la 13 วันที่ผ่านมา

    So good, explained so well, but holy fk MS needs a better way. Thanks

    • @bi-ome
      @bi-ome 12 วันที่ผ่านมา

      🤣

  • @charlotteradliff8491
    @charlotteradliff8491 14 วันที่ผ่านมา

    This is great. Thank you so much!

  • @CH-rn6nc
    @CH-rn6nc 14 วันที่ผ่านมา

    Hello. Great video. In fact, a lot of great videos. I have a question though. When I click on the ellipses once on the webpage, I don't see view dataset. I then clicked on "view semantic model", then I see the refresh button a the top, clicked schedule refresh, which then takes me to what looks like the screen you were looking at for auto refreshes. However, data source credentials is grayed out, and when I click on refresh all of the options under that section are also grayed out. Any suggestions?

    • @bi-ome
      @bi-ome 14 วันที่ผ่านมา

      Microsoft renamed datasets to semantic models, so you're in the right place! Are you the owner of the model? Only one person can own it at a time, so if it was published by someone else there will be a "take over" button at the top of the page. If that's the issue, then when you take over refresh you'll be able to manage credentials/schedule.

    • @CH-rn6nc
      @CH-rn6nc 13 วันที่ผ่านมา

      @@bi-ome I am the owner. I was able to click on the name where you see the last refresh date and I am listed as the owner. So not sure what to do next.

    • @CH-rn6nc
      @CH-rn6nc 13 วันที่ผ่านมา

      I figured it out! Basically, I had 1 index table to help order my AR aging properly that was linked to a file on my hard drive. As soon as I moved it over to the TEAMs folder where the other files are located, it allowed me to connect. Thanks again for the video.

    • @bi-ome
      @bi-ome 13 วันที่ผ่านมา

      @@CH-rn6nc Awesome!

  • @philp2109
    @philp2109 14 วันที่ผ่านมา

    Is it possible to do the same for Paginated Reports in Power BI? We want to embed the table generated from the Paginated Report into the email body just like how it is being done in SSRS. Currently I can't find any other solutions for this using Power Automate, maybe someone can help with a similar approach from this video.

    • @bi-ome
      @bi-ome 14 วันที่ผ่านมา

      The thing with paginated is it's just a type of report - it uses a semantic model just like a normal report. You can query the dataset that the paginated report is referencing the same way to get a table with data that matches the paginated report, but you can't "get" the paginated table per se. The only paginated-specific action in Power Automate is to send it to a file, not embed it, but you could use that if attaching a file is acceptable.

  • @genesiz7201
    @genesiz7201 15 วันที่ผ่านมา

    Great video straight to the point and saved me hours of googling. Love the abi toads art ;)

    • @bi-ome
      @bi-ome 15 วันที่ผ่านมา

      thanks!! I love abi toads so much, wish they made more desktop backgrounds!

  • @BarryBurton1987
    @BarryBurton1987 15 วันที่ผ่านมา

    Hi Christine, as a noob who has never used API's before, you seem to be saying that you get that API address (around 8mins) from the thing you have already set up with the API address? As such I have no idea where to get the link you pasted in. Can you explain please?

    • @bi-ome
      @bi-ome 15 วันที่ผ่านมา

      Yeah, so you take your "tenant root" (whateveryoursiscalled.sharepoint.com) and tack on this: /_api/search/query?querytext='(contentclass:STS_Site)(contentclass:STS_Web)'&trimduplicates=false&rowlimit=50000". I put the tenant root in a parameter so that I could change it easily, but you can put it right in the URL if you want. It's basically just a URL where when Power BI hits it, it returns some particular data according to the URL parameters. This one does a search for sites and subsites.

    • @BarryBurton1987
      @BarryBurton1987 2 วันที่ผ่านมา

      @@bi-ome Thank you!

  • @bruno.jeronimo
    @bruno.jeronimo 15 วันที่ผ่านมา

    Great video, I managed to import it. For those using professional access (company account), I had to use an organizational account to release the font.

    • @bi-ome
      @bi-ome 15 วันที่ผ่านมา

      Release the font? I don't know what this means, but it sounds awesome.

    • @obrunojeronimo
      @obrunojeronimo 14 วันที่ผ่านมา

      @@bi-ome Sorry for complicating things. When I say source, I'm talking about the .json file that is saved within Sharepoint.

  • @charlest1025
    @charlest1025 15 วันที่ผ่านมา

    Thanks!

    • @bi-ome
      @bi-ome 15 วันที่ผ่านมา

      Thank you!!