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Data Model Lab: Create Tables & Roles

The document outlines a hands-on lab for creating a data model in Power Apps, including exercises on creating solutions, tables, relationships, and security roles. It provides step-by-step instructions for each task, such as adding existing tables, creating new tables for pets and visits, establishing relationships between tables, and setting up a security role for user access. The lab assumes prior completion of an introductory lab and is designed to help users develop practical skills in data modeling.
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0% found this document useful (0 votes)
3 views23 pages

Data Model Lab: Create Tables & Roles

The document outlines a hands-on lab for creating a data model in Power Apps, including exercises on creating solutions, tables, relationships, and security roles. It provides step-by-step instructions for each task, such as adding existing tables, creating new tables for pets and visits, establishing relationships between tables, and setting up a security role for user access. The lab assumes prior completion of an introductory lab and is designed to help users develop practical skills in data modeling.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Lab 2: Data Model

Hands-on Lab Step-by-Step


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Contents
Lab prerequisites....................................................................................................................................... 3
Data Model ................................................................................................................................................... 3
Exercise 1: Create Solution and publisher ................................................................................................ 3
Task 1: Create solution and publisher................................................................................................... 3
Exercise 2: Create tables ........................................................................................................................... 7
Task 1: Create tables ............................................................................................................................. 7
Exercise 3: Create Relationships ............................................................................................................. 16
Task 1: Create relationships ................................................................................................................ 16
Exercise 4: Create Security Role.............................................................................................................. 20
Task 1: Create security role ................................................................................................................. 20

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Lab prerequisites
This lab assumes you have already completed lab one of this course.

Data Model
In this lab, you will create a new solution and a publisher, add existing tables to your solution, create
new tables, relationships, and a security role.

Exercise 1: Create Solution and publisher


In this exercise, you will create a new solution and a publisher, and add existing tables to the solution.

Task 1: Create solution and publisher


1. Navigate to the Power Apps maker site and make sure you are in the correct environment.

2. Select Solutions and click + New solution.

3. Enter Happy Tails for Display name and click + New publisher.

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4. Enter Happy Tails Inc. for Display Name, happytailsinc for Name, happy for Prefix and click
Save.

5. Select the publisher you just created and click Create.

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6. Click Add existing and select Table.

7. Select the Account and Contact tables and click Next.

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8. Click Add. Note, we are NOT adding any table components currently. Later in this course we
will take you through the steps needed to add only the components we need for our app.

9. Your solution should now have two tables.

10. Click Publish all customizations and wait for the publishing to complete.

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Exercise 2: Create tables


In this exercise, you will create new tables and columns for pets, visits, and breeds. You will do this work
in the solution you just created.

Task 1: Create tables


1. If you are already in the Happy Tails solution, skip to step 4.
2. Navigate to the Power Apps maker site and make sure you are in the correct environment.
3. Select Solutions and click to open the Happy Tails solution you created.
4. Click + New and select Table | Set advanced properties.

5. Enter Pet for Display name, Pets for Plural display name (plural display name should be auto
filled for you), check the Enable attachments checkbox, and expand Advance options.

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6. Check the Leverage quick create form if available and click Save.

7. Click + New and select Column.

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8. Enter Weight for Display name, select Number | Decimal for Data type, and click Advanced
options.

9. Enter 0 for Minimum value, 250 for Maximum value and click Save.

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10. Click + New and select Column again.


11. Enter Date of birth for Display name, select Date Only for Data type, make it Business required
and click Save.

12. Add the additional columns shown in the table below to the Pet table.

Display name Data type Requirement Configuration

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Cleared to play Choice | Yes/No Optional


Tail test passed Choice | Yes/No Optional
Date of Bordetella vaccine Date Only Optional
Date of influenza vaccine Date Only Optional
Date of rabies vaccine Date Only Optional
Shot record File | File Optional
Pup Picture File Image Check the Primary image checkbox

13. Go back to the solution by selecting All.

14. Click + New and select Table | Set advanced properties.


15. Enter Visit for Display name, Visits for Plural display name, and expand the Advanced options
section.
16. Check the Leverage quick create form if available checkbox and click Save.
17. Click + New and select Column.

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18. Enter Actual drop off for Display name, Date and Time for Data type, and click Save.

19. Add the columns shown in the table below to the Visit table.

Display name Data type Requirement


Scheduled drop off Date and Time Optional
Scheduled pickup Date and Time Optional
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Actual pickup Date and Time Optional


Explain other tail status Text Optional
Visit Summary Multiline lines of text Optional
Social showcase Choice | Yes/No Optional

20. Tail status refers to the doggie behavior for the day care visit that day. You will now add the Tail
status choice column. Click + New and select Column.
21. Enter Tail status for Display name, select Choice for Data type, and select No for Sync with
global choice.

22. Enter Happy tail for the first choice and click + New choice.

23. Enter Tired tail and click + New choice.


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24. Enter Grumpy tail and click + New choice.


25. Enter Crazy tail and click + New choice.
26. Enter Other and click Save.

27. Go back to the solution by selecting All.


28. Click + New and select Table | Set advanced properties.
29. Enter Breed for Display name, Breeds for Plural display name, and select the Primary column
tab.

30. change Primary name column Display name to Breed and click Save.

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31. Go back to the solution by selecting All.


32. Click Publish all customizations and wait for the publishing to complete.

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Exercise 3: Create Relationships


In this exercise, you will create relationships between the tables.

Task 1: Create relationships


1. If you are already in the Happy Tails solution, skip to step 4.
2. Navigate to the Power Apps maker site and make sure you are in the correct environment.
3. Select Solutions and click to open the Happy Tails solution you created.
4. Click to open the Pet table.

5. Click + New and select Relationship | Many-to-one.

6. Select Breed for the Related (One) Table and expand Advanced options.
7. Make sure the Type of behavior is set to Referential and Remove Link is selected for Delete.
8. Click Done.

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9. Click + New and select Relationship | One-to-many.

10. Select Visit for Related (Many) Table and expand the Advanced options section.
11. Change the Type of behavior to Parental and click Done.

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12. Click + New and select Relationship | Many-to one.


13. Select Account for the Related (One) Table, change the Lookup column display name to
Household, and expand the Advanced options section.
14. Change the Type of behavior to Parental and click Done.

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15. Go back to the solution by selecting All.


16. Click to open the Account table.
17. Click + New and select Relationship | Many-to-many.
18. Select Contact for Related (Many) Table, change the Relationship name to
householdemergencycontact, change the Relationship table name to
householdemergencycontact, and click Done.

19. Go back to the solution by selecting All.


20. Click Publish all customizations and wait for the publishing to complete.

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Exercise 4: Create Security Role


In this exercise, you will create a security role so users will be able to access the app and complete their
needed tasks.

Task 1: Create security role


1. If you are already in the Happy Tails solution, skip to step 4.
2. Navigate to the Power Apps maker site and make sure you are in the correct environment.
3. Select Solutions and click to open the Happy Tails solution you created.
4. Click + New and select Security | Security role.

5. Enter Front Office for Role name, select your Business unit, change the Member’s privilege
inheritance to Direct User, and then click Save.

6. Search for Breed and click on the … More actions button and select Permission Settings.
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7. Select Full Access and click Save.

8. Do the same for the Pet, Visit, Activity, Account, Contact, and Note tables.
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9. Click Save.
10. Select the Miscellaneous privileges tab.
11. Search for Bulk Edit and set it to Organization.

12. Click Save.


13. Click on the  Back button.

14. Click Publish all customizations and wait for the publishing to complete.
15. Your Happy Tails solution should now have the components shown in the image below.

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