Memphis PASS User Group – September 14, 2017

On September 14th 2017, I will be speaking to the Memphis PASS User Group! I will present SharePoint Business Intelligence options, including out of the box features, Excel, and Power BI.

Find details on the topic, as well as register on the Meetup page.

[UPDATE]
Thank you to the great group tonight – I enjoyed presenting and I hope you will have me back to dive deeper into some of the technologies we discussed.

Here are my slides: Business Intelligence Using SharePoint and Power BI – Memphis PASS

There were a few questions during meeting that I answered but wanted to make sure I followed-up on them – the list of questions & my answers are below:

  1. There was a question about Microsoft Flow and if it was ‘on par’ with the features in SharePoint Designer for workflow. Here is the Known issues and resolutions page Microsoft is maintaining for Flow: https://ms.flow.microsoft.com/en-us/documentation/release-notes/#known-issues-and-resolutions
  2. When Adding a Power BI report to a modern SharePoint page, are filters and options taken into account when show on the page? Yes they are!
  3. Is the Power BI report show on a modern SharePoint page a snapshot of the visuals or live data? If live, how is the data refreshed? The visuals shown are ‘live’ and will be refreshed when the report is changed or data is refreshed (scheduled within the Power BI service).

Office 365 Msg Center: The week that was

Keeping up with all the features and updates to Office 365 can be overwhelming. Microsoft is doing a better job of giving you insight into what is coming to your environment by posting to the Message Center within the Office 365 Admin Center. But if you don’t check in with the message center often, you might miss something very important that has huge impact to you and your users. What about the announcements that aren’t even in the Message Center – how do you stay informed?

To help you be in the know, Darrell Webster and I will be going through the Message Center every week and giving you the information you need to know – Live! at 12pm Pacific/3pm Eastern Time. If you can’t join us live every week, you can always go back to see the recordings on our Youtube Channel. Please take a moment and subscribe to the RE:Office 365 channel so you know when we go live and when recordings are available.

SQL Saturday Louisville 2017

Join me on August 5th in Louisville Kentucky for SQL Saturday!

There are some really great sessions lined-up for the event and I will be discussing how to use your on-premises data in the cloud with Microsoft Power BI, PowerApps, and Flow.

Register via the #SQLSatLouisville site.

Cincinnati SharePoint User Group – June 22nd

On June 22nd 2017, I will again be speaking to the Cincinnati SharePoint User Group and this time around we will be discussing workflow. I will present the options for creating workflows in SharePoint and Office 365, as well as look at the process (and potential pitfalls) for upgrading your SharePoint Designer workflows to Microsoft Flow.

Find details on the topic, as well as register on the Meetup page.

[UPDATE]
Thank you so much to everyone who came out tonight to the meeting – I had a great time and the group participation was wonderful.

I mentioned tonight the Known issues and resolutions page Microsoft is maintaining for Flow – here is the link: https://ms.flow.microsoft.com/en-us/documentation/release-notes/#known-issues-and-resolutions

There were a few questions about Flow during the meeting that I wanted to make sure I followed-up with – the list of questions & my answers are below:

  1. Can Microsoft Flow monitor list item changes while the Flow is running – meaning can another Flow instance start if a user updates a list item while the Flow is already running.
    • It is my understanding that if the Flow is currently running on a list item, another instance of the Flow will not start when a trigger occurs.
  2. Is there a trigger in Microsoft Flow for item deletes?
    • No, just like SharePoint Designer workflows, there currently isn’t a way to detect item deletes.
  3. Is there a particular patch level for SharePoint 2013 that is required for Microsoft Flow to connect?
    • I haven’t seen documentation noting a specific service pack or patch-level that is needed, but I will ask Microsoft for clarification and post the answer here.

Atlanta SQL Saturday 2017

I am happy to announce that I’ll be speaking and attending SQL Saturday Atlanta on July 15th. As one of the largest SQL Saturday events in the USA, we always have a great time of learning and meeting new people.

Please join me – Register via the #SQLSatAtlanta site.

[UPDATED]
Thank you everyone that attended my session – a big group with lots of great questions!

 

 

Chattanooga SQL Saturday 2017

Please join me on June 24th in Chattanooga, Tennessee for the third annual SQL Saturday Chattanooga! We will be discussing SharePoint BI and how Power BI brings a new level of data storytelling to collaboration.

Register via the #SQLSatChattanooga site.

[This post will be updated after the event]

New Simple Approval Flows In SharePoint Libraries

Microsoft announced today the newest improvement in workflow for the SharePoint platform – easy-to-use approval workflows built-in that will enable you to route a document for approval and give you the ability to give a custom message.

In my workflow presentations, I talk about having a simple approval workflow being a great first step but we need a better user experience than what we have been given out-of-the-box with SharePoint in the past. We need the user to be able to approve/deny directly within their email client, without having to go to a SharePoint page, edit the task, complete the task, and then save it. Too many steps!!

New: Simple Approval Flows

With this new functionality using Microsoft Flow, we will now be able to ad-hoc route documents for approval and approval participant will have a one-step action link in their email.

New built-in approval flows

Make sure you check out the new Microsoft Mechanics video “Zero code business process apps in SharePoint with PowerApps and Microsoft Flow” showing this and other improvements to the SharePoint experience.