I have to make a Asset management in SharePoint, now i have to make something in PowerBi so when you search on the name and than the devices owned by the person come up.
I used the "jan bakker" way before using power automate but this gives the activities by a user so the name is in the list multiple times and this is not what i need. also this list doesnt match with my current user ID which is given by sharepoint.
https://janbakker.tech/use-graph-api-data-in-power-bi-using-logicapps/
if anyone knows a good solution i would love to hear!
I imported a excel sheet but that isnt the way because the list of people is around 150 users and gets changed sometimes.
i also tried the way jan bakker said but this is more like activities and the name of a person is the up to 20 times. and no usefull/matching ID with the sharepoint current user ID
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So I've been researching how to solve a repetitive task I have for work.
Basically the flow is this:
I have 50-60 timesheets every pay (2x month) period, for each employee.
I currently use Adobe Sign to get the employee and their supervisor's signature. Sent to each one, with the fields dragged and dropped onto the document.
I wanted to know if there are any specific technologies out there that I could use to automate this workflow?
I thought of utilizing a list of employee emails along with their manager's and find a way to leverage it, but I can't figure out how to go about it or where to start.
I have to embed a PowerBI scorecard visual on a website. I've set up the scorecard in PowerBI Desktop, and it looks fine; the slicer for the scorecard filters the employee name.
I'd like for the employee that visits the company website to see only their data in the scorecard- in other words, their presence on the website would automatically filter the scorecard to reveal their statistics only. Fortunately, they have to login to the company's website by providing their Windows credentials.
I'm not sure how to go about doing this. I understand that I have to use the "Security" portion of the "Modeling" tab, and I've (successfully) created an explicit role for one viewer by using the following code:
'Table1'[Employee Name] = "John Smith"
Of course, this only reflects John Smith's statistics when I click "View as Roles." I don't think it's practical to explicitly write a DAX code snippet for every single employee, since my company has 3000+ employees.
Can anyone share any instructions, or lead me to some?
Thank you in advance.
I had to deal with a similar issue, though we view our dashboards within the Power BI service, so that is the authentication I am familiar with. The basis for this form of dynamic row level security is that the expression written is evaluated for each row in the indicated table to either True or False.
If your user has signed in to the you will be able to determine the identity using USERPRINCIPALNAME(). This is the email address they use to sign into the service.
Since you are displaying data specific to that user, it is possible you already have their email in your data. If that is the case, and it is simply another field in your table your validation line would look something like:
'Table1'[Email] = USERPRINCIPALNAME()
The left side of the expression refers to the row you are referencing, while the right will supply the name of the authenticated user. If you don't have that available in your existing data, you could use a DAX expression to lookup the Employee name from a list of emails and their associated names.
In this case, you only have one role which everyone needs to be assigned to, and the logic above will determine which rows they can see.
This is a simple example in which each employee can only see their own data. The model can be extended by creating 'security tables' with users and their associated records, and then utilizing the CONTAINS() function to check authorization, but it sounds like you have a 1-to-1 relationship with what individuals should be able to see.
I have a sharepoint list "Notes" with columns [Title] and [Department].
I fetch values for column [Department] from another list called "Departments" (columns [Id] and [Name].
I want this:
Everytime I add new record in "Notes", I want to set permission for this record according to permission set on the value in column Department.
So, basicaly, I SOMEHOW need to first set permissions, which users or groups has rigths for each department in list "Departments". After that, I need to inherit this permission in "Notes" list from the value of [Department].
For example:
Departments list would look like this
Billing (some permission for users or groups)
Operations (some permission for users or groups)
Sales (some permission for users or groups)
I want to add new record in "Notes" like "Hello, new item" and I chose department "Billing".
Now, I want that only users/groups which has rigths to see Billing records can see this record. No one else.
And so on... as soon as I add new record with [Department] Operations, I want only users/groups which have rigths to see Operations record to see only these records.
Is there any solution for me? I think it should has something to do with sharepoint designer workflow "Replace permission" but I never figured it out how to set as described above.
Thanks,
Jan
As you mentioned, the "Replace List Item Permissions" Action is the only way to achieve this without creating a custom event receiver. Here is a blog post about it: http://spcycle.blogspot.com.tr/2012/01/how-to-create-workflow-to-change-item.html.
Having said that, I don't think securing sensitive information at item level in a shared list by using workflows is a good idea. What if the workflow stops working someday for some reason? Not a rare case when you upgrade your SP deployment to the next version... People would keep using that list by relying on the assumption that their information is secured and I can imagine that that can create a lot of trouble for some. Besides if the number of items in that list is going to be "high" you will have performance issues and potentially hit the soft limits of SharePoint.
I would create a separate list for each department to store their notes or create a folder in the Note List for each department, lock it down to the corresponding department and ask that department's users to put their notes into their department's folder.
Is it possible to create a Drop-down list in InfoPath which connects to Active Directory and fills the list with UNIQUE Department Values only (no repeating ones)
I need this for an InfoPath so when a user entering the data can pick one of the departments listed in the drop-down. Any help would be appreciated.
I've had a look at the people picker control, which works great for User names, but the department field is a separate field and has nothing to do with the user I pick, so I simply need a control which is populated by the unique Department codes in AD.
Any help would be appreciated.
You should really contact your administrator for this sort of information. You do not want a form to query every AD user to pull their department and get the unique values just to populate a drop down list. It is very possible to obtain the list of unique directories, however you should work with your administrator to populate this data to an XML web page or other similar solution and then connect your form to THAT data source through the form. The point is you are missing a step of obtaining the queried data.
With that said you can obtain the department of the user by querying the get user profile service to obtain the department name, elinating the need to even create a populated drop down list. See this article.
i am looking to create an invoice in either MS-excel or MS-word. This invoice will contain several fields like invoice no., customer name, product info, quantity, Amount, Date, Address of customer, phone no. etc. The function of the invoice will be, to generate a unique invoice number, every time i open it, and then the vendor will mention the customer's info, product's info and click on submit button or save it. The info mentioned in the invoice will automatically be saved in the MS-Access database whenever submit button is clicked or the document is saved.
Thus, All the records of the customer will be saved in the MS-Access database. whenever i need to search for a particular customer, i should be able to search it from either invoice no. or any unique field for that particular invoice. I hope my query is explained clearly. please let me know the easiest way to do it. I do not have the vast knowledge about this subject, so give me suggestions that are understandable by a Novice.
I think you are starting from the wrong end. Use an Access form to get the data and then run a mailmerge, the easiest way is to output a text file from Access as the data file and use a Word template for the merge.
An autonumber may suit for invoice number as long as all you need is a unique number. If you need documented sequential numbers, you will have to create then yourself. How you do it will depend on the number of users working at the same time.
I can tell you now, generating Word files with Access is a bit of a pain in the ass. If you really want to do formatting it gets hard (is my experience).
I ended up generating HTML files in which I could control everything, and opening them as .docs. But if you are really new to this, I suggest you start with some VBA tutorials, where they explain to you how you get records from you database and loop through them to generate output. And then you can start looking at file writing functions in VBA.
Can't find any tutorials real quick (my girlfriend is getting angry as we speak), but here is a sample:
http://www.access-programmers.co.uk/forums/showthread.php?t=25354
Just look around in fora, look for file generation and looping through records.
Hi just reading your post, like Remou l would strongly suggest you use Access to enter and store the data. It is possible to get a user to enter data into a spreadsheet and write the data back to Access DB. Not something l would recommend for the novice, here is a link to some code on how it could be done
Returning to your first question, of creating the invoice have you considered generating the invoices from Access using a report? They can be printed to PDF, or exported to various electronic formats. Or is there specific reason to use Word/Excel? If are going down the route of using Word to generate the invoice then use a template as Remou suggested. See this link for some samples see the section titled Access > Word. I have used the examples as a basis for Access to Word. A number of the examples though use a tecnology called DAO, which l understand will not be included in any operating system after Windows 7. Just something to be aware of.
Searching for a record in a database table this link has one possible solution . Also the author has included a example database.