Creating New Teams in Microsoft Teams and Power BI App Workspaces (The Classic to New App Workspace issue)

Microsoft teams is your central hub for teamwork so we can all collaborate in one place. its an offering of Office 365.

Microsoft Teams are part of Office 365 Groups
  • You can either, Make a team and connect it to an existing office 365 Group
  • However Creating Teams rather that Office 365 Groups is probably the best solution

Teams can be private or public. They will have an owner and Members and guests.

When you create a new Team channel. For example

And then move to your Power BI Service you will find this …

An App workspace that corresponds to the team. In fact, you have lots of App Workspaces. Only some are actually relevant to power BI. Teams does not create the Power BI workspace. Teams actually creates an O365 group and Power BIĀ uses the O365 groups created

You either

a. Want to work with it as a proper app workspace and add reports and Dashboards

b. Really don’t need it in Power BI and want to get rid

Lets look at these options in more detail

Use the Teams Workspace as an App Workspace

I have data on the training courses offered so I have decided I want to use this app workspace

the Report is published to the App Workspace

Here are the menu items for the Report created over the Teams app Workspace

And here are the menu items for an App workspace that was specifically created in Power BI

Notice that Settings and Access aren’t there. This means you cant collaborate with your team in the Workspace or look at the workspace settings. Why is this?

When New Workspaces are created in Power BI Via Teams, the App Workspace is created as Classic. Not the new Workspace. New Workspaces aren’t tied to the Office 365 Group.

In order to collaborate in classic you need to click on … and go to Members. This takes you to Office 365 and you have to add individual members from here.

We don’t want the Workspace to be tied to Office 365. and we want to change the App workspace from Classic to New

Are you an Admin / Owner of the team?

No. I am a member of this group. Because of this there are no other options to look at in here.

To Upgrade to the New App Workspace you need to be a Group Admin. If the person who created the Teams channel isn’t a regular user you may want to see if you can get yourself admin permissions via the Teams owner


And change from Member to Owner

Now as an owner you can Edit this workspace

You can now See Advanced. click on this to get to the upgrade option

Select Upgrade Now

Once the workspace is upgraded it is no longer tied to the Team or Office 365 and can be used like the standard Power BI New App Workspace.

Delete the App Workspace as its not required

The Team has been created and its now in your Power BI App Workspaces list. Its not required and its just adding extra information into Power BI that is not needed

You are the Owner of the Team and can see this when you go to Workspace Settings


DO NOT DELETE THE WORKSPACE

If at this point you delete the Workspace, its still connected to Office 365 and you will delete everything.

Use the information above to Upgrade the the New App Workspace before deleting.

The App Workspace must be disconnected first by not being a classic Workspace.

And if you want to try this out. test with a small team first. We have done numerous tests and after upgrade the Delete hasn’t removed anything but better to be safe than sorry.

there is a Post on this in Power BI Ideas

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/36193693-disable-or-prevent-teams-from-autocreating-app-wor

Setting up a Board in Azure DevOps (AGILE)

Its time to start tracking Projects with Azure DevOps boards.

With Boards, teams can manage software Projects. They can track user stories, backlog items, tasks, features etc. You can choose the environment you want to work with like AGILE or SCRUM.

For this example, there is only one developer (me) and I’m am tracking my progress on a project where I have been the single developer

AGILE is the process that going to be used

Agile is an iterative approach to project management and software development that helps teams deliver value to their customers faster and with fewer headaches. Instead of betting everything on a “big bang” launch, an agile team delivers work in small, but consumable, increments.

First Open Azure DevOPs

https://azure.microsoft.com/en-gb/services/devops/

Sign into your DevOps account.

And create a new Project under your Enterprise

Work Items

Now we have a new project we can start working with Boards but first we need to understand what our AGILE work items are and how they interact with each other.

Epic

I have specific Epics I want to achieve

  • Reporting from the companies main system
  • Social Media reporting
  • Reporting for the Surveys
  • Reporting for all the telephone enquirers
  • Reporting for Complaints
  • Main Reporting Area for all the data Auditing
  • Reporting for Report usage

So, just looking at this. I want 7 Epics to work with (To start with)

Feature

A feature is some complete behavior to implement a new business process. So for example. for the Social Media Epic we want

  • Overall View of Business Performance as provided by the surveys
  • Monthly level reporting on customer satisfaction with drill through

User Stories

User stories are within a feature. These are the smallest change that will result in behavior change. If you don’t observe a change then it cant be demonstrated

For example, as the Customer Satisfaction Manager I want to see the Survey results by month and have the ability to see how we are doing by over the year and at the same point in the year because we need to know if we are doing well as a company to see our trends in satisfaction

As the Company Head of Service I want a full review of our performance using our scoring system against customer satisfaction and how our competitors are doing for benchmarking

Task

These are within a User Story and are the smallest independently deployable change.

  • Get file of Survey data (Pilot project)
  • Move Survey data into the Azure Data Warehouse (Staging area) Incremental loading using Data Factory
  • Establish dimensions and facts
  • Create Dim 1
  • Create Dim 2…….
  • Create Power BI Data Flows
  • Create Top level report by Month of Customer Satisfaction containing last 12 months
  • Create KPIs for Satisfaction against this time last year
  • Drill through to detailed report
  • Drill through to lowest level

Bug

a Bug is an error in the code

  • Incremental Refresh is causing Duplicates
  • NULL data Items in Survey Data set

Issue

An issue is more related to a process, when the System fails to meet user expectation

  • Created a report based on poorly Served Customers but this needs changing to the new business logic.

Test Case

Test cases can validate individual parts of your code. We will look at this item in another blog post

Boards

Lets start with boards. These boards are Kanban Boards

A Kanban board is one of the tools that can be used to implement Kanban to manage work at a personal or organizational level.

When the board is first opened up, Epics don’t seem to be available

With Boards Selected Go to Configure Team Settings

Make sure that Epics are ticked in Under Backlogs

And now with Epics selected click on New Items are start adding in the required Epics

Next we need to start adding some features. It would seem that you cant add the features and then connect them to the epics. You have to create the Features from the epics

go back to the epic, click on … and Add Feature

And you can then see the feature within the Epic

Now we have a Feature we can add the user Story. Go to Features and click on the Add User Story

Same again. Move to User Stories and add Tasks

You can also go into the items and add lots more detail

This link to the Microsoft Documentation gives you lots of information regarding, effort, story points, business value, Priority etc.

Its always good to create the epic and work your way down into the Tasks

Retrospective Items

For this example, items are being added for a sprint that was closed some time ago because the project is being retrospectively moved into Azure Boards

Epics

I am starting them all from the beginning of this particular Project and for this I can add a Start Date

Stories

The Start Date also Applies to Stories but these will be set when the stories were originally created

However when you close a task and move the whole story into completed, you cant set a completed date


If you click on History and look at the state graph, you cant change the New and Resolved Times. These are set at the time of the action which makes it difficult to add past information into the Board

Backlogs

  • Backlogs help you to Quickly define work (User Stories, backlog items, requirements)
  • You can reorder the backlog so you work on the highest priority first
  • Add details and estimates
  • Assign items to team members and sprints by either bulk update or drag and drop
  • Map items within a hierarcy
  • Review the portfolio of work
  • Forecase work to estimate deliveries
  • Display rollup progress, counts and totals to show completion of work

Basically your backlog displays work items as lists and boards display them as cards

The Remaining Active User Stories have been dragged to Iteration 1

Work Items

All the work items you create can be viewed in here as well as created

Hopefully this gives you a little head start into the world of Azure DevOps boards

Power BI New Visuals Feb 2020 Release The Funnel and Pyramid chart by XViz

lets again have a look at the Adventureworks visuals using the Adventureworks warehouse as the sample data set

Funnel and Pyramid chart by XViz

Great for looking at Lead to Customer Conversion process for Sales analysis. Also great to visualise business functions like Organisation Hierarchies.

a very simple example is to look at Sales by Education

Its very possible that those actually in a College activity are providing us with the most revenue (Partial College)

YTD Internet Sales was change to Show value as Percent of Grand Total and in Format. Labels were turned on.

You can also change it into a Pyramid

as an example, the sales team have their own data of Prospective Buyers and the code changes when they convert to actual customers.

In Power Query Editor, a New Column has been added to track conversions

A custom column was also added and set to 1 for an easy customer count.

We only have 4% of customers as leads at the moment. Over 51% have converted to Large Scale Projects with us.

1 % have had one call from us so the Sales team need to get more leads and make more calls.

Click on the report Advanced Editor

And you can add Conditional Formatting.

However, there seems to be an issue here because, we have 6 in the range but the colours only come out in three groups which isn’t correct