From 033ea76c67a9ae3f514ae494ceafd32eb0c684c8 Mon Sep 17 00:00:00 2001 From: Timna Brown <24630902+brown9804@users.noreply.github.com> Date: Thu, 17 Jul 2025 07:00:16 -0600 Subject: [PATCH 1/6] change badge format --- 3_PowerPlatform/0_PowerApps/README.md | 86 +-- 3_PowerPlatform/1_PowerBI/README.md | 108 +-- .../src/0_calculate_days_between_periods.dax | 32 +- .../src/1_calculate_avg_per_category.dax | 44 +- .../2_CopilotStudio/0_DesignCustomCopilots.md | 696 +++++++++--------- 3_PowerPlatform/README.md | 94 +-- 6 files changed, 534 insertions(+), 526 deletions(-) diff --git a/3_PowerPlatform/0_PowerApps/README.md b/3_PowerPlatform/0_PowerApps/README.md index 6cc6a37c3..72c21a401 100644 --- a/3_PowerPlatform/0_PowerApps/README.md +++ b/3_PowerPlatform/0_PowerApps/README.md @@ -1,42 +1,44 @@ -# Microsoft Power Apps - -Costa Rica - -[![GitHub](https://img.shields.io/badge/--181717?logo=github&logoColor=ffffff)](https://github.com/) -[brown9804](https://github.com/brown9804) - -Last updated: 2024-11-19 - ------------------------------------------- - -Microsoft Power Apps is a suite of apps, services, and connectors, as well as a data platform. It provides a rapid development environment to build custom apps for your business needs.
- -`Using Power Apps, you can create three types of apps: canvas, model-driven, and portal.` - -## Wiki -- [Learning Microsoft PowerApps (2019)](https://www.linkedin.com/learning/learning-microsoft-powerapps-2019/create-powerful-business-apps?u=2095204) - -## Key Features -- **Rapid Application Development**: Power Apps allows you to quickly build custom business apps that connect to your data stored either in the underlying data platform (Microsoft Dataverse) or in various online and on-premises data sources. -- **Business Logic and Workflow Capabilities**: Apps built using Power Apps provide rich business logic and workflow capabilities to transform your manual business operations into digital, automated processes. -- **Responsive Design**: Apps built using Power Apps have a responsive design and can run seamlessly in a browser and on mobile devices (phone or tablet). -- **No Code Required**: Power Apps "democratizes" the business-app-building experience by enabling users to create feature-rich, custom business apps `without writing code`. -- **Extensible Platform**: Power Apps also provides an extensible platform that lets pro developers programmatically interact with data and metadata, apply business logic, create custom connectors, and integrate with external data. - -## Power Apps for Different Users -- **App Makers/Creators**: Power Apps Studio is the app designer used for building canvas apps. -- **App Users**: You can run apps that you created, or that someone else created and shared with you, in a browser or on mobile devices. -- **Admins**: Power Apps administrators can use the Power Platform admin center to create and manage environments, view Dataverse analytics, and get real-time, self-help recommendations and support for Power Apps and Power Automate. -- **Developers**: Developers are app makers who can write code to extend business app creation and customization. - -## Functions -### `→ Date` - -```python -formatDateTime(utcNow(), 'MM-dd-yyyy') -``` - -
-

Total Visitors

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\ No newline at end of file +# Microsoft Power Apps + +Costa Rica + +[![GitHub](https://img.shields.io/badge/--181717?logo=github&logoColor=ffffff)](https://github.com/) +[brown9804](https://github.com/brown9804) + +Last updated: 2024-11-19 + +------------------------------------------ + +Microsoft Power Apps is a suite of apps, services, and connectors, as well as a data platform. It provides a rapid development environment to build custom apps for your business needs.
+ +`Using Power Apps, you can create three types of apps: canvas, model-driven, and portal.` + +## Wiki +- [Learning Microsoft PowerApps (2019)](https://www.linkedin.com/learning/learning-microsoft-powerapps-2019/create-powerful-business-apps?u=2095204) + +## Key Features +- **Rapid Application Development**: Power Apps allows you to quickly build custom business apps that connect to your data stored either in the underlying data platform (Microsoft Dataverse) or in various online and on-premises data sources. +- **Business Logic and Workflow Capabilities**: Apps built using Power Apps provide rich business logic and workflow capabilities to transform your manual business operations into digital, automated processes. +- **Responsive Design**: Apps built using Power Apps have a responsive design and can run seamlessly in a browser and on mobile devices (phone or tablet). +- **No Code Required**: Power Apps "democratizes" the business-app-building experience by enabling users to create feature-rich, custom business apps `without writing code`. +- **Extensible Platform**: Power Apps also provides an extensible platform that lets pro developers programmatically interact with data and metadata, apply business logic, create custom connectors, and integrate with external data. + +## Power Apps for Different Users +- **App Makers/Creators**: Power Apps Studio is the app designer used for building canvas apps. +- **App Users**: You can run apps that you created, or that someone else created and shared with you, in a browser or on mobile devices. +- **Admins**: Power Apps administrators can use the Power Platform admin center to create and manage environments, view Dataverse analytics, and get real-time, self-help recommendations and support for Power Apps and Power Automate. +- **Developers**: Developers are app makers who can write code to extend business app creation and customization. + +## Functions +### `→ Date` + +```python +formatDateTime(utcNow(), 'MM-dd-yyyy') +``` + + +
+ Total views +

Refresh Date: 2025-07-16

+
+ \ No newline at end of file diff --git a/3_PowerPlatform/1_PowerBI/README.md b/3_PowerPlatform/1_PowerBI/README.md index 36d54cb02..14b9b4360 100644 --- a/3_PowerPlatform/1_PowerBI/README.md +++ b/3_PowerPlatform/1_PowerBI/README.md @@ -1,53 +1,55 @@ -# Microsoft Power BI - -Costa Rica - -[![GitHub](https://badgen.net/badge/icon/github?icon=github&label)](https://github.com) -[![GitHub](https://img.shields.io/badge/--181717?logo=github&logoColor=ffffff)](https://github.com/) -[brown9804](https://github.com/brown9804) - -Last updated: 2024-11-19 - ----------- - - -> Microsoft Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. Your data might be an Excel spreadsheet, or a collection of cloud-based and on-premises hybrid data warehouses. - -
-List of References (Click to expand) - -- [Power BI Top Skills](https://www.linkedin.com/learning/power-bi-top-skills/top-skills-for-power-bi?u=2095204) -- [Power BI Essential Training](https://www.linkedin.com/learning/power-bi-essential-training-3/create-rich-interactive-reports-with-power-bi?u=2095204) -- [Power BI Data Modeling with DAX](https://www.linkedin.com/learning/power-bi-data-modeling-with-dax/build-powerful-data-models-with-dax?u=2095204) -- [Using Power BI with Excel](https://www.linkedin.com/learning/using-power-bi-with-excel/transforming-and-refining-your-data?u=2095204) - -
- -## Key Features - -- **Data Visualization**: Power BI is a data visualization platform used primarily for business intelligence purposes. -- **Software Services**: Power BI is a collection of software services, apps, and connectors that work together to help you create, share, and consume business insights in the way that serves you and your business most effectively. -- **Power BI Service**: The Microsoft Power BI service is the Software as a Service (SaaS) part of Power BI. -- **Data Sources**: Power BI lets you easily connect to your data sources, visualize and discover what's important, and share that with anyone or everyone you want. - -## Power BI Components - -> Power BI consists of several elements that all work together, starting with these three basics: - -- A Windows desktop application called Power BI Desktop. -- An online SaaS service called the Power BI service. -- Power BI Mobile apps for Windows, iOS, and Android devices. - -> Beyond those three, Power BI also features two other elements: - -- Power BI Report Builder, for creating paginated reports to share in the Power BI service. -- Power BI Report Server, an on-premises report server where you can publish your Power BI reports, after creating them in Power BI Desktop. - -## Power BI for Different Users - -> Power BI is used differently by different roles in a project or team. You may view reports and dashboards in the Power BI service. Others may create reports in Power BI Desktop and publish them to the service. Some may use the Power BI Mobile app to track sales data. Developers may use Power BI APIs to integrate data and visuals into their apps. - -
-

Total Visitors

- Visitor Count -
+# Microsoft Power BI + +Costa Rica + +[![GitHub](https://badgen.net/badge/icon/github?icon=github&label)](https://github.com) +[![GitHub](https://img.shields.io/badge/--181717?logo=github&logoColor=ffffff)](https://github.com/) +[brown9804](https://github.com/brown9804) + +Last updated: 2024-11-19 + +---------- + + +> Microsoft Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. Your data might be an Excel spreadsheet, or a collection of cloud-based and on-premises hybrid data warehouses. + +
+List of References (Click to expand) + +- [Power BI Top Skills](https://www.linkedin.com/learning/power-bi-top-skills/top-skills-for-power-bi?u=2095204) +- [Power BI Essential Training](https://www.linkedin.com/learning/power-bi-essential-training-3/create-rich-interactive-reports-with-power-bi?u=2095204) +- [Power BI Data Modeling with DAX](https://www.linkedin.com/learning/power-bi-data-modeling-with-dax/build-powerful-data-models-with-dax?u=2095204) +- [Using Power BI with Excel](https://www.linkedin.com/learning/using-power-bi-with-excel/transforming-and-refining-your-data?u=2095204) + +
+ +## Key Features + +- **Data Visualization**: Power BI is a data visualization platform used primarily for business intelligence purposes. +- **Software Services**: Power BI is a collection of software services, apps, and connectors that work together to help you create, share, and consume business insights in the way that serves you and your business most effectively. +- **Power BI Service**: The Microsoft Power BI service is the Software as a Service (SaaS) part of Power BI. +- **Data Sources**: Power BI lets you easily connect to your data sources, visualize and discover what's important, and share that with anyone or everyone you want. + +## Power BI Components + +> Power BI consists of several elements that all work together, starting with these three basics: + +- A Windows desktop application called Power BI Desktop. +- An online SaaS service called the Power BI service. +- Power BI Mobile apps for Windows, iOS, and Android devices. + +> Beyond those three, Power BI also features two other elements: + +- Power BI Report Builder, for creating paginated reports to share in the Power BI service. +- Power BI Report Server, an on-premises report server where you can publish your Power BI reports, after creating them in Power BI Desktop. + +## Power BI for Different Users + +> Power BI is used differently by different roles in a project or team. You may view reports and dashboards in the Power BI service. Others may create reports in Power BI Desktop and publish them to the service. Some may use the Power BI Mobile app to track sales data. Developers may use Power BI APIs to integrate data and visuals into their apps. + + +
+ Total views +

Refresh Date: 2025-07-16

+
+ diff --git a/3_PowerPlatform/1_PowerBI/src/0_calculate_days_between_periods.dax b/3_PowerPlatform/1_PowerBI/src/0_calculate_days_between_periods.dax index 817748952..a93f58cbc 100644 --- a/3_PowerPlatform/1_PowerBI/src/0_calculate_days_between_periods.dax +++ b/3_PowerPlatform/1_PowerBI/src/0_calculate_days_between_periods.dax @@ -1,16 +1,16 @@ -// Costa Rica -// July, 2020 -// Calculate days Between Periods -// with filter - -#daysBetweenPeriods = -VAR daysBetweenPeriods = - CALCULATE ( - LASTDATE ( ObjectClosedDate[ClosedDate] ), - FILTER ( - ALLEXCEPT ( ObjectClosedDate, ObjectClosedDate[Type] ), - ObjectClosedDate[ClosedDate] < EARLIER ( ObjectClosedDate[ClosedDate] ) - ) - ) -RETURN - DATEDIFF ( daysBetweenPeriods, ObjectClosedDate[ClosedDate] , DAY ) +// Costa Rica +// July, 2020 +// Calculate days Between Periods +// with filter + +#daysBetweenPeriods = +VAR daysBetweenPeriods = + CALCULATE ( + LASTDATE ( ObjectClosedDate[ClosedDate] ), + FILTER ( + ALLEXCEPT ( ObjectClosedDate, ObjectClosedDate[Type] ), + ObjectClosedDate[ClosedDate] < EARLIER ( ObjectClosedDate[ClosedDate] ) + ) + ) +RETURN + DATEDIFF ( daysBetweenPeriods, ObjectClosedDate[ClosedDate] , DAY ) diff --git a/3_PowerPlatform/1_PowerBI/src/1_calculate_avg_per_category.dax b/3_PowerPlatform/1_PowerBI/src/1_calculate_avg_per_category.dax index 303f0a7f1..f8946892a 100644 --- a/3_PowerPlatform/1_PowerBI/src/1_calculate_avg_per_category.dax +++ b/3_PowerPlatform/1_PowerBI/src/1_calculate_avg_per_category.dax @@ -1,22 +1,22 @@ -// Costa Rica -// July, 2021 -// -// Calculate the average per -// category using the measure in Power bi - -// Table name with '' -// Inside [] as header name - -Average = -CALCULATE ( - AVERAGE ( 'Table (2)'[Value] ), - FILTER ( ALLSELECTED ( 'Table (2)' ), 'Table (2)'[Category ] = MAX ( 'Table (2)'[Category ] ) ) -) - - -AverageMeasure = -CALCULATE ( AVERAGE ( 'Table (2)'[Value] ), ALLEXCEPT ( Table (2), 'Table (2)'[Category ] ) ) - - -// References -// https://docs.microsoft.com/en-us/power-bi/create-reports/service-aggregates +// Costa Rica +// July, 2021 +// +// Calculate the average per +// category using the measure in Power bi + +// Table name with '' +// Inside [] as header name + +Average = +CALCULATE ( + AVERAGE ( 'Table (2)'[Value] ), + FILTER ( ALLSELECTED ( 'Table (2)' ), 'Table (2)'[Category ] = MAX ( 'Table (2)'[Category ] ) ) +) + + +AverageMeasure = +CALCULATE ( AVERAGE ( 'Table (2)'[Value] ), ALLEXCEPT ( Table (2), 'Table (2)'[Category ] ) ) + + +// References +// https://docs.microsoft.com/en-us/power-bi/create-reports/service-aggregates diff --git a/3_PowerPlatform/2_CopilotStudio/0_DesignCustomCopilots.md b/3_PowerPlatform/2_CopilotStudio/0_DesignCustomCopilots.md index 0d81507e4..baf5adb5d 100644 --- a/3_PowerPlatform/2_CopilotStudio/0_DesignCustomCopilots.md +++ b/3_PowerPlatform/2_CopilotStudio/0_DesignCustomCopilots.md @@ -1,347 +1,349 @@ -# How to build Custom Copilots with Copilot Studio - Overview - -Costa Rica - -[![GitHub](https://badgen.net/badge/icon/github?icon=github&label)](https://github.com) -[![GitHub](https://img.shields.io/badge/--181717?logo=github&logoColor=ffffff)](https://github.com/) -[brown9804](https://github.com/brown9804) - -Last updated: 2024-11-19 - ----------- - -
-List of References (Click to expand) - -- [Use entities and slot filling in copilots](https://learn.microsoft.com/en-us/microsoft-copilot-studio/advanced-entities-slot-filling) -- [Create and edit topics with Copilot](https://learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-authoring#whats-supported?wt.mc_id=power-virtual-agents_inproduct) -- [Microsoft Power Automate documentation](https://learn.microsoft.com/en-us/power-automate/) - -
- -
-Table of Content (Click to expand) - -- [Overview](#overview) -- [Examples of types of copilots using Microsoft tools](#examples-of-types-of-copilots-using-microsoft-tools) - - [Copilot Agents](#copilot-agents) - - [Autonomous Copilots](#autonomous-copilots) - - [Declarative Copilots](#declarative-copilots) - - [Analytical Copilots](#analytical-copilots) - - [Creative Copilots](#creative-copilots) - - [Integrative Copilots](#integrative-copilots) -- [Demo](#demo) - - [Configure your your environment and Create a Copilot](#configure-your-your-environment-and-create-a-copilot) - - [Understanding Entities & Slot Filling](#understanding-entities--slot-filling) - - [Copilot Studio to request data from another data source using Power Automate](#copilot-studio-to-request-data-from-another-data-source-using-power-automate) - - [Benefits](#benefits) - - [Use Cases](#use-cases) - -
- -## Overview - -> Copilot Studio on the Microsoft Power Platform introduces a user-friendly way to build and customize AI copilots using low-code/no-code tools, making AI solution development accessible for everyone. It simplifies task automation, enhances customer interactions, and improves workflow efficiency. - -| Feature | Description | Example Use Case | -|--------------------------------|-----------------------------------------------------------------------------|---------------------------------------------------------------------------------| -| **Build Custom AI Solutions** | Easily create AI copilots that can assist with a variety of tasks. | - Creating a chatbot to handle customer inquiries on your website.
- Developing an AI assistant to manage inventory and restocking. | -| **Enhance Productivity** | Automate repetitive tasks and free up time for more strategic activities. | - Setting up an AI to automatically sort and respond to emails.
- Using an AI copilot to generate regular reports and analytics. | -| **Improve Customer Engagement**| Develop AI-driven interactions that enhance customer service and satisfaction.| - Implementing an AI assistant to provide personalized product recommendations.
- Creating an AI-driven feedback system to gather and analyze customer opinions. | -| **Integrate Seamlessly** | Connect your AI copilots with other Microsoft tools and services for a cohesive experience.| - Integrating an AI copilot with Microsoft Teams to assist with scheduling and reminders.
- Connecting AI solutions with Power BI for advanced data visualization. | - -## Examples of types of copilots using Microsoft tools - -### Copilot Agents - -> **Tool**: Power Virtual Agents - -**Steps**: -1. **Sign in to Power Virtual Agents**: Go to the Power Virtual Agents website and sign in with your Microsoft account. -2. **Create a New Bot**: Click on `Create a bot` and follow the prompts to set up your bot. -3. **Define Topics**: Add topics that your bot will handle. Topics are the different areas of conversation your bot can engage in. -4. **Build Conversations**: Use the graphical interface to design the conversation flow for each topic. -5. **Test and Publish**: Test your bot to ensure it works as expected, then publish it to make it available to users. - -### Autonomous Copilots - -> **Tool**: Power Automate - -**Steps**: -1. **Sign in to Power Automate**: Go to the Power Automate website and sign in with your Microsoft account. -2. **Create a Flow**: Click on `Create` and choose the type of flow you want to build (e.g., automated, instant, scheduled). -3. **Add Triggers and Actions**: Define the trigger that starts the flow and add the actions that the flow will perform. -4. **Configure Details**: Set up the details for each action, such as specifying conditions and data inputs. -5. **Test and Activate**: Test your flow to ensure it works correctly, then activate it to start running. - -### Declarative Copilots - -> **Tool**: Power Automate - -**Steps**: -1. **Sign in to Power Automate**: Go to the Power Automate website and sign in with your Microsoft account. -2. **Create a Flow**: Click on `Create` and choose the type of flow you want to build. -3. **Define Rules**: Use the graphical interface to set up rules and conditions that dictate how the flow operates. -4. **Add Actions**: Specify the actions that the flow will take based on the defined rules. -5. **Test and Deploy**: Test your flow to ensure it follows the rules correctly, then deploy it. - -### Analytical Copilots - -> **Tool**: Power BI - -**Steps**: -1. **Sign in to Power BI**: Go to the Power BI website and sign in with your Microsoft account. -2. **Import Data**: Connect to your data sources and import the data you want to analyze. -3. **Create Reports**: Use the Power BI interface to create reports and dashboards that visualize your data. -4. **Add Insights**: Use Power BI's AI features to add insights and predictive analytics to your reports. -5. **Share and Collaborate**: Share your reports with others and collaborate on data analysis. - -### Creative Copilots - -> **Tools**: Microsoft Designer, Microsoft 365 Apps - -**Steps**: -1. **Sign in to Microsoft Designer**: Go to the Microsoft Designer website and sign in with your Microsoft account. -2. **Create a New Project**: Start a new design project and choose a template or create from scratch. -3. **Add Content**: Use the design tools to add text, images, and other content to your project. -4. **Use AI Features**: Leverage AI-driven suggestions and tools to enhance your design. -5. **Save and Share**: Save your design and share it with others. - -### Integrative Copilots - -> **Tools**: Power Platform, Microsoft Teams, Power BI - -**Steps**: -1. **Identify Integration Points**: Determine which Microsoft tools and services you want to integrate. -2. **Create Flows**: Use Power Automate to create flows that connect different tools and automate tasks. -3. **Set Up Connectors**: Use connectors to link your AI copilots with other Microsoft services like Teams and Power BI. -4. **Configure Actions**: Define the actions that your copilot will take within the integrated environment. -5. **Test and Implement**: Test the integrations to ensure they work seamlessly, then implement them. - -## Demo - -### Configure your your environment and Create a Copilot - -- Go to [Microsoft Copilot Studio Home Page](https://copilotstudio.microsoft.com/) -- Prompt your case, for example: - - ```text - I'm planning to develop a support copilot for our Contoso customers. This tool will assist by providing answers to frequently asked questions and performing routine tasks, such as order status updates. - ``` - - image - -- Setup your Copilot Name, Icon, description and instructions: - - image - - ``` - - Information should come from https://learn.microsoft.com/en-us/microsoft-copilot-studio/ and from https://www.microsoft.com/en-us/microsoft-copilot/ - - Maintain a professional, cheerful tone focused on our clients, avoiding any mention of competitors or comparisons with their products. - ``` - - image - - > You will see a screen like this while you wait to Copilot to create your bot: - - image - - > You can see it by the `Copilots` section: - - image - -- You can keep configuring different settings available: - - image - - image - -- Create topics if needed: - - image - - > It will look like this: - - image - - image - -- Before you publish your copilot, please navigate to the `Security` section and adjust the `Authentication` settings according to your requirements: - - image - -- Once you are ready, `Publish` your own Copilot: - - image - -### Understanding Entities & Slot Filling - -| Concept | Description | Example | -|---------------|-----------------------------------------------------------------------------|-------------------------------------------------------------------------------------------| -| **Entities** | Key pieces of information that the AI copilot needs to understand and extract from user inputs. | - **Examples**: Names, dates, locations, product names, quantities.
- **Usage**: "Book a flight to New York for tomorrow" (Entities: "New York" - location, "tomorrow" - date). | -| **Slot Filling** | The process of collecting all necessary entities (or slots) required to complete a task. The AI copilot asks follow-up questions to gather any missing information. | - **Example**: For booking a flight, the copilot might need the departure city, destination city, date, and time. If the user only provides the destination, the copilot will ask for the remaining details.
- **Scenario**: Booking a meeting room.
**Entities**: Date, time, room number, duration.
**User Input**: "I need a room for a meeting tomorrow."
**Slot Filling**:
- Copilot: "What time is the meeting?"
- User: "At 3 PM."
- Copilot: "How long will the meeting last?"
- User: "2 hours."
- Copilot: "Which room would you like to book?"
- User: "Room 101." | - -- Go to `Settings` in top-right corner, and select `Entities`. Then select `Add` an entity and `New entity`. - - image - -- You can choose between `Closed list` or `Regular expression (Regex)`: - - image - - > If you choose `Closed list` you will se a window like this: - - image - -- You can add that `Entity` to the `Topic`: - - image - - - image - -- You can test the `Slot Filling`, by having the `Variables` window open: - -