Create and Share Custom Personal Dataverse Chart | PL-200 Exam Preparation | Microsoft Power Platform Functional Consultant

Steps to Share Custom Personal Dataverse Chart

Question

You create a custom personal Dataverse chart and want to share it with your organization.

What are two steps that you need to do?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

Correct Answers: B and D

Dataverse model-driven apps can use data visualizations in the form of charts and dashboards.

There are two types of charts: Personal and System charts.

You can create a personal chart based on the Dataverse entity and share it with your team.

But the personal chart is not organization owned.

The chart should be a system chart to be shareable within your organization.

To convert a personal chart to a system chart, you need to export your chart as an XML file and ask your admin to import it as a system chart.

After this import, your chart will be available for all people in your organization.

All other options are incorrect.

For more information about model-driven app charts, please visit the below URLs:

Sure, I can provide a detailed explanation of the steps you need to take to share a custom personal Dataverse chart with your organization.

  1. Create the custom personal chart: The first step is to create the chart that you want to share. You can do this by going to the "Charts" section within the "Entities" tab of the Power Apps maker portal. From here, you can create a new chart and customize it based on your requirements. Once you have created the chart, save it and ensure that it is functional and displays the data you want to share.

  2. Publish the chart to your environment: Once you have created and saved the chart, the next step is to publish it to your environment. To do this, you will need to navigate to the "Publish" tab within the maker portal and select the chart you want to publish. Click on the "Publish" button, and the chart will be made available for use within your environment.

  3. Add the chart to a solution: To ensure that the chart is easily accessible to other users within your organization, you will need to add it to a solution. A solution is a container that holds all the components that you want to distribute or deploy within your organization. To add the chart to a solution, go to the "Solutions" section within the maker portal and create a new solution or edit an existing one. From here, you can add the chart to the solution by clicking on the "Add Existing" button and selecting the chart.

  4. Distribute the solution: The final step is to distribute the solution that contains the chart to your organization. To do this, you will need to export the solution as a managed or unmanaged package, depending on your requirements. Once you have exported the package, you can distribute it to other users within your organization who can then import it into their environment.

It's worth noting that the options provided in the question are not mutually exclusive, and you may need to perform more than two steps depending on your specific requirements. However, the most straightforward approach would be to publish the chart to your environment, add it to a solution, and distribute the solution to your organization.