Saturday, February 15, 2020

SharePoint Online : Quick Chart and FLOW implementation

Quick chart is an a graphical representation of the data in SharePoint list. Below is an example of how to represent the data of Assets and Send for approval using FLOW.

As soon as asset crated/allocated to the business user by system administrator total quantity gets reduced from Asset Type list by the allocated number.


Step 1: Create a SharePoint master list called Asset in SharePoint online and create the following columns to represent data or to add data in list.

Asset List:

Step 2: Create AssetType, Department(Business Unit), Supplier list as shown below screenshot. Add a lookup to the master list "Asset" with reference to the below list for a Title column (Refer screenshot of Asset list)

Asset Type:

Departments:

Supplier:

Steps 3: create a modern UI page and add the quick chart webpart and configure as shown below and click okay.


Steps 4: Quick Chart and graphical representation of data shown as below.



FLOW: FLOW is used to perform the activities in SharePoint list. 

Here FLOW is used to reduce or maintain the availability of quantity in Asset Type list as soon as Asset is assigned to business user.

Step 1: Go to list Asset
Step 2: Click on "Create a FLOW" which redirects to the FLOW UI where user can create the activity

Steps 3: Add a action "When a new item created" and configure the details as per the below. Select the Site details and list


Steps 4: Add a action "Get Items" and configure the site address and list. Here we have to select the  list AssetType


Step 5: Add a action "Apply to each" and select "Compose" (Data operation action) and add the following operation in "input"

sub(item()?['Total'],1)

This operation suggest that take the column "Total" and reduce the quantity by 1.


Step 6: Add a action "Condition" and configure as shown below

In condition action, specify that if the Asset Type which is the field from "Current item" is equal to "Title" field return from "Get items activity" are equal then set the Total column as "Output" as shown in figure.