Update LAB[PL-900]_M02Lab01_Data_Model.md

updated lab steps

Instructions/Labs/LAB[PL-900]_M02Lab01_Data_Model.md

@@ -13,11 +13,11 @@ Tenants must not be converted to a paid subscription. Tenants obtained as a part
 
 ## Scenario
 
-Bellows College is an educational organization with multiple buildings on campus. Campus visits are currently recorded in paper journals. The information is not captured consistently, and there are no means to collect and analyze data about the visits across the entire campus.
+Bellows College is an educational organization with multiple campuses and programs. Many of Bellow Colleges instructors and administrators need to attend events, and purchase items. Historically tracking these expenses has been a challenge. 
 
-Campus administration would like to modernize their visitor registration system where access to the buildings is controlled by security personnel and all visits are required to be pre-registered and recorded by their hosts.
+Campus administration would like to modernize their expense reporting system by providing employees with a digital way to report expenses. 
 
-Throughout this course, you will build applications and perform automation to enable the Bellows College administration and security personnel to manage and control access to the buildings on campus.
+Throughout this course, you will build applications and perform automation to enable the Bellows College employees to manage expenses.
 
 In this lab you will create a data model to support the following requirements:
 
@@ -29,226 +29,169 @@ In this lab you will create a data model to support the following requirements:
 
 Finally, you will import sample data into Microsoft Dataverse.
 
-High-level lab steps
+### High-level lab steps
 
 To prepare your learning environments you will:
 
-- Refer to the [data model document](https://github.com/MicrosoftLearning/PL-900-Microsoft-Power-Platform-Fundamentals/blob/master/Allfiles/Campus%20Management.png) for the metadata description (tables and relationships). You can hold ctrl + left-click or right-click the link to open the data model document in a new window.
-- Create Visit table
-- Import Visit data using an Excel spreadsheet
+- Refer to the [data model document](https://github.com/MicrosoftLearning/PL-900-Microsoft-Power-Platform-Fundamentals/blob/master/Allfiles/Campus Management.png) for the metadata description (tables and relationships). You can hold ctrl + left-click or right-click the link to open the data model document in a new window.
 
+- Create Expense table
 
-## Prerequisites
+- Add some sample data. 
 
-- Completion of **Module 1 Lab 0 - Validate lab environment**
+### Prerequisites
+
+- Completion of **Module 2 Lab 0 - Validate lab environment**
 
 Things to consider before you begin
 
 - Naming conventions - enter names carefully.
 
+## Exercise 1: Create New Table
 
-# Exercise 1: Create New Table
-
-**Objective:** In this exercise, you will create new custom table for Visits.
-
-## Task #1: Create Visit Table and Columns
-
-The **Visit** table will contain information about the campus visits including the visitor, scheduled times and actual times of each visit.
-
-We would like to assign each visit a unique number that can be easily entered and interpreted by a visitor when asked during the visit check-in process.
-
-1.  If you are not already signed in, sign into `https://make.powerapps.com`
-
-1.  From the **Environment** menu in the top right, ensure the **Dev One** environment is selected. 
-
-1.  Using the navigation on the left, select **Tables**.
-
-1.  Select **+ New table** and choose **Set advanced properties**. 
-
-1.  For **Display name**, enter `Visit`
-
-1.  Select **Save**. 
-
-1.  Under the **Schema** section, select **Columns**. 
-
-
-## Create Scheduled Start column
-
-1.  Select **+ New column**. 
-
-1.  Enter `Scheduled Start` for **Display name**. 
-
-1.  Select **Date and time** for **Data type**. 
-
-1.  Change **Required**, to **Business required**. 
-
-1.  Expand **Advanced options**. 
-
-1.  In **Time zone adjustment**, select **Time zone independent**. 
-
-    > **Note:** We use **Time zone independent** behavior to record date and time information, because the time of a visit is always local to the location of the building and should not change when viewed from a different time zone. 
-
-1.  Select **Save**. 
-
-
-## Create Scheduled End column
-
-1.  Select **+ New column**. 
-
-1.  Enter `Scheduled End` for **Display name**.
-
-1.  Select **Date and time** for **Data type**.
-
-1.  In **Required**, select **Business required**.
-
-1.  Expand **Advanced options**.
-
-1.  In **Time zone adjustment**, select **Time zone independent**.
-
-1.  Select **Save**. 
-
+**Objective:** In this exercise, you will create a new custom table for Expenses.
 
-## Create Actual Start column
+### Task #1: Create Expenses Table and Columns
 
-1.  Select **+ New column**. 
+The **Expenses** table will contain information about individual expenses that an employee can submit including reason, type, date, and amount.
 
-1.  Enter `Actual Start` for **Display name**.
+1. If you are not already signed in, sign into https://make.powerapps.com
 
-1.  Select **Date and time** for **Data type**.
+1. From the **Environment** menu in the top right, ensure the **Dev One** environment is selected.
 
-1.  In **Required**, leave this as **Optional**.
+1. Using the navigation on the left, select **Tables**.
 
-1.  Expand **Advanced options**.
+1. Select **+ New table** and choose **Set advanced properties**.
 
-1.  In **Time zone adjustment**, select **Time zone independent**. 
+1. For **Display name**, enter Expense
 
-1.  Select **Save**. 
+1. Select **Save**.
 
+1. Under the **Schema** section, select **Columns**.
 
-## Create Actual End column
+### Create Expense Date column
 
-1.  Select **+ New column**.
+1. Select **+ New column**.
 
-1.  Enter `Actual End` for **Display name**.
+1. Enter Expense Date for **Display name**.
 
-1.  Select **Date and time** for **Data type**.
+1. Select **Date only** for **Data type**.
 
-1.  In **Required**, leave this as **Optional**.
+1. Change **Required**, to **Business required**.
 
-1.  Expand **Advanced options**.
+1. Expand **Advanced options**.
 
-1.  In **Time zone adjustment**, select **Time zone independent**.
+1. In **Time zone adjustment**, select **Date Only**.
 
-1.  Select **Save**.
+>**Note:** We use **Date only** behavior to record date information, because date of the visit should not change when viewed from a different time zone.
 
+1. Select **Save**.
 
-## Create Code column
+### Create Expense Type Column
 
-1.  Select **+ New column**.
+1. Select **+ New column**.
 
-1.  Enter `Code` for **Display name**.
+1. Enter Expense Type for **Display name**.
 
-1.  Select **Autonumber** for **Data type**.
+1. Select **Choice** for **Data type**.
 
-1.  Select **Date prefixed number** for **Autonumber type**.
+1. In **Required**, select **Optional**.
 
-1.  Select **Save**. 
+1. Set **Sync with global Choice** to **Yes (recommended)**
 
+1. In **Sync this choice with** field, select **Expense Type**.
 
-## Create Visitor lookup column
+1. Set the **Default** field to **None**.
 
-1.  Select **+ New column**.
+1. Select **Save**.
 
-1.  Enter `Visitor` for **Display name**.
+### Create Expense Purpose Column
 
-1.  Select **Lookup** > **Lookup** for **Data type**. 
+1. Select **+ New column**.
 
-1.  Select **Contact** for the **Related table**. 
+1. Enter Expense Purpose for **Display name**.
 
-1.  Expand **Advanced options**. 
+1. Select **Choice** for **Data type**.
 
-1.  Enter `visitor_id` for **Relationship name**. 
+1. In **Required**, select **Optional**.
 
-1.  Select **Save**.
+1. Set **Sync with global Choice** to **Yes (recommended)**
 
+1. In **Sync this choice with** field, select **Expense Purpose**.
 
-# Exercise 2: Import Data
+1. Set the **Default** field to **None**.
 
-**Objective:** In this exercise you will import sample data into the Dataverse database.
+1. Select **Save**.
 
-## Task \#1: Load Excel file to OneDrive
+### Create Item Description column
 
-1.  You should have the **Visits.xlsx** file stored on your virtual machine in **C:/LabFiles**. Download [Visits.xlsx](https://github.com/MicrosoftLearning/PL-900-Microsoft-Power-Platform-Fundamentals/raw/master/Allfiles/Visits.xlsx) if you do not.
+1. Select **+ New column**.
 
-2.  If not already signed in, sign in to `https://make.powerapps.com`
+1. Enter Item Description for **Display name**.
 
-3.  Select the **Dev One** environment at the top right, if it is not already selected.
+1. Select **Multiple Lines of text > Plain Text** for **Data type**.
 
-4.  Select the App launcher (Waffle button) in the top left corner to change applications and select **OneDrive**. (It may take a moment for your OneDrive to be set up. Select **Your OneDrive is ready** when you see it on the screen.)
+1. Select **Save**.
 
-5.  Select **+Add new** from the menu and select **Files upload**.
+### Create Expense Amount column
 
-6.  Locate and select the **Visits.xlsx** file and select **Open**.
+1. Select **+ New column**.
 
-    > **Note:** The file should be located in the **Desktop** > **All Files** folder on your virtual machine.
+1. Enter Expense Amount for **Display name**.
 
+1. Select **Currency** for **Data type**.
 
-## Task \#2: Create a dataflow
+1. Select **Save**.
 
-1.  If you are not already signed in, sign into `https://make.powerapps.com`
+
+## Exercise 2: Enter data
 
-2.  From the **Environment** menu in the top right, ensure the **Dev One** environment is selected. 
+**Objective:** In this exercise, you manually enter some sample data into your new table. 
 
-3.  Using the navigation on the left, select **Tables**. 
+### Task #1: Modify the columns displayed
 
-4.  Open the **Visit** table created in the previous exercise. 
+1. If not already signed in, sign in to https://make.powerapps.com
 
-5.  Using the menu at the top, select **Import** > **Import data**.
+1. Select the **Dev One** environment at the top right if it is not already selected.
 
-6.  In the **Choose data source** dialog, select **Excel workbook**.
+1. Using the navigation on the left, select **Tables**.
 
-7.  Select **Link to File** option. Select **Browse OneDrive**. If prompted, sign in with your Microsoft 365 credentials. Configure the browser to always allow pop-ups. 
+1. Open the **Expense** table created in the previous exercise.
 
-8.  Select the **Visits.xlsx** file which was uploaded to OneDrive in the previous task. 
+1. Next to the **Name** column, select **+26 more**.
 
-9.  Select **Next**. 
+1. From the menu that appears, select the following columns.
 
-10. On the **Power query** > **Choose data** screen, check the **Visits** Excel workbook. 
+	1. Expense Date
 
-11. Select **Next**. Do not navigate away from this page.
+	2. Expense Purpose 
 
-12. Select **Next**. 
+	3. Expense Type
 
-13. On the **Map tables** section, under **Load settings**, select **Load to existing table**. 
+	4. Expense Amount
 
-14. On the **Destination table** drop-down menu, select the table **crXXX_Visit** (Where XXX is a random set of letters and numbers)
+	5. Item Description
 
-15. On the **Column Mapping** section, map the Columns to their corresponding destination columns:
+1. Select the **Save** button.
 
-    | Destination columns  | Source values   |
-    |:---------------------|:----------------|
-    | crxxx_ActualEnd      | actual end      |
-    | crxxx_ActualStart    | actual start    |
-    | crxxx_Code           | code            |
-    | crxxx_Name           | name            |
-    | crxxx_ScheduledEnd   | scheduled end   |
-    | crxxx_ScheduledStart | scheduled start |
+## Task #2: Add a sample record.
 
-16. Select **Next**. 
+1. Select the **Arrow** next to **Edit**. From the menu that appears, select **Edit in new tab**.
 
-17. Select **Refresh manually**. 
+1. In the **Name** column, enter **John Doe**.
 
-18. Select **Publish**. 
+1. In the **Expense Date** column, enter **xxx**.
 
-    > **Note:** It can take several minutes for your data to import into your table. Don’t worry if you get a few errors, that is normal, and will not impact the rest of the course.
+1. In the **Expense Purpose**, select **Conference**.
 
+1. In the **Expense Type** column, select **Travel**.
 
-## Task \#3: Verify Data Import
+1. In the **Expense Amount** column, enter **750.00**.
 
-1.  After your data has been imported, use the navigation at the left of the screen to select **Tables** and open the **Visit** table.
+1. In the **Item Description**, enter a short description.
 
-2.  Verify that you see the imported data under the **Visit columns and data** section.
+1. Hit the Tab button to advance to the next row and **save** the record.
 
-Congratulations, you have successfully created a new table and imported data.
+Congratulations, you have successfully created a new table and added data.