将 PowerApps、Microsoft Flow 和 Power BI 与 SharePoint Online 集成(简介)Integrate PowerApps, Microsoft Flow, and Power BI with SharePoint Online

是否在使用 SharePoint Online,并希望更好地自动执行和简化业务流程?Do you have SharePoint Online and want to better automate and streamline your business processes? 是否使用过 PowerApps、Microsoft Flow 或 Power BI,但不确定如何将它们与 SharePoint Online 结合使用?Have you worked with PowerApps, Microsoft Flow, or Power BI, but you're not sure how to use them with SharePoint Online? 你来对地方了!You've come to the right place! 本系列教程介绍了如何使用 SharePoint 列表以及与 SharePoint Online 集成的三项关键技术(PowerApps、Microsoft Flow 和 Power BI)生成基本的项目管理应用。This series of tutorials explores how to build out a basic project-management app based on SharePoint lists and three key technologies that integrate with SharePoint Online: PowerApps, Microsoft Flow, and Power BI. 这些技术相互配合,以便用户可以轻松衡量业务、针对结果采取措施并自动执行工作流。These technologies work together, making it easy to measure your business, act on the results, and automate your workflows. 完成本系列教程后,将生成如下精彩方案:When you're done with this series, you will have a cool scenario like the following:

图表:已完成的方案

业务方案Business scenario

在本系列教程中,公司 Contoso 在 SharePoint Online 网站上管理项目的生命周期,包括申请、审批、开发和最后评审。In this series of tutorials, the company Contoso has a SharePoint Online site where they manage the lifecycle of projects, from request, to approval, to development, to final review. 项目申请者(如部门主管)通过在 SharePoint 列表中添加项来申请 IT 项目。A project requestor, such as a department head, requests an IT project by adding an item to a SharePoint list. 项目审批者(如 IT 经理)负责审查项目,然后决定是批准还是拒绝。A project approver, such as an IT manager, reviews the project, and then approves it or rejects it. 如果获准,项目会分配给项目经理,并通过同一应用将其他详细信息添加到第二个列表中。If approved, the project is assigned to a project manager, and additional detail is added to a second list through the same app. 业务分析师使用 SharePoint 中嵌入的 Power BI 报表审查当前项目和已完成项目。A business analyst reviews current and completed projects using a Power BI report embedded in SharePoint. Microsoft Flow 用于发送批准电子邮件并响应 Power BI 警报。Microsoft Flow is used to send approval email and respond to Power BI alerts.

快速入门Getting started quickly

相比完全成熟的项目管理和分析应用,我们在本系列教程中生成的方案非常简单,但仍需要花一些时间才能完成所有任务。The scenario we present in this series of tutorials is simple compared to a full-blown project management and analysis app, but it still takes some time to complete all the tasks. 如果只想快速了解如何将 PowerApps、Microsoft Flow 和 Power BI 与 SharePoint 结合使用,请参阅以下文章:If you just want a quick introduction to using PowerApps, Microsoft Flow, and Power BI with SharePoint, check out the following articles:

完成后,建议返回查看此完整方案。When you're done, we hope you'll be back to check out this full scenario.

即使在此方案中,仍可以重点关注感兴趣的任务,并在有时间时完成任务。Even within the scenario, you can focus on the tasks that interest you, and complete the tasks as you have time. 在任务 1 中创建 SharePoint 列表后,可以按任意顺序执行任务 2-5,然后依序执行任务 6-8。After you set up SharePoint lists in task 1, you can work through tasks 2-5 in any order; then tasks 6-8 are sequential. 最后,我们在此方案的下载包中添加了两个已完成的应用和一个 Power BI Desktop 报表。Lastly, we have included two finished apps and a Power BI Desktop report as part of the download package for this scenario. 可以查看这些内容并通过示例进行学习,即使并没有完成每个任务中的所有步骤。You can look at these and learn by example even if you don't go through all the steps in each task.

先决条件Prerequisites

若要完成此方案,必须有以下订阅和桌面工具。To complete the scenario, you need the following subscriptions and desktop tools. Office 365 商业高级版订阅包括 PowerApps 和 Microsoft Flow。The Office 365 Business Premium subscription includes PowerApps and Microsoft Flow.

订阅或工具Subscription or tool 链接Link
Office 365 商业高级版订阅Office 365 Business Premium subscription 试用订阅Trial subscription
Power BI Pro 订阅Power BI Pro subscription 试用订阅(单击“免费试用”)Trial subscription (click TRY FREE)
Power BI DesktopPower BI Desktop 免费下载(单击“免费下载”)Free download (click DOWNLOAD FREE)

理想情况下,你已基本熟悉每种技术。不过,即使是刚开始接触其中一些技术,也仍可以完成此方案。Ideally, you have basic familiarity with each technology, but you can still complete the scenario if you're new to some of these technologies. 若要快速入门,请参阅以下内容:Use the following content to get up to speed:

后续步骤Next steps

本系列教程的下一步是创建 SharePoint Online 列表,以便我们在整个系列教程中使用。The next step in this tutorial series is to set up the SharePoint Online lists that we use throughout the series.