对完成的 SharePoint Online 集成方案进行端到端演练Walk end-to-end through the completed SharePoint Online integration scenario

备注

本文属于介绍如何将 PowerApps、Microsoft Flow 和 Power BI 与 SharePoint Online 结合使用的系列教程。This article is part of a tutorial series on using PowerApps, Microsoft Flow, and Power BI with SharePoint Online. 请确保已阅读系列介绍,了解总体情况以及相关下载内容。Make sure you read the series introduction to get a sense of the big picture, as well as related downloads.

本系列教程涉及大量基础知识,包括生成应用和流、创建并将报表嵌入 SharePoint 中。We have covered a huge amount of ground in this series of tutorials, from building apps and flows, to creating reports and embedding them in SharePoint. 我们由衷希望你已学到很多知识,并且充分了解如何集成这些技术,以便可以根据自己的需求将应用、流和报表集成到 SharePoint 中。We hope you've learned a lot and have enough exposure to how these technologies integrate, so that you can integrate apps, flows, and reports into SharePoint based on your own needs. 最后,我们希望对此方案进行端到端演练,以展示各方面的工作是如何完美配合的。Before we finish, we want to walk through the scenario end-to-end and see how all the parts work together.

第 1 步:向“项目申请”列表添加项目Step 1: Add a project to the Project Requests list

  1. 在“项目申请”列表中,依次单击或点击“所有项”和“项目申请应用”。In the Project Requests list, click or tap All Items, then Project Requests app.

    “项目申请应用”视图

  2. 单击“打开”,在新的浏览器标签页中打开应用。Click Open, which opens the app in a new browser tab.

    打开“项目申请应用”

  3. 在应用中,单击或点击 In the app, click or tap “添加项”图标 ,创建新项。to create a new item.
  4. 在表单中填写以下值:Fill out the form with the following values:

    • “Title”的值为“Mobile devices for design team”Title = "Mobile devices for design team"

    • “Approved”的值为“Pending”Approved = "Pending"

    • “Description”的值为“The design team will now use Contoso-supplied devices”Description = "The design team will now use Contoso-supplied devices"

    • “EstimatedDays”的值为“30”EstimatedDays = "30"

    • “ProjectType”的值为“New hardware”ProjectType = "New hardware"

    • “RequestDate”的值为“03/01/2017”RequestDate = "03/01/2017"

    • “Requestor”的值为“Emily Braun”Requestor = "Emily Braun"

      “项目申请”编辑表单

  5. 单击或点击右上角的Click or tap 复选标记图标,再关闭浏览器标签页。, then close the browser tab.
  6. 返回到“项目申请”列表,依次单击或点击“项目申请应用”和“所有项”。Go back to the Project Requests list, click or tap Project Requests app, then All Items.

    查看所有项

  7. 验证列表中的新条目。Verify the new entry in the list.

    包含新条目的 SharePoint 列表

第 2 步:审批项目Step 2: Approve the project

  1. 在第 1 步中添加项后,流应该会运行,并发出审批邮件。When you add the item in Step 1, the flow should run and send out an approval mail. 检查审批者的电子邮件帐户的收件箱。Check the inbox of the approver's email account.

    “审批申请”电子邮件

  2. 单击“批准”。Click Approve. 流运行另一进程,并直接在电子邮件中生成如下反馈。The flow runs another process, and you get feedback like the following directly in the email.

    操作完成

  3. 检查申请者的电子邮件帐户的收件箱,应该会看到批准电子邮件。Check the inbox of the requestor's email account, and you should see an approval email.

    发送给申请者的批准电子邮件

  4. 验证列表中更新的条目。Verify the updated entry in the list.

    条目已更新的 SharePoint 列表

第 3 步:向项目分配经理Step 3: Assign a manager to the project

  1. 首先,我们将查看 SharePoint 中的“项目详细信息”列表。First, let's look at the Project Details list in SharePoint. 新项目的“PMAssigned”列的值为“Unassigned”。The new project has a value of Unassigned in the PMAssigned column.

    未分配的 SharePoint 列表项

  2. 在 SharePoint 网站的左侧导航窗格中,单击或点击“项目管理应用”。In the SharePoint site, in the left navigation, click or tap Project Management app.
  3. 在第一屏上,单击或点击“分配经理”。On the first screen, click or tap Assign Manager.

    向项目分配经理

  4. 在“分配经理”屏幕上,可以看到列表中的两个未分配项目。On the Assign Manager screen, you see the two unassigned projects from the list. 选择“设计团队适用的移动设备”项目。Select the Mobile devices for design team project.

    应用中选定的未分配项目

  5. 在“经理”文本输入框中,输入“Joni Sherman”,再单击“确定”。In the Manager text input, enter "Joni Sherman", then click OK.

    此更改已应用于列表,并且库会进行刷新,因此只会显示剩余未分配的项目。The change is applied to the list, and the gallery refreshes so only the remaining unassigned project is displayed.

    向项目分配的经理

  6. 关闭应用,再返回到 SharePoint 列表。Close the app, and go back to the SharePoint list. 可以看到,项目条目现已更新为包含项目经理姓名。You'll see that the project entry is now updated with the project manager name.

    已分配的 SharePoint 列表项

第 4 步:添加项目估计时间Step 4: Add time estimates for the project

  1. 单击或点击 “返回”图标,返回到第一屏,再单击或点击“更新详细信息”。Click or tap Back icon to go back to the first screen, then click or tap Update Details.

    更新项目详细信息

  2. 在“查看项目”屏幕上的搜索框中输入“移动”。On the View Projects screen, enter "Mobile" in the search box.

    在应用中搜索

  3. 单击“设计团队适用的移动设备”项的 “详细信息箭头”图标Click Details arrow icon for the Mobile devices for design team item.

    选择要更新的项目

  4. 在“更新详细信息”屏幕上,设置以下值:On the Update Details screen, set the following values:

    • “Status”字段的值为“Not started”The Status field = "Not started"

    • “ProjectedStartDate”字段的值为“3/6/2017”The ProjectedStartDate field = "3/6/2017"

    • “ProjectedEndDate”字段的值为“3/24/2017”The ProjectedEndDate field = "3/24/2017"

    • “ProjectedDays”字段的值为“15”The ProjectedDays field = "15"

      更新项目详细信息

  5. 单击或点击右上角的Click or tap 复选标记图标 ,将更改应用于 SharePoint 列表。to apply the change to the SharePoint list.
  6. 关闭应用,再返回到列表。Close the app, and go back to the list. 可以看到,项目条目现已更新为包含更改后的日期和天数。You'll see that the project entry is now updated with the date and day changes.

    SharePoint 列表中更新的详细信息

第 5 步:查看现有项目的报表数据Step 5: Review report data for existing projects

  1. 在 SharePoint Online 中,依次单击或点击“网站内容”和“网页”。In SharePoint Online, click or tap Site contents, then Site Pages.
  2. 打开我们之前创建的“项目分析”页。Open the Project Analysis page that we created earlier.

    嵌入的项目分析报表

  3. 查看显示差异的可视化效果。Review the variance visualization.

    显示差异的图表

    正如我们在创建此可视化效果时所指出的一样,Irvin Sayers 所负责项目的实际天数与预计天数差异比 Joni Sherman 多得多。As we noted when we created this visualization, there is a lot more variance for projects that were run by Irvin Sayers versus Joni Sherman.

  4. 向下钻取此可视化效果,可以看出,差异主要来自实际天数比预计多得多的两个项目。Drill into the visualization, and you see that much of the variance comes from two projects that took a lot longer than projected.

    显示差异详细信息的图表

  5. 查看显示项目获准日期与预计开始日期的时间跨度的表。Review the table that shows how long it takes for projects to go from approval to projected start date.

    显示开始日期差异的表

    正如我们在创建此可视化效果时所指出的一样,分配给 Irvin Sayers 的项目会延期启动,其中两个项目的延期启动时间跨度要比其他项目长得多。As we noted when we created this visualization, the projects that Irvin Sayers is assigned to take longer to start, with two projects taking much longer than the rest.

第 6 步:响应待审批项目延迟Step 6: Respond to pending project delays

  1. 在 Power BI 服务中,依次单击或点击“project-analysis”数据集和“立即刷新”。In the Power BI service, click or tap the project-analysis dataset, then click or tap REFRESH NOW. 刷新操作会触发我们为待审批项目创建的警报。The refresh triggers the alert we set up for pending projects.

    立即刷新数据集

  2. 刷新完成后,右上角的“通知中心”会显示“新通知”图标。After the refresh is complete, the Notification Center at top right shows a new notification icon.

    Power BI 通知中心

    此图标可能需要一段时间才能显示。因此,如果没有立马看到它,请过一段时间再回来看看。This can take some time, so check back if you don't see it right away.

  3. 打开“通知中心”,查看所触发警报的详细信息。Open the Notification Center to see the details of the alert that fired.

    数据警报通知

  4. 检查警报创建者(在此示例中,为 Megan Bowen)的收件箱。Check the inbox for the person who created the alert (Megan Bowen in our case).

    来自 Power BI 的警报电子邮件

  5. 检查在数据警报流中添加的人员(在此示例中,为 Allan DeYoung)的收件箱。Check the inbox for the person you added in the data alerts flow (Allan DeYoung in our case).

    来自 Microsoft Flow 的警报电子邮件

  6. 至此,已获取待审批项目的相关信息,可以返回并审批所有待审批事项。Now that you have information on pending projects, you can go back and approve any that have been waiting for your attention.

我们的端到端演练和本系列教程到此结束。That brings us to the conclusion of our end-to-end walkthrough and this series of tutorials. 建议继续访问以下网站:We encourage you to continue your journey at the following sites:

若对本系列教程有任何反馈、补充内容建议,或希望了解其他内容以便使用我们介绍的技术,请通过评论的形式告知我们。Let us know in the comments if you have any feedback on this series, suggestions for additions, or ideas for additional content that will help you work with the technologies that we covered.