將 PowerApps、Microsoft Flow 和 Power BI 與 SharePoint Online (簡介) 整合Integrate PowerApps, Microsoft Flow, and Power BI with SharePoint Online

您是否擁有 SharePoint Online 並且想要進一步自動化和簡化您的商務程序?Do you have SharePoint Online and want to better automate and streamline your business processes? 您是否使用 PowerApps、Microsoft Flow 或 Power BI,但是不確定如何與 SharePoint Online 搭配使用?Have you worked with PowerApps, Microsoft Flow, or Power BI, but you're not sure how to use them with SharePoint Online? 您來對地方了!You've come to the right place! 這一系列的教學課程會探討如何根據 SharePoint 清單和與 SharePoint Online 整合的以下三個關鍵技術,建立基本專案管理應用程式:PowerApps、Microsoft Flow 及 Power BI。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. 這些技術搭配使用,可以輕鬆地測量您的商務、對結果採取動作,以及自動化您的工作流程。These technologies work together, making it easy to measure your business, act on the results, and automate your workflows. 當您完成這一系列的教學課程時,您會有酷炫的案例,如下所示:When you're done with this series, you will have a cool scenario like the following:

已完成案例的圖表

商務案例Business scenario

在這一系列的教學課程中,Contoso 公司有 SharePoint Online 網站,他們在其中管理專案的生命週期,從要求到核准、開發以至於最終檢閱。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. 專案要求者,例如部門主管,會藉由將項目新增至 SharePoint 清單來要求 IT 專案。A project requestor, such as a department head, requests an IT project by adding an item to a SharePoint list. 專案核准者,例如 IT 管理員,會檢閱專案,然後核准它或拒絕它。A project approver, such as an IT manager, reviews the project, and then approves it or rejects it. 如果核准,專案會指派給專案經理,並透過相同的應用程式將其他詳細資料新增至第二個清單。If approved, the project is assigned to a project manager, and additional detail is added to a second list through the same app. 商務分析師會使用內嵌在 SharePoint 中的 Power BI 報告來檢閱目前和已完成的專案。A business analyst reviews current and completed projects using a Power BI report embedded in SharePoint. Microsoft Flow 用來傳送核准電子郵件和對 Power BI 警示的回應。Microsoft Flow is used to send approval email and respond to Power BI alerts.

快速入門Getting started quickly

我們在這一系列教學課程中所呈現的案例,相較於完整專案管理和分析應用程式而言是簡單的,但是還是要花一些時間才能完成所有工作。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. 如果您只想要關於搭配 SharePoint 使用 PowerApps、Microsoft Flow 及 Power BI 的快速簡介,請參閱下列文章:If you just want a quick introduction to using PowerApps, Microsoft Flow, and Power BI with SharePoint, check out the following articles:

當您完成時,我們希望您返回查看這個完整的案例。When you're done, we hope you'll be back to check out this full scenario.

即使在案例中,您可以專注於感興趣的工作,當您有時間再來完成工作。Even within the scenario, you can focus on the tasks that interest you, and complete the tasks as you have time. 您在工作 1 中設定 SharePoint 清單之後,您就可以用任何順序處理工作 2-5,而工作 6-8 則是連續的。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. 最後,我們已包含兩個已完成的應用程式和 Power BI Desktop 報告作為此案例下載套件的一部分。Lastly, we have included two finished apps and a Power BI Desktop report as part of the download package for this scenario. 您可以查看這些案例並且透過範例了解,即使您並不會完成每個工作中的所有步驟。You can look at these and learn by example even if you don't go through all the steps in each task.

必要條件Prerequisites

若要完成案例,您需要以下訂用帳戶和桌面工具。To complete the scenario, you need the following subscriptions and desktop tools. Office 365 商務進階版訂用帳戶包含 PowerApps 和 Microsoft Flow。The Office 365 Business Premium subscription includes PowerApps and Microsoft Flow.

訂用帳戶或工具Subscription or tool 連結Link
Office 365 商務進階版訂用帳戶Office 365 Business Premium subscription 試用訂用帳戶Trial subscription
Power BI Pro 訂用帳戶Power BI Pro subscription 試用訂用帳戶 (按一下免費試用)Trial subscription (click TRY FREE)
Power BI DesktopPower BI Desktop 免費下載 (按一下免費下載)Free download (click DOWNLOAD FREE)

理想情況下,您對於每種技術都有基本的認識,但是如果您是其中某些技術的新手,仍然可以完成案例。Ideally, you have basic familiarity with each technology, but you can still complete the scenario if you're new to some of these technologies. 使用下列內容來快速了解:Use the following content to get up to speed:

後續步驟Next steps

此教學課程系列的下一個步驟是設定 SharePoint Online 清單,我們會在整個系列中使用。The next step in this tutorial series is to set up the SharePoint Online lists that we use throughout the series.