進行已完成 SharePoint Online 整合案例的逐步解說Walk end-to-end through the completed SharePoint Online integration scenario

注意:這篇文章是搭配 SharePoint Online 使用 PowerApps、Microsoft Flow 及 Power BI 之教學課程系列的一部分。Note: This article is part of a tutorial series on using PowerApps, Microsoft Flow, and Power BI with SharePoint Online. 請確定您閱讀系列簡介以了解大致概念,以及相關下載項目。Make sure you read the series introduction to get a sense of the big picture, as well as related downloads.

我們在這一系列的教學課程中已涵蓋了絕大部分,從建置應用程式和流程,到建立報表並且將它們內嵌於 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. 我們希望您已學習到許多,並且對於這些技術如何整合有足夠的認識,以便您可以根據自己的需求,將應用程式、流程及報告整合到 SharePoint。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. 在我們完成之前,我們想要進行案例的端對端逐步解說,看看所有組件如何共同運作。Before we finish, we want to walk through the scenario end-to-end and see how all the parts work together.

步驟 1:將專案新增至專案要求清單Step 1: Add a project to the Project Requests list

  1. 在 [專案要求] 清單中,按一下或點選 [所有項目],然後按一下或點選 [專案要求應用程式]。In the Project Requests list, click or tap All Items, then Project Requests app.

    專案要求應用程式檢視

  2. 按一下 [開啟],以在新的瀏覽器索引標籤中開啟應用程式。Click Open, which opens the app in a new browser tab.

    開啟專案要求應用程式

  3. 在應用程式中,按一下或點選In the app, click or tap 新增項目圖示 以建立新的項目。to create a new item.
  4. 使用下列值填寫表單:Fill out the form with the following values:

    • Title = "Mobile devices for design team"Title = "Mobile devices for design team"
    • Approved = "Pending"Approved = "Pending"
    • Description = "The design team will now use Contoso-supplied devices"Description = "The design team will now use Contoso-supplied devices"
    • EstimatedDays = "30"EstimatedDays = "30"
    • ProjectType = "New hardware"ProjectType = "New hardware"
    • RequestDate = "03/01/2017"RequestDate = "03/01/2017"
    • Requestor = "Emily Braun"Requestor = "Emily Braun"

      專案要求編輯表單

  5. 按一下或點選Click or tap 核取記號圖示,然後關閉瀏覽器索引標籤。, then close the browser tab.
  6. 返回 [專案要求] 清單,按一下或點選 [專案要求應用程式],然後按一下或點選 [所有項目]。Go back to the Project Requests list, click or tap Project Requests app, then All Items.

    檢視所有項目

  7. 確認清單中的新項目。Verify the new entry in the list.

    具有新項目的 SharePoint 清單

步驟 2:核准專案Step 2: Approve the project

  1. 當您在步驟 1 中新增項目時,流程應該會執行,並且傳送核准郵件。When you add the item in Step 1, the flow should run and send out an approval mail. 請檢查核准者電子郵件帳戶的收件匣。Check the inbox of the approver's email account.

    核准要求電子郵件

  2. 按一下 [核准]。Click Approve. 流程會執行另一個處理程序,您會直接在電子郵件中取得如下所示的意見反應。The flow runs another process, and you get feedback like the following directly in the email.

    動作完成

  3. 檢查要求者電子郵件帳戶的收件匣,您應該會看到核准電子郵件。Check the inbox of the requestor's email account, and you should see an approval email.

    給要求者的核准電子郵件

  4. 確認清單中的更新項目。Verify the updated entry in the list.

    具有更新項目的 SharePoint 清單

步驟 3:將經理指派至專案Step 3: Assign a manager to the project

  1. 首先,讓我們看看 SharePoint 中的 [專案詳細資料] 清單。First, let's look at the Project Details list in SharePoint. 新的專案在 [PMAssigned] 資料行中具有值 [未指派]。The new project has a value of Unassigned in the PMAssigned column.

    未指派的 SharePoint 清單項目

  2. 在 SharePoint 網站的左側瀏覽中,按一下或點選 [專案管理應用程式]。In the SharePoint site, in the left navigation, click or tap Project Management app.
  3. 在第一個畫面上,按一下或點選 [指派經理]。On the first screen, click or tap Assign Manager.

    將經理指派至專案

  4. 在 [指派經理] 畫面上,您會看到清單的兩個未指派專案。On the Assign Manager screen, you see the two unassigned projects from the list. 選取 [設計小組的行動裝置] 專案。Select the Mobile devices for design team project.

    應用程式中未指派的專案已選取

  5. 在 [經理] 文字輸入中,輸入 "Joni Sherman",然後按一下 [確定]。In the Manager text input, enter "Joni Sherman", then click OK.

    變更會套用至清單,然後資源庫會重新整理,只顯示剩餘的未指派專案。The change is applied to the list, and the gallery refreshes so only the remaining unassigned project is displayed.

    指派至專案的經理

  6. 關閉應用程式,然後返回 SharePoint 清單。Close the app, and go back to the SharePoint list. 您會看到專案項目現在已更新專案經理名稱。You'll see that the project entry is now updated with the project manager name.

    指派的 SharePoint 清單項目

步驟 4:新增專案估計時間Step 4: Add time estimates for the project

  1. 按一下或點選 返回圖示 以返回第一個畫面,然後按一下或點選 [更新詳細資料]。Click or tap Back icon to go back to the first screen, then click or tap Update Details.

    更新專案詳細資料

  2. 在 [檢視專案] 畫面上,在搜尋方塊中輸入 "Mobile"。On the View Projects screen, enter "Mobile" in the search box.

    在應用程式中搜尋

  3. 按一下設計小組的行動裝置項目的 詳細資料箭號圖示Click Details arrow icon for the Mobile devices for design team item.

    選取要更新的專案

  4. 在 [更新詳細資料] 畫面上,設定下列值:On the Update Details screen, set the following values:

    • Status 欄位 = "Not started"The Status field = "Not started"
    • ProjectedStartDate 欄位 = "3/6/2017"The ProjectedStartDate field = "3/6/2017"
    • ProjectedEndDate 欄位 = "3/24/2017"The ProjectedEndDate field = "3/24/2017"
    • ProjectedDays 欄位 = "15"The ProjectedDays field = "15"

      更新專案詳細資料

  5. 按一下或點選Click or tap 核取記號圖示 將變更套用至 SharePoint 清單。to apply the change to the SharePoint list.
  6. 關閉應用程式,然後返回清單。Close the app, and go back to the list. 您會看到專案項目現在已更新日期和天數變更。You'll see that the project entry is now updated with the date and day changes.

    在 SharePoint 清單中更新的詳細資料

步驟 5:檢閱現有專案的報告資料Step 5: Review report data for existing projects

  1. 在 SharePoint Online 中,按一下或點選 [網站內容],然後按一下或點選 [網站頁面]。In SharePoint Online, click or tap Site contents, then Site Pages.
  2. 開啟我們稍早建立的 [專案分析] 頁面。Open the Project Analysis page that we created earlier.

    內嵌的專案分析報告

  3. 檢閱差異視覺效果。Review the variance visualization.

    圖表,顯示差異

    如同我們在建立這個視覺效果時提到的,Irvin Sayers 與 Joni Sherman 所執行的專案還有更多差異。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. 向下鑽研視覺效果,您會發現大部分差異來自費時比預計時間久的兩個專案。Drill into the visualization, and you see that much of the variance comes from two projects that took a lot longer than projected.

    圖表,顯示差異詳細資料

  5. 檢閱資料表,其中顯示專案從核准到預計開始日期花費多久時間。Review the table that shows how long it takes for projects to go from approval to projected start date.

    資料表,顯示開始日期差異

    如同我們在建立這個視覺效果時所提到的,Irvin Sayers 受指派的專案花費較久的時間啟動,兩個專案所花費的時間比其餘專案還久。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.

步驟 6:回應擱置專案延遲Step 6: Respond to pending project delays

  1. 在 Power BI 服務中,按一下或點選 [專案分析] 資料集,然後按一下或點選 [立即重新整理]。In the Power BI service, click or tap the project-analysis dataset, then click or tap REFRESH NOW. 重新整理會觸發我們為擱置專案設定的警示。The refresh triggers the alert we set up for pending projects.

    立即重新整理資料集

  2. 重新整理完成之後,右上方的通知中心方會顯示新的通知圖示。After the refresh is complete, the Notification Center at top right shows a new notification icon.

    Power BI 通知中心

    這需要一些時間,所以如果您沒有立即看到它,請稍後回來檢查。This can take some time, so check back if you don't see it right away.

  3. 開啟通知中心以查看引發的警示詳細資料。Open the Notification Center to see the details of the alert that fired.

    資料警示的通知

  4. 檢查建立警示之人員 (在我們的案例中為 Megan Bowen) 的收件匣。Check the inbox for the person who created the alert (Megan Bowen in our case).

    來自 Power BI 的警示電子郵件

  5. 檢查您在資料警示流程中新增之人員 (在我們的案例中為 Allan DeYoung) 的收件匣。Check the inbox for the person you added in the data alerts flow (Allan DeYoung in our case).

    來自 Microsoft Flow 的警示電子郵件

  6. 現在您已經有擱置專案的訊息,您可以返回並核准等候您的注意的任何專案。Now that you have information on pending projects, you can go back and approve any that have been waiting for your attention.

如此我們便來到端對端逐步解說和這一系列教學課程的結論。That brings us to the conclusion of our end-to-end walkthrough and this series of tutorials. 我們鼓勵您在下列網站繼續您的旅程:We encourage you to continue your journey at the following sites:

如果您對於這個系統有任何意見反應、對於新增項目的建議,或是我們涵蓋的技術以外還有可以協助您的其他內容想法,敬請不吝指教。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.