Web module with structured exercise: SharePoint, Power BI, Power Automate
Build a real document management system with Share Point and other Microsoft 365 appsEnd-to-End Document Lifecycle Management SystemA complete implementation-ready solution based on SharePoint Online, SharePoint Lists & Libraries, and Power Platform to manage the full lifecycle of business documents: creation or receipt, registration, revision, approval, release, archiving, and retirement.1. SHAREPOINT LIST STRUCTUREMain list name: Document Register2. STATES AND LIFECYCLERecommended controlled states for structured governance scenarios. Conditional Formatting Procedures Native SharePoint Alert Procedures 3. WORKFLOWS (POWER AUTOMATE)Detailed automation model. Click a workflow card to open its detailed sheet.4. SHAREPOINT VIEWS: Suggested operational views to support daily governance, monitoring, and compliance control.5. PRACTICAL EXAMPLE: Twelve clickable practical examples arranged on three rows with four cards each.6. OPERATIONAL IMPLEMENTATION STEPS: Six clickable implementation steps arranged on two rows with three cards each.7. OPTIONAL (ADDED VALUE) Process Monitoring KPIs Future Evolution (others Apps Microsoft 365) DAX formulas on SharePoint list synchronized in Power BI: Technical catalog of DAX measures and calculated columns for Power BI, based on the table 'Document Register' synchronized from the SharePoint list. The formulas use only the available fields: Title, Document ID, Document Status, Document Type, Version, SharePoint Version, Owner, Author, Created Date, Last Modified Date, Approval Date, Expiry Date, Communication Type, Change Request, Revision Number, Parent Document, Child Documents, Document Link, Notes, Audit Trail, Approved By and Category.
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