在 Power BI 中协作和共享的方式Ways to collaborate and share in Power BI

你已创建仪表板和报表。You've created dashboards and reports. 可能你希望与同事一起协作处理。Maybe you want to collaborate on them with your coworkers. 或者你已准备好更广泛地分发仪表板和报表。Or maybe you're ready to distribute them more widely. 协作和共享的最佳方式是什么?What's the best way to collaborate and share them? 本文将对各选项展开比较。In this article, we compare your options.

Power BI 服务中的应用

Power BI 服务中的应用Apps in the Power BI service

协作Collaborate

  • 在工作区中与同事协作,创建有价值的报表和仪表板。Collaborate with coworkers in workspaces to create meaningful reports and dashboards.
  • 在 Microsoft Teams 中开展协作。Collaborate in Microsoft Teams.

分发或共享仪表板和报表Distribute or share dashboards and reports

  • 可以从“我的工作区”或其他工作区共享仪表板或报表。Share dashboards or reports from your My Workspace or another workspace.
  • 从 Power BI 移动应用添加批注并共享。Annotate and share from the Power BI mobile apps.
  • 将工作区中的仪表板和报表打包为应用,并将其分发到更大的组或整个组织。Bundle dashboards and reports in workspaces into apps and distribute them to a larger group or your whole organization.
  • 在安全门户或公共网站中嵌入报表。Embed reports in secure portals or public web sites.
  • 打印报表。Print reports.
  • 创建 模板应用 ,以便通过 Microsoft AppSource 将其分发给外部 Power BI 用户。Create a template app that you can distribute to external Power BI users, via Microsoft AppSource.

共享数据Share data

  • 创建共享数据集,以便同事可以在其自己的工作区中将共享数据集用作其自己的报表的基础。Create shared datasets that coworkers can use as the basis for their own reports, in their own workspaces.
  • 创建数据流作为共享公共数据源的一种方法。Create dataflows as a way to share a common data source.

无论选择哪个选项,都需要 Power BI Pro 许可证才能共享内容,否则内容需要位于高级容量中。No matter which option you choose, to share your content you need a Power BI Pro license, or the content needs to be in a Premium capacity. 许可证要求因查看内存的同事而异,具体取决于所选择的选项。License requirements vary for the colleagues who view your content, depending on the option you choose. 以下各节将进行详细说明。The following sections spell out details.

在工作区中协作Collaborate in a workspace

当团队协同工作时,他们需要访问相同的文档,以便轻松协作。When teams work together, they need access to the same documents so they can collaborate easily. 在 Power BI 工作区中,团队能够共享其仪表板、报表、数据集和工作簿的所有权及管理权。In Power BI workspaces, teams share the ownership and management of their dashboards, reports, datasets, and workbooks. Power BI 用户组有时会根据组织结构组织其工作区,或者为特定项目创建工作区。Sometimes Power BI users organize their workspaces based on organizational structures, or they create them for specific projects. 仍有一些组织使用多个工作区来存储所用报表或仪表板的不同版本。Still other organizations use several workspaces to store different versions of reports or dashboards they use.

工作区提供的角色可确定同事拥有的权限。Workspaces provide roles that determine what permissions your coworkers have. 使用这些角色来确定可以管理工作区、编辑或分发内容或只是查看内容的人员。Use those roles to determine who can manage the workspace, edit or distribute content, or just view content. 详细了解新工作区中的角色Read more about roles in the new workspaces.

工作区

工作区比“我的工作区”更适用于协作,因为前者允许共同拥有内容。Workspaces are better for collaboration than My Workspace, because they allow co-ownership of content. 用户和整个团队可以轻松进行更新或为其他人授予访问权限。You and your entire team can easily make updates or give others access. “我的工作区”最适合个人用于一次性或个人内容。My Workspace is best used by individuals for one-off or personal content.

现在,假设你需要与同事共享已完成的仪表板。Now, imagine you have a finished dashboard you need to share with your colleagues. 为他们提供仪表板访问权限的最佳方法是什么?What's the best way to give them access to the dashboard? 答案取决于多种因素。The answer depends on a number of factors.

  • 如果同事需要使仪表板保持最新,或者需要访问工作区中的所有内容,请将他们作为“成员”或“参与者”添加到工作区。If colleagues need to keep the dashboard up to date, or need access to all the content in the workspace, add them to the workspace as Members or Contributors.
  • 如果同事只需查看工作区中的内容,请将其添加为“查看者”。If colleagues just need to view the content in the workspace, add them as Viewers.
  • 如果同事只需要查看该仪表板而不是工作区中的所有内容,则可以与他们直接共享仪表板。If colleagues just need to see that dashboard and not all the content in the workspace, you can share the dashboard with them directly.
  • 如果仪表板是需要分发给多个同事的一组仪表板或报表的一部分,则发布应用可能是最佳选择。If the dashboard is part of a set of dashboards and reports that you need to distribute to many colleagues, then publishing an app is likely the best choice.

详细了解如何创建新工作区Read about how to create the new workspaces.

在 Microsoft Teams 中开展协作Collaborate in Microsoft Teams

通过将 Power BI 报表和 Power BI 分页报表嵌入 Microsoft Teams 中,增强组织中数据驱动的协作能力。Increase data-driven collaboration in your organization by embedding your Power BI reports and Power BI paginated reports in Microsoft Teams. Power BI 服务有一个用于报表的“在 Teams 中共享”按钮。The Power BI service has a Share in Teams button for reports. 可以为每个单独的报表添加单独的 Power BI 选项卡,并为每个选项卡指定报表名称或任何其他名称。You can add separate Power BI tabs for each individual report, and give each tab the name of the report, or any other name.

将“Power BI 报表”选项卡添加到 Microsoft Teams 时,Teams 可自动为报表创建选项卡对话。When you add a Power BI report tab to Microsoft Teams, Teams automatically creates a tab conversation for the report. 该 Microsoft Teams 频道中的每个人都可以在对话中查看并讨论报表。Everyone in that Microsoft Teams channel can see and discuss the report in the conversation.

Microsoft Teams 对话选项卡

详细了解如何通过 Power BI 在 Microsoft Teams 开展协作Read more about collaborating in Microsoft Teams with Power BI.

共享仪表板和报表Share dashboards and reports

假设你已在 Power BI Desktop 中完成了一个报表,并且希望其他人有权访问它。Let's say you've finalized a report in Power BI Desktop, and you want other people to have access to it. 一种用于访问的方法是在 Power BI 服务中共享它。One way to get it to them is to share it in the Power BI service. 将其发布到你自己的“我的工作区”或其他工作区。You publish it to your own My Workspace or another workspace. 或许你创建了可用于访问报表的仪表板,并且已准备就绪。Maybe you create a dashboard to go with it, and you're ready.

共享报表

需要 Power BI Pro 许可证方可共享内容。You need a Power BI Pro license to share your content. 你与之共享的人员也需要许可证才能共享,或者该内容需要位于高级容量中的工作区内。The people you share it with do too, or the content needs to be in a workspace in a Premium capacity. 共享仪表板或报表时,收件人可以查看仪表板并与其交互。When you share a dashboard or report, recipients can view it and interact with it. 如果你向他们提供权限,则他们可以对其进行编辑、创建副本,并与同事共享。If you give them permission, they can edit it, make a copy of it, and share it with their coworkers. 他们会看到你在仪表板或报表中看到的相同数据。They see the same data that you see in the dashboard or report. 他们有权访问基础数据集中的所有数据,除非应用行级别安全性 (RLS)They have access to all the data in the underlying dataset, unless row-level security (RLS) is applied.

也可以与组织外的用户共享。You can share with people outside your organization, too. 他们可以查看仪表板或报表并与之交互,但无法进行共享。They can view and interact with the dashboard or report too, but can't share it.

详细了解如何从 Power BI 服务共享仪表板和报表Read about how to share dashboards and reports from the Power BI service. 或阅读有关向链接添加筛选器并共享报表的筛选视图的信息。Or read about adding a filter to a link and share a filtered view of your report.

从 Power BI 移动应用添加批注并共享Annotate and share from the Power BI mobile apps

在适用于 iOS 和 Android 设备的 Power BI 移动应用中,可以为磁贴、报表或视觉对象添加批注,并通过电子邮件与任何人共享。In the Power BI mobile apps for iOS and Android devices, you can annotate a tile, report, or visual and then share it with anyone via email.

在移动应用中批注并共享

你正在共享磁贴、报表或视觉对象的快照。You're sharing a snapshot of the tile, report, or visual. 你的收件人看到的内容与你发送邮件时的内容完全一致。Your recipients see it exactly as it was when you sent the mail. 邮件还包含仪表板或报表的链接。The mail also contains a link to the dashboard or report. 如果他们有 Power BI Pro 许可证,或者该内容位于高级容量中,并且你已与他们共享内容,则他们可以打开此内容。If they have a Power BI Pro license or the content is in a Premium capacity, and you've shared the content with them already, they can open it. 可以向任何人(不仅仅是同一电子邮件域的同事)发送磁贴快照。You can send snapshots of tiles to anyone, not just coworkers in the same email domain.

详细了解从 iOS 和 Android 移动应用添加注释并共享磁贴、报表和视觉对象Read more about annotating and sharing tiles, reports, and visuals from the iOS and Android mobile apps.

还可以通过适用于 Windows 10 设备的 Power BI 应用共享磁贴快照,但不能添加批注。You can also share a snapshot of a tile from the Power BI app for Windows 10 devices, but not annotate it.

在应用中分发见解Distribute insights in an app

假设想要将仪表板分发给组织中的广泛受众。Say you want to distribute your dashboard to a broad audience in your organization. 你和同事创建了工作区,然后在此工作区中创建并优化了仪表板、报表和数据集。You and your coworkers have created a workspace , then created and refined dashboards, reports, and datasets in the workspace. 现在选择仪表板和报表,并将其作为应用发布到组或整个组织。Now you select the dashboards and reports and publish them as an app , either to a group or to your whole organization.

“发布应用”图标

可以在 Power BI 服务 (https://app.powerbi.com) 中轻松找到应用并进行安装。Apps are easy to find and install in the Power BI service (https://app.powerbi.com). 可以向业务用户发送应用的直接链接,或者他们可以在 AppSource 中搜索此应用。You can send your business users a direct link to the app, or they can search for it in AppSource. 如果 Power BI 管理员已授予你权限,则可以将应用自动安装到同事的 Power BI 帐户中。If your Power BI administrator gives you permissions, you can install an app automatically in your coworkers' Power BI accounts. 详细了解如何发布应用Read about how to publish an app.

安装应用后,他们可以在浏览器或移动设备中查看应用。After they install the app, they can view it in their browser or mobile device.

对于查看你的应用的用户,他们同样需要拥有 Power BI Pro 许可证,或者应用需要存储在 Power BI 高级容量中。For your users to view your app, they need a Power BI Pro license, too, or the app needs to be stored in a Power BI Premium capacity. 请阅读什么是 Power BI Premium?了解详细信息。Read What is Power BI Premium? for details.

也可以将应用发布给组织外部的人员。You can publish apps to people outside your organization, too. 他们可以查看应用内容并与之交互,但无法与他人共享。They can view and interact with the app content, but can't share it with others. 现在,可以创建模板应用并将它们部署到任何 Power BI 客户。Now you can create template apps and deploy them to any Power BI customer.

在安全门户或公共网站中嵌入报表Embed reports in secure portals or public web sites

在安全门户中嵌入Embed in secure portals

可以在用户希望看到 Power BI 报表的门户或网站中嵌入这些报表。You can embed Power BI reports in portals or web sites where your users expect to see them.
利用 Power BI 服务中的“在 SharePoint Online 中嵌入”和“嵌入”选项,可以为内部用户安全地嵌入报表。With the Embed in SharePoint Online and the Embed option in the Power BI service, you can securely embed reports for your internal users. 无论选择哪个选项,Power BI 都会强制执行所有权限和数据安全措施,然后才允许用户查看内容。Whichever option you choose, Power BI enforces all permissions and data security before users can see content. 查看报告的人员需要具有相应许可证。The person viewing the report needs the appropriate license.

  • “在 SharePoint Online 中嵌入”适用于 SharePoint Online 的 Power BI Web 部件。Embed in SharePoint Online works with the Power BI web part for SharePoint Online. 它提供单一登录体验,并可控制报表的嵌入方式。It provides a single sign-on experience with control over how the report is embedded. 详细了解如何嵌入 SharePoint OnlineRead more about Embedding in SharePoint Online.
  • 嵌入 适用于支持使用 URL 或 iFrame 嵌入内容的任何门户或网站。Embed works with any portal or web site that supports embedding content using a URL or an iFrame. 详细了解嵌入选项。Read more about the Embed option.

发布到公共网站Publish to public web sites

利用“发布到 Web”,可通过将可视化效果嵌入到博客文章、网站、社交媒体以及其他联机交流媒介,来将 Power BI 报表发布到整个 Internet。With Publish to web , you can publish Power BI reports to the whole Internet by embedding visualizations in blog posts, web sites, social media, and other online communications. Internet 上的任何人都可以查看你的报表,并且你无法控制谁可以查看已发布的内容。Anyone on the Internet can view your reports, and you have no control over who can see what you've published. 他们不需要 Power BI 许可证。They don't need a Power BI license. 只能将可以编辑的报表发布到 Web。Publishing to the web is available only for reports that you can edit. 如果是与你共享的报表或者报表位于应用内部,则无法将其发布到 Web。You can't publish reports to the web if they're shared with you or if they're in an app. 详细了解如何发布到 WebRead about how to publish to the web.

警告

使用发布到 Web只用于公开共享内容,而不用于内部共享。Use Publish to web only to share content publicly, not for internal sharing.

在 Power BI 服务中,可以对以下任何项执行打印、另存为 PDF 或另存为其他静态文件格式操作:From the Power BI service, you can print, save as PDF, or save as other static file format, any of these items:

  • 整个仪表板An entire dashboard
  • 仪表板磁贴A dashboard tile
  • 报表页A report page
  • 分页报表A paginated report
  • Power BI 服务中的可视化效果。A visualization from the Power BI service.

一次只能打印一页 Power BI 报表。You can only print Power BI reports one page at a time. 不能一次性打印整个报表。You can't print the entire report at once. 详细了解如何打印报表或仪表板或另存为静态文件Read about how to print or save a report or dashboard as a static file.

另一方面,分页报表是设计用于打印的报表。Paginated reports, on the other hand, are designed to be printed. 有关详细信息,请阅读 Power BI 报表和分页报表的比较Read a comparison of Power BI reports and paginated reports for details.

创建和部署模板应用Create and deploy template apps

模板应用 设计为公开分发,并通常在 Microsoft AppSource 中进行。Template apps are designed to be distributed publicly, often in Microsoft AppSource. 你会生成应用,并且在只需很少编码或无需编码的情况下,就可以将其部署到任何 Power BI 客户。You build an app, and with little or no coding, you can deploy it to any Power BI customer. 你的客户连接到其自己的数据并实例化其自己的帐户。Your customers connect to their own data and instantiate their own accounts. 详细了解 Power BI 模板应用Read more about Power BI template apps.

共享数据集Share a dataset

让我们面对现实,有些人更擅长在其报表中创建设计精良的高质量数据模型。Let's face it, some people are more skilled at creating high-quality, well-designed data models in their reports. 也许你就是那个人。Maybe you're that person. 你的整个组织都能够因使用这一设计精良的数据模型而受益。Your whole organization can benefit from using the same well-designed data models. 共享数据集 可填补这一空缺。Shared datasets fill that role. 使用每个人都应使用的数据模型创建报表时,可以将该报表保存到 Power BI 服务,并授予合适的人员使用它的权限。When you create a report with a data model that everyone should use, you can save that report to the Power BI service and give the right people permission to use it. 他们随后可以基于你的数据集生成其报表。Then they can build their reports on your dataset. 这样一来,每个人都基于相同的数据创建其报表,并可看到“同一个版本的事实”。That way, everyone is basing their reports on the same data, and seeing the same "version of the truth."

查找共享数据集

详细了解创建和使用共享数据集Read more about creating and using shared datasets.

创建数据流Create dataflows

数据流是一种自助方式,可用于统一来自不同来源的数据并为建模做好数据准备。Dataflows are a self-service way to unify data from disparate sources and prepare it for modeling. 分析师创建数据流来引入、转换、集成和丰富大数据。Analysts create dataflows to ingest, transform, integrate, and enrich big data. 他们在 Power BI 服务的工作区中创建和管理数据流。They create and manage dataflows in workspaces in the Power BI service. 详细了解数据流自助数据准备Read about self-service data prep with dataflows.

注意事项和限制Considerations and limitations

后续步骤Next steps

想提供反馈?Have feedback? 请转到 Power BI 社区站点提出你的建议。Go to the Power BI Community site with your suggestions.

更多问题?More questions? 尝试参与 Power BI 社区Try the Power BI Community