快速入门:了解面向使用者的 Power BI 功能Quickstart: learn about the Power BI capabilities for consumers

适用于: 是面向消费者的 Power BI 服务 否面向设计师和开发者的 Power BI 服务 否Power BI Desktop 是需要 Pro 或高级许可证APPLIES TO: yesPower BI service for consumers noPower BI service for designers & developers noPower BI Desktop yesRequires Pro or Premium license

本快速入门将介绍如何与 Power BI 交互,以发现数据驱动业务见解。In this quickstart, you'll learn how to interact with Power BI to discover data-driven business insights. 本文未做深入探讨,只是快速概述了 Power BI 使用者可执行的许多操作。This article isn't intended to be a deep dive, but rather a quick trip through many of the actions available for Power BI consumers.

如果未注册 Power BI,请免费注册后再进行操作。If you're not signed up for Power BI, sign up for a free trial before you begin.

什么是 Power BI?What is Power BI?

Power BI 是软件服务、应用和连接器的集合,它们协同工作以将相关数据来源转换为连贯的视觉逼真的交互式见解。Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. 无论你的数据是简单的 Excel 电子表格,还是来自不同数据源的数据集合,使用 Power BI 都可以轻松地连接到数据源,直观看到(或发现)重要内容,并与选定的任何人共享。Whether your data is a simple Excel spreadsheet, or a collection of data from different data sources, Power BI lets you easily connect to your data sources, visualize (or discover) what's important, and share that with anyone or everyone you want.

“获取应用”图标

阅读视图Reading view

Power BI 服务向报表使用者提供了阅读视图。Reading view is available in the Power BI service for report consumers. 借助阅读视图,可浏览同事与你共享的报表、仪表板或应用,并与之交互。When a colleague shares a report, dashboard, or app with you, Reading view is your way to explore and interact with the report.

只需在浏览器或移动设备上打开 Power BI 服务。Just open the Power BI service, in a browser or on a mobile device. 你和你的同事即可通过同一受信任的应用、仪表板和报表工作,它们可以自动更新和刷新,因此使用的内容始终都是最新的。You and your colleagues work from the same trusted apps, dashboards, and reports, that update and refresh automatically, so you're always working with the freshest content.

由于这不是静态内容,因此你可以进行深入挖掘、寻求趋势、见解和其他商业智能。Since the content isn't static, you can dig in, looking for trends, insights, and other business intelligence. 切分内容并对内容进行切片,甚至使用自己的话语向其提问。Slice and dice the content, and even ask it questions using your own words. 或者,不采取任何操作,让数据发现你感兴趣的见解、在数据更改时向你发送警报并按所设置的计划向你发送电子邮件。Or, sit back and let your data discover interesting insights for you; send you alerts when data changes, and email reports to you on a schedule you set. 任何时间、任何设备、云中或本地的所有数据。All your data, any time, in the cloud or on-premises, from any device.

请继续阅读下文,了解更多这些功能。Read on to learn about these and more.

Power BI 内容Power BI content

当我们在 Power BI 中使用“内容”这一术语时,我们指的是报表、仪表板和应用。When we use the term "content" in Power BI, we're referring to reports, dashboards, and apps. 这些是你将用于探索数据并做出业务决策的构建块。These are the building blocks you'll use to explore your data and make business decisions.

备注

在移动设备上也可以查看和共享仪表板、报表和应用。Dashboards, reports, and apps can be viewed and shared on mobile devices, too.

应用Apps

应用是一种将相关仪表板和报表组合在一个地方的 Power BI 内容类型。An app is a Power BI content type that combines related dashboards and reports, all in one place. 应用可以将一个或多个仪表板和一个或多个报表捆绑在一起。An app can have one or more dashboards and one or more reports, all bundled together. 应用由 Power BI 设计者创建,他们会与像你一样的使用者分发和共享应用 。Apps are created by Power BI designers who distribute and share the apps with consumers like you.

查看应用的一种方法是从导航窗格中选择“应用”,然后选择要打开的应用。One way to view your apps is to select Apps from the nav pane and choose an app to open.

“获取应用”图标

若要详细了解如何查看应用,请参阅 Power BI 应用To learn more about viewing apps, see Power BI apps

报表Reports

Power BI 报表是对数据集的多角度审视,它使用视觉对象来表示数据集呈现的各种结果和见解。A Power BI report is a multi-perspective view into a dataset, with visuals that represent different findings and insights from that dataset. 报表可包含单个视觉对象,也可包含充满视觉对象的多个页面。A report can have a single visual or pages full of visuals. 报表由 Power BI 设计者创建,他们会与像你一样的使用者分发和共享报表 。Reports are created by Power BI designers who distribute and share the reports with consumers like you.

“获取应用”图标

要了解如何查看报表,请参阅 Power BI 报告To learn how to view reports, see Power BI reports

仪表板Dashboards

Power BI 仪表板是单个页面,通常称为画布,使用可视化效果来讲述故事。A Power BI dashboard is a single page, often called a canvas, that uses visualizations to tell a story. 因为它被限制为一页,精心设计的仪表板仅包含该故事的最重要元素。Because it is limited to one page, a well-designed dashboard contains only the most-important elements of that story.

仪表板上显示的可视化效果称为“磁贴”,它们被报表设计师固定到仪表板上。The visualizations you see on the dashboard are called tiles and are pinned to the dashboard by report designers. 在大多数情况下,选择磁贴后,即可转到创建可视化效果的报表页。In most cases, selecting a tile takes you to the report page where the visualization was created.

“获取应用”图标

要了解如何查看仪表板,请参阅 Power BI 仪表板To learn how to view dashboards, see Power BI dashboards

Power BI 服务中的交互Interact in the Power BI service

与同事协作Collaborate with colleagues

跳过电子邮件。Skip the email. 在该仪表板上添加个人注释或与同事就仪表板开始对话。Add a personal comment or start a conversation with colleagues about a dashboard, right there on that dashboard. 注释功能只是你与他人协作的方式之一。The comment feature is just one of the ways you can collaborate with others.

注释视频

详细了解注释Learn more about commenting

坐下来休息,让 Power BI 为你工作Sit back and let Power BI work for you

Power BI 服务为你提供服务的两种方式是使用订阅和警报。Two of the ways that the Power BI service does the work for you is with subscriptions and alerts.

订阅仪表板(或报表)Subscribe to a dashboard (or report)

无需打开 Power BI,即可监视仪表板。It's not necessary to open Power BI to monitor a dashboard. 可以改为订阅,Power BI 会按照你设置的计划向你发送相应仪表板的快照。You can subscribe instead, and Power BI will email you a snapshot of that dashboard on a schedule you set.

选择“订阅”图标.

了解有关 Power BI 订阅的详细信息Learn more about Power BI subscriptions

当数据达到阈值时获取警报Get alerts when your data reaches a threshold

数据是实时的,视觉对象会自动更新以反映这一情况。Your data is live, and your visuals update automatically to reflect this. 如果希望在数据更改高于或低于设置的阈值时收到通知,请使用数据警报。If you want to get notified when data changes above or below a threshold you set, use data alerts. 警报适用于仪表、KPI 和卡片。Alerts work on gauges, KPIs, and cards.
磁贴、卡片、KPI

Power BI 会在值增加或减少超过设置的限制时,向你发送电子邮件。Power BI sends you an email when the value increases or decreases past the limit you set.
警报电子邮件

详细了解 Power BI 警报Learn more about Power BI alerts

使用问答功能通过自然语言提问Use Q&A to ask questions using natural language

有时从你的数据中获得答案的最快方法是使用自然语言提问。Sometimes the fastest way to get an answer from your data is to ask a question using natural language. 问答问题框位于仪表板顶部。The Q&A question box is available at the top of your dashboard. 例如,“以漏斗图的形式按销售阶段向我展示绝好商机数。”For example, "show me count of large opportunities by sales stage as a funnel."

问答

详细了解 Power BI Q&ALearn more about Power BI Q&A

在可视化效果中显示详细信息Display details on a visualization

视觉对象由数据点组成,通过将鼠标悬停在数据点上,可以查看详细信息。Visuals are made up of datapoints, and by hovering over a datapoint, you can view the details.

悬停查看详细信息

收藏仪表板Favorite a dashboard

收藏内容后,便能从导航窗格进行访问。When you make content a favorite, you'll be able to access it from the nav pane. 导航窗格在 Power BI 中的几乎每个区域都可见。The nav pane is visible from just about every area of Power BI. 收藏的通常是你最常访问的仪表板、报表页和应用。Favorites are typically the dashboards, report pages, and apps that you visit most often.

在 Power BI 服务的右上角,选择“收藏夹”,如果没看见,则选择“更多选项”(…),然后从下拉列表中选择“收藏” 。From the upper right corner of the Power BI service, select Favorite or, if not visible, select More options (...) and select Favorite from the dropdown.

“收藏”图标

请查看下拉列表中提供的其他操作。Take a look at the other actions available in the dropdown. 本文中不讨论所有内容,但是我们会在其他文章中进行讨论。We don't cover all of these in this article, but we do cover them in other articles. 使用 Power BI 目录或“搜索”字段了解详细信息。Learn more by using the Power BI table of contents or Search field.

详细了解收藏夹和特色Learn more about favorites and featured

调整显示尺寸Adjust the display dimensions

可以在许多不同的设备上查看报表,这些设备具有不同的屏幕大小和纵横比。Reports are viewed on many different devices, with varying screen sizes and aspect ratios. 默认的呈现方式可能并不是你想在设备上看到的方式。The default rendering may not be what you want to see on your device.

要进行调整,请在右上方的菜单栏中选择“视图”,并选择其中一个显示选项。To adjust, from the upper right menu bar select View and choose one of the display options.

报表视图菜单

了解页面上的所有视觉对象是如何互连的See how all the visuals on a page are interconnected

交叉突出显示和交叉筛选报表页面上的相关可视化效果。Cross-highlight and cross-filter the related visualizations on a report page. 单个报表页上的可视化效果全部都是相互“连接”的。The visualizations on a single report page are all "connected" to each other. 也就是说,如果选择一个可视化效果中的一个或多个值,其他使用相同值的可视化效果也会随你的选择一起变化。What this means is that if you select one or more values in one visualization, other visualizations that use that same value will change based on your selection.

交叉突出显示

详细了解视觉对象交互Learn more about visual interactions

放大单个视觉对象Zoom in on individual visuals

将鼠标悬停在视觉对象上并选择“焦点模式”图标从菜单中选择“焦点”模式Hover over a visual and select the Focus mode icon select Focus mode from menu . 在焦点模式下查看可视化效果时,它将展开以填充整个报表画布,如下所示。When you view a visualization in Focus mode, it expands to fill the entire report canvas as shown below.

“焦点”模式

全屏模式

详细了解焦点模式和全屏模式Learn more about focus mode and full screen mode

对可视化效果进行排序Sort a visualization

可以对报表页上的视觉对象进行排序,并将视觉对象与应用的更改一起保存。Visuals on a report page can be sorted and saved with your changes applied.

将鼠标悬停在视觉对象上使其处于活动状态,并选择“更多选项”(…) 以打开排序选项。Hover over a visual to make it active, and select More options (...) to open sorting options.

对图表进行排序

详细了解对视觉对象进行排序Learn more about sorting visuals

显示用于创建可视化效果的数据Show the data used to create a visualization

Power BI 可视化效果是使用基础数据集中的数据构造而成。A Power BI visualization is constructed using data from underlying datasets. 如果你对幕后感兴趣,可以使用 Power BI 显示 用于创建视觉对象的数据。If you're interested in seeing behind-the-scenes, Power BI lets you display the data that is being used to create the visual. 在用户选择“显示数据”后,Power BI 在可视化效果下方(或旁边)显示数据。When you select Show Data, Power BI displays the data below (or next to) the visualization.

在视觉对象处于活动状态的情况下,择“更多选项”(…) 并选择“显示数据” 。With a visual active, select More options (...) and choose Show data.

选择“显示数据”

将数据导出到 ExcelExport data to Excel

除了显示用于创建视觉对象的数据之外,还可以导出该数据并在 Microsoft Excel 中查看该数据。In addition to showing the data that is used to create a visual, you can also export that data and view it in Microsoft Excel. 导出到 Excel 时,需要创建一个单独的文档,一个不属于 Power BI 的电子表格。When you export to Excel, you're creating a separate document, a spreadsheet that isn't part of Power BI. 在 Excel 文件中所做的任何更改都不会影响 Power BI 中的数据。Any changes that you make in the Excel file won't impact the data in Power BI. 无论你是要详细查看数据,还是想在其他应用程序中或出于其他目的使用数据,借助 Power BI 你都可以灵活应对。Whether you want to take a closer look at the data, or you want to use the data in another application or for another purpose, Power BI gives you that flexibility.

导出到 Excel 的数据

本文快速概述了使用者可以使用 Power BI 服务执行的一些操作。This has been a quick overview of just some of the things consumers can do with the Power BI service.

清理资源Clean up resources

  • 如果已连接到应用,请从导航窗格中选择“应用”,以打开“应用内容”列表。If you connected to an app, from the nav pane, select Apps to open the Apps content list. 将鼠标悬停在要删除的应用之上,再选择“垃圾桶”图标。Hover over the app to delete, and select the trashcan icon.

  • 如果已导入或连接到 Power BI 示例报表,请通过导航窗格打开“我的工作区”。If you imported or connected to a Power BI sample report, from the nav pane, open My workspace. 使用顶部的选项卡找到仪表板、报表和数据集,再选择每一项的“垃圾桶”图标。Using the tabs at the top, locate the dashboard, report, and dataset, and select the trashcan icon for each.

后续步骤Next steps

面向使用者的 Power BIPower BI for consumers