测试 Power BI 的模板内容包Testing template content packs for Power BI

提交内容包进行发布之前,有多种方法测试你的内容包。There are multiple ways to test your content pack before submitting it for publishing.

备注

如果你的内容包使用你开发的自定义数据连接器,则不能测试数据刷新或模板内容包,如下所述。If your content pack uses a custom Data Connector that you developed, you will not be able to test the data refresh or the template content pack as described below. 如果是这样的话,请继续提交你的内容包,Power BI 团队将与你一起测试你的内容包。If that is the case, please proceed to submit your content pack and the Power BI team will work with you on testing your content pack.

测试计划的数据刷新Testing Scheduled Data Refresh

连接时,模板内容包可利用 PowerBI.com 中的刷新实例化具有客户数据的内容包。Template content packs leverage Refresh in PowerBI.com to instantiate a content pack with the customer's data when they connect. 公开发布内容包之前,可以使用已创建的 Desktop 文件测试此流程。Prior to the content pack being publicly available, you can test this flow with the Desktop file you've created.

上传文件后,选择数据集旁边的“...”,然后选择“计划刷新”。After uploading the file, select the "…" next to the dataset and select Schedule Refresh. 为源配置凭据。Configure credentials for the source. 请确保你的数据集刷新成功,同时尝试“立即刷新”和“计划刷新”。Make sure that your dataset refreshes successfully, try both "Refresh Now" and "Scheduled Refresh". 如果刷新遇到任何故障,请查阅错误消息并验证你的查询和终端系统。If your refresh hits any failures, check the error message and validate your queries and your end system.

其他刷新提示Additional refresh tips

  • 当你尝试计划刷新时,应只检测到一个数据源。Only one data source should be detected when you try to schedule refresh
  • 测试连接应指示你的用户将能够加载该内容包。Test connection should indicate that your user will be able to load the content pack. 如果不是这种情况,请确保你的查询可以处理更多错误情况。If that's not the case, ensure your queries handle the additional error cases.
  • 刷新应在合理的时间内完成,建议大约 5 分钟时间。Refresh should complete in a reasonable time, ~5mins is suggested

设置

测试模板Testing Templates

模板内容包类似于现有的解决方案,只不过它的数据集中不包括实际数据。A template content pack is similar to existing solutions except that it does not include the actual data in the dataset. 相反,当用户使用或实例化模板时,将提示他们提供参数和凭据才能连接。Instead, when a user consumes or instantiates a template, they are prompted for parameters and credentials in order to connect. 连接后,他们将在仪表板、报表和数据集中看到自己的数据。Once connected, they'll see their own data in the dashboard, report and datasets.

用户将有权访问的内容包实例化到数据集设置(包括计划刷新)后,数据集上的任何 RLS 设置都会随内容包一同发布。After a user instantiates the content pack they have access to the dataset settings including scheduled refresh, any RLS settings on the dataset are not published with the content pack.

备注

模板内容包中只包括 1 个仪表板、1 个报表和 1 个数据集。Template content packs can only include 1 dashboard, 1 report and 1 dataset. 请在创作页面查看限制列表。Please see the list of restrictions in the authoring page.

若要为租户启用模板创建,请与 Power BI 管理员联系以启用以下功能开关。To enable template creation for your tenant, please work with your Power BI admin to enable the feature switch below.

功能开关

启用后,你会看到“创建内容包”底部的复选框,允许你将模板内容包发布到组织。Once enabled, you'll see a checkbox at the bottom of "Create content pack", allowing you to publish a template content pack to your organization.

复选框

命名Naming

建议在整个内容包中统一命名仪表板、报表和数据集,确保一致性。We suggest naming your dashboard, report and dataset consistently across your content pack. 这些名称都采用硬编码形式,并且对于所有用户都相同,因此使用产品/方案名称更易于客户查找。These names are hardcoded and will be the same for all users, so using your product/scenario name can make it easier for your customers to locate.

其他模板提示Additional template tips

  • 确保在查询中指定的参数对最终用户有意义Ensure the parameters you specified in the queries are meaningful to your end users
  • 请考虑最终用户需要等待多长时间完成计划刷新Consider how long your end user will be waiting for scheduled refresh to complete

创建

提交Submission

通过 Microsoft AppSource 进行的提交过程将允许你在 PowerBI.com 的服务内容包库中发布你的模板内容包,并在 Microsoft AppSource 中列出内容包。The submission process through Microsoft AppSource will allow you to publish your template content pack in the service content packs gallery in PowerBI.com as well as list your content pack in Microsoft AppSource.

提交之前Before submission

  • 查看内容包中每个项目的创作提示Review the authoring tips for each of the artifacts within the content pack
  • 测试并连接各种帐户和数据条件。Test and connect with various accounts and data conditions. (如果你开发自己的自定义数据连接器,则跳过此步骤)(Skip this step if you developed your own custom Data Connector)
  • 查看所有视觉对象,请仔细查看拼写错误项Review all visuals, look carefully for misspelled items
  • 为确保内容包对问答响应良好,建议对整个数据模型进行至少 30 个不同问题的测试。Ensure the content pack responds well to Q&A, we suggest testing at least 30 varied questions across the data model. (如果你开发自己的自定义数据连接器,则跳过此步骤)(Skip this step if you developed your own custom Data Connector)

提交Submission

准备好进行提交后,请访问 AppSource 上的应用提交页,并提交你的信息。Once ready to submit, visit the Apps submission page on AppSource and submit your information. 请务必从可用的产品列表中选择 Power BIPlease make sure to select Power BI from the available list of products

Power BI 团队会审查你的提交内容,并与你联系以确保所有项目都符合提交要求。The Power BI team will review your submission and will reach out to you to ensure all the artifacts meets the submission requirements. 除确保完整以外,我们还将验证提供的仪表板和报表的质量以确保它们满足应用程序中所述的业务方案。In addition to being complete, we'll also validate the quality of the dashboard and reports provided ensuring they meet the business scenario described in the application.

更新Updates

遵循与原始提交相同的流程更新你的内容包。Updating your content pack follows a similar flow to the original submission.