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. 数据可以是 Excel 电子表格,也可以是基于云和本地混合数据仓库的集合。Your data may be an Excel spreadsheet, or a collection of cloud-based and on-premises hybrid data warehouses. 使用 Power BI,可以轻松连接到数据源,可视化并发现重要内容,并根据需要与任何人共享。Power BI lets you easily connect to your data sources, visualize and discover what's important, and share that with anyone or everyone you want.

Power BI 的组成部分The parts of Power BI

Power BI 包括多个协同工作的元素,从以下三个基本元素开始:Power BI consists of several elements that all work together, starting with these three basics:

  • 名为 Power BI Desktop 的 Windows 桌面应用程序A Windows desktop application called Power BI Desktop.
  • 名为 Power BI 服务的联机 SaaS(软件即服务)。An online SaaS (Software as a Service) service called the Power BI service.
  • 适用于 Windows、iOS 和 Android 设备的 Power BI 移动应用Power BI mobile apps for Windows, iOS, and Android devices.

显示了 Power BI Desktop、服务和移动应用三者集成的示意图的屏幕截图。

Power BI Desktop、服务和移动应用这三个元素旨在让你能够采用适合你及你的角色且最有效的方式来创建、共享和使用业务见解。These three elements—Power BI Desktop, the service, and the mobile apps—are designed to let you create, share, and consume business insights in the way that serves you and your role most effectively.

除了这三个元素之外,Power BI 还提供了两个其他元素:Beyond those three, Power BI also features two other elements:

  • Power BI 报表生成器,用于创建要在 Power BI 服务中共享的分页报表。Power BI Report Builder, for creating paginated reports to share in the Power BI service. 请阅读本文后面有关分页报表的更多内容。Read more about paginated reports later in this article.
  • Power BI 报表服务器,这是一个本地报表服务器。在 Power BI Desktop 中创建 Power BI 报表后,你可以在该服务器中发布报表。Power BI Report Server, an on-premises report server where you can publish your Power BI reports, after creating them in Power BI Desktop. 请阅读本文后面有关 Power BI 报表服务器的更多内容。Read more about Power BI Report Server later in this article.

Power BI 如何与你的角色匹配How Power BI matches your role

使用 Power BI 的方式取决于你在项目中的角色或你所在的团队。How you use Power BI may depend on your role in a project or on a team. 不同角色的其他用户可能以不同方式使用 Power BI。Other people, in other roles, might use Power BI differently.

例如,你可能主要使用 Power BI 服务来查看报表和仪表板。For example, you might primarily use the Power BI service to view reports and dashboards. 负责处理数字和生成业务报表的同事可能主要使用 Power BI Desktop 或 Power BI 报表生成器来创建报表,然后将这些报表发布到 Power BI 服务中,你可以在该服务中查看这些报表 。Your number-crunching, business-report-creating coworker might make extensive use of Power BI Desktop or Power BI Report Builder to create reports, then publish those reports to the Power BI service, where you view them. 另一位负责销售的同事可能主要使用 Power BI 手机应用来监视销售配额的进度和深入了解新的潜在销售顾客的详细信息。Another coworker, in sales, might mainly use the Power BI phone app to monitor progress on sales quotas, and to drill into new sales lead details.

如果你是开发人员,可以使用 Power BI API 将数据推送到数据集或将仪表板和报表嵌入到你自己的自定义应用程序。If you're a developer, you might use Power BI APIs to push data into datasets or to embed dashboards and reports into your own custom applications. 有关于新视觉对象的意见或建议?Have an idea for a new visual? 自行生成并与他人共享。Build it yourself and share it with others.

你还可能会在不同时间使用 Power BI 的每个元素,具体视你尝试实现的目标或你在给定项目中的角色而定。You also might use each element of Power BI at different times, depending on what you're trying to achieve or your role for a given project.

如何使用 Power BI 取决于 Power BI 的哪个功能或服务是适用的最佳工具。How you use Power BI can be based on which feature or service of Power BI is the best tool for your situation. 例如,可以使用 Power BI Desktop 来为自己团队创建有关客户参与统计信息的报表,也可以在 Power BI 服务的实时仪表板中查看库存和生产进度。For example, you can use Power BI Desktop to create reports for your own team about customer engagement statistics and you can view inventory and manufacturing progress in a real-time dashboard in the Power BI service. 你可以基于 Power BI 数据集创建可通过邮件发送的发票的分页报表。You can create a paginated report of mailable invoices, based on a Power BI dataset. Power BI 的每个部分都可供使用,这正是 Power BI 极具灵活性和吸引力的原因所在。Each part of Power BI is available to you, which is why it's so flexible and compelling.

浏览与你的角色相关的文档:Explore documents that pertain to your role:

Power BI 中的工作流The flow of work in Power BI

Power BI 中的一个常见工作流以连接到 Power BI Desktop 中的数据源并生成报表开始。One common workflow in Power BI begins by connecting to data sources in Power BI Desktop and building a report. 然后,你将该报表从 Power BI Desktop 发布到 Power BI 服务并进行共享,以便使用 Power BI 服务和移动设备的业务用户可以查看报表并与之交互。You then publish that report from Power BI Desktop to the Power BI service, and share it so business users in the Power BI service and on mobile devices can view and interact with the report.

此工作流很常见,展示了三个主要的 Power BI 元素如何相互补充。This workflow is common, and shows how the three main Power BI elements complement one another.

以下是 Power BI Desktop 与 Power BI 服务比较的详情。Here's a detailed comparison of Power BI Desktop and the Power BI service.

Power BI 服务中的分页报表Paginated reports in the Power BI service

另一个工作流涉及 Power BI 服务中的分页报表。Another workflow involves paginated reports in the Power BI service. 企业报表创建者设计要打印或共享的分页报表。Enterprise report creators design paginated reports to be printed or shared. 他们还可以在 Power BI 服务中共享这些报表。They can also share these reports in the Power BI service. 它们被称为“分页”,因为它们已进行了格式化,以适应页面。They're called paginated because they're formatted to fit well on a page. 它们通常用于操作性报表,或者用于打印表单,例如发票或脚本。They're often used for operational reports, or for printing forms such as invoices or transcripts. 即使某个表跨多个页,分页报表也能显示表中的所有数据。They display all the data in a table, even if the table spans multiple pages. Power BI 报表生成器是用于创作分页报表的独立工具。Power BI Report Builder is the standalone tool for authoring paginated reports.

Power BI 服务中的分页报表的屏幕截图。

请阅读有关 Power BI 服务中的分页报表的更多内容。Read more about paginated reports in the Power BI service.

使用 Power BI 报表服务器处理本地报表On-premises reporting with Power BI Report Server

如果需要将报表保存在本地(比如防火墙后面),该怎么办?What if you need to keep your reports on premises, say, behind a firewall? 请继续阅读。Read on.

你可以使用 Power BI 报表服务器提供的现成工具和服务,在 Power BI Desktop 中创建、部署和管理 Power BI 报表,在报表生成器中创建、部署和管理分页报表。You can create, deploy, and manage Power BI reports in Power BI Desktop, and paginated reports in Report Builder, with the ready-to-use tools and services that Power BI Report Server provides.

显示了 Power BI 报表服务器、服务和移动应用三者集成的示意图的屏幕截图。

Power BI 报表服务器是在防火墙后面部署的解决方案,然后以不同方式将报表交付给正确用户,无论是在 Web 浏览器、移动设备还是以电子邮件方式查看它们。Power BI Report Server is a solution that you deploy behind your firewall and then deliver your reports to the right users in different ways, whether that's viewing them in a web browser, on a mobile device, or as an email. Power BI 报表服务器与云中的 Power BI 兼容,因此可以在就绪时转到云。And because Power BI Report Server is compatible with Power BI in the cloud, you can move to the cloud when you're ready.

详细了解 Power BI 报表服务器Read more about Power BI Report Server.

后续步骤Next steps