研究数据Exploring data

Welcome to the exploring data tutorial. Here you'll learn how to find, connect to, and interact with data in Power BI.


Power BI 服务简介Introduction to the Power BI service

欢迎进入 Power BI 引导学习课程的研究数据部分。Welcome to the Exploring Data section of the Guided Learning course for Power BI. 既然你已经了解了 Power BI Desktop,以及如何获取数据并让数据呈现可视化效果,那么你已准备好在 Power BI 服务中研究数据。Now that you know about Power BI Desktop, and how to get and visualize data, you're ready to explore data in the Power BI service.

在本部分中你要了解各种知识,并且积极的互动和进行 Power BI 共享在这一部分至关重要。There are all sorts of things to learn in this section, and the compelling interactivity and sharing of Power BI really shines here. 准备好开始这迷人而有趣的部分吧。So get ready for an engaging and interesting section.

Power BI 服务简介Introduction to the Power BI service

了解 Power BI 服务能为你的组织提供哪些服务See what the Power BI service can do for your organization

Power BI 服务是 Power BI Desktop 的自然扩展,其功能包括上传报表、创建仪表板,以及使用自然语言对数据进行提问。The Power BI service is the natural extension of Power BI Desktop, and its features include uploading reports, creating dashboards, and asking questions of your data using natural language. 该服务可用于设置数据刷新时间、与组织共享数据并创建自定义服务包。You can use the service to set data refresh times, share data with your organization, and create customized service packs.

在以下主题中,我们将研究 Power BI 服务,并向你展示如何使用 Power BI 服务将商业智能数据转换为数据理解,并创建可协作的决策驱动环境。In the following topics, we'll explore the Power BI service, and show you how it can turn your business intelligence data into data insights and a collaborative decision-driving envrionment.

Power BI 中的快速见解Quick insights in Power BI

处理 Power BI 服务中的仪表板、报表或数据集时,可让 Power BI 对数据进行快速深入分析。When you're working with a dashboard, report, or dataset in the Power BI service, you can have Power BI look for quick insights into the data. 在 Power BI 中,从左侧窗格中的数据集部分,选择你感兴趣的数据集旁边的省略号(三个点)。In Power BI, from the Datasets section in the left pane, select the ellipses (the three dots) beside the dataset you're interested in. 将显示选项菜单,并在最右显示名为快速见解的选项。A menu of options appears, and on the far right you'll see an option called Quick Insights.

当你选择“快速见解”时,Power BI 将进行机器学习并搜索数据,对它进行分析以获取快速见解。When you select Quick Insights, Power BI performs some machine learning and searches the data, analyzing it to find quick insights. 服务的右上角将显示通知,指示 Power BI 正在查找见解。You'll see a notification in the upper-right side of the service that indicated Power BI is working on finding insights.

大约十五秒后,通知将改为告知你 Power BI 找到了一些见解。After fifteen seconds or so, the notification changes to let you know that Power BI found some insights.

当你选择通知上的查看见解按钮时,将显示一页视觉对象,该页显示 Power BI 找到的见解,如下图中所示。When you select the View insights button on the notification, you're presented with a page of visuals that show the insights that Power BI found, similar to what you see in the following image. 可向下滚动页面以查看和考虑找到的大量见解。There are a bunch of insights, which you can scroll down through the page to view and consider.

像其他任何视觉对象一样,你可以与“快速见解”页中的视觉对象进行交互,还可将其中任意视觉对象固定到已有仪表板,或根据需要进一步筛选其中一个或多个视觉对象,以便搜索有待探究和发现的其他见解。Like any other visual, you can interact with the visuals in the Quick Insights page, and you can also pin any of them to a dashboard that you might have, or further filter one or more of them (or as many as you like), to search for additional insights that might be waiting on your curiosity to uncover.

凭借快速见解,你可以让 Power BI 发现数据中的离群值和趋势,然后在仪表板中使用这些发现,或进一步精炼和筛选它们以获得对你来说最重要的见解。With Quick Insights, you can let Power BI do the work to spot outliers and trends in your data, then use those findings in your dashboards, or further refine and filter them to get to the insights that are most important to you.

创建和配置仪表板Create and configure a dashboard

Power BI 中的仪表板是在 Power BI 服务内创建的单页的可视化效果集合。Dashboards in Power BI are one-page collections of visualizations that are created from within the Power BI service. 通过固定使用 Power BI Desktop 创作和发布的报表的可视化效果,或者在 Power BI 服务内创建的可视化效果来创建仪表板。You create dashboards by pinning visualizations from reports that you authored and published using Power BI Desktop, or visualizations you created within the Power BI service itself. 将可视化效果固定到仪表板就如同将图片固定到墙上的软木板 - 将可视化效果固定在此处的某个特定点上,供他人观看。Pinning a visual to a dashboard is a lot like pinning a picture to a corkboard on a wall - it sticks the visual there, in a particular spot, for others to see. 要固定可视化效果,请在 Power BI 服务上打开其报表。To pin a visual, open its report on the Power BI service. 将鼠标悬停在想要固定的可视化效果上方,然后选择固定图标。Hover over the visual you want to pin and select the pin icon.

此时会出现一个对话框,你可以在对话框的下拉菜单中选择可视化效果的目标仪表板,或者创建新的仪表板。A dialog appears, where you select a destination dashboard for the visual from the drop-down menu, or you can create a new dashboard. 你还可以预览已固定的可视化效果在仪表板中的呈现效果。You also get a preview of what the pinned visual will look like in the dashboard. 你可以将多个报表和页面的可视化效果固定到一个仪表板,将不同的数据集和源合并到一个页面中。You can pin visualizations from multiple reports and pages to a single dashboard, allowing you to combine different datasets and sources into a single page of insights.

仪表板上,可以通过对其进行“固定”添加任何类型的可视化效果,包括图形、地图、图像和形状等。On Dashboards, you can add any sort of visualization including graphs, maps, images, and shapes, by "pinning" them. 将可视化效果固定到仪表板后,则该可视化效果就称为磁贴Once a visual is pinned to a dashboard, it's called a tile.

你的仪表板(包括任何新的仪表板)将显示在 Power BI 服务左侧的仪表板部分中。Your dashboards, including any new ones, appear in the Dashboards section on the left side of the Power BI service. 从列表中选择一个仪表板进行查看。Select a dashboard from the list to view it.

你可以随意更改仪表板上的可视化效果的布局。You can change the layout of visuals on a dashboard however you'd like. 若要调整磁贴的大小,请将其图柄拖入或拖出。若要移动磁贴,只需单击并将其拖动到仪表板上的另一位置即可。To resize a tile, drag its handles in or out. To move a tile, simply click and drag it to a different location on the dashboard. 将鼠标悬停在磁贴上方,然后单击铅笔图标以打开磁贴详细信息,你可以在其中更改标题副标题Hover over a tile and click the pencil icon to open the Tile Details, where you can change the Title or Subtitle.

单击仪表板磁贴以查看生成该磁贴的报表。Click on a dashboard tile to view the report from which it originated. 这样可以快速查看可视化效果背后的基础数据。This lets you quickly view the underlying data beneath a visual. 你还可以通过使用磁贴详细信息中的设置自定义链接来更改该链接。You can also change that link by using the Set custom link field in Tile Details.

你可以将一个仪表板中的磁贴固定到另一个仪表板,例如,如果你有一系列仪表板,并且希望创建一个汇总仪表板。You can pin tiles from one dashboard to another, for example if you have a collection of dashboards and want to create one summary board. 创建流程相同:将鼠标悬停在磁贴上方,然后选择固定图标The process is the same: hover over the tile and select the pin icon. 创建和更改仪表板很容易。Dashboards are easy to create, and to change. 并且,你可以自定义仪表板,使单页仪表板准确显示其应显示的内容。And you can customize them to make your one-page dashboard show exactly what it should.

使用自然语言提出有关数据的问题Ask questions of your data with natural language

Power BI 附带了一个功能强大的语言识别引擎,允许你使用对话性短句和问题提出有关数据的问题。Power BI comes with a powerful language recognition engine that lets you ask questions of your data using conversational phrases and questions. 因此除了使用 Power BI 生成报表和可视化之外,你仅通过询问简单的问题即可创建图表和图形。So along with building reports and visualizations with Power BI, you can create charts and graphs just by asking simple questions.

要提出有关数据的问题,请在 Power BI 中打开仪表板,屏幕顶部将显示输入框,你可以在其中提出有关所显示数据的问题。To ask a question of your data, open a dashboard in Power BI and the top of the screen you'll see an input box, where you can ask questions about the displayed data. 此功能有时称为 问题与解答 ,更多时候简称 问答This feature is sometimes referred to as Questions & Answers, or more often, this feature is just referred to as Q&A.

当你单击此框时,Power BI 将显示提示,其中包含以据你的数据(如“YTD 收入”)为基础的建议条件。When you click in the box, Power BI displays prompts with some suggested terms based on your data, such as "YTD revenue". 你可以单击建议条件以查看结果,结果通常显示为简单的表个或卡片。You can click on a suggested term to see the result, often displayed as a simple table or card. 当你选择某一建议短语时,Power BI 将根据你的选择实时自动创建视觉对象。When you select one of the suggested phrases, Power BI automatically creates a visual based on your selection, in real time.

还可以使用自然语言提问,如“我们去年的收入是多少?”You can also ask questions using natural language, such as "What was our revenue last year?" 或者“2014 年 3 月哪种产品销量最高?”。or "What product had the highest sales in March 2014?". Power BI 将显示它对你的问题的理解,并选择最佳的视觉类型来表示答案。Power BI displays its interpretation of your question, and chooses the best type of visual to represent the answer. 正如 Power BI 中的其他任何视觉对象,你可以通过选择固定图标将它固定到你选择的仪表板。And just like any other visual in Power BI, you can pin it to the dashboard of your choice by selecting the pin icon.

此过程中的任何时刻,你都可以编辑由你的自然语言问题或短句创建的视觉对象。At any point along the way, you can edit the visual created by your natural language question or phrase. 使用屏幕右侧的可视化效果字段窗格即可。Just use the Visualizations and Fields panes on the right side of the screen. 像 Power BI 中的其他任何视觉对象一样,你可以改变布局、调整筛选器和更改字段输入。Like any other visual in Power BI, you can alter the layout, adjust filters, and change the field inputs.

若要在创建最佳视觉对象后将可视化效果保存到仪表板,选择问题输入框旁边的固定图标即可。To save the visualization to a dashboard once you've created the perfect visual, just select the pin icon next to the question input box.

创建自定义问答建议Create custom Q&A suggestions

借助 Power BI,可以添加你为使用仪表板自然语言查询框(通常称为问答框)的其他用户提供的建议问题。With Power BI, you can add your own suggested questions for other users who use the natural language query box for a dashboard, frequently referred to as the Q&A box. 用户单击仪表板顶部的输入框时,就会看到这些建议问题。These suggested questions are what users will see when they click on the input box at the top of a dashboard.

若要添加你自己的问题,请选择你想要使用的仪表板的名称旁边的省略号(三个点...),然后从菜单中选择设置To add your own questions, select the ellipses (the three dots ...) next to the name of the dashboard you want to use, and select Settings from the menu.

这一操作将打开仪表板的设置页以及基础数据集或工作簿。This opens the Settings page for the dashboard and underlying datasets or workbooks. 你可以从设置页上的仪表板部分彻底禁用问答搜索输入框,但是我们想要添加问题,因此我们选择数据集部分。You can disable the Q&A search input box completely from the Dashboards section of the Settings page, but we want to add questions, so we select the Datasets section.

数据集部分中,将显示与仪表板相关联的所有数据集。In the Datasets section, all datasets associated with the Dashboard are displayed. 从列表中选择与仪表板相关联的数据集,选择特别推荐问答问题,然后选择添加问题链接。Select the dataset associated with your dashboard from the list, select Featured Q&A Questions, then select the Add a question link. 将你的问题或提示输入在输入框中,然后选择应用Enter your question or prompt into the input box and select Apply.

现在,当有人在任意时间单击所选仪表板上的搜索输入框时,他们将在顶部的提示列表中看到你所建议的条目,并且选择该问题会将其直接转到该问答的答案。Now any time someone clicks on the search input box on the selected dashboard, they'll see your suggested entries at the top of the prompt list, and selecting that question will take them right through to the Q&A answer. 这是让仪表板用户思考可用数据类型以及如何将其充分利用的重要方式。This is a valuable way to get dashboard users thinking about the type of data available, and how they can best use it.

与组织共享仪表板Share dashboards with your organization

我们已经了解了 Power BI 如何帮助你找到数据,如何在数据模型中收集数据以及如何使用该数据生成报表和可视化效果。We've already seen how Power BI helps you find data, collect it in a data model, and build reports and visualizations on using that data. 我们还了解了如何将这些报表发布到 Power BI 服务,以及如何创建仪表板,帮助你监视随时而变的信息。We've also seen how you can publish those reports to the Power BI service, and create dashboards that help you monitor your information over time. 当你在组织中与他人共享你的见解时,所有这些功能会更加强大。All these features are even more powerful when you share your insights with others in your organization. 幸运的是,共享仪表板非常简单。Fortunately, sharing your dashboards is easy.

若要共享仪表板,在 Power BI 服务中打开它,然后选择右上角的共享链接。To share a dashboard, open it in the Power BI service and select the Share link in the top right-hand corner.

此时将出现共享仪表板页,你可以在其中选择邀请分区,然后使用你想要授予其访问仪表板权限的联系人填写电子邮件地址输入框。The Share Dashboard page appears, where you can select the Invite section, then fill in the Email address input box with people you'd like to grant access to your dashboard. 当使用域和 Office 365 域中的帐户键入电子邮件地址时,Power BI 将检查电子邮件地址并在可能的时候自动完成。Power BI checks the email addresses as you type them with accounts in your domain and Office 365 domain, and auto-complete when possible. 你还可以将电子邮件地址复制粘贴进此框,或使用通讯组列表、安全性组或 Office 365 组以立刻联系多个联系人。You can also copy and paste email addresses into this box, or use a distribution list, security group, or Office 365 group to reach multiple people at once.

如果你选择了复选框(底部附近)以 向收件人发送电子邮件通知 ,然后收件人会收到一封电子邮件,告知他们你与其分享了仪表板,其中包含仪表板的链接。If you selected the checkbox (near the bottom) to send email notification to recipients, then your recipients will receive an email letting them know that you shared a dashboard with them, including a link with the dashboard. 你可以将注释添加到他们将收到的电子邮件,或发送 Power BI 为你创建的注释(就在你输入其电子邮件地址的位置下方的框中)。You can add a note to the email they will receive, or send the note that Power BI created for you (it's in the box directly below where you enter their email addresses).


无现有 Power BI 帐户的收件人需要先完成登录过程才能查看仪表板。Recipients without an existing Power BI account will be taken through the sign-up process before viewing your dashboard.

与之分享仪表板的任何人都可以跟你一样查看并与仪表板进行交互。Anyone with whom you share a dashboard can see and interact with it exactly as you do. 但是,他们只具有对基础报表的 只读 权限,而对基础数据集却 无访问权限However, they have read-only access to the underlying reports, and they have no access to the underlying datasets.

你还可以选择“共享仪表板”页上的共享对象选项卡以查看以前与之共享此仪表板的对象。You can also select the Shared With tab on the Share Dashboard page to see the people with whom you have previously shared this dashboard.

全屏显示视觉对象和磁贴Display visuals and tiles full-screen

在该服务中查看 Power BI 仪表板或报表时,它有时有助于你集中查看个别图表或可视化效果。When you're looking at Power BI dashboards or reports in the service, it can sometimes be helpful to focus on an individual chart or visualization. 有两种不同的方式可以实现该功能。You can do that in two different ways.

当你查看仪表板时,将鼠标悬停在磁贴上,此时右上角会出现几个不同的图标选项。When you're on a dashboard, hover over a tile to see a few different icon options in the top right-hand corner. 当选择省略号(即三个句点)时,你会看到一些图标,这些图标表示可在磁贴上执行的操作。When you select the ellipses (the three dots) you see a collection of icons that represent actions you can take on the tile.

最左侧的图标标签是焦点模式The left-most icon is labeled Focus mode. 选择该图标展开磁贴以覆盖整个仪表板空间。Select that icon to expand the tile to encompass the full dashboard space.

焦点模式能让你看到视觉对象和图例上的更多详细信息。Focus mode allows you to see a lot more detail on your visuals and legends. 例如,当调整 Power BI 中磁贴的大小时,受磁贴中可用空间的影响某些列可能不会显示。For example, when you resize a tile in Power BI, some of the columns may not be shown because of the space available in the tile.

焦点模式下,你能看到所有的数据。In Focus mode, you can see all the data. 通过选择固定图标,你还可以直接在焦点模式下将视觉对象固定到其他仪表板。You can also pin the visual directly from Focus mode to a different dashboard by selecting the Pin icon. 若要退出焦点模式,在焦点模式的左上角选择返回...To exit Focus mode, select the Back to... icon in the top-left corner of Focus mode.

在查看报表时,操作过程与上述过程类似。The process is similar when viewing a report. 将鼠标悬停在视觉对象上,此时右上角会出现三个图标,然后选择焦点模式图标。Hover over a visual to see the three icons in the top-right corner, and select the Focus mode icon. 选择此图标展开视觉对象以覆盖整个报表画布。Selecting this expands your visualization to encompass the full report canvas. 此模式下视觉对象虽然会暂时失去交叉筛选作用,但其仍是可交互的。The visual is still interactive in this mode, although you temporarily lose any cross-filter effect between visualizations.

将鼠标悬停在展开的磁贴或报表上,选择左上角的插入点图标返回...,以回到上一个视图。Hover over an expanded tile or report and select the Back to... left-caret icon in the top-left corner to return to the previous view.

编辑磁贴详细信息并添加小组件Edit tile details and add widgets

构建仪表板后,即可在 Power BI 服务中编辑其 * 磁贴 以进行一些格式更改。Once you've built a dashboard, you can edit its *Tiles in the Power BI service to make a few formatting changes.

若要对磁贴进行更改,请将鼠标悬停在该磁贴上并选择省略号(三个点)以显示一系列图标,可通过这些图标对磁贴进行更改。To make changes to a tile, hover over the tile and select the ellipses (three dots) to show a collection of icons that allow you to make changes to the tile.

选择钢笔图标以打开磁贴详细信息窗格。Select the pen icon to open the Tile Details pane. 可以从此处更改磁贴的标题副标题,包括其上次刷新时间和日期以及其他详细信息,如创建自定义链接。From here you can change the tile's Title, Subtitle, include its last refresh time and date, and other details such as creating a custom link.

默认情况下,单击仪表板磁贴时将转到它源自的报表。By default, when you click on a dashboard tile you are taken to the report from which it originated. 若要更改此行为,请使用磁贴详细信息窗格中的设置自定义链接字段。To change this behavior, use the Set custom link field in the Tile Details pane. 此功能的常见用途之一是在单击徽标图像时将用户转到组织主页。One popular use of this feature is to take users to the organization homepage when clicking on a logo image.

将小组件添加到仪表板Add widgets to your dashboard

还可以将小组件添加到仪表板。You can also add widgets to your dashboard. 小组件是特殊的仪表板磁贴,它并不包含可视化效果,而是包含其他项目,如图像、联机视频、文本框或丰富的 Web 内容。A widget is a special dashboard tile that, instead of containing a visualization, contains other items such as an image, an online video, a text box, or rich web content.

当你选择仪表板右上角的“添加小组件”链接时,将显示添加小组件对话框。When you select the Add Widget link in the upper-right corner of a Dashboard, the Add a widget dialog appears.

例如,添加文本框时,将在右侧显示磁贴详细信息窗格,可在此处编辑详细信息,这些详细信息与编辑任何磁贴的详细信息时可编辑的内容相同。When you add a text box, for example, a Tile details pane appears on the right side, where you can edit details similar what is available when editing the details of any tile. 但对于小组件来说,还有一个用于定义或修改小组件内容的部分,如文本框的富文本编辑器。But with widgets, there's also a section to define or modify the widget content, such as a rich text editor for a text box.

凭借小组件和编辑磁贴详细信息的功能,你可以对仪表板进行自定义,使其外观符合你的要求。With widgets and the ability to edit tile details, you can customize your dashboard and make it look just how you want it to be.

获取仪表板的更多空间Get more space on your dashboard

你可能偶尔会发现,创建仪表板时,你的内容较多,无法在画布上完全呈现。You may find that occasionally when you create your dashboards, you have more content than what can fit on your canvas. 有几个解决方案,可以帮助你管理仪表板空间的显示方式,以便可以获得全视图的仪表板内容。There are a few solutions that help you manage how your dashboard space is displayed, so you can get a full view of your dashboard content.

在一个屏幕上显示整个仪表板的最简单方式是,选择仪表板右上角的全屏模式按钮。The easiest method to display your entire dashboard in one screen is selecting the Full Screen Mode button in the top right-hand corner of the dashboard.

选择全屏模式按钮可使浏览器处于全屏幕模式,删除仪表板边框的所有镶边元素,从而扩大可视区范围。Selecting the Full Screen Mode button puts your browser into full screen mode, removing all chrome elements from around the dashboard, and thereby increasing the amount of viewable space.

全屏模式内,你可以选择适应屏幕选项压缩所有磁贴,以使其适合单个屏幕,而不需要滚动条。From within Full-Screen Mode, you can select the Fit to Screen option to shrink all of your tiles so they fit on a single screen, without the need for scrollbars. 这通常称为 电视模式 ,并可用于借助仪表板进行演示,或在走廊监视器上显示仪表板。This is commonly called TV mode, and is useful for giving presentations with dashboards, or displaying a dashboard on hallway monitors.

管理仪表板空间的另一种方法是,通过选择汉堡图标,折叠页面左侧的导航窗格。Another way to manage dashboard space is collapsing the Navigation pane on the left-hand side of the page, by selecting the hamburger icon. 若要展开导航窗格,请再次单击该图标。To expand the navigation pane, click the icon again.

你可以通过将下面的内容追加到 URL 末尾来确保仪表板始终具有折叠的导航栏:You can ensure that a dashboard will always have a collapsed navigation bar by appending the following to the end of the URL:


遵循该链接的用户将打开具有折叠导航栏的仪表板。Users who follow that link will open the dashboard with a collapsed navigation bar.

安装和配置个人网关Install and configure a personal gateway

在前面的主题中,我们介绍了如何使用 Power BI 连接到数据源以及如何手动刷新 Power BI 服务中的数据集。In previous topics we've looked at how you can use Power BI to connect to data sources, and how to manually refresh your datasets on the Power BI service. 但是,你不希望每次数据更改时都手动刷新,因此可以使用 Power BI 设置计划刷新,计划刷新将连接到你的数据源并将其自动发布到 Power BI 服务。However, you're not going to want to manually refresh things every time your data changes, so you can use Power BI to set up a scheduled refresh that will connect to your data sources and publish them into the Power BI Service automatically. 还可通过此方法将服务连接到任何本地数据源(包括 Excel 文件、Access 数据库、SQL 数据库等)。This also gives you a way to connect the service with any on-premises data sources, including Excel files, Access databases, SQL databases, and more.

用于将本地数据源连接到 Power BI 服务的系统称为数据网关。The system that lets you connect your on-premises data sources to the Power BI service is called the data gateway. 它是在计算机上运行的小型应用程序,按预先安排的计划来连接数据、收集任何更新并将其推送到 Power BI 服务。It's a small application that runs on your computer, and uses a pre-arranged schedule to connect to your data, gather any updates, and push them up to the Power BI service. 个人网关是数据网关的一个版本,可在没有任何管理员配置的情况下使用。The personal gateway is a version of the data gateway that can be used without any administrator configuration.


运行 Power BI 个人网关的计算机必须位于且连接到 Internet,个人网关才会正常运行。The computer that is running the Power BI personal gateway must be on and connected to the Internet for personal gateway to work properly.

要设置个人网关,请首先登录到 Power BI 服务。To set up your personal gateway, first login to the Power BI service. 选择屏幕右上角的下载图标,然后从菜单中选择“数据网关”。Select the Download icon in the top right-hand corner of the screen, and then select Data Gateways from the menu.

你将从此处转到一个网页,可以在其中选择 Power BI Gateway - Personal,如下所示。From there you'll be taken to a web page where you can select the Power BI Gateway - Personal, as shown below.

完成下载后,运行应用程序,并完成安装向导。Run the application once it finishes downloading, and complete the installation wizard.

系统提示你启动配置向导来设置网关。You'll then be prompted to launch the configuration wizard to set up your gateway.

网关服务在你的帐户中运行,因此,系统将首先要求你登录 Power BI 服务帐户,然后登录计算机的 Windows 帐户。You'll be asked first to log in to your Power BI service account, and then to log in to the machine's Windows account, since the gateway service runs under your account.

返回到 Power BI 服务。Return to the Power BI service. 选择你要刷新的数据集旁边的省略号(三个点),然后选择计划刷新Select the ellipsis (three dots) menu next to the dataset you want to refresh, and then select Schedule Refresh. 这将打开刷新设置页。This opens the Refresh Settings page. Power BI 检测到你已安装个人网关,并告知你它的状态。Power BI detects that you've installed a personal gateway, and lets you know its status.

选择每个适用数据源旁边的编辑凭据并设置身份验证。Select Edit credentials next to each applicable data source and set up authentication.

最后,设置计划刷新下的选项以激活自动更新并设置其发生时间和频率。Finally, set the options under Schedule Refresh to activate automatic updates and set when and how frequently they occur.

就是这么简单。And that's it. 在计划的时间,Power BI 将使用你提供的凭据和对运行着你的个人网关的计算机的连接进入这些数据源,并按照你的计划更新报表和数据集。On the scheduled times, Power BI will go out to those data sources, using the credentials you provided and the connection to the computer that has your personal gateway running, and update the reports and datasets according to your schedule. 在你下次转到 Power BI 时,这些仪表板、报表和数据集将反映截至最近计划刷新的数据。The next time you go to Power BI, those dashboards, reports, and datasets will reflect data as of the most recent scheduled refresh.

后续步骤Next steps

祝贺你!Congratulations! 你已经完成了 Power BI 引导学习课程的研究数据部分。You've completed this Exploring Data section of the Guided Learning course for Power BI. Power BI 服务提供众多浏览数据、分享见解和与视觉对象交互的有趣方法。The Power BI service is full of interesting ways to explore data, share insights, and interact with visuals. 而且可从浏览器(一个随时随地都可以连接到的服务)使用所有这些方法。And it's all accessible from a browser, from a service that you can connect to wherever you are.

Power BI 的一个功能强大且众所周知的伙伴是 ExcelOne powerful and well-known partner of Power BI is Excel. Power BI 和 Excel 设计旨在能够很好地协同工作;你的工作薄能够完全适应 Power BI,而且很容易便能将它们导入。Power BI and Excel are designed to work well together; your workbooks will feel at home in Power BI, and it's easy to get them there.

有多容易呢?How easy? 在下一部分的 Power BI 和 Excel 中,你将具体了解。In the next section, Power BI and Excel you learn exactly that.

下一部分见!See you in the next section!


This exploring data section of Guided Learning has prepared you to work with all sorts of different data types. In the next tutorial, you learn how to use a common data source - Excel.



Power BI and Excel


  • Davidiseminger
  • olprod
  • Alisha-Acharya