开始使用Getting started

In this initial section of Guided Learning, you learn what Power BI is, how its building blocks work together, and how you can use them to gain insights to your data.

你将了解操作方式...

Power BI 简介Introducing Power BI

欢迎使用 Power BI 的引导学习Welcome to Guided Learning for Power BI. 自己控制进度的联机课程按照顺序介绍 Power BI,这样你可从零开始构建自己的知识。This self-paced online course explains Power BI in a sequential way, so you can build your knowledge from the ground up.

本课程旨在提供有关可理解区块及逻辑流的指导,助你了解概念、详细信息和示例。The course is designed to provide guidance in understandable chunks, with logical flow that helps you absorb concepts, details, and examples. 还包括大量有用的视觉对象和视频。It includes lots of visuals and videos to help you learn, too.

引导学习课程包含许多部分,每个部分具有许多主题This Guided Learning course contains many sections, and each section has many topics. 入门部分的前几个主题之后,几乎每个主题都包括视频,介绍你将学习的内容。After the first few topics in this Getting Started section, nearly every topic includes a video describing what you’ll learn. 视频下面的内容进一步阐释了概念,让你能够按照自己的节奏进行查看和学习。The content below the video further explains the concept, letting you review and learn at your own pace.

如果你是 Power BI 初学者,本课程将引导你入门,如果你是 Power BI 老手,本课程将结合各个概念,弥合差距。If you're a beginner with Power BI this course will get you going, and if you're a Power BI veteran this course will tie concepts together, and fill in the gaps. 我们希望你喜欢课程,并期待在将来包含更多内容。We hope you enjoy the course, and look forward to including more content in the future.

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,还是基于云和本地混合数据仓库的集合,Power BI 都可让你轻松地连接到数据源,直观看到(或发现)重要内容,与任何所希望的人进行共享。Whether your data is a simple Excel spreadsheet, or a collection of cloud-based and on-premises hybrid data warehouses, 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.

Power BI 简单且快速,能够从 Excel 电子表格或本地数据库创建快速见解。Power BI can be simple and fast – capable of creating quick insights from an Excel spreadsheet or a local database. 同时 Power BI 也是可靠的、企业级的,可进行丰富的建模和实时分析,及自定义开发。But Power BI is also robust and enterprise-grade, ready for extensive modeling and real-time analytics, as well as custom development. 因此它既是你的个人报表和可视化工具,还可用作组项目、部门或整个企业背后的分析和决策引擎。So it can be your personal report and visualization tool, and can also serve as the analytics and decision engine behind group projects, divisions, or entire corporations.

Power BI 的组成部分The parts of Power BI

Power BI 包含 Windows 桌面应用程序(称为 Power BI Desktop)、联机 SaaS(软件即服务)服务(称为 Power BI 服务),及移动 Power BI 应用(可在 Windows 手机和平板电脑及 iOS 和 Android 设备上使用)。Power BI consists of a Windows desktop application called Power BI Desktop, an online SaaS (Software as a Service) service called the Power BI service, and mobile Power BI apps available on Windows phones and tablets, as well as for iOS and Android devices.

这三个元素 - Desktop服务移动,旨在使用户通过最有效的方式创建、共享和使用商业见解。These three elements – the Desktop, the service, and Mobile – are designed to let people create, share, and consume business insights in the way that serves them, or their role, most effectively.

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. 不同角色的人们可能以不同方式使用 Power BI,这很正常。And other people, in other roles, might use Power BI differently, which is just fine.

例如,你可能主要使用 Power BI 服务,但处理数字、生成业务报表的同事可能主要使用 Power BI Desktop(并将 Desktop 报表发布到 Power BI 服务,然后你可查看)。For example, you might primarily use the Power BI service, but your number-crunching, business-report-creating coworker might make extensive use of Power BI Desktop (and publish Desktop reports to the Power BI service, which you then view). 而另一个负责销售的同事可能主要使用 Power BI 手机应用,监视销售配额的进度,深入了解新的潜在销售顾客详细信息。And another coworker, in sales, might mainly use her Power BI phone app to monitor progress on her sales quotas, and to drill into new sales lead details.

还可能会在不同时间使用 Power BI 的每个元素,具体取决于给定项目或工作中尝试实现的目标或你的角色。You also might use each element of Power BI at different times, depending on what you’re trying to achieve or what your role is for a given project or effort.

也许你在服务的实时仪表板中查看库存和生产进度,也使用 Power BI Desktop 来为自己团队创建有关客户参与统计信息的报表。Perhaps you view inventory and manufacturing progress in a real-time dashboard in the service, and also use Power BI Desktop to create reports for your own team about customer engagement statistics. 如何使用 Power BI 基于哪项 Power BI 功能或服务是适用于所处情景的最佳工具,但是 Power BI 的每个部分都会提供给你,因此它非常灵活、令人无法抗拒。How you use Power BI can be based on which feature or service of Power BI is the best tool for your situation – but each part of Power BI is available to you, which is why it’s so flexible and compelling.

我们稍后将在引导学习课程中更详细地讨论这三个元素 - Desktop服务移动We discuss these three elements – the Desktop, service, and Mobile apps – with more detail a little later in this Guided Learning course. 在后面的文章中可看到,我们还将在 Power BI Desktop 中创建报表,在服务中共享它们,并在移动设备上进行深入了解。We’ll also create reports in Power BI Desktop, share them in the service, and drill into them on our Mobile device in upcoming articles, too.

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

Power BI 中的常见工作流开始于 Power BI Desktop,此处会创建报表。A common flow of work in Power BI begins in Power BI Desktop, where a report is created. 然后此报表会发布到 Power BI 服务中并进行共享,如此,Power BI Mobile 应用的用户便能使用该信息。That report is then published to the Power BI service, and then shared so users of Power BI Mobile apps can consume the information.

事实上工作流并非总是如此,但我们将使用该流程帮助你了解 Power BI 的各个部分,以及它们间如何互为补充。It doesn’t always happen that way, and that’s okay, but we’ll use that flow to help you learn the various parts of Power BI, and how they complement one another.

好了,现在我们已经概述了本课程 - Power BI 是什么,以及它的三个主要元素,让我们再看一看使用 Power BIOkay, now that we have an overview of this course, what Power BI is, and its three main elements, let's take a look at what using Power BI is like.

使用 Power BIUsing Power BI

了解 Power BI 的基础知识后,让我们进入一些动手体验和引导式教程。Now that you know the basics of Power BI, let’s jump into some hands-on experiences and a guided tour. 你的视频教程导师是 Will Thompson,他是 Microsoft Power BI 团队的一名项目经理。Your video tour guide is Will Thompson, a Program Manager on the Power BI team at Microsoft. 本课程中稍后还将由数名嘉宾导师进行指导。There are a few guest guides too, a little later on in the course.

Will 将阐述可使用 Power BI 进行的众多操作,请记住所有这些操作以及可使用 Power BI 执行的所有分析通常都遵循一般流程。As Will explains the many things you can do with Power BI, keep in mind that all of these activities, and all the analysis you can do with Power BI, generally follow a common flow. Power BI 中操作的一般流程如下:The common flow of activity in Power BI is the following:

  • 将数据导入 Power BI Desktop,并创建报表。Bring data into Power BI Desktop, and create a report.
  • 发布到 Power BI 服务,你可在该服务中创建新的可视化效果或构建仪表板Publish to the Power BI service, where you create new visualizations or build dashboards
  • 与他人(尤其是差旅人员)共享你的仪表板Share your dashboards with others, especially people who are on the go
  • 在 Power BI Mobile 应用中查看共享仪表板和报表并与其交互View and interact with shared dashboards and reports in Power BI Mobile apps

如上所述,可在 Power BI 服务中完成获取数据和创建仪表板等所有操作,完全可以。As mentioned earlier, you might spend all your time in the Power BI service, getting data and creating dashboards – that’s just fine. 你的团队中的其他人可能在 Power BI Desktop 完成她的所有操作,这也很完全可以。Someone else on your team might spend all of her time in Power BI Desktop, which is fine too. 为帮助你了解 Power BI 的完整连续性及其可执行的操作,我们将对其进行全面展示...In order to help you understand the full continuum of Power BI and what it can do, we’ll show you all of it… 然后由你决定如何利用它以最大程度地满足你的需求。then you can decide how to use it to your best advantage.

那么让我们立即开始吧,请让 Will 引导我们完成体验。So let’s jump in, and let Will guide us through the experience. 第一步工作是了解 Power BI 的基本构建基块,这将为了解 Power BI 如何将数据转变为精彩的报表和视觉对象打下坚实的基础。The first order of business is to understand the basic building blocks of Power BI, which will provide a solid basis for learning how Power BI turns data into cool reports and visuals.

Power BI 的构建基块The building blocks of Power BI

在 Power BI 中执行的所有操作可以分解为几个基本构建基块Everything you do in Power BI can be broken down into a few basic building blocks. 了解这些构建基块后,你可以对其中每个基块进行展开并开始创建详细且复杂的报表。Once you understand these building blocks, you can expand on each of them and begin creating elaborate and complex reports. 归根结底,即使是看似复杂的事物也是由基本构建基块构建而来 – 建筑物通过木材、钢、混凝土和玻璃建造。After all, even seemingly complex things are built from basic building blocks – buildings are created with wood, steel, concrete and glass. 车辆由从金属、织物和橡胶制成。Cars are made from metal, fabric, and rubber. 当然,建筑物和车辆也可有基本或复杂之分 - 具体取决于这些基本构造基块的排列方式。Of course, buildings and cars can be basic or elaborate as well – depending on how those basic building blocks are arranged.

让我们了解一下这些基本构建基块,讨论一些可使用它们构建的简单事物,然后也简单了解一下如何创建复杂事物。Let’s take a look at these basic building blocks, discuss some simple things that can be built with them, then provide a glimpse into how complex things can be created as well.

Power BI 中的基本构建基块有:The basic building blocks in Power BI are the following:

  • 可视化Visualizations
  • 数据集Datasets
  • 报表Reports
  • 仪表板Dashboards
  • 磁贴Tiles

可视化效果Visualizations

可视化效果(有时也称为 视觉对象)是数据的可视化表示形式,例如图表、图形、彩色编码的地图或其他你可创建用以直观呈现你的数据的有趣事物。A visualization (sometimes also referred to as a visual) is a visual representation of data, such as a chart, a graph, a color-coded map, or other interesting things you can create to represent your data visually. Power BI 有各种不同的可视化效果类型,并且随时在增加更多。Power BI has all sorts of different visualization types, and more coming all the time. 下图显示了在 Power BI 服务中创建的不同可视化效果的集合。The following image shows a collection of different visualizations that were created in the Power BI service.

可视化效果可以很简单 - 如一个表示重要内容的数字 - 或者它们可以在视觉上很复杂 - 如一个颜色渐变图,表明选民对特定社交问题或顾虑的情绪。Visualizations can be simple – like a single number that represents something significant – or they can be visually complex – like a gradient-colored map that shows voter sentiment toward a certain social issue or concern. 视觉对象的目标是以提供上下文和见解(可能会很难将其中任一区别于数字或文本的原始表)的方式呈现数据。The goal of a visual is to present data in a way that provides context and insights, either of which would likely be difficult to discern from a raw table of numbers or text.

数据集Datasets

数据集 - Power BI 用来创建其可视化效果的数据集合。A dataset is a collection of data that Power BI uses to create its visualizations.

基于 Excel 工作簿中的单个表,你可以有一个简单的数据集,类似于下图中所示。You can have a simple dataset based on a single table from Excel workbook, similar to what’s shown in the following image.

数据集也可以是许多不同源的组合,你可以筛选和组合以提供一个用在 Power BI 中的唯一集合数据(数据集)。Datasets can also be a combination of many different sources, which you can filter and combine to provide a unique collection data (a dataset) for use in Power BI.

例如,可以从三个不同的数据库字段、一个网站表、一个 Excel 表、和电子邮件市场营销活动的联机结果创建数据集。For example, you could create a dataset from three different database fields, one website table, an Excel table, and online results of an email marketing campaign. 该唯一组合仍被视为单个数据集,即使它是从许多不同的源组合在一起的。That unique combination is still considered a single dataset, even though it was pulled together from many different sources.

在将数据导入 Power BI 前先进行筛选,让你重点关注对你重要的数据。Filtering data before bringing it into Power BI lets you focus on the data that matters to you. 例如,你可以筛选你的联系人数据库,使该数据集中仅包含从市场营销活动接收到电子邮件的客户。For example, you could filter your contact database so only customers who received emails from the marketing campaign were included in the dataset. 然后你可以基于营销活动中所包含的客户的该子集(该已筛选集合)创建视觉对象。Then you could create visuals based on that subset (that filtered collection) of customers who were included in the campaign. 筛选可帮助你集中你的数据和精力。Filtering helps you focus your data, and your efforts.

Power BI 的一个重要且有利的部分是所包含的多个数据连接器An important and enabling part of Power BI is the multitude of data connectors that are included. 无论所需的数据是位于 Excel 中还是位于 SQL 数据库中、Azure 或 Oracle 中或位于如 Facebook、Salesforce 或 MailChimp 之类的服务中,Power BI 的内置数据连接器可让你轻松连接到该数据,如有必要可筛选数据,并将其导入你的数据集。Whether the data you want is in Excel or an SQL database, in Azure or Oracle, or in a service like Facebook, Salesforce, or MailChimp, Power BI has built-in data connectors that let you easily connect to that data, filter it if necessary, and bring it into your dataset.

有了数据集后,可以开始创建以不同方式显示该数据集的不同选项的可视化效果,并且通过所看到的内容,获得深入见解。Once you have a dataset, you can begin creating visualizations that display different portions of that dataset in different ways, and with what you see, gain insights. 这就是报表产生的位置。That’s where reports come in.

报表Reports

在 Power BI 中,报表是一起显示在一个或多个页面的可视化效果集合。In Power BI, a report is a collection of visualizations that appear together on one or more pages. 就像你可能会对销售演示文稿创建的任何其他报表,或者你将对学校分配编写的报表一样,在 Power BI 中,报表是彼此相关的项的集合。Just like any other report you might create for a sales presentation, or a report you would write for a school assignment, in Power BI a report is a collection of items that are related to one another. 下图显示了一个 Power BI Desktop 中的报表 - 在此情况下,这是第五页(共六页的报表)。The following image shows a report in Power BI Desktop – in this case, it’s the fifth page in a six-page report. 还可以在 Power BI 服务中创建报表。You can also create reports in the Power BI service.

报表使你可在多个不同页面(如有必要)创建多个可视化效果,并允许你以任何可最佳阐述你的情景的方式对它们进行排列。Reports let you create many visualizations, on multiple different pages if necessary, and lets you arrange them in whatever way best tells your story.

你可能会有一个有关季度销售额的报表(一个有关产品在某一特定时间段的增长情况的报表)或者你可能会创建有关北极熊迁移模式的报表。You might have a report about quarterly sales, a report about product growth in a particular segment, or you might create a report about migration patterns of polar bears. 无论你的主题为何,报表都可让你将可视化效果收集和整理到一个(或多个)页面上。Whatever your subject may be, reports let you gather and organize your visualizations onto one (or more) pages.

仪表板Dashboards

如果你已准备好共享报表的单个页面,或共享可视化效果的集合,则创建仪表板When you’re ready to share a single page from a report, or share a collection of visualizations, you create a dashboard. Power BI 仪表板非常类似于汽车中的仪表板,是单个页面中你可与其他人共享的视觉对象的集合。Much like the dashboard in a car, a Power BI dashboard is a collection of visuals from a single page that you can share with others. 通常,这是提供对你尝试呈现的数据以及情景的快速了解的选定视觉对象组。Often, it’s a selected group of visuals that provide quick insight into the data or story you’re trying to present.

仪表板必须位于单个页面,通常称为画布(画布是 Power BI Desktop 或该服务中的空白背景,你在其中放置可视化效果)。A dashboard has to fit on a single page, often called a canvas (the canvas is the blank backdrop in Power BI Desktop, or the service, where you place visualizations). 将其想像成艺术家或画家使用的画布 - 一个你在其中创建、组合和返工有趣且引人注目的视觉对象的工作区。Think of it like the canvas that an artist or painter uses – a workspace where you create, combine, and rework interesting and compelling visuals. 你可以与其他用户或组共享仪表板,然后当他们使用 Power BI 服务或其移动设备时可与你的仪表板进行交互。You can share dashboards with other users or groups, who can then interact with your dashboard when they’re in Power BI service, or on their mobile device.

磁贴Tiles

在 Power BI 中,磁贴是在报表或仪表板中找到的单个可视化效果。In Power BI, a tile is a single visualization found in a report or on a dashboard. 它是包含每个单个视觉对象的矩形框。It’s the rectangular box that contains each individual visual. 在下图中,你将看到一个磁贴(亮框突出显示),其周围环绕有其他磁贴。In the following image, you see one tile (highlighted by a bright box) which is also surrounded by other tiles.

当你在 Power BI 中 创建 报表或仪表板时,可以以任何你想要呈现信息的方式来移动或排列磁贴。When you’re creating a report or a dashboard in Power BI, you can move or arrange tiles however you want to present your information. 可以使它们更大、更改它们的高度或宽度,以及将它们随意依附到其他磁贴。You can make them bigger, change their height or width, and snuggle them up to other tiles however you want.

当你 查看使用 仪表板或报表时 - 这意味着你不是创建者或所有者,但它已与你共享 - 你可以与其进行交互,但不能更改磁贴的大小或更改其排列方式。When you’re viewing, or consuming a dashboard or report – which means you’re not the creator or owner, but it’s been shared with you – you can interact with it, but not change the size of the tiles or change how they’re arranged.

总的来说All together now

这些是 Power BI 及其构建基块的基础知识。Those are the basics of Power BI, and its building blocks. 让我们花些时间回顾。Let’s take a moment to review.

Power BI 是服务、应用和连接器的集合,使你能够连接到你的数据 - 无论数据位于何处 - 如有必要可进行筛选,然后将它们导入到 Power BI,你可在其中创建可与他人共享的引人注目的可视化效果。Power BI is a collection of services, apps, and connectors that enables you to connect to your data – wherever it happens to reside – filter it if necessary, then bring it into Power BI where you can create compelling visualizations you can share with others.

现在,你了解了一些 Power BI 的基本构建基块,很显然,你可以创建 对你来说 有意义的数据集,并创建视觉上引人注目的报表来呈现你的情景。Now that you understand the handful of basic building blocks of Power BI, it becomes clear that you can create datasets that make sense to you, and create visually compelling reports that tell your story. 借助 Power BI 来呈现情景无需复杂或繁琐就极具吸引力。Stories told with Power BI don’t have to be complex, or complicated, to be compelling.

对于一些人来说,在数据集中使用单个 Excel 表,然后与他们的团队共享仪表板将是一种极其有价值的使用 Power BI 的方法。For some people, using a single Excel table in a dataset, then sharing a dashboard with their team, will be an incredibly valuable way to use Power BI.

对于其他人来说,使用与其他数据库和实时源组合的实时 Azure SQL 数据仓库表(然后进行实时筛选以构建可每时每刻监视制造进度的数据集)将是他们所寻求的 Power BI 中的价值。For others, using real-time Azure SQL Data Warehouse tables that combine with other databases and real-time source, which then get filtered in real-time to build a dataset that monitors moment-by-moment manufacturing progress will be the value in Power BI that they seek.

对于两者来说,过程都是相同的:创建数据集、生成引人注目的视觉对象,然后与他人共享。For both, the process is the same: create datasets, build compelling visuals, and share them with others. 同样,这两者(对于每个)的结果是一样的:利用不断扩展的数据世界,并将其转换为可操作的见解。And similarly, the result of both (for each) is the same: harness your ever-expanding world of data, and turn it into actionable insights.

无论数据见解是需要简单数据集还是复杂数据集,Power BI 均可帮助你快速开始,并且可如你的数据世界所要求的复杂性一样进行扩展。Whether your data insights require straightforward or complex datasets, Power BI helps you get started quickly, and can expand with your needs to be as complex as your world of data requires. 因为 Power BI 是一款 Microsoft 产品,因此在可靠、可扩展、Office 友好以及企业级就绪方面可以信赖它。And since Power BI is a Microsoft product, you can count on it being robust, extensible, Office-friendly, and enterprise-ready.

现在,让我们了解一下它的工作方式。Now, let's see how this works. 我们将首先快速了解一下 Power BI 服务。We'll start by taking a quick look at the Power BI service.

快速了解一下 Power BI 服务A quick look at the Power BI service

正如我们所了解的,Power BI 中的常见工作流是在 Power BI Desktop 中创建报表、将其发布到 Power BI 服务,然后与其他人进行共享,让他们可以在服务中或在移动应用上查看到。As we learned, the common flow of work in Power BI is to create a report in Power BI Desktop, publish it to the Power BI service, then share it with others so they can view it in the service or on a mobile app.

有些人会在 Power BI 服务中开始,因此,让我们快速了解该服务,了解一种在 Power BI 中快速创建视觉对象的简单常用的方法: 内容包Some people begin in the Power BI service, though, so let's take a quick look at the service, and learn about an easy and popular way to quickly create visuals in Power BI: content packs.

内容包是基于特定数据源(如 Salesforce)的预配置现成视觉对象和报表的集合。A content pack is a collection of pre-configured, ready-made visuals and reports based on specific data sources, such as Salesforce. 使用内容包相当于微波加热一份冷冻快餐或者订购一份超值快餐套餐:只需几次单击操作和注释,就可以快速地为你提供一套搭配合理且所有菜式都在布局整洁且开袋即食的包装中的主菜。Using a content pack is like microwaving a TV dinner or ordering a fast-food value meal: with just a few clicks and comments, you're quickly served up a collection of entrees designed to go well together, all presented in a tidy, ready-to-consume package.

因此,让我们快速了解下内容包、服务及其工作原理。So let's take a quick look at content packs, the service, and how it works. 在后面几节,我们会更详细地介绍内容包(和服务);将这个当做开胃的小菜吧。We go into more detail about content packs (and the service) in upcoming sections; think of this as a bit of taste-testing to whet your appetite.

使用云服务创建开箱即用型仪表板Create out-of-the-box dashboards with cloud services

借助 Power BI 很容易便可连接到数据。With Power BI, connecting to data is easy. 从 Power BI 服务,你只需选择主屏幕左下角的获取数据按钮。From the Power BI service, you can simply select the Get Data button in the bottom left corner of the home screen.

画布 (Power BI 服务中心位置的区域)向你显示 Power BI 服务中的可用数据源。The canvas (the area in the center of the Power BI service) shows you the available sources of data in the Power BI service. 除了常见的数据源(如 Excel 文件、数据库或 Azure 数据),Power BI 还可以轻松连接到软件服务(也称为 SaaS 提供商或云服务),如 Salesforce、Facebook、Google Analytics 和所有其他 SaaS 服务集合。In addition to common data sources such as Excel files, databases, or Azure data, Power BI can connect to software services (also called SaaS providers, or cloud services) such as Salesforce, Facebook, Google Analytics, and a whole assortment of other SaaS services just as easily.

对于这些软件服务,Power BI 服务提供了一组现成的视觉对象,预先排列在名为内容包的仪表板和报表中。For these software services, the Power BI service provides a collection of ready-made visuals, pre-arranged in dashboards and reports called Content Packs. 通过内容包,你可以在 Power BI 快速启动和运行来自你所选服务的数据。Content packs get you up and running in Power BI quickly with data from the service that you select. 例如,当你使用 Salesforce 内容包时,(一旦你提供了凭据)Power BI 会连接到你的 Salesforce 帐户,然后填充 Power BI 中预先定义的视觉对象和仪表板集合。For example, when you use the Salesforce content pack, Power BI connects to your Salesforce account (once you provide your credentials) and then populates a pre-defined collection of visuals and dashboards in Power BI.

Power BI 提供了适用于各种类型服务的内容包。Power BI provides content packs for all sorts of services. 下图按字母顺序显示了服务的第一个屏幕,该屏幕在你从服务框中选择获取时显示(如上图所示)。The following image shows the first screen of services, in alphabetical order, that is displayed when you select Get from the Services box (shown in the previous image). 如你在下图中所见,有许多选项可供选择。As you can see from the image below, there are many to choose from.

对于我们来说,我们将选择 GitHubFor our purposes, we’ll choose GitHub. GitHub 是用于在线源代码管理的应用程序。GitHub is an application for online source control. 一旦我为 GitHub 内容包输入信息和凭据,它将开始导入我的数据。Once I enter the information and credentials for the GitHub content pack, it begins importing my data.

一旦加载了数据,将出现预定义的 GitHub 内容包仪表板。Once the data is loaded, the pre-defined GitHub content pack dashboard appears.

除了仪表板,(作为 GitHub 内容包的一部分)生成用来创建仪表板的报表也可用,在数据导入期间创建,用于创建 GitHub 报表的数据集(从 GitHub 提取的数据集合)同样也可用。In addition to the Dashboard, the Report that was generated (as part of the GitHub content pack) to create the dashboard is available too, as is the Dataset (the collection of data pulled from GitHub) that was created during the data import, and used to create the GitHub Report.

在仪表板上,你可以单击任何视觉对象,并从创建视觉对象的位置自动转到报表页。On the Dashboard, you can click on any of the visuals, and automatically be taken to the Report page from which that visual was created. 因此,在单击按拉取请求排列的前 5 名用户视觉对象时,Power BI 打开了“报表”(从中创建视觉对象的“报表”页)中的拉取请求页。So when the Top 5 users by pull requests visual is clicked, Power BI opens the Pull Requests page in the Report (the Report page from which that visual was created).

询问有关数据的问题Asking questions of your data

你还可以询问有关你数据的问题,Power BI 服务将基于你的问题实时创建视觉对象。You can also ask questions of your data, and the Power BI service will create visuals based on your question, in real time. 在下图中,你可以看到 Power BI 根据自然语言查询栏中键入的内容,创建了大量显示问题计数已关闭的视觉对象。In the following image, you can see Power BI creates a number visual showing the Count of Issues closed, based on what is typed in the Natural Language Query bar.

当你有喜欢的视觉对象时,可以选择“自然语言查询”栏右侧的固定图标,将该视觉对象固定到仪表板。When you have a visual that you like, you can select the Pin icon, to the right of the Natural Language Query bar, to pin that visual to the dashboard. 在这种情况下,视觉对象被固定到 GitHub 仪表板,因为它是当前选定的仪表板。In this case, the visual is pinned to the GitHub dashboard, since that’s the dashboard currently selected.

在 Power BI 服务中刷新数据Refreshing data in the Power BI service

你也可以选择刷新内容包或在 Power BI 中使用的其他数据的数据集。You can also choose to refresh the dataset for a content pack, or other data you use in Power BI. 若要设置刷新设置,请选择数据集旁边的省略号(三个句点),然后出现一个菜单。To set refresh settings, select the ellipses (the three dots) next to a data set, and a menu appears.

从该菜单底部选择计划刷新选项。Select the Schedule Refresh option from the bottom of that menu. “设置”对话框将出现在画布上,让你可以设置符合你要求的刷新设置。The Settings dialog appears on the canvas, letting you set the refresh settings that meet your needs.

我们的快速了解 Power BI 服务就到这里。That's enough for our quick look at the Power BI service. 使用该服务,你还可以执行许多其他操作,我们稍后将在本课程中介绍。There are many more things you can do with the service, which we'll cover later in this course. 另外,也请记住,你可以连接到许多不同类型的数据,以及各种内容包正在变得越来越丰富。Remember, too, that there are many different types of data you can connect to, and all sorts of content packs, with more of each coming all the time.

好了,让我们继续下一个主题,在这个主题中,我们对此入门部分进行了汇总,并帮助你准备好进行下一步。Okay, let's move to the next topic, where we summarize this Getting Started section, and get you ready for what's next.

回顾和后续操作Review and what's next

让我们快速回顾一下我们在此第一部分中涵盖的内容。Let’s do a quick review of what we covered in this first section.

Power BI 是软件服务、应用和连接器的集合,它们协同工作以将你的数据转换为交互式见解。Power BI is a collection of software services, apps, and connectors that work together to turn your data into interactive insights. 你可使用单一基本源(如 Excel 工作簿)中的数据,或从多个数据库和云源提取数据以创建复杂数据集和报表。You can use data from single basic sources, such as an Excel workbook, or pull data in from multiple databases and cloud sources to create complex datasets and reports. Power BI 可如你想要的那么简单,或者可如你的复杂全局业务所要求的企业级就绪。Power BI can be as straightforward as you want, or as enterprise-ready as your complex global business requires.

Power BI 包括三个主要元素 – Power BI DesktopPower BI 服务Power BI Mobile – 均协同工作以让你可以按所需方式创建、交互、共享以及使用你的数据。Power BI consists of three main elements – the Power BI Desktop, the Power BI service, and Power BI Mobile – which all work collectively to let you create, interact with, share, and consume your data how you want it.

我们也讨论了 Power BI 中的基本构建基块,它们是:We discussed the basic building blocks in Power BI too, which are:

  • 可视化效果 - 数据的可视化表示形式,有时简称为视觉对象Visualizations – a visual representation of data, sometimes just called visuals
  • 数据集 - Power BI 用来创建可视化效果的数据集合Datasets – a collection of data that Power BI uses to create visualizations
  • 报表 - 来自跨一个或多个页面的数据集的视觉对象集合Reports – a collection of visuals from a dataset, spanning one or more pages
  • 仪表板 - 生成于报表的单页视觉对象集合Dashboards – a single page collection of visuals, built from a report
  • 磁贴 - 在报表或仪表板中找到的单个可视化效果Tiles – a single visualization found in a report or dashboard

从这里,我们在导说员 Will Thompson 的讲解下,在视频演示中了解了 Power BI。From there, we took a look at Power BI in a video tour with our Tour Guide, Will Thompson. Will 向我们简要概述了如何借助 Power BI 分析和可视化数据。Will gave us a quick overview of how you can analyze and visualize data with Power BI.

Power BI 服务中,只需几次点击即可创建一个仪表板。In the Power BI service, we created a dashboard with just a few clicks. 我们继续了解了 Power BI 服务,并使用了内容包 - 现成的视觉对象和报表集合 - 并连接到了一个软件服务以填充内容包并使该数据变得生动。We continued with our glimpse into the Power BI service and used a Content Pack – a ready-made collection of visuals and reports – and connected to a software service to populate the content pack and bring that data to life.

我们还使用了称为问与答的自然语言查询,以针对我们的回答提问,然后使 Power BI 基于这些问题创建视觉对象。We also used natural language queries, called Q & A, to ask questions of our answers, and let Power BI create visuals based on those questions. 最后,我们对我们的数据设置了刷新计划,因此我们知道当我们返回到 Power BI 服务时,该数据将为最新。Lastly, we set up a refresh schedule for our data, so we know when we go back to the Power BI service, that data will be fresh.

后续步骤Next steps

祝贺你!Congratulations! 你已完成了 Power BI 引导学习课程的第一部分。You've completed the first section of the Guided Learning course for Power BI. 现在,你有了扎实的基础知识,可以继续下一部分,即获取数据,这是 Power BI 逻辑工作流中的下一步骤。You now have a firm foundation of knowledge to move on to the next section, Getting Data, which is the next step in the logical flow of work for Power BI.

我们之前提到过这一点,但值得在此进行重申:本课程通过遵循 Power BI 中常见的工作流来构建你的知识:We mentioned this before, but it's worth restating: this course builds your knowledge by following the common flow of work in Power BI:

  • 将数据导入 Power BI Desktop,然后创建报表。Bring data into Power BI Desktop, and create a report.
  • 发布到在其中创建新的可视化效果或构建仪表板的 Power BI 服务Publish to the Power BI service, where you create new visualizations or build dashboards
  • 与他人(尤其是差旅人员)共享你的仪表板Share your dashboards with others, especially people who are on the go
  • Power BI Mobile 应用中查看共享仪表板和报表并与其交互View and interact with shared dashboards and reports in Power BI Mobile apps

你可能不会自行执行所有这些工作 - 某些人将只能在由其他人创建的服务中查看仪表板。You might not do all that work yourself - some people will only view dashboards in the service that were created by someone else. 这没有关系,但由于 你将 完成本课程中的所有部分,因此你将 了解 这些仪表板的创建方式,以及它们连接到数据的方式...你甚至可能会决定创建一个你自己的仪表板。That's fine, but because you'll go through all the sections in this course, you'll understand how those dashboards were created, and how they connected to the data... and you might even decide to create one of your own.

下一部分见!See you in the next section!

恭喜!

You've completed the Getting started section of Microsoft Power BI Guided learning. Way to go! Now you can move on to the next part of Guided Learning, which is Getting data. Select the Getting data button below to keep going.

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作者

  • Davidiseminger
  • olprod
  • Alisha-Acharya