导航 Power BI 报表服务器 Web 门户Navigating the Power BI Report Server web portal

Power BI 报表服务器 Web 门户是用于查看、存储和管理 Power BI 报表、移动报表和分页报表以及 KPI 的本地位置。The Power BI Report Server web portal is an on-premises location for viewing, storing and managing your Power BI, mobile, and paginated reports, and KPIs.

报表服务器 Web 门户

可以在任意新式浏览器中查看 Web 门户。You can view the web portal in any modern browser. 在 Web 门户中,可以将报表和 KPI 整理到文件夹中,并将它们标记为收藏项。In the web portal, reports and KPIs are organized in folders, and you can mark them as favorites. 此外,还可以在门户上存储 Excel 工作簿。You can also store Excel workbooks there. 在 Web 门户中,可以启动创建报表所需的工具:From the web portal, you can launch the tools you need to create reports:

  • 使用 Power BI Desktop 创建的 Power BI 报表:可以在 Web 门户和 Power BI 移动应用中查看此类报表。Power BI reports created with Power BI Desktop: View them in the web portal and the Power BI mobile apps.
  • 在报表生成器中创建的分页报表:更适合打印的布局固定的新式文档。Paginated reports created in Report Builder: Modern-looking, fixed-layout documents optimized for printing.
  • 直接在 Web 门户中创建了 KPIKPIs created right in the web portal.

在 Web 门户中,可以浏览报表服务器文件夹,也可以搜索特定报表。In the web portal you can browse the report server folders or search for specific reports. 可以查看报表及其常规属性,以及在报表历史记录中捕获的报表过往副本。You can view a report, its general properties and past copies of the report that are captured in report history. 还可以订阅报表,将其传送到电子邮件收件箱或文件系统上的共享文件夹,具体视权限而定。Depending on your permissions, you might also be able to subscribe to reports for delivery to your e-mail inbox or a shared folder on the file system.

Web 门户任务Web portal tasks

可以在 Web 门户中执行许多任务,具体包括:You can use the web portal for a number of tasks, including these:

  • 查看、搜索、打印和订阅报表。View, search, print, and subscribe to reports.
  • 创建、保护和维护用于整理服务器上项目的文件夹层次结构。Create, secure, and maintain the folder hierarchy to organize items on the server.
  • 配置报表执行属性、报表历史记录和报表参数。Configure report execution properties, report history, and report parameters.
  • 创建共享计划和共享数据源,让计划和数据源连接变得更易于管理。Create shared schedules and shared data sources to make schedules and data source connections more manageable.
  • 创建数据驱动订阅,以扩充报表收件人列表。Create data-driven subscriptions to roll out reports to a large recipient list.
  • 创建链接的报表,以不同的方式重用和改用现有报表。Create linked reports to reuse and re-purpose an existing report in different ways.
  • 下载并打开常用工具,如 Power BI Desktop(报表服务器)、报表生成器和移动报表发布服务器。Download and open common tools such as Power BI Desktop (Report Server), Report Builder, and Mobile Report Publisher.
  • 创建 KPICreate KPIs.
  • 发送反馈或功能请求。Send feedback or make feature requests.
  • 向 Web 门户应用品牌Branding the web portal
  • 使用 KPIWorking with KPIs
  • 使用共享数据集Working with shared datasets

Web 门户角色和权限Web portal roles and permissions

Web 门户是在浏览器中运行的 Web 应用。The web portal is a web application that runs in a browser. 启动 Web 门户后看到的具体页面、链接和选项视你在报表服务器中的权限而定。When you start the web portal, the pages, links, and options you see vary based on the permissions you have on the report server. 如果你分配到的角色拥有全部权限,则有权使用一整套应用菜单和页面来管理报表服务器。If you're assigned to a role with full permissions, you have access to the complete set of application menus and pages for managing a report server. 如果你分配到的角色拥有报表查看和生成权限,则只能看到执行这些活动所需的菜单和页面。If you're assigned to a role with permissions to view and run reports, you only see the menus and pages you need for those activities. 可以在不同的报表服务器上分配到不同的角色,甚至可以针对一个报表服务器上的不同报表和文件夹分配到不同的角色。You can have different role assignments for different report servers, or even for the various reports and folders on a single report server.

启动 Web 门户Start the web portal

  1. 打开 Web 浏览器。Open your web browser.

    请参阅支持的 Web 浏览器和版本列表。See this list of supported web browsers and versions.

  2. 在地址栏中,键入 Web 门户 URL。In the address bar, type the web portal URL.

    默认情况下,URL 为 http://[ComputerName]/reports。By default, the URL is http://[ComputerName]/reports.

    可以将报表服务器配置为使用特定端口。The report server might be configured to use a specific port. 例如,http://[ComputerName]:80/reports 或 http://[ComputerName]:8080/reportsFor example, http://[ComputerName]:80/reports or http://[ComputerName]:8080/reports

    Web 门户按照以下类别进行项目分类:You see that the web portal groups items into these categories:

    • KPIKPIs
    • 移动报表Mobile reports
    • 分页报表Paginated reports
    • Power BI Desktop 报表Power BI Desktop reports
    • Excel 工作簿Excel workbooks
    • 数据集Datasets
    • 数据源Data sources
    • 资源Resources

创建和编辑 Power BI Desktop 报表(.pbix 文件)Create and edit Power BI Desktop reports (.pbix files)

可以有权在 Web 门户中查看、上传、创建、整理和管理 Power BI Desktop 报表。You can view, upload, create, organize, and manage permissions for Power BI Desktop reports in the web portal.

创建 Power BI Desktop 报表Create a Power BI Desktop report

  1. 依次选择“新建” > “Power BI 报表”。Select New > Power BI Report.

    创建新的 Power BI 报表

    此时,Power BI Desktop 应用会打开。The Power BI Desktop app opens.

    Power BI Desktop 应用

  2. 创建 Power BI 报表。Create your Power BI report. 有关详细信息,请参阅快速入门:Power BI 报表See Quickstart: Power BI reports for details.
  3. 将报表上传到报表服务器中。Upload your report to the report server.

编辑现有 Power BI Desktop 报表Edit an existing Power BI Desktop report

  1. 依次选择报表标题右上角的省略号(“...”)和“在 Power BI Desktop 中编辑”。Select the ellipsis (...) in the upper-right corner of the report tile > Edit in Power BI Desktop.

    在 Power BI Desktop 中编辑

    此时,Power BI Desktop 应用会打开。The Power BI Desktop app opens.

  2. 更改并保存报表...[如何操作?]Make your changes and save... [how?]

创建和编辑分页报表(.rdl 文件)Create and edit paginated reports (.rdl files)

可以有权在 Web 门户中查看、上传、创建、整理和管理分页报表。You can view, upload, create, organize, and manage permissions for paginated reports in the web portal.

创建分页报表Create a paginated report

  1. 依次选择“新建” > “分页报表”。Select New > Paginated Report.

    此时,报表生成器应用会打开。The Report Builder app opens.

    新建报表生成器报表

  2. 创建分页报表。Create your paginated report. 有关详细信息,请参阅快速入门:分页报表See Quickstart: Paginated reports for details.
  3. 将报表上传到报表服务器中。Upload your report to the report server.

编辑现有分页报表Edit an existing paginated report

  1. 依次选择报表标题右上角的省略号(“...”)和“在报表生成器中编辑”。Select the ellipsis (...) in the upper-right corner of the report tile > Edit in Report Builder.

    在报表生成器中编辑

    此时,报表生成器应用会打开。The Report Builder app opens.

  2. 更改并保存报表。Make your changes and save.

上传并整理 Excel 工作簿Upload and organize Excel workbooks

可以有权上传、整理和管理 Power BI Desktop 报表和 Excel 工作簿。You can upload, organize, and manage permissions for Power BI Desktop reports and Excel workbooks. 它们会位于 Web 门户中的同一组。They will be grouped together within the web portal.

工作簿存储在 Power BI 报表服务器中,与其他资源文件类似。The workbooks are stored within Power BI Report Server, similar to other resource files. 选择其中一个工作簿可以将其下载到本地桌面。Selecting one of the workbooks downloads it locally to your desktop. 可以再次将其上传到报表服务器中,从而保存所做的更改。You can save changes you’ve made by uploading it to the report server again.

管理 Web 门户中的项目Manage items in the web portal

Power BI 报表服务器允许对 Web 门户中存储的项目进行精细化控制。Power BI Report Server offers detailed control of the items you store on the web portal. 例如,可以对各个分页报表设置订阅、缓存、快照和安全保护措施。For example, you can set up subscriptions, caching, snapshots, and security on individual paginated reports.

  1. 依次选择项目右上角的省略号(“...”)和“管理”。Select the ellipsis (...) in the upper-right corner of an item, then select Manage.

    选择“管理”

  2. 选择要设置的属性或其他功能。Choose the property or other feature you want to set.

    选择属性

  3. 选择应用Select Apply.

详细了解如何在 Web 门户中处理订阅Read more about working with subscriptions in the web portal.

将报表和 KPI 标记为收藏项Tag your favorite reports and KPIs

可以标记要收藏的报表和 KPI。You can tag the reports and KPIs that you want to be favorites. 这样方便你快速找到,因为在 Web 门户和 Power BI 移动应用中,它们全都会被收集到一个“收藏夹”文件夹中。They're easier to find because they're all gathered in a single Favorites folder, both in the web portal and in the Power BI mobile apps.

  1. 依次选择要收藏的 KPI 或报表右上角的省略号(“…”)和“添加到收藏夹”。Select the ellipsis () in the upper-right corner of the KPI or report that you want to make a favorite, and select Add to Favorites.

    添加到收藏夹

  2. 在 Web 门户功能区上选择“收藏夹”,以在 Web 门户的“收藏夹”页上查看该收藏和其他收藏。Select Favorites on the web portal ribbon to see it along with your other favorites on the Favorites page in the web portal.

    查看收藏夹

    现在,在 Power BI 移动应用中,可以查看这些收藏项,以及在 Power BI 服务中收藏的仪表板。Now in the Power BI mobile apps you see these favorites along with your favorite dashboards from the Power BI service.

    查看移动应用中的收藏夹

在 Web 门户中隐藏或查看项目Hide or view items in the web portal

可以在 Web 门户中隐藏项目,也可以选择查看隐藏项目。You can hide items in the web portal, and you can choose to view hidden items.

隐藏项目Hide an item

  1. 依次选择项目右上角的省略号(“...”)和“管理”。Select the ellipsis (...) in the upper-right corner of an item, then select Manage.

    选择“管理”

  2. 选择“隐藏此项”。Select Hide this item.

    选择隐藏

  3. 选择应用Select Apply.

查看隐藏项目View hidden items

  1. 依次选择右上角的“磁贴”(或“列表”)和“显示隐藏项目”。Select Tiles (or List) in the upper-right corner > Show hidden items.

    此时,隐藏项目会显示。The items appear. 虽然它们为灰显,但仍可以打开并编辑。They're grayed, but you can still open and edit them.

    显示隐藏项目

搜索项目Search for items

可以输入搜索词,然后便能看到可访问的所有内容。You can enter a search team, and you will see everything you can access. 搜索结果分为 KPI、报表、数据集和其他项目。The results are categorized into KPIs, reports, datasets, and other items. 然后,可以与结果进行交互,并将它们添加到收藏夹中。You can then interact with the results and add them to your favorites.

搜索项目

在列表视图中移动或删除项目Move or delete items in List view

默认情况下,Web 门户在磁贴视图中显示其内容。By default, the web portal displays its contents in Tile view.

可以切换到列表视图,以便可以轻松地一次移动或删除多个项目。You can switch to List view, where it's easy to move or delete multiple items at a time.

  1. 依次选择“磁贴” > “列表”。Select Tiles > List.

    切换视图

  2. 依次选择项目和“移动”或“删除”。Select the items, then select Move or Delete.

后续步骤Next steps

用户手册User handbook
快速入门:分页报表Quickstart: Paginated reports
快速入门:Power BI 报表Quickstart: Power BI reports

更多问题?More questions? 尝试咨询 Power BI 社区Try asking the Power BI Community