使 Cortana 能够访问 Power BI 报表(及其基础数据集)Enable Cortana to access Power BI reports (and their underlying datasets)

你已阅读 Cortana 和 Power BI 简介(如果未阅读,请先阅读简介,然后再返回此步骤)。You've read the Introduction to Cortana and Power BI (if not, you might want to read that first and then come back). 并且,现在想要自己尝试一下。And now you want to try it out yourself. 在 Cortana 中使用自然语言提问,并从存储在 Power BI 报表的数据中找到答案之前,有几个要求需要注意。Before you can ask natural language questions in Cortana and find answers from data stored in Power BI reports, there are a few requirements. 具体而言,需要执行以下操作。Specifically, you'll need to do the following.

备注

如果你尝试预览 Cortana 和 Power BI 仪表板,则可以跳过本文的其余部分。If you are trying out the Cortana and Power BI dashboard preview, you can skip the rest of this article. 无需对 Cortana 进行任何设置即可搜索 Power BI 仪表板。There are no setup requirements for Cortana to be able to search your Power BI dashboards.

在 Power BI 服务中In Power BI service

  • 为 Cortana 启用一个或多个数据集(由于报表是在数据集的基础之上生成,因此 Cortana 需要有权访问这些数据集)enable one or more datasets for Cortana (reports are built on top of datasets, so Cortana needs access to those datasets)

在 Microsoft Windows 中In Microsoft Windows

  • 检查运行系统的是否是 Windows 10 版本 1511 或更高版本Check that you are running Windows 10 version 1511 or later
  • 请确保该 Power BI 和 Windows 之间可以彼此“通信”。Make sure that Power BI and Windows can "talk" to each other. 这意味着要将帐户连接到 Windows。This means connecting your account to Windows.

使用 Power BI 服务启用 Cortana 以访问 Power BI 中的报表页Use Power BI service to enable Cortana to access report pages in Power BI

使 Cortana 能够访问 Power BI 中报表的过程很简单。Enabling reports in Power BI to be accessed by Cortana is a simple process. 实际上,只需通过选择“启用 Cortana 以访问此数据集”来启用报表的基础数据集。In fact all you have to do is enable the report's underlying dataset by selecting “Enable Cortana to access this dataset”. 然后,通过常规 Power BI 共享、应用和内容包功能可访问 Power BI 中数据集的任何用户将都能够从 Windows 10 中 Cortana 的报表中获取答案。After that, any user who has access to the dataset in Power BI, via regular Power BI sharing, apps, and content pack features, will be able to get answers from the report in Cortana in Windows 10.

将需要登录 Power BI 服务(而不是 Power BI Desktop),并对希望 Cortana 能够访问的每个数据集重复这些步骤。You'll need to sign in to Power BI service (not Power BI Desktop) and repeat these steps for each dataset that you want Cortana to be able to access.

  1. 确定要启用的数据集。Determine which dataset(s) to enable. 从报表内容列表中,选择你想要 Cortana 访问的报表,并选择“相关视图”图标 From the report content list, select the report you'd like Cortana to access and choose the View related icon .

    查看相关内容

  2. 与此报表关联的数据集是 Contoso 销售额。The dataset associated with this report is Contoso Sales.

    Contoso 销售额数据集

  3. 在数据集名称的右侧,选择省略号 (...) >“设置”。To the right of the dataset name, select the ellipses (...) > Settings.

    选择“设置”

  4. 选择“问答和 Cortana” > “允许 Cortana 访问此数据集” > “应用”。Select Q&A and Cortana > Allow Cortana to access this dataset > Apply.

    Cortana 访问数据集

    在此示例中,我们对 Contoso 销售额数据集启用 Cortana。In this example, we're enabling Cortana on the Contoso Sales dataset.

    备注

    将新的数据集或 Cortana 回复卡添加到 Power BI 并为 Cortana 启用时,可能需要 30 分钟结果才会开始出现。When a new dataset or Cortana answer card is added to Power BI and enabled for Cortana, it can take up to 30 minutes for results to begin appearing. 登录或退出 Windows 10 或者在 Windows 10 中重启 Cortana 进程都能使新内容立刻显示。Logging in and out of Windows 10, or otherwise restarting the Cortana process in Windows 10, will allow new content to appear immediately.

    如果为 Cortana 启用一个数据集且该数据集是你所有的内容包或应用的一部分,则需要对你的同事重新发布才能将该数据集用于 Cortana。If you enable a dataset for Cortana, and that dataset is part of a content pack or app you own, you will need to re-publish for your colleagues to also be able to use it with Cortana.

将 Power BI 凭据添加到 WindowsAdd your Power BI credentials to Windows

需要运行 Windows 10 版本 1511 或更高版本。You'll need to be running Windows 10 version 1511 or higher.

  1. 确定正在运行的 Windows 10 版本。Determine which Windows 10 version you are running. 打开“设置”。Open Settings. 打开“Windows 设置”Open Windows settings

    然后选择“系统”>“关于”。Then select System > About. 屏幕底部会显示“Windows 规范”>“版本”Towards the bottom of the screen you'll see Windows specifications > Version

    • 如果安装有 Windows 10 版本 1511(Windows 10 的 2015 年 11 月更新程序)至版本 1607,请添加工作或学校帐户以及 Microsoft 帐户(完成下面的第 2 和 3 步)。If you have Windows 10 version 1511 (Windows 10 November 2015 Update) up until 1607, add your work or school account and Microsoft account (complete steps 2 and 3 below).
    • 如果安装有 Windows 10 版本 1607(Windows 10 的 2016 年 7 月更新程序)或更高版本,请添加工作或学校帐户(仅完成下面的第 2 步)。If you have Windows 10 version 1607 (Windows 10 July 2016 update) or later, add your work or school account (complete only step 2 below).
  2. 为 Cortana 添加工作或学校帐户。Add your work or school account for Cortana.

    • 打开“设置” > “帐户”。Open Settings > Accounts.

      设置 - 帐户

    • 滚动到底部并选择“添加工作或学校帐户”。Scroll to the bottom and select Add a work or school account. 或者在“帐户”页中选择“访问工作或学校帐户”>“连接”。Or, from the Accounts page selet Access work or school >Connect.

      添加工作帐户

Cortana 将使用此工作或学校帐户来检查 Power BI,以获取你在 Cortana 中的问题的可能答案。Cortana will use this work or school account to check Power BI for potential answers to your questions in Cortana.

后续步骤Next steps

在 Power BI 中创建 Cortana 回复卡Create Cortana answer cards in Power BI

Cortana 和 Power BI 集成问题疑难解答Troubleshoot Cortana and Power BI integration issues

更多问题?More questions? 尝试参与 Power BI 社区Try the Power BI Community