使用 Power BI 的 Cortana 快速查找和查看 Power BI 数据Quickly find and view your Power BI data using Cortana for Power BI

在 Windows 10 设备上使用 Cortana 获取重要业务问题的即时答案。Use Cortana across your Windows 10 devices to get instant answers to your important business questions. 通过与 Power BI 集成,Cortana 可以直接从 Power BI 仪表板和报表检索关键信息。By integrating with Power BI, Cortana can retrieve key information directly from Power BI dashboards and reports. 需要 Windows 10 的 2015 年 11 月版本或更高版本、Cortana、 Power BI,并访问至少一个数据集。All it takes is Windows 10 November 2015 version or later, Cortana, Power BI, and access to at least one dataset.

Cortana 搜索字段

预览 Windows 10 的新 Cortana 仪表板搜索体验Preview the new Cortana dashboard search experience for Windows 10

一段时间以来,你已经能够使用 Cortana 检索某些类型的报表页For a while now you've been able to use Cortana to retrieve certain types of report pages. 现在,我们添加了新体验,即同时还能够检索仪表板。Now we've added a new experience -- the ability to also retrieve dashboards. 请进行尝试并向我们发送反馈Try it out and please send us feedback . 最终,新体验将得以扩展,将对报表的 Cortana 搜索也包括在内。Eventually the new experience will be extended to include Cortana search for reports as well. 新体验的主要优点之一是,无需执行任何特殊的设置操作(即无需启用 Cortana 或配置 Windows 10),它就能正常工作。One of the key benefits of the new experience is that you don't need to do anything special to set it up -- no enabling Cortana or configuring Windows 10 -- it just works.

备注

如果它无法“正常工作”,请参阅疑难解答文章寻求帮助。If it doesn't "just work," see the Troubleshooting article for help.

基础技术使用的是 Microsoft 的 Azure 搜索服务The underlying technology is using Microsoft's Azure Search Service. 此搜索服务提供额外的功能,如智能排名、错误纠正和自动完成。This search service provides extra capabilities such as smart ranking, error correction, and auto complete.

这两种 Cortana 体验将并行存在。Both Cortana experiences will exist side-by-side.

Power BI 的 Cortana 文档Cortana for Power BI documentation

我们有 4 个文档可以指导你完成设置和使用 Power BI 的 Cortana。We have 4 documents that guide you through setting up and using Cortana for Power BI. 本系列文章将指导你完成以下步骤This series of articles will take you through the steps to

文章 1(本文):了解 Cortana 和 Power BI 如何协同工作Article 1 (this article): understand how Cortana and Power BI work together

文章 2搜索 Power BI 报表:启用 Cortana - Power BI - Windows 集成Article 2: search Power BI reports: Enable the Cortana - Power BI - Windows integration

文章 3搜索 Power BI 报表:创建特殊的 Cortana 回复卡Article 3: search Power BI reports: create special Cortana answer cards

文章 4解决问题Article 4: Troubleshoot issues

Cortana 和 Power BI 如何协作?How do Cortana and Power BI work together?

当你使用 Cortana 提问时,Power BI 可以是 Cortana 查找答案的位置之一。When you use Cortana to ask a question, Power BI can be one of the places Cortana looks for answers. 在 Power BI 中,Cortana 可以从 Power BI 报表(包含名为 Cortana 回复卡的特殊类型的报表页)和 Power BI 仪表板中找到丰富的数据驱动的答案。In Power BI, Cortana can find rich data-driven answers from Power BI reports (that contain a special type of report page called a Cortana answer card) and from Power BI dashboards.

如果 Cortana 找到匹配项,就会在 Cortana 屏幕中显示仪表板或报表页的名称。If Cortana finds a match, it displays the name of the dashboard or report page right there in your Cortana screen. 可以在 Power BI 中打开仪表板或报表页。The dashboard or report page can be opened in Power BI. 也可以在 Cortana 中浏览报表页,它们是交互式的。Report pages can also be explored right in Cortana - they're interactive.

Cortana 中显示的交互式报表页

Cortana 和仪表板(新体验)Cortana and Dashboards (the new experience)

Cortana 可以在你拥有的仪表板和已与你共享的仪表板中找到答案。Cortana can find answers in dashboards that you own and dashboards that have been shared with you. 使用标题、关键字、所有者名称、工作区名称、应用名称等向 Cortana 提问。Ask Cortana questions using titles, keywords, owner names, workspace names, app names, and more.

问题必须具有至少 2 个词语,Cortana 才能找到答案。Your question must have at least 2 words for Cortana to find an answer. 因此,如果搜索名称中只有一个词语(即“营销”)的仪表板,请在问题中添加“显示”、“Power BI”或“”一词,如“显示营销”和“michele hart 示例”所示。So if you search on a dashboard that has a one-word name (Marketing) add the word "show" or "Power BI" or ""to your question, as in "show Marketing" and "michele hart sample".

如果仪表板的标题包含多个词语,并且如果你的搜索至少匹配其中两个字,或者如果仪表板匹配其中一个词加上所有者名称,则 Cortana 只会返回该仪表板。If your dashboard has a title with more than one word, Cortana will only return that dashboard if your search matches at least two of the words or if your dashboard matches one of the words plus the owner name. 对于名为“客户盈利率示例”的仪表板:For a dashboard named "Customer Profitability Sample":

  • “向我显示客户”不会返回 Power BI 仪表板结果。"show me customer" will not return a Power BI dashboard result.
  • 诸如“向我显示客户盈利率”、“客户 p”、“客户 s”、“盈利率示例”、“michele hart 示例”、“显示客户盈利率示例”和“向我显示客户 p”等查询文本将返回 Power BI 结果。"utterances such as "show me customer profitability", "customer p", "customer s", "profitability sample", "michele hart sample", "show customer profitability sample", and "show me customer p" will return a Power BI result.
  • 由于添加“powerbi”一词可计作 2 个必需词之一,因此,“powerbi 示例”会返回 Power BI 结果。Adding the word "powerbi" counts as one of the 2 required words, so "powerbi sample" will return a Power BI result.

    使用至少 2 个词的 Cortana 搜索

Cortana 和报表Cortana and Reports

Cortana 可以在具有专门设计以供 Cortana 显示的页的报表中找到答案。Cortana can find answers in reports that have pages designed specifically for display by Cortana. 只需使用其中一个专门的报表页中的标题或关键字提问。Simply ask questions using the title or keywords from one of these specialty report pages.

报表的基础技术使用的是 Microsoft 的 Power BI 问答The underlying technology for reports is using Microsoft's Power BI Q&A.

在 Cortana 中提问时,Power BI 将从专门为 Cortana 设计的报表页中进行回答。When you ask a question in Cortana, Power BI answers from report pages designed specifically for Cortana. 可能的答案由 Cortana 直接从 Power BI 中已经创建的 Cortana 回复卡确定。Potential answers are determined by Cortana on the fly directly from the Cortana answer cards already created in Power BI. 若要进一步探索答案,只需在 Power BI 中打开一个结果。To further explore an answer, simply open a result in Power BI.

备注

必须先使用 Power BI 服务启用此功能并将 Windows 设置为与 Power BI 进行通信,然后 Cortana 才能在 Power BI 报表中查找答案。Before Cortana can look for answers in your Power BI reports, you'll need to enable this feature using the Power BI service and set up Windows to communicate with Power BI.

使用 Cortana 从 Power BI 获取答案Using Cortana to get answers from Power BI

  1. 在 Cortana 中启动。Start in Cortana. 打开 Cortana 有许多不同的方式:选择任务栏中的 Cortana 图标(如下图所示)、使用语音命令或点击 Windows 移动设备上的搜索图标。There are many different ways to open Cortana: select the Cortana icon in the taskbar (pictured below), use voice commands, or tap the search icon on your Windows mobile device.

  2. Cortana 准备就绪后,在 Cortana 搜索栏中键入或说出你的问题。Once Cortana is ready, type or speak your question into the Cortana search bar. Cortana 将显示可用的结果。Cortana displays the available results. 如果有匹配该问题的 Power BI 仪表板,则会显示在“最佳匹配”或“Power BI”下。If there is a Power BI dashboard that matches the question, it shows up under Best match or Power BI.

    Cortana 搜索查找 Power BI 仪表板Cortana search finds Power BI dashboard

    备注

    目前仅支持英文。At the current time, only English is supported.

  3. 选择仪表板,在 Cortana 中打开它。Select the dashboard to open it in Cortana.

    选择 Power BI 仪表板Select the Power BI dashboard

    可以通过编辑仪表板的手机视图来更改布局。You can change the layout by editing the phone view of the dashboard.

  4. 在 Cortana 中,还可以使用相应的选项在 Power BI 服务或 Power BI 移动版中打开仪表板。From Cortana you also have the options to open the dashboard in Power BI service or Power Bi mobile. 通过选择“在 Web 上打开”,在 Power BI 服务中打开仪表板。Open the dashboard in Power BI service by selecting Open on web.

    从 Cortana 打开仪表板Open the dashboard from Cortana

  5. 现在,我们使用 Cortana 搜索报表。Now let's use Cortana to search for a report. 我们需要知道报表是否具有包含 Cortana 回复卡的页We'll need to know of a report that has a page with a Cortana answer card . 在此示例中,名为“Cortana-New-Stores”的报表具有名为“Cortana 商店”的 Cortana 回复卡页。In this example, a report named "Cortana-New-Stores" has a Cortana answer card page named "cortana stores".

    在 Cortana 搜索栏中键入或说出你的问题。Type or speak your question into the Cortana search bar. Cortana 将显示可用的结果。Cortana displays the available results. 如果有匹配该问题的 Power BI 报表页,则会显示在“最佳匹配”或“Power BI”下。If there is a Power BI report page that matches the question, it shows up under Best match or Power BI. 在本示例中,我用来创建回复卡的 .pbix 文件(和备份)也会显示在“文档”下。And in this example the .pbix file (and backup) that I used to create the answer card also displays -- under Documents.

    搜索报表Search for a report

  6. 选择“Cortana 商店”报表页,在 Cortana 窗口中显示它。Select the Cortana stores report page to display it in the Cortana window.

    在 Cortana 中打开的报表页report page opens in Cortana

    请注意,回复卡是由数据集所有者创建的一种特殊类型的 Power BI 报表页面。Remember, an answer card is a special type of Power BI report page that was created by a dataset owner. 有关详细信息,请参阅创建 Cortana 回复卡For more information, see Create a Cortana answer card.

  7. 不仅仅如此。But that's not all. 还可以与回复卡上的可视化效果交互,就像在 Power BI 中一样。Interact with the visualizations on the answer card as you would in Power BI.

    • 例如,在一个可视化效果上选择一个元素来交叉筛选和突出显示回复卡上的其他可视化效果。For example, select an element on one visualization to cross-filter and highlight the other visualizations on the answer card.

    • 或者,改为使用自然语言来筛选结果。Or, use natural language to filter the results instead. 例如,搜索“Cortana stores for Lindseys”,会看到卡经过筛选后仅显示 Lindseys 连锁店的数据。For example, ask "Cortana stores for Lindseys" and see the card filtered to only show data for the Lindseys chain.

      Cortana 中的交叉筛选cross filter in Cortana

  8. 继续探索。Continue exploring. 滚动到 Cortana 窗口的底部,选择“在 Power BI 中打开”。Scroll to the bottom of the Cortana window and select Open in Power BI.

  9. 随即在 Power BI 中打开报表页。The report page opens in Power BI.
    从 Cortana 打开报表Open the report from Cortana

注意事项和疑难解答Considerations and troubleshooting

  • Cortana 将无法访问还没有为 Power BI 启用的任何 Cortana 卡。Cortana will not have access to any Cortana cards that have not been enabled for Power BI.
  • 仍无法让 Cortana 与 Power BI 协同工作?Still can't get Cortana to work with Power BI? 请尝试查阅 Cortana 疑难解答Try the Cortana troubleshooter.
  • Power BI 的 Cortana 目前仅以英语提供。Cortana for Power BI is currently only available in English.
  • Power BI 的 Cortana 仅在 Windows 移动设备上可用。Cortana for Power BI is only available on Windows mobile devices.

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

后续步骤Next steps

为报表启用 Cortana - Power BI - Windows 集成Enable the Cortana - Power BI - Windows integration for reports