对用于 Power BI 的 Cortana 进行故障排除Troubleshoot Cortana for Power BI

本文是系列文章中的一部分。This article is part of a series. 如果你尚未执行上述操作,我们建议阅读以下三篇文章。If you haven't already, we recommend reading the following three articles.

文章 1了解 Cortana 和 Power BI 如何协同工作来搜索 Power BI 仪表板和报表Article 1: Understand how Cortana and Power BI work together to search for Power BI dashboards and reports

文章 2对于搜索报表:启用 Cortana - Power BI - Windows 集成Article 2: For searching reports: enable the Cortana - Power BI - Windows integration

文章 3对于搜索报表:创建特殊的 Cortana 回复卡Article 3: For searching reports: create special Cortana answer cards

如果在将 Cortana 与 Power BI 集成时仍存在问题,下面正好要介绍如何解决这一问题。If you're still having problems getting Cortana to integrate with Power BI, you've come to the right place. 请按照以下步骤来诊断和修复问题。Follow the steps below to diagnose and fix the problem.

为什么 Cortana 从我的 Power BI 报表或仪表板找不到答案?Why doesn't Cortana find answers from my Power BI reports or dashboards?

  1. 是否有 Power BI 帐户?Do you have a Power BI account? 如果没有,请免费注册If not, sign up, it's free.
  2. Cortana 是否正常运行?Is Cortana working? 能否在任务栏中看到 Cortana 图标?Do you see the Cortana icon in your taskbar?

    选中此图标时,Cortana 是否与你可以在其中键入的字段一起打开?When you select it, does Cortana open with a field in which you can type?

  3. 搜索中是否使用了至少 2 个词语?Did you use at least 2 words in your search? Cortana 需要至少通过 2 个词的短语才能从 Power BI 中找到答案。Cortana needs at least 2 word phrases to find answers in Power BI. 尝试将“显示”添加到问题的开头。Try adding "show" to the beginning of your question.
  4. 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,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. 对于名为“销售额 FY16”的仪表板:For a dashboard named "Sales FY16":

    • “显示销售额” 会返回 Power BI 结果。"show sales" will not return a Power BI result.
    • “向我显示销售额 fy16”、“销售额 fy16”、“显示销售额 fy16”和“向我显示销售额 f” 返回 Power BI 结果。"show me sales fy16", "sales fy16", "show sales fy16", and "show me sales f" 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 销售额” 返回 Power BI 结果。Adding the words "powerbi" counts as one of the 2 required words, so "powerbi sales" will return a Power BI result.
  5. 是否具有对任何报表或仪表板进行访问或编辑的权限?Do you have access or edit permissions to any reports or dashboards? 对于报表,请确保要搜索的内容有回复卡For reports, ensure the content you are attempting to search has an answer card. 对于仪表板,请确保你尝试搜索的内容位于 与我共享、应用工作区或 我的工作区中。For dashboards, ensure the content you are attempting to search is in Shared with me, an app workspace, or My workspace. 使用疑难解答工具帮助确定问题。Use the troubleshooting tool for help identifying the problem.
  6. 是否使用移动设备?Are you using a mobile device? 目前,我们仅支持 Windows 移动设备上的 Power BI 和 Cortana 集成。Currently we only support Power BI and Cortana integration on Windows mobile devices.
  7. Cortana 是否配置为英语?Is Cortana configured for English? 当前的 Cortana-Power BI 集成仅支持英语。The current Cortana-Power BI integration only supports English. 打开 Cortana 并选择齿轮图标以显示“设置”。Open Cortana and select the cog icon to display Settings. 向下滚动到“Cortana 语言”并确保将其设置为其中一个英语选项。Scroll down to Cortana language and ensure it's set to one of the English options.

    设置 Cortana 语言

  8. 是否已为 Cortana 启用了超过 100 个报表?Do you have more than 100 reports enabled for Cortana? Cortana 最多只搜索 100 个。Cortana only searches up to 100 total. 若要确保你的报表包含在内,请将其移动或复制到 我的工作区,因为 Cortana 会先在该处进行搜索。To ensure that your report is included, move or copy it to your My Workspace because Cortana searches there first.
  9. 你可能只需等待一些时间。You might just need to give it some time. 第一次键入查询时,模型可能尚 未就绪The first time you type a query the model might be cold. 等待几秒钟,以便数据加载到内存中,然后重试。Wait a few seconds so the data can be loaded into memory, and then try again.
  10. 对于仪表板,Cortana 可能需要长达 24 小时才能访问。For dashboards, it can take up to 24 hours for them to become accessible to Cortana.
  11. 对于报表,将新的数据集或自定义回复卡添加到 Power BI 并为 Cortana 启用时,可能需要 30 分钟,结果才会开始出现在 Cortana 中。For reports, when a new dataset or custom answer card is added to Power BI and enabled for Cortana it can take up to 30 minutes for results to begin appearing in Cortana. 登录或退出 Windows 10 或者在 Windows 10 中重启 Cortana 进程都能使新报表内容立刻显示。Logging in and out of Windows 10, or otherwise restarting the Cortana process in Windows 10, will allow new report content to appear immediately.
  12. 你的 Power BI 管理员可以“选择退出”。Your Power BI Administrator can "opt out". 请与你的管理员确认是否属于这种情况。Check with your admin to see if this is the case.

仅限报表:为什么 Cortana 从我的 Power BI 报表找不到答案Reports only: why doesn't Cortana find answers from my Power BI reports

  1. 如果你正在报表中寻找答案,你是否有包含 Cortana 回复卡的任何报表?If you're looking for answers in reports, do you have any reports with Cortana answer cards? 回复卡是 Cortana 能在 Power BI 报表中找到答案的唯一途径。Answer cards are the only way Cortana can find answers in your Power BI reports. 通过阅读在 Power BI 服务和 Power BI Desktop 中创建 Cortana 回复卡,了解如何创建回复卡。Learn how to create an answer card by reading Create Cortana answer cards in Power BI service and Power BI Desktop.
  2. 是否运行的是 Windows 版本 1511 或更高版本?Are your running Windows version 1511 or later? 通过打开 Windows 设置,然后选择“系统 > 关于”进行查找。Find out by opening Windows Settings and selecting System > About. 如果不是,请更新你的 Windows 版本。If not, update your version of Windows.
  3. 你的 Windows 和 Power BI 帐户是否已关联?Are your Windows and Power BI accounts connected? 这可能会造成混淆。This can be confusing. 按照为 Power BI 启用 Cortana 中的说明操作。Follow the instructions in Enable Cortana for Power BI.
  4. 已为 Cortana 启用基础数据集?Have the underlying datasets been enabled for Cortana? 或许某个同事已共享她已为 Cortana 启用的数据集。Maybe a colleague has shared a dataset that she has already enabled for Cortana. 但如果没有,请了解如何自行为 Cortana 启用数据集But, if not, learn how to enable datasets for Cortana yourself. 这一操作快速而简单。It's quick and easy.

仅限仪表板:为什么 Cortana 从我的 Power BI 仪表板中找不到答案Dashboards only: why doesn't Cortana find answers from my Power BI dashboards

  1. 确保你已连接到工作帐户。Ensure that you are connected to your work account. Power BI 需要此连接才能验证你对数据的访问权限。Power BI needs this connection so that it can authenticate your access permissions to data. 若要检查你是否已连接到工作帐户,请使用 Windows 搜索框以导航到“连接到工作或学校帐户”。To check that you are connected or if not, to connect your work account, use the Windows search box to navigate to “Connect to work or school”.

    连接帐户

  2. 你是否对 Cortana 具有访问权限?Do you have access to Cortana? 选择 Windows 搜索框并提供对你的信息的 Cortana 访问权限。Select the Windows search box and provide Cortana access permissions to your information.

尝试使用 Cortana 疑难解答工具Try the Cortana troubleshooting tool

仍有问题?Still having trouble? 现在就可以立即运行 Cortana 疑难解答工具并减少可能出现的问题。Now is a good time to run the Cortana troubleshooting tool and narrow down the possible issues.

从报表检索答案时遇到问题?Having trouble retrieving answers from a report?

  1. 对于报表,在运行疑难解答工具之前,请务必将 Cortana 回复卡上的 页面级筛选器设置为 需要单选For reports, before running the troubleshooting tool, make sure to set the Page level filters on your Cortana answer cards to Require single selection. 有关执行此操作的帮助,请参阅创建 Cortana 回复卡For help doing this see Create Cortana answer cards.
  2. 通过将“/cortana/test”添加到 Power BI 服务 URL 的末尾即可打开疑难解答工具。Open the troubleshooting tool by adding "/cortana/test" to the end of your Power BI service URL. URL 应如下所示:Your URL should look similar to this:

    app.powerbi.com/cortana/testapp.powerbi.com/cortana/test

    打开 Cortana 工具

  3. 在“查询文本”字段中,要对报表进行故障排除,请严格按 Power BI 选项卡中显示的 Cortana 回复卡名称键入其名称。In the Utterance field, to troubleshoot reports, type the name of a Cortana answer card exactly as it appears in the Power BI tab.

    回复卡


    Power BI 中的“回复卡”选项卡

  4. 有时,在第一次将内容键入到“查询文本”字段时,不会执行任何操作。Sometimes, the first time you type something into the Utterance field, nothing happens. 将其当作启动系统;让疑难解答工具知道应该启动了。Think of it as priming the system; you're letting the troubleshooting tool know that it's time to turn on. 再次剪切和粘贴或重新键入到“查询文本”字段。Cut and paste or retype into the Utterance field again. 在本示例中,我们回复卡的名称是Cortana 存储In this example, the name of our answer card is Cortana stores. Cortana 商店粘贴或键入到工具中,生成在 解释 字段中显示的单个结果。Pasting or typing Cortana stores into the tool produces a single result that displays in the Interpretations field. 单击可查看 Cortana 窗口中显示的回复卡,本示例中为“Cortana 商店”。Click to see the answer card displayed in the Cortana window -- in this case, Cortana stores.

    “查询文本”字段中的 Cortana 商店

    我们已得到一个结果,现在知道 Cortana 在 Power BI 中启用。Because we got a result, we now know that Cortana is enabled in Power BI. 这可减少 Windows 端或 Cortana 语言设置或为 Cortana 启用超过 100 个数据集可能出现的问题。That narrows down the problem to something on the Windows side or the Cortana language setting or having more than 100 datasets enabled for Cortana.

从仪表板中检索答案时遇到问题?Having trouble retrieving answers from a dashboard?

要查找已与你共享的仪表板?Looking for a dashboard that has been shared with you? 打开“Power BI”>“与我共享”,并找到该仪表板的名称。Open Power BI > Shared with me and locate the name of the dashboard. 然后,将该名称键入到“查询文本”字段中。Then type that name into the *Utterances* field.

在 Power BI 中打开“与我共享”

疑难解答工具的已知问题Troubleshooting tool known issues

  • 如果该工具第一次没有获取到结果;而是将查询粘贴到“查询文本”文本框中。If the tool doesn’t fetch the results the first time; instead paste the query into the Utterance text box.
  • 根据设计规定的,查询必须为 2 个或更多个字词。The query must be 2 or more words, by design. 如果查询太短,请添加词“显示”。If your query is too short, add the word "show".
  • 一些带有介词的查询字符串可能无法获取到结果(例如 sales by item)。Some query strings with prepositions might not work (e.g. sales by item). 请尝试不使用介词,而是使用有意义/唯一的其他查询词。Try different query terms that don't use prepositions and are meaningful/unique.

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