在 Power BI 中创建和发布包含仪表板和报表的应用Create and publish apps with dashboards and reports in Power BI

在 Power BI 中,可以创建应用,将相关仪表板和报表汇总到一处,然后面向组织中的大规模群体发布它们。In Power BI, you can create apps to bring related dashboards and reports together, all in one place, and then publish them to large groups of people in your organization. 还可以连接到适用于外部服务(如 Google Analytics 和 Microsoft Dynamics CRM)的 Power BI 应用You can also connect to Power BI apps for external services such as Google Analytics and Microsoft Dynamics CRM.

Power BI 应用

业务用户通常需要多个 Power BI 仪表板和报表,才能经营自己的业务。Your business users often need multiple Power BI dashboards and reports to run their business. 应用会将各个仪表板组合在一起,因此,用户无需记住所有仪表板的名称及位置。Apps bring the pieces together so they don't have to remember the names and locations of all these dashboards.

利用 Power BI 应用(现为预览版),可以创建各组仪表板和报表,并向整个组织或特定人员或组发布这些应用。With Power BI apps, now in preview, you can create collections of dashboards and reports and publish these apps to your whole organization or to specific people or groups. 对于报表创建者或管理员,应用能使管理仪表板集合的权限变得更轻松。For you as a report creator or admin, apps make it easier to manage permissions on collections of dashboards.

业务用户可以通过多种不同的方式获取你的应用。Business users get your apps in a few different ways. 如果 Power BI 管理员已授予你权限,则可以将这些应用自动安装到同事的 Power BI 帐户中。If the Power BI administrator gives you permission, you can install them automatically in your coworkers' Power BI accounts. 或者,他们可以从 Microsoft AppSource 安装这些应用,也可以直接向他们发送一个链接。Otherwise, they can install your apps from Microsoft AppSource, or you can send them a direct link. 他们可以轻松地找到并返回到你的内容,因为所有内容都在同一个位置。They can easily find and return to your content because it’s all in one place. 他们将自动获得更新,你可以控制数据刷新的频率。They get updates automatically and you can control how frequently the data refreshes. 详细了解业务用户的应用体验Read more about the app experience for business users.

应用许可证Licenses for apps

应用创建者需要 Power BI Pro 许可证。As an app creator you need a Power BI Pro license. 应用用户有两个选项。For your app users, there are two options.

  • 选项 1:所有业务用户需要 Power BI Pro 许可证才能查看应用。Option 1: All business users need Power BI Pro licenses to view your app.
  • 选项 2:如果应用驻留在 Power BI Premium 容量,则组织中的免费用户可以查看应用内容。Option 2: Free users in your organization can view app content if your app resides in a Power BI Premium capacity. 请阅读什么是 Power BI Premium?了解详细信息。Read What is Power BI Premium? for details.

应用和组织内容包Apps and organizational content packs

应用由组织内容包演变而来。Apps are the evolution of organizational content packs. 如果你已具有组织内容包,它们将继续与应用并行工作。If you have organizational content packs already, they'll continue to work side by side with apps.

在大致了解应用的概述后,我们来探讨在其中构建应用的应用工作区Now that you have an overview of apps, let’s talk about app workspaces, where you create apps.

视频:应用和应用工作区Video: Apps and app workspaces

应用工作区App workspaces

在应用工作区中,可以构建应用,因此若要构建应用,首先需要创建应用工作区。App workspaces are the places where you create apps, so you need to create an app workspace first, before you create the app. 如果你曾在 Power BI 中的组工作区中执行操作,则应用工作区对你而言并不陌生。If you’ve ever worked in a group workspace in Power BI, then app workspaces will be familiar. 它们由组工作区演变而来,是存储应用内容的临时区域和容器。They’re the evolution of group workspaces – staging areas and containers for the content in the app.

可以以成员或管理员身份将同事添加到这些工作区。You can add colleagues to these workspaces as members or admins. 所有应用工作区成员和管理员都需要 Power BI Pro 许可证。All app workspace members and admins need Power BI Pro licenses. 在工作区中,所有人可协作处理计划向更广大受众或者整个组织发布的仪表板、报表和其他文章。In the workspace you can all collaborate on dashboards, reports, and other articles that you plan to publish to a wider audience, or even to your entire organization.

内容准备好后,选择想要发布的仪表板和报表,然后发布应用。When the content is ready, you choose which dashboards and reports you want to publish, and then you publish the app. 你可以向更广大受众发送一个直接链接,他们也可以通过转到“从 AppSource 下载并浏览更多应用”,在“应用”选项卡中找到你的应用。You can send a direct link to that wider audience, or they can find your app from the Apps tab by going to Download and explore more apps from AppSource. 这些用户不能修改应用的内容,但他们可以在 Power BI 服务或其中一个移动应用中与之交互:自行对数据进行筛选、突出显示和排序。Those people can’t modify the contents of the app, but they can interact with it either in the Power BI service, or one of the mobile apps -– filtering, highlighting, and sorting the data themselves.

创建应用工作区Create an app workspace

  1. 首先,创建工作区。Start by creating the workspace. 选择“工作区” > “创建应用工作区”。Select Workspaces > Create app workspace.

    创建应用工作区

    这里将放置你和你的同事协作处理的内容。This will be the place to put content that you and your colleagues collaborate on.

  2. 为工作区命名。Give the workspace a name. 如果对应的“工作区 ID”不可用,则进行编辑以给定一个唯一的 ID。If the corresponding Workspace ID isn't available, edit it to come up with a unique ID.

    这也是应用的名称。This will be the name of the app, too.

    命名工作区

  3. 需要设置几个选项。You have a few options to set. 如果你选择“公开”,则组织中的任何人都可以看到工作区内容。If you choose Public, anyone in your organization can see what’s in the workspace. 而如果选择“专用”,则意味着只有工作区的成员可以查看其内容。Private, on the other hand, means only members of the workspace can see its contents.

    设置专用或公用

    创建组后,将不能更改公共/私有设置。You can't change the Public/Private setting after you've created the group.

  4. 还可以选择成员是可以“编辑”还是具有“仅查看”访问权限。You can also choose if members can edit or have view-only access.

    设置编辑或仅查看

    仅向应用工作区添加用户,以便他们能够编辑内容。Only add people to the app workspace so they can edit the content. 如果他/她只是要查看内容,请勿将其添加到工作区。If they're only going to view the content, don't add them to the workspace. 可以在发布应用时对其进行添加。You can include them when you publish the app.

  5. 添加你要允许其访问工作区的用户的电子邮件地址,然后选择“添加”。Add email addresses of people you want to have access to the workspace, and select Add. 无法添加组别名,只能添加单个用户别名。You can’t add group aliases, just individuals.

  6. 确定每个人员的身份是成员还是管理员。Decide whether each person is a member or an admin.

    设置成员或管理员

    管理员可以编辑工作区本身,包括添加其他成员。Admins can edit the workspace itself, including adding other members. 成员可以编辑工作区中的内容,除非他们只具有“仅查看”访问权限。Members can edit the content in the workspace, unless they have view-only access. 管理员和成员均可以发布应用。Both admins and members can publish the app.

  7. 选择保存Select Save.

Power BI 创建工作区并将其打开。Power BI creates the workspace and opens it. 它显示在你作为成员的工作区的列表中。It appears in the list of workspaces you’re a member of. 作为管理员,你可以选择省略号(…) 返回并进行更改,添加新成员或更改其权限。Because you’re an admin, you can select the ellipsis (…) to go back and make changes to it, adding new members or changing their permissions.

编辑工作区

现在没有内容,你可以向其添加内容。It’s empty, so now you add content to it. 请注意,首次创建工作区时,可能需要等待一小时左右,让工作区传播到 Office 365。Note that when you first create it, you may need to wait an hour or so for the workspace to propagate to Office 365.

添加内容的操作类似于将内容添加到“我的工作区”,只不过工作区中的其他人员也可以查看并使用它。Adding content is just like adding content to your My Workspace, except the other people in the workspace can see and work on it, too. 一个明显区别是,在操作完成后,可以将内容作为应用发布。A big difference is that when you get done, you can publish the content as an app. 在应用工作区中,你可以上传或连接到文件,或者连接到第三方服务,这类似于在“我的工作区”中所执行的操作。While in the app workspace, you can upload or connect to files, or connect to third-party services, just as you would in your own My Workspace. 例如:For example:

将图像添加到你的应用(可选)Add an image to your app (optional)

默认情况下,Power BI 会为应用创建一个带有应用首字母的彩色小圆圈。By default, Power BI creates a little colored circle for your app, with the app's initials. 但你可能会想要使用图像对其进行自定义。But maybe you want to customize it with an image. 若要添加映像,需要 Exchange Online 许可证。To add an image, you need an Exchange Online license.

  1. 选择“工作区”,然后选择工作区名称旁边的省略号 (...),选择“成员”。Select Workspaces, select the ellipsis (...) next to the name of the workspace, then Members.

    选择工作区成员

    工作区的 Office 365 Outlook 帐户将在新的浏览器窗口中打开。The Office 365 Outlook account for the workspace opens in a new browser window.

  2. 将鼠标悬停在左上方的彩色圆圈上时,它将变为铅笔图标。When you hover over the colored circle in the upper left, it turns into a pencil icon. 请选择它。Select it.

    Office 365 铅笔图标

  3. 再次选择铅笔图标,然后找到你要使用的图像。Select the pencil icon again, and find the image you want to use.

    再次选择铅笔

  4. 选择“保存”。Select Save.

    选择“保存”

    图像会替换 Office 365 Outlook 窗口中的彩色圆圈。The image replaces the colored circle in the Office 365 Outlook window.

    自定义映像

    几分钟后,它将在 Power BI 中的应用中显示。In a few minutes, it will appear in the app in Power BI, too.

    自定义映像

发布应用Publish your app

应用工作区中的仪表板和报表就绪时,将它们发布为应用。When the dashboards and reports in your app workspace are ready, you publish them as an app. 注意,不必将该工作区中的所有报表和仪表板全部发布。Remember that you don't have to publish all the reports and dashboards in the workspace. 可以只发布已就绪的报表和仪表板。You can just publish the ones that are ready.

  1. 在工作区列表视图中决定应用要包含的仪表板和报表。In the workspace list view, decide which dashboards and reports you want to include in the app.

    选择要发布的仪表板

    如果选择不发布某个报表,该报表及与其相关的仪表板旁边将显示一条警告。If you choose not to publish a report, you see a warning next to the report and its related dashboard. 此时仍然可以发布应用,但这个相关的仪表板将缺少来自该报表的磁贴。You can still publish the app, but the related dashboard will be missing the tiles from that report.

    关于相关仪表板的警告

  2. 选择右上角中的“发布应用”按钮,启动在该工作区中共享所有内容的过程。Select the Publish app button in the upper right to start the process of sharing all the content in that workspace.

    发布应用

  3. 在“详细信息”中,填写说明以帮助用户查找应用。On Details, fill in the description to help people find the app. 可以选择背景颜色对其进行个性化设置。You can set a background color to personalize it.

    应用详细信息

  4. 在“内容”中,会看到即将作为应用的一部分进行发布的内容,即已在该工作区中选择的所有内容。On Content, you see the content that’s going to be published as part of the app – everything that you've selected in that workspace. 此外,还可以设置应用登录页,即当用户转到你的应用时首先看到的仪表板或报表。You can also set the app landing page – the dashboard or report people will see first when they go to your app. 你可以选择“无”。You can choose None. 然后,他们将登录到应用中的所有内容列表。Then they’ll land on a list of all the content in the app.

    应用内容

  5. 在“访问”中,决定有权访问应用的人员:要么是组织中的所有人,要么是特定人员或者 Active Directory 安全组。On Access, decide who has access to the app: either everyone in your organization, specific people, Active Directory security groups. 如果具有相应的权限,则可以决定是否为收件人自动安装应用。If you have permissions, you can decide to install the app automatically for the recipients.

    应用访问

  6. 选择“完成”时,将看到一条消息,确认已准备好发布。When you select Finish, you see a message confirming it’s ready to publish. 在成功对话框中,你可以复制直接链接到此应用的 URL 并将其发送给共享的人员。In the success dialog box, you can copy the URL that’s a direct link to this app and send it to the people you’ve shared it with.

    应用完成

已向其发布应用的业务用户可以通过多种不同的方式找到它。The business users that you've published the app to can find it in a few different ways. 如果你可以为用户自动安装应用,则该应用将在其 Power BI 帐户的“应用”下出现。If you can install it automatically, it appears under Apps in their Power BI account. 你可以向他们发送应用的直接链接,或者他们可以在 Microsoft AppSource 中进行搜索,在那里他们将看到可以访问的所有应用。You can send them the direct link to the app, or they can search for it in Microsoft AppSource, where they see all the apps that they can access. 无论通过哪种方式获取应用,在转到应用后,都可以在列表中看到此应用。No matter how they get it, after that whenever they go to Apps, they’ll see this app in their list.

详细了解业务用户的应用体验Read more about the app experience for business users.

更改已发布的应用Change your published app

发布应用后,你可能想要更改或更新它。After you publish your app, you may want to change or update it. 如果你是应用工作区的管理员或成员,则很方便进行更新。It’s easy to update it if you’re an admin or member of the app workspace.

  1. 打开对应于应用的应用工作区。Open the app workspace that corresponds to the app.

    打开工作区

  2. 打开仪表板或报表。Open the dashboard or the report. 你会发现你可以执行任何所需的更改。You see that you can make any changes you want.

    应用工作区为临时区域,因此所做的更改在再次发布前不会实时推送到应用。The app workspace is your staging area, so your changes aren't pushed live to the app until you publish again. 这样就方便进行更改,而不会影响已发布的应用。This lets you make changes without affecting the published apps.

  3. 返回到内容的应用工作区列表,再选择“更新应用”。Go back to the app workspace list of contents and select Update app.

    更新应用按钮

  4. 如果需要,更新“详细信息”、“内容”和“访问权限”,然后选择“更新应用”。Update Details, Content, and Access, if you need to, then select Update app.

    更新应用按钮

应用的发布对象会自动看到更新版应用。The people you’ve published the app to automatically see the updated version of the app.

取消发布应用Unpublish an app

应用工作区的任何成员都可以取消发布应用。Any member of an app workspace can unpublish the app.

  • 在应用工作区中,依次选择右上角的省略号(“...”)和“取消发布应用”。In an app workspace, select the ellipsis (...) in the upper-right corner > Unpublish app.

    取消发布应用

此操作会为已向其发布该应用的所有人员卸载此应用,而且他们也不再有权访问此应用。This action uninstalls the app for everyone you've published it to, and they no longer have access to it. 此操作不会删除应用工作区或其内容。It doesn't delete the app workspace or its contents.

Power BI 应用常见问题Power BI apps FAQ

应用工作区与组工作区有什么不同?How are app workspaces different from group workspaces?

此版本中,我们将所有组工作区重新命名为应用工作区。With this release, we have renamed all group workspaces to app workspaces. 你可以从任何这些工作区中发布应用。You can publish an app from any of these workspaces. 应用工作区的大部分功能与组工作区不相上下。The functionality remains on par with group workspaces for the most part. 在接下来的几个月里,我们计划致力于应用工作区的以下增强功能:Over the next few months, we plan on the following enhancements to app workspaces:

  • 创建应用工作区不会像组工作区那样在 Office 365 中创建相应的实体。Creating app workspaces won't create corresponding entities in Office 365 like group workspaces do. 因此,你可以创建任意数量的应用工作区,而无需担心会在后台创建不同的 Office 365 组(你仍可以使用 Office 365 组的 OneDrive for Business 来存储文件)。So you can create any number of app workspaces without worrying about different Office 365 groups being created behind the scenes (you can still use an Office 365 group’s OneDrive for Business to store your files).
  • 现在,可以仅将单个用户添加到成员和管理员员列表。Today you can add only individuals to the members and admin lists. 在不久的将来,可以将多个 AD 安全组或新式组添加到这些列表,以便更轻松地进行管理。Soon you'll be able to add multiple AD security groups or modern groups to these lists to allow for easier management.

应用与组织内容包有什么不同?How are apps different from organizational content packs?

应用由内容包发展和简化而来,它们存在以下几个主要区别。Apps are an evolution and simplification of content packs, with a few major differences.

  • 业务用户在安装内容包后,它将失去其分组的标识:它只是穿插了其他仪表板和报表的仪表板和报表列表。After business users install a content pack, it loses its grouped identity: it's just a list of dashboards and reports interspersed with other dashboards and reports. 另一方面,应用即使在安装后也会维护其分组和标识。Apps, on the other hand, maintain their grouping and identity even after installation. 因此,随着时间的推移,业务用户能够继续轻松地导航到应用。This makes it easy for business users to continue to navigate to them over time.
  • 你可以从任何工作区创建多个内容包,但应用与其工作区具备一对一的关系。You can create multiple content packs from any workspace, but an app has a 1:1 relationship with its workspace. 我们认为,这使应用更易于理解,并且在长时间运行后更容易对其进行维护。We believe this makes apps easier to understand and maintain over the long run. 若要详细了解我们计划如何改进这一方面,请参阅 Power BI 博客的路线图部分。See the roadmap section of the Power BI blog for more on how we plan to improve this area.
  • 随着时间的推移,我们计划弃用组织内容包,因此,我们建议你从现在开始构建应用。Over time we plan to deprecate organizational content packs, so we recommend you create apps from now on.

对组中的只读成员有什么影响?What about read-only members in groups?

在组中,你可以添加只能查看内容的只读成员。In groups, you could add read-only members who could only view the content. 此方法的主要问题是无法将安全组添加为成员。The main problem with this approach was that you couldn't add security groups as members.

借助应用,你可以针对大型受众发布应用工作区的只读版本,其中包括安全组。With apps, you can publish a read-only version of your app workspace to large audiences, including security groups. 可以将所做的更改暂存到应用中的仪表板和报表中,而不会影响最终用户。You can stage your changes to the dashboards and reports in the app without affecting end users. 我们建议将来以此方式使用应用。We recommend using apps this way in the future. 对于长时间运行,我们还计划弃用工作区的只读成员。Over the long run, we plan to deprecate read-only members of workspaces as well.

后续步骤Next steps