在 Power BI 中创建经典工作区Create classic workspaces in Power BI

在 Power BI 中,你可以创建工作区,与同事协作,以创建和优化仪表板、报表和分页报表的集合 。In Power BI, you can create workspaces, places to collaborate with colleagues to create and refine collections of dashboards, reports, and paginated reports. 然后可将这些集合捆绑到应用,并可将该应用分发到整个组织或特定人员或组 。Then you can bundle the collection together into apps that you can distribute to your whole organization or to specific people or groups.

你知道吗?Did you know? Power BI 提供了新的默认工作区体验。Power BI offers a new workspace experience, which is now the default. 有关新工作区的详细信息,请参阅在新工作区中组织工作Read Organize work in the new workspaces for details about the new workspaces.

创建经典工作区时,将创建关联的基础 Office 365 组。When you create a classic workspace, you're creating an underlying, associated Office 365 group. 所有工作区管理操作都在 Office 365 中进行。All the workspace administration is in Office 365. 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. 在工作区中,所有人可协作处理计划向更广大受众发布的仪表板、报表和其他项目。In the workspace, you can all collaborate on dashboards, reports, and other articles that you plan to publish to a wider audience. 添加到工作区中的每个人都需要 Power BI Pro 许可证。Everyone you add to a workspace needs a Power BI Pro license.

视频:应用和工作区Video: Apps and workspaces

根据 Office 365 组创建经典工作区Create a classic workspace based on an Office 365 group

创建工作区时,即会创建 Office 365 组。When you create a workspace, it’s built on an Office 365 group.

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

    创建工作区

    此处将放置你和你的同事协作处理的内容。Here you'll put the content that you and your colleagues collaborate on.

  2. 在“正在创建已升级的工作区”横幅中,请点击“还原为经典” 。In the You're creating an upgraded workspace banner, click Revert to classic.

    “还原为经典”工作区选项

  3. 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.

    该应用将具有相同的名称。The app will have the same name.

    命名工作区

  4. 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. “专用”是指只有工作区的成员可查看其内容 。Private 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.

  5. 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

    仅向工作区添加用户,以便他们能够编辑内容。Only add people to the 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.

  6. 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.

  7. 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.

  8. 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

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。When you first create it, you may need to wait an hour or so for the workspace to propagate to Office 365.

将图像添加到 Office 365 工作区(可选)Add an image to your Office 365 workspace (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. 选择编辑铅笔。 Select the Edit pencil.

    Office 365 铅笔图标

  3. 选择照相机图像,然后找到你要使用的图像。Select the camera image, and find the image you want to use.

    选择照相机图像

    图像可以是 .png、.jpg 或 .bmp 文件。Images can be .png, .jpg, or .bmp files. 它们的文件大小可能会很大,最大为 3 MB。Their file size can be large, up to 3 MB.

  4. 依次选择“确定”和“保存” 。Select OK, then Save.

    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.

将内容添加到工作区Add content to your workspace

创建工作区后,便可向其中添加内容。After you've created a workspace, it's time to add content to it. 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。It's 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. 在工作区内容列表中查看内容时,工作区名称列为所有者。When you view content in the content list of a workspace, the workspace name is listed as the owner.

在工作区中连接到第三方服务Connect to third-party services in workspaces

为 Power BI 支持的所有第三方服务都提供了应用,使用户可以轻松从所用服务(如 Microsoft Dynamics CRM、Salesforce 或 Google Analytics)获取数据。Apps are provided for all the third-party services Power BI supports, making it easy for you to get data from the services you use, such as Microsoft Dynamics CRM, Salesforce, or Google Analytics. 可以发布组织应用程序,为用户提供所需数据。You can publish organizational apps to give your users the data they need.

在当前工作区中,也可以使用组织内容包和 Microsoft Dynamics CRM、Salesforce 或 Google Analytics 等第三方内容包进行连接。In the current workspaces, you can also connect using organizational content packs, and third-party content packs such as Microsoft Dynamics CRM, Salesforce, or Google Analytics. 请考虑将组织内容包迁移到应用。Consider migrating your organizational content packs to apps.

分发应用Distribute an app

如果要将官方内容分发给组织内的大量受众,可以从工作区发布应用。If you want to distribute official content to a large audience within your organization, you can publish an app from your workspace. 内容准备好后,选择想要发布的仪表板和报表,然后将其作为应用发布 。When the content is ready, you choose which dashboards and reports you want to publish, and then publish it as an app. 可从每个工作区创建一个应用。You can create one app from each workspace.

左侧导航栏中的“应用”列表显示已安装的所有应用。The Apps list in the left navigation shows all the apps you've installed. 你的同事可通过几种不同的方式获取你的应用。Your coworkers can get your app in a few different ways.

  • 他们可以从 Microsoft AppSource 中查找并安装应用They can find and install your app from Microsoft AppSource
  • 你可以向他们发送直接链接。You can send them a direct link.
  • 如果 Power BI 管理员已授予权限,则可将这些应用自动安装到同事的 Power BI 帐户中。You can install it automatically in your coworkers' Power BI accounts if your Power BI administrator gives you permission.

从工作区发布更新后,会自动向用户显示更新后的应用内容。Users see updated app content automatically after you publish an update from your workspace. 可以通过在工作区中的应用内容使用的数据集中设置刷新计划来控制数据刷新的频率。You can control how frequently the data refreshes by setting the refresh schedule in the datasets used by the app content in your workspace. 有关详细信息,请参阅从 Power BI 中的新工作区发布应用See Publish an app from the new workspaces in Power BI for details.

Power BI 经典应用常见问题解答Power BI classic apps FAQ

应用与组织内容包有什么不同?How are apps different from 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. 应用和内容包有几个主要区别。Apps and content packs have 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,此分组使业务用户能够继续轻松地导航到应用。This grouping 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.
  • 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.
  • 通过新工作区体验,我们迈出了弃用组织内容包的第一步。With the new workspace experience, we're taking the first steps towards deprecating organizational content packs. 无法在新工作区中使用或创建它们。You can't consume or create them in the new workspaces.

若要比较这两者,请参阅新工作区与现有工作区有何不同See How the new workspaces are different from existing workspaces to compare the two.

后续步骤Next steps