从报表创建 Power BI 仪表板Create a Power BI dashboard from a report

你已经阅读了 Power BI 中的仪表板,并且现在想要创建你自己的仪表板。You've read Dashboards in Power BI, and now you want to create your own. 有许多不同的方法可用于创建仪表板:从报表、从头开始、从数据集、通过复制现有仪表板等。There are many different ways to create a dashboard - from a report, from scratch, from a dataset, by duplicating an existing dashboard, and more.

在你初次使用它时可能会感到不知所措,因此我们先创建一个快速简单的仪表板,方法是从已构建的报表固定可视化效果。It can seem overwhelming when you're first getting started, so we'll start by creating a quick and easy dashboard by pinning visualizations from a report that's already been built. 完成此快速入门后,你将很好地了解仪表板和报表之间的关系、如何在报表编辑器中打开编辑视图、固定磁贴以及在仪表板和报表之间导航。Once you complete this quickstart, you'll have a good understanding of the relationship between dashboards and reports, opening Editing view in the report editor, pinning tiles, and navigating between a dashboard and a report. 然后,使用左侧目录中的链接或底部的“下一步”继续学习更高级的主题。Then use the links in the Table of Contents on the left or the Next steps at the bottom to move on to more-advanced topics.

谁可以创建仪表板?Who can create a dashboard?

创建仪表板是创建者功能,需要拥有报表编辑权限。Creating a dashboard is a creator feature and requires edit permissions to the report. 报表创建者及其所授予访问权限的同事拥有编辑权限。Edit permissions are available to report creators and to those colleagues the creator grants access. 例如,如果 David 在 workspaceABC 中创建了一个报表,然后将你添加为该工作区的成员,则你和 David 都将拥有编辑权限。For example, if David creates a report in workspaceABC and then adds you as a member of that workspace, you and David will both have edit permissions. 另一方面,如果报表已与你直接共享或作为 Power BI 应用的一部分(你正在使用该报表),则你将无法将磁贴固定到仪表板。On the other hand, if a report has been shared with you directly or as part of a Power BI app (you are consuming the report), you won't be able to pin tiles to a dashboard.

注意:仪表板是 Power BI 服务的一项功能,而不是 Power BI Desktop 的功能。NOTE: Dashboards are a feature of Power BI service, not Power BI Desktop. 无法在 Power BI 移动设备中创建仪表板,但可以查看和共享仪表板。Dashboards can't be created in Power BI mobile, but they can be viewed and shared.

视频:通过从报表中固定视觉对象和图像创建仪表板Video: Create a dashboard by pinning visuals and images from a report

观看 Amanda 通过从报表中固定可视化效果来创建新仪表板。Watch Amanda create a new dashboard by pinning visualizations from a report. 然后,使用采购分析示例,按照视频下面的步骤亲自尝试。Then follow the steps below the video to try it out yourself, using the Procurement Analysis sample.

先决条件Prerequisites

若要跟着介绍一起操作,需要下载“采购分析”示例 Excel 工作簿并在 Power BI 服务 (app.powerbi.com) 中打开它。To follow along, you'll need to download the "Procurement Analysis" sample Excel workbook and open it in Power BI service (app.powerbi.com).

使用报表导入数据集Import a dataset with a report

我们将导入一个 Power BI 示例数据集,并使用它来创建我们的新仪表板。We'll import one of the Power BI sample datasets and use it to create our new dashboard. 我们使用的示例是包含两个 PowerView 工作表的 Excel 工作簿。The sample we'll use is an Excel workbook with two PowerView sheets. 当 Power BI 导入工作簿时,它将向你的工作区添加一个数据集和一个报表。When Power BI imports the workbook it will add a dataset and also a report to your workspace. 该报表是从 PowerView 工作表自动创建的。The report is automatically created from the PowerView sheets.

  1. 选择此链接下载并保存采购分析示例 Excel 文件。Select this link to download and save the Procurement Analysis sample Excel file. 我们建议你将其保存在你的 OneDrive for Business 中。We recommend saving it in your OneDrive for Business.
  2. 在浏览器 (app.powerbi.com) 中打开 Power BI 服务。Open Power BI service in your browser (app.powerbi.com).
  3. 选择“我的工作区”。Select My Workspace.
  4. 从左侧导航窗格中,选择“获取数据”。From the left nav, select Get Data.

  5. 然后,选择“文件”。Select Files.

  6. 导航到你保存采购分析示例 Excel 文件的位置。Navigate to the location where you saved the Procurement Analysis sample Excel file. 选择它,然后选择“连接”。Select it and choose Connect.

  7. 对于此练习,请选择“导入”。For this exercise, select Import.

  8. 出现成功消息时,选择 x 将其关闭。When the Success message appears, select the x to close it.

打开报表并将一些磁贴固定到仪表板Open the report and pin some tiles to a dashboard

  1. 在同一工作区中,选择“报表”选项卡。新导入的报表显示有黄色星号。Staying in the same workspace, select the Reports tab. The newly-imported report displays with a yellow asterisk. 选择报表名称以打开它。Select the report name to open it.

  2. 报表会在阅读视图中打开。The report opens in Reading view. 请注意,它的底部包含两个选项卡:折扣分析和支出概况。Notice it has two tabs at the bottom: Discount Analysis and Spend Overview. 每个选项卡表示报表的一页。Each tab represents a page of the report. 选择“编辑报表”在编辑视图中打开报表。Select Edit report to open the report in Editing view.

  3. 将鼠标悬停在可视化效果上方以显示可用的选项。Hover over a visualization to reveal the options available. 要将可视化效果添加到仪表板,请选择固定 图标。To add a visualization to a dashboard, select the pin icon.

  4. 由于我们正在创建新仪表板,请选择“新建仪表板”选项,并为其指定名称。Since we're creating a new dashboard, select the option for New dashboard and give it a name.

  5. 当你选择“固定”时,Power BI 将在当前工作区中创建新仪表板。When you select Pin, Power BI creates the new dashboard in the current workspace. 当“已固定到仪表板”消息出现时,选择“转到仪表板”。When the Pinned to dashboard message appears, select Go to dashboard. 如果系统提示你保存报表,请选择“保存”。If you're prompted to save the report, choose Save.

  6. Power BI 将打开新的仪表板,其中包含一个磁贴,即你刚刚固定的可视化效果。Power BI opens the new dashboard and there is one tile - the visualization you just pinned.

  7. 要返回到报表,请选择该磁贴。To return to the report, select the tile. 将更多磁贴固定到新仪表板。Pin a few more tiles to the new dashboard. 此时,显示“固定到仪表板”窗口,请选择“现有仪表板”。This time when the Pin to dashboard window displays, select Existing dashboard.

将整个报表页固定到仪表板Pin an entire report page to the dashboard

将整个报表页固定为动态磁贴(而不是一次固定一个视觉对象)。Instead of pinning one visual at a time, you can pin an entire report page as a live tile. 我们开始操作吧。Let's do it.

  1. 在报表编辑器中,选择“支出概况”选项卡打开报表的第 2 页。In the report editor, select the Spend Overview tab to open the 2nd page of the report.

  2. 你希望在仪表板上具有所有这些视觉对象。You want all of these visuals on your dashboard. 在菜单栏右上角,选择“固定活动页面”。In the upper-right corner of the menubar, select Pin live page. 在仪表板上,活动页面磁贴将在每次刷新页面时更新。On a dashboard, live page tiles update each time the page is refreshed.

  3. 显示“固定到仪表板”窗口时,请选择“现有仪表板”。When the Pin to dashboard window displays, select Existing dashboard.

  4. 看到“成功”消息时,选择“转至仪表板”。When the Success message appears, select Go to dashboard. 可以在此处看到从报表固定的磁贴。There you'll see the tiles you pinned from the report. 在以下示例中,我们已从报表的第 1 页固定了 2 个磁贴,并从报表的第 2 页固定了一个动态磁贴。In the example below, we've pinned 2 tiles from page 1 of the report and one live tile that is page 2 of the report.

恭喜你创建了第一个仪表板!Congratulations on creating your first dashboard! 现在你拥有了一个仪表板,通过它你可以执行更多操作。Now that you have a dashboard, there's so much more you can do with it. 请尝试执行下面建议的后续步骤的任一步骤,或者自己开始操作和探索。Try one of the suggested Next steps below, or start playing and exploring on your own.

后续步骤Next steps

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