Power BI 服务入门 (app.powerbi.com)Get started with Power BI service (app.powerbi.com)

本教程将帮助你开启使用 Power BI 服务 之旅。This tutorial helps you get started with Power BI service. 若要了解 Power BI 服务如何适应其他 Power BI 产品/服务,我们强烈建议你先阅读什么是 Power BIFor an understanding of how Power BI service fits in with the other Power BI offerings, we highly recommend that you start by reading What is Power BI.

图片展示桌面、服务和移动之间的关系

Power BI 服务提供免费版本和 Pro 版本。Power BI service has a free version and a Pro version. 无论使用哪个版本,如果你已创建帐户,则只需打开浏览器并键入 app.powerbi.com 即可打开 Power BI 服务。No matter which version you're using, if you already have an account, open a browser and type app.powerbi.com to open Power BI service. 对于新用户,我们建议从 www.powerbi.com 入手。If you're a new user, we recommend starting at www.powerbi.com instead. 在该网站中,可以先详细了解 Power BI,然后再登录到该服务。From here you can learn more about Power BI before logging in to the service. 如果你已做好试用的准备,请选择右上角显示的“免费注册”链接。When you're ready to try it out, select the Sign up free link that you'll see in the upper right corner. 如果管理员已为你启用 Power BI,请不要使用“免费注册”按钮,而可直接转到 app.powerbi.com。If your administrator has already enabled Power BI for you, don't use the Sign up free button, but instead go directly to app.powerbi.com.

登录或免费注册

如果你需要有关使用 Power BI Desktop 的帮助,请参阅 Desktop 入门If you're looking for help with Power BI Desktop, see Get started with Desktop. 如果正在寻找有关 Power BI 移动端的帮助,请参阅适用于移动设备的 Power BI 应用If you're looking for help with Power BI mobile, see Power BI apps for mobile devices.

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更喜欢可以自主掌控进度的免费培训课程?Prefer a free self-paced training course instead? 在 EdX 上注册学习我们的“数据分析和可视化”课程Enroll in our Analyzing and Visualizing Data course on EdX.

请在 YouTube 上观看我们的播放列表Visit our playlist on YouTube. 不妨先从观看“Power BI 服务简介”视频入手:A good video to start with is Introduction to Power BI service:

Microsoft Power BI 可帮助你及时掌握对你重要的信息。Microsoft Power BI helps you stay up to date with the information that matters to you. 借助 Power BI 服务,仪表板可帮助你对企业状况了如指掌。With Power BI service, dashboards help you keep a finger on the pulse of your business. 你的仪表板显示各种磁贴,你可单击这些磁贴打开报表来进一步了解详情。Your dashboards display tiles that you can click to open reports for exploring further. 连接到多个数据集将所有相关数据组合在一起。Connect to multiple datasets to bring all of the relevant data together in one place. 是否需要了解构成 Power BI 的构建块的帮助?Need help understanding the building blocks that make up Power BI? 请参阅 Power BI - 基本概念See Power BI - Basic Concepts.

如果你在 Excel 或 CSV 文件中具有重要数据,你可以创建 Power BI 仪表板以便随时随地掌握最新信息,并与他人分享自己的见解。If you have important data in Excel or CSV files, you can create a Power BI dashboard to stay informed anywhere and share insights with others. 你是否订阅了 SaaS 应用程序(如 Salesforce)?Do you have a subscription to a SaaS application like Salesforce? 从连接到 Salesforce 开始,基于该数据自动创建仪表板,或查看可以连接到的所有其他 SaaS 应用Get a head start by connecting to Salesforce to automatically create a dashboard from that data, or check out all the other SaaS apps you can connect to. 如果你是组织成员,请查看是否已向你发布任何应用If you are part of an organization, see if any apps have been published for you.

了解所有其他获取 Power BI 数据的方式。Read about all the other ways to get data for Power BI.

步骤 1:获取数据Step 1: Get data

下面举例说明如何从 CSV 文件中获取数据。Here's an example of getting data from a CSV file. 想要学习此教程吗?Want to follow along with this tutorial? 下载此示例 CSV 文件Download this sample CSV file.

  1. 登录 Power BISign in to Power BI. 还没有帐户?Don’t have an account? 别担心,可以免费注册。No worries, you can sign up for free.

  2. Power BI 将在浏览器中打开。Power BI opens in your browser. 在左侧导航栏底部选择“获取数据”。Select Get Data at the bottom of the left navigation bar.

    获取数据

  3. 然后,选择“文件”。Select Files.

    获取文件

  4. 浏览到计算机上的该文件,然后选择“打开”。Browse to the file on your computer, and choose Open. 如果已将文件保存在 OneDrive for Business 中,请选择相应的选项。If you saved it in OneDrive for Business, select that option. 如果已将文件保存在本地,请选择“本地文件”。If you saved it locally, select Local file.

    “获取数据”>“文件”屏幕

  5. 在本教程中,我们将选择“导入”,以将 Excel 文件添加为数据集,然后就可以使用它来创建报表和仪表板。For this tutorial we're going to select Import to add the Excel file as a dataset that we can then use to create reports and dashboards. 如果选择“上传”,则整个 Excel 工作簿将上传至 Power BI,然后可以在 Excel Online 中打开它并进行编辑。If you select Upload, the entire Excel workbook is uploaded to Power BI where you can open and edit it in Excel online.

    选择“导入”

  6. 数据集准备就绪后,选择“查看数据集”在报表编辑器中打开它。When your dataset is ready, select View dataset to open it in the report editor.

    “你的数据集已就绪”对话框

    由于我们尚未创建任何可视化效果,报表画布是空白的。Since we haven't yet created any visualizations, the report canvas will be blank.

    空白报表画布

  7. 在顶部菜单栏中可以看到,有一个“阅读视图”选项。Take a look at the top menubar and notice that there is an option for Reading view. 出现“阅读视图”选项意味着当前在“编辑视图”中操作。Since you have an option for Reading view, that means you are currently in Editing view.

    “阅读视图”选项

    同时,在“编辑视图”中,可以创建和修改报表,因为你是报表的所有者,也是创建者。While in Editing view you can create and modify your reports because you are the owner of the report; you are a creator. 与同事共享报表时,他们只能在“阅读视图”中与报表交互,因为他们是使用者。When you share your report with colleagues, they'll only be able to interact with the report in Reading view; they are consumers. 详细了解阅读视图和编辑视图Learn more about Reading view and Editing view.

    进行简要了解是熟悉报表编辑器的一个不错的方法A great way to get familiar with the report editor is to take a tour

步骤 2 :着手了解你的数据集Step 2: Start exploring your dataset

连接到数据后,请开始浏览数据。Now that you've connected to data, start exploring. 发现有趣的内容后,可以创建仪表板来监视内容,并查看内容在不同时间的变化。When you've found something interesting, you can create a dashboard to monitor it and see how it changes over time. 我们来看看具体的工作方式。Let's see how that works.

  1. 在报表编辑器中,使用页面右侧的“字段”窗格生成可视化对象。In the report editor, we'll use the Fields pane on the right side of the page to build a visualization. 选中“销售总额”和“日期”旁边的复选框。Select the checkbox beside Gross Sales and Date.

    字段列表

  2. Power BI 会分析数据并创建可视化对象。Power BI analyzes the data and creates a visualization. 如果先选择“日期”,你将看到一个表格。If you selected Date first, you'll see a table. 如果先选择“销售总额”,你将看到一个图表。If you selected Gross Sales first, you'll see a chart. 切换到不同的数据显示方式。Switch to a different way of displaying your data. 让我们在折线图中查看此数据。Let's see this data as a line chart. 可视化对象窗格中选择折线图图标(也称为模板)。Select the line chart icon (also known as a template) from the Visualizations pane.

    已选中图标的报表编辑器

  3. 看起来不错,让我们将它固定到仪表板。This looks interesting, so let's pin it to a dashboard. 将鼠标悬停在可视化对象上,并选择“固定”图标。Hover over the visualization and select the Pin icon. 固定此可视化对象时,它将存储在仪表板上并会不断更新,由此你可以大致跟踪最新值。When you pin this visualization, it is stored on your dashboard and kept up-to-date so you can track the latest value at a glance.

    “固定”图标

  4. 由于这是新报表,因此在将可视化对象固定到仪表板之前,系统会提示保存。Because this is a new report, you'll be prompted to save it before you can pin a visualization to a dashboard. 为报表命名(例如“按时间的销售额”),然后选择“保存并继续”。Give your report a name (e.g., Sales over time) and select Save and Continue.

    “保存报表”对话框

  5. 我们将折线图固定到新仪表板并将其命名为“用于教程的财务示例”。Let's pin the line chart to new dashboard and name it "Financial sample for tutorial".

    为报表命名

  6. 选择“固定”。Select Pin.

    会显示一条成功消息(右上角附近),告知你可视化效果已作为磁贴添加到你的仪表板中。A Success message (near the top right corner) lets you know the visualization was added, as a tile, to your dashboard.

    “已固定到仪表板”对话框

  7. 选择“转至仪表板”,查看以磁贴形式固定到新仪表板的折线图。Select Go to dashboard to see the line chart pinned, as a tile, to your brand new dashboard. 通过添加更多可视化对象磁贴和重命名、调整大小、链接和重新定位磁贴来优化仪表板。Make your dashboard even better by adding more visualization tiles and renaming, resizing, linking, and repositioning tiles.

    固定了可视化效果的仪表板

    在仪表板上选择新的磁贴,以便随时返回到报表。Select the new tile on your dashboard to return to the report any time. Power BI 会将你返回到报表编辑器的“阅读视图”。Power BI returns you to the report editor in Reading view. 若要切换回“编辑视图”,请从顶部菜单栏中选择“编辑报表”。To switch back to Editing view, select Edit report from the top menubar. 进入“编辑视图”后,请继续浏览和固定磁贴。Once in Editing view, continue exploring and pinning tiles.

步骤 3:使用“问答”继续探索(自然语言查询)Step 3: Continue the exploration with Q&A (natural language querying)

  1. 要快速浏览数据,请尝试在问题解答框中进行询问。For a quick exploration of your data, try asking a question in the Q&A box. “问答”问题框位于仪表板顶部(“提出有关数据的问题”),以及报表的顶部菜单栏中“提问”)。The Q&A question box is located at the top of your dashboard (Ask a question about your data) and in the top menubar in your report (Ask a question). 例如,尝试键入“哪个市场的收入最高”。For example, try typing "what segment had the most revenue".

    问答画布

  2. “问答”会搜索答案,并以可视化形式显示答案。Q&A searches for an answer and presents it in the form of a visualization. 选择“固定”图标Select the pin icon “固定”图标 还可在仪表板上显示此可视化效果。to show this visualization on your dashboard too.

  3. 将可视化对象固定到“用于教程的财务示例”仪表板。Pin the visualization to the "Financial Sample for tutorial" dashboard.

    “固定到仪表板”对话框

  4. 返回到仪表板,将会看到新磁贴。Return to your dashboard where you'll see the new tile.

    固定了图表的仪表板

后续步骤Next steps

准备好尝试了解更多内容?Ready to try more? 可以参考以下主题来了解 Power BI。Here are some great ways to explore Power BI.

还没有做好充分准备?Not quite ready to jump right in? 请先了解以下主题,这些主题旨在帮助你适应 Power BI。Start with these topics designed to help you feel comfortable with Power BI.

时刻关注 Power BI 动态Stay in touch with Power BI

更多问题?More questions? 尝试咨询 Power BI 社区Try asking the Power BI Community