与同事和其他人共享 Power BI 仪表板Share your Power BI dashboards with coworkers and others

共享是一种使多人能够访问你的仪表板和报表的有效方式。Sharing is a good way to give a few people access to your dashboards and reports. Power BI 提供了多种开展协作和分发仪表板的方式,共享只是其中之一。Power BI offers several ways to collaborate and distribute your dashboards, and sharing is just one.

共享仪表板列表中的图标

要进行共享,无论是在组织内还是在组织外共享内容,你和收件人都需要一个 Power BI Pro 许可证,或者内容需要位于高级容量中。With sharing, whether you share content inside or outside your organization, you and your recipients need a Power BI Pro license, or the content needs to be in a Premium capacity. 建议?Suggestions? Power BI 团队始终期待你的反馈,因此,请转到 Power BI 社区站点The Power BI team is always interested in your feedback, so go to the Power BI Community site.

你可以从自己的“我的工作区”或应用工作区共享仪表板。You can share a dashboard from your own My Workspace, or from an app workspace. 共享仪表板时,你与之共享的人员可查看并与其交互,但不能编辑它。When you share a dashboard, those you share it with can view it and interact with it, but can't edit it. 除非应用行级别安全性 (RLS),否则他们会看到你在仪表板和报表中看到的相同数据。They see the same data that you see in the dashboard and reports, unless row-level security (RLS) is applied. 如果你允许,与之共享的同事可以与其他同事共享仪表板。The coworkers you share it with can share the dashboard with their coworkers, if you allow them to. 组织外的人员也可以查看仪表板并与之交互,但不能共享它。The people outside your organization can view and interact with the dashboard too, but can't share it.

你也可以在任何 Power BI 移动应用中共享仪表板You can also share a dashboard from any of the Power BI mobile apps. 可以从 Power BI 服务和 Power BI 移动应用(而非 Power BI Desktop)共享仪表板。You can share dashboards from the Power BI service and the Power BI mobile apps, but not from Power BI Desktop.

视频:共享仪表板Video: Share a dashboard

观看 Amanda 在她的公司内部和外部与同事共享她的仪表板。Watch Amanda share her dashboard with colleagues inside and outside her company. 然后按照视频下面的分步说明来自己尝试一下。Then follow the step-by-step instructions below the video to try it out yourself.

共享仪表板Share a dashboard

  1. 在“我的工作区”或应用工作区中,打开仪表板,然后选择“共享” Share iconIn your My Workspace or in an app workspace, open a dashboard and select Share Share icon.
  2. 在顶部框中,输入个人、通讯组或安全组的完整电子邮件地址。In the top box, enter the full email addresses for individuals, distribution groups, or security groups. 不能与动态通讯组列表共享。You can't share with dynamic distribution lists.

    你可以与地址在组织外部的人员进行共享,但会看到一条警告。You can share with people whose addresses are outside your organization, but you'll see a warning.

    关于外部共享的警告

  3. 如果需要,请添加一条消息。Add a message if you want. 可选。It's optional.
  4. 若要允许同事与他人共享你的仪表板,请勾选“允许收件人共享仪表板”。To let your coworkers share your dashboard with others, check Allow recipients to share your dashboard.

    允许他人共享称为重新共享。Allowing others to share is called resharing. 如果你允许,他们可以从 Power BI 服务和移动应用重新共享,或将电子邮件邀请转发给组织中的其他人。If you let them, they can reshare from the Power BI service and the mobile apps, or forward the email invitation to others in your organization. 该邀请将在一个月后过期。The invitation expires after one month. 你的组织外的用户无法重新共享。People outside your organization can't reshare. 作为仪表板的拥有者,你可以关闭重新共享,或逐个撤消重新共享(请参阅下面的停止共享仪表板或阻止他人共享)。As the owner of the dashboard, you can turn off resharing, or revoke resharing on an individual basis See Stop sharing a dashboard or stop others from sharing, below.

  5. 选择共享Select Share.

    选择“共享”按钮

    Power BI 将带有指向共享仪表板链接的电子邮件邀请发送给个人(而非组),并且你会看到成功通知。Power BI sends an email invitation to the individuals but not to groups, with a link to the shared dashboard You see a Success notification.

    当组织中的收件人单击该链接时,Power BI 会将仪表板添加到他们的“与我共享”列表页中。When recipients in your organization click the link, Power BI adds the dashboard to their Shared with me list page. 他们可以选择你的名字来查看你已共享的所有仪表板。They can select your name to see all the dashboards you've shared.

    “与我共享”列表页

    当组织外部的收件人单击该链接时,他们会看到仪表板,但不是在常用的 Power BI 门户中。When recipients outside your organization click the link, they see the dashboard, but not in the usual Power BI portal. 请参阅下面的与组织外部的人员共享仪表板获取详细信息。See Share a dashboard with people outside your organization below for details.

谁有权访问你共享的仪表板?Who has access to a dashboard you shared?

有时,需要查看与之共享仪表板的人员,了解他们与哪些人共享了仪表板。Sometimes you need to see the people you've shared a dashboard with, and see who they've shared it with.

  1. 在仪表板列表或仪表板中,选择“共享” Share iconIn the list of dashboards or in the dashboard itself, select Share Share icon.
  2. 在“共享仪表板”对话框中,选择“访问权限”。In the Share dashboard dialog box, select Access.

    “共享仪表板”对话框,“访问权限”选项卡

    组织外的人员都将作为来宾列出。People outside your organization are listed as Guest.

停止共享仪表板或阻止他人共享Stop sharing a dashboard or stop others from sharing

只有仪表板所有者可以打开和关闭重新共享。Only the dashboard owner can turn resharing on and off.

如果尚未发送共享邀请If you haven't sent the sharing invitation yet

  • 请在发送之前,取消选中邀请底部的“允许收件人共享仪表板”复选框。Clear the Allow recipients to share your dashboard check box at the bottom of the invitation before you send it.

如果已共享仪表板If you've already shared the dashboard

  1. 在仪表板列表或仪表板中,选择“共享” Share iconIn the list of dashboards or in the dashboard itself, select Share Share icon.
  2. 在“共享仪表板”对话框中,选择“访问权限”。In the Share dashboard dialog box, select Access.

    “共享仪表板”对话框,“访问权限”选项卡

  3. 选择“阅读并重新共享”旁边的省略号 (...) 并选择:Select the ellipsis (...) next to Read and reshare and select:

    “阅读并重新共享”省略号

    • 阅读以防止该用户与其他人进行共享。Read to keep that person from sharing with anyone else.
    • 删除访问权限以防止该用户查看仪表板。Remove access to keep that person from seeing the dashboard at all.
  4. 在“移除访问权限”对话框中,决定是否要同时删除对相关内容(例如报告和数据集)的访问权限。In the Remove access dialog box, decide if you want to remove access to related content, too, such as reports and datasets. 如果删除带有警告图标 Power BI 警告图标的项目,则最好删除相关内容,因为它将无法正常显示。If you remove items with a warning icon Power BI warning icon, it's best to remove related content because it won't display properly.

与组织外部的人员共享仪表板Share a dashboard with people outside your organization

与组织外的人员共享时,他们会收到带有指向共享仪表板的链接的电子邮件,而且他们必须登录 Power BI 才能查看仪表板。When you share with people outside your organization, they get an email with a link to the shared dashboard, and they have to sign in to Power BI to see the dashboard. 如果他们没有 Power BI Pro 许可证,则可以在单击链接后进行注册。If they don't have a Power BI Pro license, they can sign up for one after clicking the link.

登录后,就可以在浏览器窗口(而不是常用的 Power BI 门户)中看到没有左侧导航窗格的仪表板。After they sign in, they see the shared dashboard in its own browser window without the left navigation pane, not in their usual Power BI portal. 他们需要将该链接保存为书签以便将来访问此仪表板。They have to bookmark the link to access this dashboard in the future.

组织外的用户不能编辑此仪表板或报表内的任何内容。They can't edit any content in this dashboard or report. 他们可以与报表(交叉突出显示)中的图表进行交互,并更改连接到仪表板的报表上的任何筛选器/切片器,但不能保存更改。They can interact with the charts in the report (cross-highlight) and change any filters/slicers available on the reports connected to the dashboard, but can't save their changes.

只有你的直接收件人才能看到共享仪表板。Only your direct recipients can see the shared dashboard. 例如,如果发送电子邮件至 Vicki@contoso.com,只有 Vicki 才能看到仪表板。For example, if you sent the email to Vicki@contoso.com, only Vicki can see the dashboard. 其他任何人都看不到该仪表板,即使他们有链接;并且 Vicki 必须使用相同的电子邮件地址来访问该仪表板。No-one else can see that dashboard, even if they have the link, and Vicki has to use the same email address to access that dashboard. 如果她使用任何其他的电子邮件地址进行注册,她也将无权访问该仪表板。If she signs up with any other email address, she won't have access to the dashboard either.

如果角色级或行级安全性是通过本地 Analysis Services 表格模型实现的,组织外的人员将完全无法查看任何数据。People outside your organization can't see any data at all if role- or row-level security is implemented on on-premises Analysis Services tabular models.

如果从 Power BI 移动应用向组织外部人员发送链接,外部人员单击链接后会在浏览器(而不是 Power BI 移动应用)中打开仪表板。If you send a link from a Power BI mobile app to people outside your organization, when they click the link the dashboard opens in a browser, not in the Power BI mobile app.

限制和注意事项Limitations and considerations

共享仪表板的注意事项:Things to keep in mind about sharing dashboards:

  • 通常,你和同事将在仪表板中会看到相同的数据。In general, you and your colleagues see the same data in the dashboard. 因此,如果你有权限比他们查看更多的数据,他们将能够查看你仪表板中的所有数据。Thus, if you have permissions to see more data than they do, they'll be able to see all your data in your dashboard. 但是,如果行级别安全性 (RLS) 应用于仪表板下面的数据集,则每个人的凭据将用于确定他们可以访问哪些数据。However, if row-level security (RLS) is applied to the dataset underlying a dashboard, then the credentials of every person are used to determine which data they can access.
  • 与之共享的每个人都可以查看仪表板,并在阅读视图中与报表交互。Everyone you share your dashboard with can see it and interact with your reports in Reading View. 他们不能创建报表或将更改保存到现有报表。They can't create reports or save changes to existing reports.
  • 没有人可以查看或下载数据集。No one can see or download the dataset.
  • 每个人都可以手动刷新仪表板数据Everyone can manually refresh the dashboard data.
  • 如果使用 Office 365 收发电子邮件,可以通过输入与通讯组关联的电子邮件地址,与通讯组成员进行共享。If you use Office 365 for email, you can share with members of a distribution group by entering the email address associated with the distribution group.
  • 电子邮件域与你相同的同事,以及域不同但在相同租户中注册的同事可以与他人共享仪表板。Coworkers who have the same email domain as you, and coworkers whose domain is different but registered within the same tenant, can share the dashboard with others. 例如,假设域 contoso.com 和 contoso2.com 是在同一租户中注册的。For example, say the domains contoso.com and contoso2.com are registered in the same tenant. 如果你的电子邮件地址为 konrads@contoso.com,则 ravali@contoso.com 和 gustav@contoso2.com 均可以共享(只要你向它们授予了共享权限)。If your email address is konrads@contoso.com, then both ravali@contoso.com and gustav@contoso2.com can share, as long as you gave them permission to share.
  • 如果你的同事已经有权访问特定仪表板,则当你在仪表板上时,可以通过复制 URL 发送指向该仪表板的直接链接。If your coworkers already have access to a specific dashboard, you can send a direct link to that dashboard just by copying the URL when you're on the dashboard. 例如:https://powerbi.com/dashboards/g12466b5-a452-4e55-8634-xxxxxxxxxxxxFor example: https://powerbi.com/dashboards/g12466b5-a452-4e55-8634-xxxxxxxxxxxx
  • 同样,如果你的同事已经有权访问特定仪表板,你可以将直接链接发送到基础报表Likewise if your coworkers already have access to a specific dashboard, you can send a direct link to the underlying report.

故障排除共享Troubleshoot sharing

我的仪表板收件人在磁贴或“所需的权限”消息中看到一个锁图标My dashboard recipients see a lock icon in a tile or a "Permission required" message

与其共享的人员尝试查看报表时,可能会在仪表板中看到锁定的磁贴或“需要权限”消息。The people you share with may see a locked tile in a dashboard, or a "Permission required" message when they try to view a report.

Power BI 锁定磁贴

如果是这样,则需要向他们授予对基础数据集的权限。If so, you need to grant them permission to the underlying dataset. 下面介绍如何操作。Here's how.

  1. 转到内容列表中的“数据集”选项卡。Go to the Datasets tab in your content list.

  2. 选择数据集旁边的省略号 (...) >“管理权限”。Select the ellipsis (...) next to the dataset > Manage permissions.

    管理权限

  3. 选择“添加用户”。Select Add user.

    选择“添加用户”。

  4. 输入个人、通讯组或安全组的完整电子邮件地址。Enter the full email addresses for individuals, distribution groups, or security groups. 不能与动态通讯组列表共享。You can't share with dynamic distribution lists.

    添加电子邮件地址

  5. 选择添加Select Add.

我无法共享仪表板I can't share a dashboard

要共享仪表板,你必须具有重新共享基础内容(任何相关的报表和数据集)的权限。To share a dashboard, you have to have permission to reshare the underlying content -- any related reports and datasets. 如果你看到一条消息,指示无法共享,请要求报表作者给予你重新共享这些报表和数据集的权限。If you see a message saying you can't share, ask the report author to give you re-share permission for those reports and datasets.

后续步骤Next steps