与同事和其他人共享 Power BI 仪表板和报表Share Power BI dashboards and reports 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 还提供了其他多种开展协作和分发仪表板及报表的方式Power BI also offers several other ways to collaborate and distribute dashboards and reports.

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,你都需要一个 Power BI Pro 许可证With sharing, whether you share content inside or outside your organization, you need a Power BI Pro license. 你的收件人也需要一个 Power BI Pro 许可证,除非内容位于高级容量中。Your recipients also need Power BI Pro licenses, unless the content is in a Premium capacity.

可以从 Power BI 服务中的大多数位置共享仪表板和报表:“收藏夹”、“最近”、“我的工作区”以及“与我共享”(如果所有者允许)。You can share dashboards and reports from most places in the Power BI service: Favorites, Recent, My Workspace, and Shared with me, if the owner allows it. 如果有其他工作区中的管理员、成员或参与者角色,则还可以从该工作区进行共享。You can share from other workspaces, too, if you have the Admin, Member, or Contributor role in the workspace.

共享仪表板或报表时,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 or report, the people 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或报表中看到的相同数据。They see the same data that you see in the dashboard or report, unless row-level security (RLS) is applied. 如果你允许,与之共享的同事还可以与其他同事共享。The coworkers you share with can also share with their coworkers, if you allow them to. 组织外的人员可以查看仪表板或报表并与之交互,但不能共享它。The people outside your organization can view and interact with the dashboard or report, but can't share it.

不能直接从 Power BI Desktop 进行共享 。You can't share directly from Power BI Desktop. 将报表从 Power BI Desktop 发布到 Power BI 服务。You publish reports from Power BI Desktop to the Power BI service. 但是,可通过 Power BI 移动应用共享仪表板However, you can share a dashboard from the Power BI mobile apps.

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仪表板。Watch Amanda share the dashboard with colleagues inside and outside Amanda's company. 然后可以按照视频下面的分步说明来自己尝试。Then follow the step-by-step instructions below the video to try it out yourself.

共享仪表板或报表Share a dashboard or report

  1. 在仪表板或报表列,或在打开的仪表板或报表中,选择“共享” 共享图标In a list of dashboards or reports, or in an open dashboard or report, 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. 阅读本文中有关在组织外部进行共享的详细信息。Read more about sharing outside your organization in this article.

    关于外部共享的警告

    备注

    输入框最多支持输入 100 个单独的用户或组。The input box supports, at most, 100 separate users or groups. 有关与更多人员共享的方法,请参阅本文中的与 100 多个用户共享See Share with more than 100 users in this article for ways to share with more people.

  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内容,请勾选“允许收件人共享仪表板(或报表)” 。To let your coworkers share your content with others, check Allow recipients to share your dashboard (or report).

    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. 作为内容的所有者,你可以关闭重新共享,或者逐个撤消重新共享。As the owner of the content, you can turn off resharing, or revoke resharing on an individual basis. 请参阅本文中停止或更改共享See Stop or change sharing in this article.

  5. 如果选择“允许用户使用基础数据集生成新内容”,则用户可基于此仪表板的数据集在其他工作区中自行创建报表 。If you select Allow users to build new content using the underlying datasets, they can create their own reports in other workspaces based on the dataset for this dashboard. 阅读有关基于来自不同工作区的数据集创建报表的详细信息。Read more about creating reports based on datasets from different workspaces.

  6. 选择共享Select Share.

    选择“共享”按钮

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

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

    “与我共享”列表页

    当组织外部的收件人单击该链接时,他们会看到仪表板或报表,但不是在常用的 Power BI 门户中。When recipients outside your organization click the link, they see the dashboard or report, but not in the usual Power BI portal. 阅读本文中有关与组织外部人员进行共享的详细信息。Read more about sharing with people outside your organization in this article.

查看哪些人有权访问仪表板或报表See who has access to a dashboard or report

有时,需要查看与之共享的人员,并了解他们的共享对象。Sometimes you need to see the people you've shared with, and see who they've shared it with.

  1. 在仪表板或报表列或仪表板或报表中,选择“共享” 共享图标In the list of dashboards and reports, or in the dashboard or report itself, select Share Share icon.

  2. 在“共享仪表板”或“共享报表”对话框中,选择“访问权限” 。In the Share dashboard or Share report 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.

    在此视图中,可以在本文中停止或更改共享权限In this view, you can stop or change sharing permissions in this article.

在组织外部共享仪表板或报表Share a dashboard or report 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或报表的链接的电子邮件。When you share with people outside your organization, they receive an email with a link to the shared dashboard or report. 他们必须登录 Power BI,才能看到你共享的内容。They must sign in to Power BI to see what you shared. 如果他们没有 Power BI Pro 许可证,则可以在单击链接后注册一个许可证。If they don't have a Power BI Pro license, they can sign up for a license when they click the link.

登录后,他们就可以在浏览器窗口(而不是常用的 Power BI 门户)中看到共享仪表板或报表。After they sign in, they see the shared dashboard or report in its own browser window, not in the usual Power BI portal. 若要在以后访问此仪表板或报表,他们需要为链接添加书签。To access this dashboard or report later, they must bookmark the link.

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. 他们可以与图表进行交互并更改筛选器或切片器,但不能保存更改。They can interact with the charts and change filters or slicers, but can't save their changes.

只有你的直接收件人才能看到共享仪表板或报表。Only your direct recipients see the shared dashboard or report. 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 sees the dashboard. 其他任何人都无法看到该仪表板,即使 Vicki 将链接转发给他们。No one else can see the dashboard, even if Vicki forwards them the link. Vicki 需要使用同一电子邮件地址来访问它;如果 Vicki 使用其他电子邮件地址登录,Vicki 将无法访问该仪表板。Vicki must use the same email address to access it; if Vicki signs in with any other email address, Vicki won't have access to the dashboard.

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 don'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,则单击链接会在浏览器(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, clicking the link opens the dashboard in a browser, not in the Power BI mobile app.

允许外部用户编辑内容Allow external users to edit content

Power BI 管理员允许外部来宾用户编辑和管理组织中的内容。Your Power BI admin can allow external guest users to edit and manage content in your organization. 如果是这样,则外部用户不会有仅使用体验。If so, your external users won't have that consumption-only experience. 他们可以编辑和管理组织内的内容。They can edit and manage content within your organization. 详细了解使用 Azure AD B2B 将 Power BI 内容分发给外部来宾用户Learn more about distributing Power BI content to external guest users with Azure AD B2B.

停止或更改共享Stop or change sharing

只有仪表板或报表所有者可以打开和关闭重新共享。Only the dashboard or report 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(或报表)” 复选框。Clear the Allow recipients to share your dashboard (or report) check box at the bottom of the invitation before you send it.

如果已共享仪表板或报表If you've already shared the dashboard or report

  1. 在仪表板或报表列或仪表板或报表中,选择“共享” 共享图标In the list of dashboards and reports, or in the dashboard or report itself, select Share Share icon.

  2. 在“共享仪表板”或“共享报表”对话框中,选择“访问权限” 。In the Share dashboard or Share report 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 以防止该用户查看共享内容。Remove access to keep that person from seeing the shared content 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(例如报表和数据集)的访问权限。In the Remove access dialog box, decide if you also want to remove access to related content, such as reports and datasets. 如果删除带有警告图标 Power BI 警告图标的项,则最好还应删除相关内容。If you remove items with a warning icon Power BI warning icon, it's best to also remove related content. 否则,它将无法正常显示。Otherwise, it won't display properly.

    Power BI 共享警告对话框

限制和注意事项Limitations and considerations

共享仪表板和报表的注意事项:Things to keep in mind about sharing dashboards and reports:

  • 通常,你和同事将在仪表板或报表中会看到相同的数据。In general, you and your colleagues see the same data in the dashboard or report. 因此,如果你有权限比他们查看更多的数据,他们将在仪表板或报表中看到你的所有数据。Thus, if you have permissions to see more data than they do, they see all your data in the dashboard or report. 但是,如果行级别安全性 (RLS) 应用于仪表板或报表下面的数据集,则他们可以访问的数据取决于其各自的凭据。However, if row-level security (RLS) is applied to the dataset underlying a dashboard or report, then each person's credentials determine which data they can access.
  • 与之共享的每个人都可以查看仪表板,并在阅读视图中与相关报表交互。Everyone you share your dashboard with can see it and interact with the related reports in Reading view. 通常,他们不能创建报表或将更改保存到现有报表。In general, they can't create reports or save changes to existing reports. 但是,如果选择“允许用户使用基础数据集生成新内容”,则用户可基于此仪表板或报表的数据集在其他工作区中自行创建报表 。However, if you select Allow users to build new content using the underlying datasets, they can create their own reports in other workspaces based on the dataset for this dashboard or report.
  • 虽然任何人都不可以查看或下载数据集,但他们可以使用“在 Excel 中分析”功能来直接访问数据集。Although no one can see or download the dataset, they can access the dataset directly by using the Analyze in Excel feature. 管理员可以限制组内每个人使用“在 Excel 中分析”的能力。An admin can restrict the ability to use Analyze in Excel for everyone in a group. 但此限制适用于组内的每个人和该组所隶属的每个工作区。However, the restriction is for everyone in that group and for every workspace the group belongs to.
  • 每个人都可以手动刷新数据Everyone can manually refresh the 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.
  • 与你共享电子邮件域的同事,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 share your email domain, 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,而你的电子邮件地址是 konrads@contoso.com。For example, say the domains contoso.com and contoso2.com are registered in the same tenant and your email address is konrads@contoso.com. 只要你向 ravali@contoso.com 和 gustav@contoso2.com 授予共享权限,两者都可以共享你的仪表板。Both ravali@contoso.com and gustav@contoso2.com can share your dashboard, as long as you give them permission to share.
  • 如果你的同事已经有权访问特定仪表板或报表,则当你在仪表板或报表上时,可以通过复制 URL 发送直接链接。If your coworkers already have access to a specific dashboard or report, you can send a direct link by copying the URL when you're on the dashboard or report. 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.

与 100 多个单独用户共享Share with more than 100 separate users

在一次共享操作中最多可以与 100 个用户或组共享。At most, you can share with 100 users or groups in a single share action. 但是,可以为超过 500 个用户提供对某个项的访问权限。However, you can give more than 500 users access to an item. 下面是一些建议:Here are some suggestions:

  • 通过单独指定用户进行多次共享。Share multiple times by specifying the users individually.
  • 与包含所有用户的用户组共享。Share with a user group that contains all the users.
  • 在工作区中创建报表或仪表板,然后从工作区创建应用。Create the report or dashboard in a workspace, then create an app from the workspace. 可以与多个用户共享该应用。You can share the app with many more people. 阅读有关在 Power BI 中分发应用的详细信息。Read more about publishing apps in Power BI.

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.

  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 (...),然后选择“管理权限” 。Select the ellipsis (...) next to the dataset, then select 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.

我无法共享仪表板或报表I can't share a dashboard or report

要共享仪表板或报表,你需要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 or report, you need permission to reshare the underlying content; that is, 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 reshare permission for those reports and datasets.

“无法共享”消息

后续步骤Next steps