使用 Power BI 服务Getting around in Power BI service

左侧导航窗格The left navigation pane

快速参考指南Quick reference guide

操作Action 新(当前)路径New (current) path
收藏仪表板或报表Favorite a dashboard or report “工作区”>“仪表板”或“工作区”>“报表”并选择星形图标将其变为黄色Workspace > Dashboards or Workspace > Reports and select the star icon to turn it yellow
收藏应用Favorite an app 在左侧导航窗口选择“应用”并选择应用名称旁边的星形Select Apps from left navpane and select star next to app name
查看收藏列表View a list of your favorites 从左侧导航窗格中选择“收藏夹”Select Favorites from left navpane
查看最近访问过的仪表板和报表的列表View a list of recently-visited dashboards and reports 从左侧导航窗格中选择“最近使用的项目”Select Recent from left navpane
查看已与你共享的仪表板列表View a list dashboards that have been shared with you 从左侧导航窗格中选择“与我共享的内容”Select Shared with me from left navpane
共享仪表板Share a dashboard 打开仪表板,然后选择“共享”或创建并发布应用Open dashboard and select Share or create and publish an app
删除仪表板Delete a dashboard “我的工作区”>“仪表板”> 垃圾桶图标My workspace > Dashboards > trashcan icon
删除报表Delete a report “我的工作区”>“报表”> 垃圾桶图标My workspace > Reports > trashcan icon
删除数据集Delete a dataset “我的工作区”>“数据集”>“...”>“删除”My workspace > Datasets > ... > Delete
打开仪表板Open a dashboard “工作区”>“仪表板”,然后选择仪表板的名称Workspace > Dashboards > and select the name of the dashboard
打开报表Open a report “工作区”>“报表”,然后选择报表的名称Workspace > Reports > and select the name of the report
打开数据集Open a dataset “工作区”>“数据集”,然后选择数据集的名称Workspace > Datasets > and select the name of the dataset
创建仪表板Create a dashboard 从顶部导航栏选择“创建”>“仪表板”From the top navbar select Create > Dashboard
创建报表Create a report 从顶部导航栏选择“创建”>“报表”From the top navbar select Create > Report
创建数据集Create a dataset 从顶部导航栏选择“创建”>“数据集”From the top navbar select Create > Dataset
创建应用Create an app “工作区”>创建应用工作区Workspaces > Create app workspace
查看所拥有的所有仪表板、报表和数据集的列表View a list of all the dashboards, reports, and datasets that you own “工作区”>“我的工作区”Workspaces > My workspace

常见任务Common tasks

请观看下面的视频,Amanda 将带你感受 Power BI 服务导航体验。Watch Amanda take you on a tour of the Power BI service navigation experience. 然后,按照视频下方的分步说明操作,自行进行探索。Then follow the step-by-step instructions below the video to explore for yourself.

查看内容(仪表板、报表、工作簿、数据集、工作区、应用)View content (dashboards, reports, workbooks, datasets, workspaces, apps)

让我们先来看看基本内容(仪表板、报表、数据集、工作簿)的组织方式。Let's start by looking at how the basic content (dashboards, reports, datasets, workbooks) is organized. 在此之前,所有内容在左侧导航窗格中列出。Before this, all of your content was listed in the left navigation pane. 现在,你仍可以选择这种显示方式,但默认在工作区的上下文中按内容类型进行显示。Now, you still have that option, but the default is to display by content type within the context of a workspace. 从左侧导航窗格(左侧导航窗格)中选择工作区后,关联内容(仪表板、报表、工作簿、数据集)的选项卡在 Power BI 画布右侧显示。Select a workspace from the left navigation pane (left navpane) and the tabs for the associated content (dashboards, reports, workbooks, datasets) fill the Power BI canvas to the right.

如果使用的是 Power BI 免费版,则只能看到一个工作区,即“我的工作区”。If you have Power BI Free, you'll only see one workspace -- My Workspace.

收藏仪表板、报表和应用Favorite dashboards, reports, and apps

利用收藏夹能快速访问你认为最重要的内容。Favorites lets you quickly access content that is most important to you.

  1. 在打开的仪表板或报表中,选择右上角的“收藏”。With the dashboard or report open, select Favorite from the upper right corner.

    此时,“收藏”变为“取消收藏”,星标变为黄色。Favorite changes to Unfavorite and the star icon becomes yellow.

  2. 对于应用,请在左侧导航窗格中选择“应用”,将鼠标悬停在该应用上,然后选择星形,添加到收藏夹。For an app, select Apps from the left navpane, hover over the app and choose the star to set it as a favorite.

  3. 要显示已加入收藏夹的所有内容的列表,请在左侧导航窗格中选择“收藏夹”右侧的箭头。To display a list of all the content that you have added as favorites, in the left navpane, select the arrow to the right of Favorites. 由于左侧导航窗格是 Power BI 服务的永久性功能,因此可以在 Power BI 服务中的任何位置访问此列表。Because the left navpane is a permanent feature of Power BI service, you have access to this list from anywhere in Power BI service.

    在这里,你可以选择一个仪表板、报表或应用来打开它。From here you can select a dashboard, report, or app to open it.

  4. 要打开“收藏夹”窗格,请在左侧导航窗格中选择“收藏夹”或选择收藏夹图标 To open the Favorites pane, in the left navpane, select Favorites or select the Favorites icon .

    在这里,可以打开和查找内容、取消收藏或与同事共享内容。From here you can open, find the content, unfavorite, or share content with colleagues.

  5. 另一种将仪表板或报表标记为收藏的方法是利用“仪表板”或“报表”工作区选项卡。只需打开工作区,显示内容视图,并选择名称左侧的星形图标。Another way to mark either a dashboard or report as a favorite is from the Dashboards or Reports workspace tab. Just open the workspace to display the content view, and select the star icon to the left of the name.

要了解详细信息,请参阅收藏To learn more, see Favorites

最近访问Recents

访问“最近访问”窗格,快速访问最近访问的内容。Quickly get to the content that you’ve most recently accessed by visiting the Recents pane. 这包括来自所有工作区的内容。This includes content from across all of your workspaces.

与“收藏夹”类似,选择左侧导航窗格中“最近访问”旁边的箭头,可以在 Power BI 服务中的任何位置快速访问最近访问的内容。Similar to Favorites, you can quickly access your recents from anywhere in Power BI service by selecting the arrow next to Recents in the left navpane.

若要了解详细信息,请参阅Power BI 中最近使用的项目To learn more, see Recents in Power BI

应用Apps

应用是仪表板和报表的集合,旨在于同一个位置提供所有关键指标。An app is a collection of dashboards and reports built to deliver key metrics, all in one place. 可以在组织内部使用应用,也可将应用用于外部服务,如 Google Analytics 和 Microsoft Dynamics CRM。You can have apps internal to your organization, and also apps for external services such as Google Analytics and Microsoft Dynamics CRM.

若要了解详细信息,请参阅“应用工作区”(如下)以及什么是 Power BI 应用To learn more, see App workspaces (below) and What are Power BI apps.

与我共享Shared with me

“与我共享”是同事与你共享的所有内容的位置。Shared with me is the location for all content that colleagues have shared with you. 按仪表板所有者进行筛选,使用搜索字段查找相关内容,再按日期对项进行排序。Filter by dashboard owner, use the search field to find what’s relevant, and sort the items by date. 对于频繁访问的共享内容,直接从“与我共享的内容”视图中进行收藏更为简便。And for shared content you visit frequently, it's even easier to favorite it right from the Shared with me view.

若要了解详细信息,请参阅与我共享的内容To learn more, see Shared with me

使用工作区Working with workspaces

接下来,在左侧导航窗格中选择“工作区”。Next in the left nav is workspaces. 可以将工作区看作是 Power BI 内容的容器。Workspaces can be thought of as containers for Power BI content. 有两种类型的工作区:我的工作区和应用工作区。There are two types of workspaces: My Workspace and App workspaces.

如果不是应用工作区的成员或管理员,可能不会在左侧导航栏中看到任何应用工作区。If you are not a member of an app workspace or an admin, you may not see any app workspaces in your left nav. 如果是 Power BI 免费版客户,将不会看到任何应用工作区。And if you are a Power BI Free customer, you will not see any app workspaces.

我的工作区My Workspace

我的工作区存储你拥有的所有内容。My Workspace stores all the content that you own. 可以将其作为你的个人沙盒或自己内容的工作区域。Think of it as your personal sandbox or work area for your own content. 你可以与同事共享“我的工作区”中的内容。You can share content from My Workspace with colleagues. 在“我的工作区”中,内容由 4 个选项卡组成:仪表板、报表、工作簿和数据集。Within My Workspace, your content is organized into 4 tabs: Dashboards, Reports, Workbooks, and Datasets.

应用工作区App workspaces

应用和应用工作区是 Power BI Pro 的一项功能。Apps and app workspaces are a feature of Power BI Pro. 如果你是为其他人创作仪表板和报表的人员,则会使用应用工作区来执行此操作。If you are someone who authors dashboards and reports for others, you'll use app workspaces to do this. 应用工作区是创建应用的地方,因此若要创建应用,首先需要创建应用工作区。An app workspace is the place where you'll create the app, so to create an app, you'll first need to create the app workspace. 它们由组工作区演变而来,是存储应用内容的临时区域和容器。They’re the evolution of group workspaces – staging areas and containers for the content in the app. 你和你的同事可以在仪表板、报表以及你计划分发给广大受众甚至整个组织的其他内容上进行协作。You and your colleagues can collaborate on dashboards, reports, and other content that you plan to distribute to a wider audience, or even your entire organization.

若要了解详细信息,请访问在 Power BI 中创建和分发应用To learn more, visit Create and distribute an app in Power BI.

在“我的工作区”中,内容由 4 个选项卡组成:仪表板、报表、工作簿和数据集。As with My Workspace, your content is organized into 4 tabs: Dashboards, Reports, Workbooks, and Datasets.

通过选择左侧导航窗格中的“工作区”切换工作区。Switch workspaces by selecting Workspaces in the left navpane.

对内容进行搜索和排序Search and sort content

借助内容视图,可以更轻松地对内容进行搜索、筛选和排序。The content view makes it easier to search, filter and sort your content. 若要搜索仪表板、报表或工作簿,请在搜索区域中键入内容。To search for a dashboard, report or workbook, type in the search area. Power BI 会筛选出名称中包含搜索字符串的内容。Power BI filters to only the content that has your search string as part of the name.

也可以按名称或所有者对内容进行排序。You can also sort the content by name or owner.

若要了解详细信息,请参阅 Power BI 导航:搜索、排序、筛选To learn more, see Power BI navigation: search, sort, filter

后续步骤Next steps

Power BI 服务基本概念Power BI service Basic concepts

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