报表编辑器...教程The report editor...Take a tour

Power BI 服务中的报表编辑器和 Power BI Desktop 中的报表编辑器非常相似。The report editor in Power BI service and the report editor in Power BI Desktop are very similar. 该视频演示的是 Power BI Desktop 中的报表编辑器,而本文介绍的是 Power BI 服务中的报表编辑器。The video shows the report editor in Power BI Desktop and this article shows the report editor in Power BI service.

在 Power BI 服务中,报表编辑器仅在编辑视图中可用。In Power BI service, the report editor is only available in Editing View. 若要在“编辑视图”中打开报表,必须是报表所有者身份。To open a report in Editing view, you must be a report owner.

Power BI 报表编辑器由 3 部分组成:The Power BI report editor is made up of 3 sections:

  1. “字段”、“可视化效果”和“筛选器”窗格Fields, Visualizations, and Filters panes
  2. 顶部导航栏top navigation bars
  3. 报表画布report canvas

1.报表编辑器窗格1. The report editor panes

首次打开报表时可看到 3 个窗格:“可视化效果”、“筛选器”和“字段”。There are 3 panes visible when you first open a report: Visualizations, Filters, and Fields. 左侧窗格“可视化效果”和“筛选器”可控制可视化效果的外观,其中包括类型、字体、筛选、格式设置。The panes on the left side, Visualizations and Filters, control what your visualizations look like -- type, colors, filtering, formatting. 而右侧窗格上的“字段”则可管理将用于可视化效果的基础数据。And the pane on the right side, Fields, manages the underlying data being used in the visualizations.

报告编辑器中显示的内容会随报表画布中选择的内容不同而异。The content displayed in the report editor varies by selections you make in the report canvas. 例如,如果选择单个视觉对象,For example, when you select an individual visual,

  • “可视化效果”窗格顶部会标识出正在使用的视觉对象类型;在本例中,就是簇状柱形图。The top of the Visualization pane identifies the type of visual in use; in this example, a Clustered column chart.

  • “可视化效果”窗格底部(可能需要向下滚动)则会显示视觉对象中正在使用的字段。The bottom of the Visualization pane (you may have to scroll down) displays the fields being used in the visual. 此图使用 FiscalMonth、DistrictManager 和 Total Sales Variance。This chart is using FiscalMonth, DistrictManager, and Total Sales Variance.

  • “筛选器”窗格(可能需要向下滚动)将显示已应用的所有筛选器。The Filters pane (you may have to scroll down) displays any filters that have been applied.

  • “字段”窗格中列出可用的表,如果展开表的名称,还会列出构成该表的字段。The Fields pane lists the tables available and, if you expand a table's name, the fields that make up that table. 黄色字体告诉用户可视化效果中至少正在使用该表格中的一个字段。Yellow font lets you know that at least one field from that table is being used in the visualization.

  • 要显示“格式设置”窗格,请为所选的可视化效果选择滚筒刷图标。 To display the formatting pane, for the selected visualization, select the paint roller icon.

  • 若要显示“分析”窗格,请选择放大镜图标。 To display the Analystics pane, select the magnifying glass icon.

可视化效果窗格(从上到下)The Visualizations pane (from top to bottom)

在此处选择可视化效果类型。Here is where you select a visualization type. 小图片称为模板The small pictures are called templates. 在上图中,已选择“簇状条形图”。In the image above, the Clustered bar chart is selected. 如果未首先选择可视化效果类型,而是通过选择字段开始生成可视化效果,则 Power BI 将为你选择可视化效果类型。If you don't select a visualization type first, but instead start building a visualization by selecting fields, Power BI will pick the visualization type for you. 你可以保留 Power BI 的选择或通过选择不同的模板更改类型。You can keep Power BI's selection, or change the type by selecting a different template. 可以根据需要进行多次切换,找到最能代表你的数据的可视化效果类型。Switch as many times as you need to find the visualization type that best represents your data.

管理视觉对象中使用的字段。Manage the fields used in your visual.

此窗格中显示的存储桶(有时称为)根据所选择的可视化效果类型而有所不同。The buckets (sometimes called wells) shown in this pane vary depending on what type of visualization you have selected. 例如,如果选择的是条形图,则会看到以下存储桶:值、轴和图例。For example, if you've selected a bar chart, you'll see buckets for: Values, Axis, and Legend. 当选择某个字段时,或将其拖到画布上时,Power BI 会将该字段添加到其中一个存储桶。When you select a field, or drag it onto the canvas, Power BI adds that field to one of the buckets. 也可以直接将“字段”列表中的字段拖动到存储桶中。You can also drag fields from the Fields list directly into the buckets. 某些存储桶仅限于特定类型的数据。Some buckets are limited to certain types of data. 例如,将不会接受非数字字段。For example, Values won't accept non-numeric fields. 因此,如果将员工姓名字段拖入存储桶,Power BI 会将其更改为员工姓名计数So if you drag an employeename field into the Values bucket, Power BI changes it to count of employeename.

删除字段Remove a field

若要从可视化效果中删除字段,请选择字段名称右侧的“X”。To remove a field from the visualization, select the X to the right of the field name.

有关详细信息,请参阅向 Power BI 报表添加可视化效果For more information, see Add visualizations to a Power BI report

格式化视觉对象Format your visuals

选择滚动油漆刷图标,以显示“格式设置”窗格。Select the paint roller icon to display the Format pane. 可用的选项取决于所选可视化效果的类型。The option available depend on the type of visualization selected.

几乎可以进行任何格式设置。The formatting possibilities are almost endless. 若要了解详细信息,可以自行探索或参阅以下文章:To learn more, explore on your own, or visit these articles:

将分析添加到可视化效果Add analytics to your visualizations

选择放大镜图标以显示“分析”窗格。Select the magnifying glass icon to display the Analytics pane. 可用的选项取决于所选可视化效果的类型。The option available depend on the type of visualization selected.


通过 Power BI 服务中的“分析”窗格,可以将动态参考行添加到可视化效果,并重点关注重要趋势或见解。With the Analytics pane in Power BI service, you can add dynamic reference lines to visualizations, and provide focus for important trends or insights. 若要了解详细信息,请参阅 Power BI 服务中的“分析”窗格Power BI Desktop 中的“分析”窗格To learn more, see Analytics pane in Power BI service or Analytics pane in Power BI Desktop.


“筛选器”窗格The Filters pane

查看、设置并修改页、报表、钻取和视觉对象级别筛选器。View, set, and modify page, report, drillthrough, and visual-level filters.

有关详细信息,请参阅向报表添加筛选器For more information, see Add a filter to a report.


“字段”窗格The Fields pane

“字段”窗格显示数据中存在的表和字段,可供你创建可视化效果。The Fields pane displays the tables and fields that exist in your data and are available for you to use to create visualizations.

  • 将字段拖到页上,以启动一个新的可视化效果。Drag a field onto the page to start a new visualization. 还可以将字段拖动到现有可视化效果,以将字段添加到该可视化效果。You can also drag a field onto an existing visualization to add the field to that visualization.

  • 添加某一字段旁的选中标记时,Power BI 会将该字段添加到活动(或新的)可视化效果中。When you add a checkmark next to a field, Power BI adds that field to the active (or new) visualization. 它还决定将该字段放入哪个存储桶。And it also decides which bucket to place that field into. 例如,该字段应用于图例、轴还是值?For example, should the field be used a legend, axis,or value? Power BI 进行最佳推测,如有必要,可以将其从一个存储桶移动到另一个。Power BI makes a best-guess and you can move it from that bucket to another if necessary.

  • 无论哪种方式,每个所选的字段都会被添加到报表编辑器中的可视化效果窗格。Either way, each selected field is added to the Visualizations pane in the report editor.

注意:如果使用的是 Power BI Desktop,则还可以选择显示/隐藏字段、添加计算等。NOTE: If you're using Power BI Desktop, you'll also have options to show/hide fields, add calculations etc.

字段图标的涵义What do the field icons mean?

  • ∑ 聚合聚合是一个数值,例如,可对其求和或求平均值。∑ Aggregates An aggregate is a numeric value that will be summed or averaged, for example. 聚合随数据一起导入(在报表所基于的数据模型中定义)。Aggregates are imported with the data (defined in the data model your report is based on). 有关详细信息,请参阅 Power BI 报表中的聚合函数For more information, see Aggregates in Power BI reports.
  • 计算度量值(亦称为“计算字段”) Calculated measures (also called calculated fields)
    各个计算字段都具有其自己的硬编码公式。Each calculated field has its own hard-coded formula. 不能更改此计算,例如,如果该计算是求和,则只能进行求和。You can’t change the calculation, for example, if it’s a sum, it can only be a sum. 有关详细信息,请参阅了解度量值For more information, read Understanding measures
  • 唯一字段 Unique fields
    具有此图标的字段是从 Excel 导入的,因此将被设置为显示全部值,即使它们具有重复项也是如此。Fields with this icon were imported from Excel and are set to show all values, even if they have duplicates. 例如,你的数据可能有两条人名为 John Smith 的记录,每一条都将被视为唯一(不会总结这两条)。For example your data might have two records for people named 'John Smith', and each will be treated as unique -- they won't be summed.
  • 地理位置字段 Geography fields
    地理字段可用于创建地图可视化效果。Location fields can be used to create map visualizations.
  • 层次结构 Hierarchy
    选择箭头以显示构成层次结构的字段。Select the arrow to reveal the fields that make up the hierarchy.

2.顶部导航栏2. The top navigation bar

顶部导航栏中可用的操作有很多;新操作一直在增加。The actions available from the top navigation bar are numerous; with new actions being added all the time. 有关特定操作的信息,请使用 Power BI 文档目录或搜索框。For information about a particular action, use the Power BI Documentation Table of Contents or Search box.

3.报表画布3. The report canvas

报表画布是显示工作内容的地方。The report canvas is where your work displays. 使用“字段”、“筛选器”和“可视化效果”窗格创建视觉对象时,将在报表画布中生成和显示这些视觉对象。When you use the Fields, Filters, and Visualizations panes to create visuals, they are built and displayed on your report canvas. 画布底部的各个选项卡表示报表中的页。Each tab at the bottom of the canva represents a page in the report. 选择某个选项卡将打开该页。Select a tab to open that page.

后续步骤:Next Steps:

创建报表Create a report

编辑报表Edit a report

了解有关 Power BI 中的报表的详细信息Read more about reports in Power BI

Power BI 入门Get started with Power BI

Power BI - 基本概念Power BI - Basic Concepts

更多问题?More questions? 尝试参与 Power BI 社区Try the Power BI Community