发布 Power BI 项目报表并创建仪表板Publish the Power BI project report and create a dashboard

备注

本文属于介绍如何将 PowerApps、Microsoft Flow 和 Power BI 与 SharePoint Online 结合使用的系列教程。This article is part of a tutorial series on using PowerApps, Microsoft Flow, and Power BI with SharePoint Online. 请确保已阅读系列介绍,了解总体情况以及相关下载内容。Make sure you read the series introduction to get a sense of the big picture, as well as related downloads.

在此任务中,我们将把数据集和报表发布到 Power BI 服务中,然后再根据报表创建仪表板。In this task, we'll publish our dataset and report to the Power BI service; then we'll create a dashboard based on the report. 在许多情况下,报表包含大量可视化效果,但只有一小部分用于仪表板。In many cases a report has a large number of visualizations and only a subset are used in a dashboard. 在此示例中,我们将向仪表板添加全部四个可视化效果。In our case, we'll add all four visualizations to the dashboard.

第 1 步:发布数据集和报表Step 1: Publish the dataset and report

  1. 在 Power BI Desktop 中的“开始”选项卡上,单击或点击“发布”。In Power BI Desktop, on the Home tab, click or tap Publish.

    发布数据集和报表

  2. 如果尚未登录 Power BI 服务,请输入帐户,再单击或点击“登录”。If you're not already signed in to the Power BI service, enter an account, then click or tap Sign in.

    登录帐户

  3. 输入密码,再单击或点击“登录”。Enter a password, then click or tap Sign in.

    输入帐户密码

  4. 选择报表的目标位置,再单击或点击“选择”。Choose a destination for the report, then click or tap Select. 建议发布到组工作区,以简化对 SharePoint 中报表的访问。We recommend publishing to a group workspace to simplify access to the report in SharePoint. 在此示例中,我们要发布到“项目管理”组工作区。In this case, we are publishing to the Project Management group workspace. 有关详细信息,请参阅在 Power BI 应用工作区中展开协作For more information, see Collaborate in your Power BI app workspace.

    目标工作区

  5. 发布完成后,单击或点击“在 Power BI 中打开‘project-analysis.pbx’”。After publishing completes, click or tap Open 'project-analysis.pbx' in Power BI.

    发布成功

  6. Power BI 服务在浏览器中加载此报表。The Power BI service loads the report in a browser. 如果左侧导航窗格未展开,请单击或点击左上角“(a)”处的菜单来将其展开。If the left navigation pane isn't expanded, click or tap the menu at the top left (a) to expand it.

    Power BI 服务中的报表

    可以发现,在我们发布报表后,Power BI Desktop 上传了数据集 (d) 和报表 (c)。You can see that when we published, Power BI Desktop uploaded a dataset (d) and a report (c). 将在 Power BI 服务(而不是 Power BI Desktop)中创建仪表板,此工作区中还没有任何仪表板 (b)。You create dashboards in the service, not Power BI Desktop, and this workspace doesn't have any dashboards yet (b). 我们快速创建一个仪表板。We'll create one shortly.

第 2 步:配置凭据以进行刷新Step 2: Configure credentials for refresh

  1. 在 Power BI 服务中,依次单击或点击右上角的 齿轮图标 和“设置”。In the service, click or tap Gear icon in the top right corner, then click or tap Settings.
  2. 依次单击或点击“数据集”和“project-analysis”。Click or tap Datasets, then project-analysis.

    project-analysis 数据集

  3. 展开“数据源凭据”,再单击或点击“编辑凭据”。Expand Data source credentials, then click or tap Edit credentials.

    编辑“数据源凭据”

  4. 选择“OAuth2”身份验证方法,再单击或点击“登录”。Select OAuth2 for Authentication method, then click or tap Sign in.

    登录 SharePoint

  5. 选择或登录有权访问 SharePoint 列表的帐户。Select or sign in to an account that has permissions for the SharePoint lists.

    登录 Office 365

    当此过程完成时,将在 Power BI 服务中看到以下消息。When the process completes, you'll get the following message in the service.

    数据源已更新

第 3 步:创建仪表板Step 3: Create a dashboard

  1. 若要返回到报表,请在“报表”下,单击或点击“项目分析”。To get back to your report, under REPORTS click or tap project-analysis.

  2. 依次单击或点击左上角的图表和Click or tap the chart on the upper left, then click or tap 大头针图标.

    固定图表

  3. 输入要固定到的仪表板的名称,再单击或点击“固定”。Enter a name for the dashboard you want to pin to, then click or tap Pin.

    将图表固定到新的仪表板

  4. 依次单击或点击右上角的图表和Click or tap the chart on the upper right, then click or tap tap 大头针图标.

    固定图表

  5. 选择现有仪表板,再单击或点击“固定”。Select the existing dashboard, then click or tap Pin.

    将图表固定到现有仪表板

  6. 对其他两个视觉对象重复执行固定流程。Repeat the pinning process for the other two visuals.

  7. 在左侧导航窗格中,单击或点击仪表板名称。In the left navigation pane, click or tap the dashboard name.

    网站导航中的新仪表板

  8. 查看仪表板。Review the dashboard. 如果单击磁贴,将返回到报表。If you click on a tile, you will go back to the report.

    已完成的仪表板

Power BI 中的大部分操作到此为止。That wraps up most of the work in Power BI. 如果你是首次创建报表和仪表板,恭喜!If that was your first experience creating reports and dashboards, congratulations! 如果你已是专业人士,我们希望你能够快速完成本教程。If you're already a pro, we hope you could move through it quickly. 现在,我们将添加警报,以确定是否需要关注仪表板。Now we will add alerting to make sure we know if the dashboard needs our attention.

后续步骤Next steps

本系列教程的下一步是创建 Power BI 项目报表的数据警报The next step in this tutorial series is to set up data alerts for the Power BI project report.