Power BI 模板提示、常见问题解答和疑难解答Power BI template tips, FAQs, and troubleshooting

下面提供了一些关键的 Power BI 提示、一些最常见问题的答案,以及在工作区分析中设置和使用 Power BI 模板时最常见的问题的疑难解答。The following provides a few key Power BI tips, answers to some of the most frequently asked questions, and troubleshooting for the most common issues when setting up and using the Power BI templates in Workplace Analytics.

Power BI 提示Power BI tips

可帮助您在 Power BI 中使用这些仪表板的一些提示:A few tips to help you use these dashboards in Power BI:

  • 交叉筛选和交叉突出显示 - 报告页面上的所有视觉对象均相互关联。Cross-filter and cross-highlight - All visuals on a report page are interconnected. 如果在其中一个视觉对象上选择一个数据点,则基于该选择,页面上包含该数据的所有其他点都会更改。If you select a data point on one of the visuals, all the others on the page that contain that data will change, based on that selection.
  • 向下钻取到具有层次结构的视觉对象 - 当视觉对象具有层次结构时,您可以向下钻取以显示其他详细信息。Drill down into a visual that has a hierarchy - When a visual has a hierarchy, you can drill down to reveal additional details. 仪表板中的某些图表支持此功能,如业务连续性仪表板中的 "按组织和级别指定" 图表。Some of the charts in the dashboards support this capability, such as the "By Organization and Level Designation" chart in the Business Continuity dashboard.
  • 将数据导出为表 -从任何可视化效果的右上角选择 " 更多选项 " (...) 并选择 " 导出数据"。Export data as a table – From the upper right corner of any visualization, select More options () and select Export data.

有关使用 Power BI 的更多详细信息,请参阅“在报表、仪表板和应用中与视觉对象交互”。For more details about using Power BI, see Interact with visuals in reports, dashboards, and apps.

共享仪表板Share a dashboard

与其他处理敏感数据(如 HR 系统)的产品一样,Workplace Analytics 并不适用于普通员工。Like other products that work with sensitive data, such as HR systems, Workplace Analytics is not meant for the general workforce. 相反,用户应该接受有关如何处理敏感信息的培训。Rather, its users are expected to have training regarding how to handle sensitive information. 培训营特定于组织的内容。Training should be specific to your organization. 使用 Workplace Analytics 生成的数据时,请参阅数据保护注意事项See Data-protection considerations when using data generated by Workplace Analytics.

你与之共享 Power BI 桌面文件 的任何人都可以使用与 Workplace Analytics 分析员相同的粒度级别访问基础数据集。Anyone you share the Power BI desktop file with can access the underlying dataset at the same level of granularity as a Workplace Analytics Analyst. 因此,请考虑以下不提供基础数据访问权限的替代选项:For this reason, consider the following alternatives that do not provide access to the underlying data:

  • 共享为 PDF 或其他静态文件 - 此选项会生成非交互式报告。Share as a PDF or other static file - This option generates a report that's not interactive. 请参阅将报告从 Power BI 导出到 PDFSee Export reports from Power BI to PDF.
  • 将报告发布到 Power BI 服务并在应用中共享见解 - 此选项允许其他用户浏览仪表板而无需访问基础数据。Publish the report to Power BI Service and share insights in an app - This option allows other users to navigate the dashboard without access to the underlying data. 有关详细信息,请参阅“在应用发布见解”。See Distribute insights in an app for details.

常见问题Frequently asked questions

问题 1 谁可以在 Power BI 中创建仪表板?Q1 Who can create the dashboard in Power BI?

必须在 Workplace Analytics 中分配了“分析员”角色以创建仪表板。You must be assigned the role of Analyst in Workplace Analytics to create the dashboard. 另外必须拥有 Power BI 许可证并安装了桌面版。You must also have a Power BI license and have the desktop version installed. 参见“安装和运行桌面版 Power BI”了解详细信息。See Install and run Power BI Desktop for details.

Q2 数据在仪表板中的刷新频率是多少?Q2 How frequently is data refreshed in the dashboard?

Workplace Analytics 完成周末处理后,每周一次填充仪表板。The dashboard gets repopulated once a week after Workplace Analytics finishes its weekend processing. 注意:必须在仪表板的“设置和范围”报告中手动调整“选定的期限”设置,以查看最近处理的数据。Note: You must manually adjust the Selected time frame setting in the dashboard's Settings and scope report to view the most recently processed data.

问题 3 我如何与组织中的其他人分享仪表板?Q3 How do I share the dashboard with others in my organization?

通过将见解发布到应用程序中或以 PDF 或静态文件的形式发布,可以与组织中的其他人共享仪表板,无需共享基础数据You can share the dashboard with others in your organization without sharing the underlying data by publishing the insights in an app or as PDF or static file. 有关详细信息,请参阅 共享仪表板See Share a dashboard for details.

问题 4 我可以与组织中的其他人共享基础仪表板数据集吗?Q4 Can I share the underlying dashboard dataset with others in my organization?

为了保持数据隐私,只有在 Workplace Analytics 中分配有“分析员“角色的员工才能访问 Power BI 仪表板中的基础数据集。To maintain data privacy, only employees assigned the role of Analyst in Workplace Analytics should have access to the underlying dataset in the Power BI dashboard.

Q5 如何知道我是否拥有最新版本的模板?Q5 How do I know if I have the latest version of the template?

从模板的版本2和更高版本开始,您可以在仪表板设置页的左下角找到标题末尾的版本号。Starting with version 2 and later versions of a template, you can find the version number at the end of the title in the lower left of the dashboard’s Settings page.

Q6 如何在仪表板中扩展使用的查询数据的日期?Q6 How can I extend the dates of the query data used in the dashboard?

如果现在你已在几个月内使用仪表板,则可能需要使用最近六个月的查询数据。If you have been using a dashboard for a few months now, you are probably using query data for the last six months. 您需要运行包含最后一年的新查询。You need to run new queries that include the last one year. 有关业务连续性仪表板的详细信息,请参阅 模板更新 了解详细信息。For the Business continuity dashboard, see Template update for details.

Q7 如何设置和运行工作区分析查询?Q7 How do I set up and run a Workplace Analytics query?

有关详细信息,请参阅创建人员查询See Create a Person Query for details.

Q8 如何将图表的轴更改为使用不同的组织数据属性?Q8 How do I change the axis of a chart to use a different Organizational data attribute?

设置 Power BI文件时,仅使用必需的组织属性。Only the required Organizational attributes are used when setting up the Power BI file. 如果在设置查询时选择了 "更多组织属性",则可以在可视对象中使用这些属性。If you selected more Organizational attributes when setting up the queries, you can use those in the visuals. 若要使用不同的组织属性:To use a different Organizational attribute:

  1. 选择要更改的可视化效果。Select the visualization you want to change.
  2. 在 " 字段 " 窗格中,选择 "组织" 属性并将其拖动到可视化效果的 " " 部分。In the Fields pane, select and drag the Organizational attribute to the Axis section of the visualization.
Q9 如何将其他指标或数据源与此仪表板集成?Q9 How do I integrate additional metrics or data sources with this dashboard?

请参阅连接 Power BI 中的数据,了解有关如何连接 Power BI 中的数据的更多信息。See Connect to data in Power BI to learn more about how to connect data in Power BI. 请参阅准备组织数据,了解可以在 Workplace Analytics 中分析哪些组织数据;并参阅数据源,了解可以在 Workplace Analytics 中连接并分析哪些数据源。See Prepare organizational data to learn about what organizational data you can analyze in Workplace Analytics and see Data sources to see what data sources you can connect to and analyze from within Workplace Analytics.

Q10 如何使用 Power BI?Q10 How do I use Power BI?

有关如何使用 Power BI 的详细信息,请参阅 Power BI 文档See Power BI documentation for details on how to use Power BI.

Q11 哪种语言的仪表板可用?Q11 What languages is the dashboard available in?

仪表板目前仅提供英语版本。The dashboard is currently only available in English.

疑难解答Troubleshooting

无法打开文档Unable to open document

如果遇到以下错误,则没有 Power BI 的最新版本。If you get the following error, you do not have the latest version of Power BI.

无法打开错误

但是,此模板可能适用于所使用的早期版本的 Power BI。However, the template might work with the earlier version of Power BI that you're using. 对其进行测试:To test it:

  1. 关闭所有警告。Close any warnings.
  2. 如果可以查看 " 设置 " 页,仪表板将使用此版本。If you can view the Settings page, the dashboard will work with this version. 如果无法查看 设置,则需要下载 Power BI 的最新版本。If you cannot view Settings, you need to download the latest version of Power BI.
可能存在报告布局差异Report layout differences might exist

如果遇到以下错误,则没有 Power BI 的最新版本。If you get the following error, you do not have the latest version of Power BI. 但是,此模板可能适用于此早期版本。However, the template might work with this earlier version. 若要对其进行测试,请重复上一节中的步骤。To test it, repeat the steps in the previous section.

报告布局错误

OData 请求失败OData request failed

以下错误 (或类似的 500 + 错误) 可能因以下原因之一而发生。The following error (or similar 500+ error) can occur for one of the following reasons.

OData 错误

  • 如果在设置仪表板和 Power BI 无法加载查询数据时,系统不会提示您使用组织帐户登录,请按照以下步骤清除现有权限:If you were not prompted to sign in with your organizational account while setting up the dashboard and Power BI fails to load the query data, follow these steps to clear existing permissions:

    1. 在 Power BI 中,打开 " 转换数据 " 菜单,然后选择 " 数据源设置"。In Power BI, open the Transform data menu, and select Data source settings.
    2. 选择“全局权限”,选择“https://workplaceanalytics.office.com”,然后选择“清除权限”。Select Global permissions, select https://workplaceanalytics.office.com, and then select Clear permissions.
    3. 选择“删除”****。Select Delete.
    4. 关闭 Power BI,并按照适用仪表板的设置说明进行操作。Close Power BI and follow the set up instructions for the applicable dashboard.
  • 如果使用错误的组织帐户登录,则会在使用 Power BI 模板加载数据时收到错误。If you are signed in with the wrong organizational account, you'll get an error when loading the data with the Power BI template. 若要解决这个问题,请遵循以下步骤:To fix it, follow these steps:

    1. 在 Power BI 中,打开 " 转换数据 " 菜单,然后选择 " 数据源设置"。In Power BI, open the Transform data menu, and select Data source settings.
    2. 选择 " 全局权限",选择 https://workplaceanalytics.office.com "",然后选择 " 编辑权限"。Select Global permissions, select https://workplaceanalytics.office.com, and then select Edit permissions.
    3. 对于“凭据”,请选择“编辑”。For Credentials, select Edit.
    4. 在“ OData 源 ”对话框中,选择“ 组织帐户”,然后选择“登录”或“以其他用户身份登录”。In the OData feed dialog box, select Organizational account, and then select Sign in or Sign in as a different user.
    5. 选择用于登录 Workplace Analytics 的帐户,输入密码,然后在“OData 源”出现提示时,选择“保存”。Select the account that you use to sign in to Workplace Analytics, enter the password, and then when prompted in OData feed, select Save.
    6. 在“编辑权限”中,选择“确定”,然后关闭“数据源设置”窗口。In Edit Permissions, select OK, and then close the Data source settings window.
    7. 关闭 Power BI 并按照设置仪表板中的设置说明,为相应的仪表板 设置仪表板Close Power BI and follow the set up instructions in Set up the dashboard for the applicable dashboard.
Power BI 视觉对象无法加载或显示表中的错误The Power BI visuals fail to load or show errors in the tables

如果组织或级别标识表中缺少数据值,Power BI 将无法完成数据联接。Power BI cannot complete a data join if data values are missing in the Organization or Level Designation tables. 要验证此错误:To validate this error:

  1. 在 Power BI 的“字段”窗格中,查找“组织”或“LevelDesignation”表中的**错识 **(!) 图标。In the Fields pane in Power BI, look for an error (!) icon in either the Organization or LevelDesignation tables. 如果您看到与以下内容类似的错误,请选择包含错误的字段以查看该字段。If you see an error about blank values similar to the following, select the field with the error to view it.

    空值错误 -表中的列包含空值,对于多对一关系的一侧的列或用作表的主键的列,不允许使用此参数。Blank-value error - Column in table contains blank values and this is not allowed for columns on the one side of a many-to-one relationship or for columns that are used as the primary key of a table.

  2. 若要修正此错误,请选择 "转换数据 > 转换数据" 以打开 Power Query Editor。To remediate this error, select Transform Data > Transform Data to open the Power Query Editor.

  3. 选择适用的查询。Select the applicable query.

  4. 在 "数据预览" 表中,找到 "组织" 和/或 "LevelDesignation" 列,展开列标题,选择 " 删除空",然后选择 "确定"In the data preview table, locate the column for Organization and/or LevelDesignation, expand the column header, select Remove Empty, and then select OK.

  5. 选择 " 每小时协作 " 查询,并重复步骤3-4 以筛选出空值。Select the Hourly collaboration query and repeat Steps 3-4 to filter out empty values.

  6. 选择“关闭并应用”,以应用所做的更改并返回仪表板。Select Close & Apply to apply the changes and return to the dashboard.

无法保存 Power BI 中的修改错误Failed to save modifications error in Power BI

出现以下错误的原因是 Power BI 中的预览功能设置。The following error occurs because of a preview features setting in Power BI. 若要更改仪表板的设置,请转到 "文件 > 选项和设置 > 选项 > 预览功能"。To change the setting for the dashboard, go to File > Options and Settings > Options > Preview features. 清除 "预览功能" 复选框,然后保存并重新启动模板。Clear the checkbox for preview features, and then save and restart the template.

预览功能错误

OData 错误,给定的 URL 既不指向 OData 服务,也不指向 Power BI 中的订阅源OData error that the given URL neither points to an OData service or a feed in Power BI

当您将此仪表板发布到工作区时,它们会拆分为两个部分,即报告和数据集 (数据源) 。When you publish this dashboard to workspaces, they get split into two parts, reports and datasets (data sources). 当 Power BI 中的权限身份验证令牌过期时,将发生此错误。This error occurs when your permission authentication token expires in Power BI. 执行以下操作以重置 Power BI 服务的权限。Do the following to reset permissions for the Power BI service.

  1. (app.powerbi.com) 中打开 POWER BI 服务Open your Power BI service (app.powerbi.com).
  2. 从 "主页" 中,选择功能区上的省略号 (...) 查看菜单,然后选择 "设置 > 设置"。From Home, select the ellipsis (...) on the ribbon to view the menu, and then select Settings > Settings.

Power BI 服务设置

  1. 选择 数据集,然后对于要获取其错误的仪表板,选择 省略号 (...) > 设置Select Datasets, and then for the dashboard you're getting the error for, select the ellipsis (...) > Settings.
  2. 在 " 数据源凭据" 中,选择 "编辑工作区分析的 凭据 "。In Data source credentials, select Edit credentials for Workplace Analytics.
  3. 选择用于登录到工作区分析的帐户,输入密码,然后在出现提示时,选择 " 保存"。Select the account that you use to sign in to Workplace Analytics, enter the password, and then when prompted, select Save.

执行以下操作以重置 OData 源的全局权限。Do the following to reset your global permissions for the OData feed.

  1. 在 Power BI 中,打开 " 转换数据 " 菜单,然后选择 " 数据源设置"。In Power BI, open the Transform data menu, and select Data source settings.
  2. 选择 " 全局权限",选择 https://workplaceanalytics.office.com "",然后选择 " 编辑权限"。Select Global permissions, select https://workplaceanalytics.office.com, and then select Edit permissions.
  3. 对于“凭据”,请选择“编辑”。For Credentials, select Edit.
  4. 在“ OData 源 ”对话框中,选择“ 组织帐户”,然后选择“登录”或“以其他用户身份登录”。In the OData feed dialog box, select Organizational account, and then select Sign in or Sign in as a different user.
  5. 选择用于登录 Workplace Analytics 的帐户,输入密码,然后在“OData 源”出现提示时,选择“保存”。Select the account that you use to sign in to Workplace Analytics, enter the password, and then when prompted in OData feed, select Save.
  6. 在“编辑权限”中,选择“确定”,然后关闭“数据源设置”窗口。In Edit Permissions, select OK, and then close the Data source settings window.

支持Support

  • 仪表板支持 - 与将你引入特定页面寻求支持(获取有关仪表板中包含的数据的载入、使用和解释的支持)的 Workplace Analytics 团队成员联系。Dashboard support - Contact the Workplace Analytics team member that referred you to this page for support about onboarding, usage, and interpretation of the data contained within the dashboard.
  • Workplace Analytics 支持有关其他帮助,请参阅 Workplace Analytics 文档Workplace Analytics 支持Workplace Analytics support - Refer to Workplace Analytics documentation or Workplace Analytics Support for additional help.
  • 其他 Microsoft 产品和工具的支持 - 通过每个产品的相关支持渠道,可以找到针对此仪表板上下文中使用的 Power BI 和其他工具的支持。Support with other Microsoft products and tools - Support for Power BI and other tools used in the context of this dashboard can be found through each product's associated support channels.