什麼是 Power BI 範本應用程式?What are Power BI template apps?

新的 Power BI「範本應用程式」 讓 Power BI 合作夥伴撰寫少量程式碼或不用撰寫程式碼,即可建置 Power BI 應用程式,再將應用程式部署至所有 Power BI 客戶。The new Power BI template apps enable Power BI partners to build Power BI apps with little or no coding, and deploy them to any Power BI customer. 本文為 Power BI 範本應用程式的概觀。This article is an overview of the Power BI template app program.

身為 Power BI 合作夥伴,您可以為客戶建立一組現成可用的內容並自行發佈。As a Power BI partner, you create a set of out-of-the-box content for your customers and publish it yourself.

您可以建置範本應用程式,讓客戶連線並在自己的帳戶內具現化。You build template apps that allow your customers to connect and instantiate within their own accounts. 身為領域專家,他們可將資料解除鎖定,讓其商務使用者都能輕鬆使用。As domain experts, they can unlock the data in a way that's easy for their business users to consume.

將您的範本應用程式提交至合作夥伴中心。You submit a template apps to the Partner center. 然後,這些應用程式將可在 Power BI 應用程式市集Microsoft AppSource 中公開取得。The apps then become publicly available in the Power BI Apps marketplace and on Microsoft AppSource. 以下為公用範本應用程式建立體驗的高階說明。Here's a high-level look at the public template app creation experience.

Power BI 應用程式市集Power BI Apps marketplace

Power BI 範本應用程式可讓 Power BI Pro 或 Power BI Premium 使用者,透過預先封裝的儀表板與報表 (可以連線到即時資料來源) 取得即時見解。Power BI Template Apps allow Power BI Pro or Power BI Premium users to gain immediate insights through prepackaged dashboards and reports that can be connected to live data sources. 許多 Power BI 應用程式都已經可以在 Power BI 應用程式市集中取得。Many Power BI Apps are already available in the Power BI Apps marketplace.

Microsoft Project Web 應用程式Microsoft Project web app

Microsoft 365 使用情況分析 Web 應用程式Microsoft 365 Usage Analytics web app

Dynamic 365 商務中心 - 銷售 Web 應用程式Dynamic 365 Business Central - Sales web app

Microsoft Forms Pro 客戶滿意度 Web 應用程式Microsoft Forms Pro Customer Satisfaction web app

注意

Marketplace 應用程式不適用於美國政府雲端執行個體。Marketplace apps aren't available for US government cloud instances. 如需詳細資料,請參閱適用於美國政府客戶的 Power BISee Power BI for US government customers for more detail.

處理序Process

開發並提交範本應用程式的一般程序牽涉到多個步驟。The general process to develop and submit a template app involves several stages. 某些階段可能包含同時進行的多項活動。Some stages can include more than one activity at the same time.

階段Stage Power BI DesktopPower BI Desktop Power BI 服務Power BI service 合作夥伴中心Partner Center
OneOne 以 .pbix 檔案建置資料模型及報表Build a data model and report in a .pbix file 建立工作區。Create a workspace. 匯入 .pbix 檔案。Import .pbix file. 建立互補儀表板Create a complementary dashboard 註冊為合作夥伴Register as a partner
TwoTwo 建立測試套件並執行內部驗證Create a test package and run internal validation
ThreeThree 將測試套件升至生產階段前,以在您的 Power BI 租用戶外進行驗證,並提交至 AppSourcePromote the test package to preproduction for validation outside your Power BI tenant, and submit it to AppSource 使用您的生產階段前套件,建立 Power BI 範本應用程式供應項目並啟動驗證程序With your preproduction package, create a Power BI template app offer and start the validation process
FourFour 將生產階段前套件升至生產階段Promote the preproduction package to production 上線Go live

開始之前Before you begin

若要建立範本應用程式,您需有建立權限。To create the template app, you need permissions to create one. 如需詳細資料,請參閱 Power BI 管理入口網站、範本應用程式設定。See the Power BI admin portal, Template app settings for details.

若要將範本應用程式發佈至 Power BI 服務及 AppSource,您必須符合成為合作夥伴中心發行者的要求。To publish a template app to the Power BI service and AppSource, you must meet the requirements for becoming a Partner Center publisher.

高階步驟High-level steps

以下為高階步驟。Here are the high-level steps.

  1. 參閱需求確認您符合需求。Review the requirements to make sure you meet them.

  2. 在 Power BI Desktop 中建置報表。Build a report in Power BI Desktop. 使用參數,以便將其儲存為他人可用的檔案。Use parameters so you can save it as a file other people can use.

  3. 為您 Power BI 服務 (app.powerbi.com) 上租用戶中的範本應用程式建立工作區。Create a workspace for your template app in your tenant on the Power BI service (app.powerbi.com).

  4. 匯入您的 .pbix 檔案,並將儀表板等內容新增至您的應用程式。Import your .pbix file and add content such as a dashboard to your app.

  5. 建立測試套件,以在您的組織內親自測試範本應用程式。Create a test package to test the template app yourself within your organization.

  6. 將測試應用程式提升至生產階段前,以提交該應用程式至 AppSource 進行驗證,以及在您自己的租用戶外測試。Promote the test app to pre-production to submit the app for validation in AppSource, and to test outside your own tenant.

  7. 將內容提交至合作夥伴中心進行發佈。Submit the content to Partner center for publishing.

  8. 讓您的供應項目在 AppSource 中「正式運作」,並在 Power BI 中將應用程式移至生產階段。Make your offer go 'Live' in AppSource, and move your app to production in Power BI.

  9. 現在您可以在生產階段前,於相同工作區開始開發下一個版本。Now you can start developing the next version in the same workspace, in preproduction.

需求Requirements

若要建立範本應用程式,您需有建立權限。To create the template app, you need permissions to create one. 如需詳細資料,請參閱 Power BI 管理入口網站、範本應用程式設定See the Power BI admin portal, Template app settings for details.

若要將範本應用程式發佈至 Power BI 服務及 AppSource,您必須符合成為合作夥伴中心發行者的要求。To publish a template app to the Power BI service and AppSource, you must meet the requirements for becoming a Partner Center publisher.

注意

範本應用程式提交在合作夥伴中心中進行管理。Template apps submissions are managed in Partner Center. 使用相同的 Microsoft 開發人員中心註冊帳戶來登入。Use the same Microsoft Developer Center registration account to sign in. 您的 AppSource 供應項目應該只會共有一個 Microsoft 帳戶。You should have only one Microsoft account for your AppSource offerings. 帳戶不應該適用於個別服務或供應項目。Accounts shouldn't be specific to individual services or offers.

提示Tips

  • 確認您的應用程式包含範例資料,讓所有人按一下即可開始使用。Make sure your app includes sample data to get everyone started in a click.
  • 藉由將應用程式安裝在您的租用戶及次要租用戶中,來仔細檢查您的應用程式。Carefully examine your application by installing it in your tenant and in a secondary tenant. 確認客戶只會看到您要他們看到的項目。Make sure customers only see what you want them to see.
  • 將 AppSource 用作代管您應用程式的線上市集。Use AppSource as your online store to host your application. 如此一來,所有使用 Power BI 的人員都可以找到您的應用程式。This way everyone using Power BI can find your app.
  • 考慮針對個別特殊情況提供多個範本應用程式。Consider offering more than one template app for separate unique scenarios.
  • 啟用資料自訂,例如,支援透過安裝程式設定自訂連線及參數。Enable data customization; for example, support custom connection and parameters configuration by the installer.
  • 若您是 ISV,並透過 Web 服務散發您的應用程式,請考慮在安裝期間將參數設定自動化,以減輕您客戶的負擔,並增加成功安裝的可能性。If you are an ISV and are distributing your app through your web service, consider automating parameter configuration during installation to make things easier for your customers and to increase the likelihood of a successful installation. 如需詳細資料,請參閱將範本應用程式安裝設定自動化See Automated configuration of a template app installation for details.

如需更多建議,請參閱在 Power BI 中撰寫範本應用程式的提示See Tips for authoring template apps in Power BI for more suggestions.

已知限制Known limitations

功能Feature 已知的限制Known Limitation
內容:資料集Contents: Datasets 只應剛好出現一個資料集。Exactly one dataset should be present. 只允許 Power BI Desktop (.pbix 檔案) 中建置的資料集。Only datasets built in Power BI Desktop (.pbix files) are allowed.
不支援:來自其他範本應用程式的資料集、跨工作區資料集、編頁報表、Excel 活頁簿Not supported: Datasets from other template apps, cross-workspace datasets, paginated reports (.rdl files), Excel workbooks
內容:儀表板Contents: Dashboards 不允許即時磚 (也就是指不支援推送或串流資料集)Real-time tiles aren't allowed (in other words, no support for push or streaming datasets)
內容:資料流程Contents: Dataflows 不支援:資料流程Not supported: Dataflows
來自檔案的內容Contents from files 只允許 PBIX 檔案。Only PBIX files are allowed.
不支援:.rdl 檔案 (編頁報表)、Excel 活頁簿Not supported: .rdl files (paginated reports), Excel workbooks
資料來源Data sources 允許針對雲端排程的資料重新整理支援的資料來源。Data sources supported for cloud Scheduled Data refresh are allowed.
不支援:Not supported:
  • 即時連線 (非 Azure AS)Live connections (no Azure AS)
  • 內部部署資料來源 (不支援個人和企業閘道)On-premises data sources (personal and enterprise gateways aren't supported)
  • 即時 (不支援推送資料集)Real time (no support for push dataset)
  • 複合模型Composite models
  • 資料集:跨工作區Dataset: cross-workspace 不允許跨工作區資料集No cross-workspace datasets are allowed
    查詢參數Query parameters 不支援:適用於資料集之類型 "Any"、"Date" 或 "Binary" 類型區塊重新整理作業的參數Not supported: Parameters of type "Any", "Date" or "Binary" type block refresh operation for dataset
    累加式重新整理Incremental refresh 範本應用程式不支援累加式重新整理Template apps do not support incremental refresh
    Power BI 視覺效果Power BI visuals 只支援公開可用的 Power BI 視覺效果。Only publicly available Power BI visuals are supported. 不支援組織 Power BI 視覺效果Organizational Power BI visuals not supported
    主權雲端Sovereign clouds 範本應用程式無法在主權雲端中使用Template apps are not available in sovereign clouds

    支援Support

    如需在開發期間的支援,請使用 https://powerbi.microsoft.com/supportFor support during development, use https://powerbi.microsoft.com/support. 我們會主動監視及管理這個網站。We actively monitor and manage this site. 讓適當的小組可快速開始處理客戶事件。Customer incidents quickly find their way to the appropriate team.

    後續步驟Next steps

    建立範本應用程式Create a template app