在 Power BI 中使用書籤來分享深入解析並建立故事 (預覽)Use bookmarks to share insights and build stories in Power BI (Preview)

您可以使用 Power BI 中的書籤來擷取目前設定的報表頁面檢視 (包括視覺效果的篩選和狀態),稍後只要選取儲存的書籤,就可以返回該狀態。Using bookmarks in Power BI you can capture the currently configured view of a report page, including filtering and the state of visuals, and later go back to that state by simply selecting that saved bookmark.

您也可以建立書籤集合,依您想要的順序加以排列,然後在簡報中逐步執行每個書籤,以醒目提示一系列深入解析,或您想要透過視覺效果和報表述說的故事。You can also create a collection of bookmarks, arrange them in the order you want, and subsequently step through each bookmark in a presentation to highlight a series of insights, or the story you want to tell with your visuals and reports.

Power BI 中的書籤

書籤有許多用途。There are many uses for bookmarking. 您可以使用書籤來追蹤自己建立報表的進度 (新增、刪除和重新命名書籤都很容易),您也可以建立書籤來建立依序逐步執行書籤之類似 PowerPoint 的簡報,以便透過報表述說故事。You can use them to keep track of your own progress in creating reports (bookmarks are easy to add, delete, and rename), and you can create bookmarks to build a PowerPoint-like presentation that steps through bookmarks in order, thereby telling a story with your report. 此外,根據您認為書籤最適合使用的方式,可能還有其他用途。There may be other uses, too, based on how you think bookmarks could best be used.

啟用書籤預覽Enable the bookmarks preview

2017 年 10 月版的 Power BI Desktop 開始,您可以試用新的書籤功能,您也可以針對 Power BI 服務中已啟用書籤的報表來試用這項功能。You can try the new bookmarks feature beginning with the October 2017 release of Power BI Desktop, and for bookmark-enabled reports, in the Power BI service as well. 若要啟用這項預覽功能,請選取 [檔案] > [選項及設定] > [選項] > [預覽功能],然後選取 [書籤] 旁的核取方塊。To enable this preview feature, select File > Options and Settings > Options > Preview Features, then select the checkbox beside Bookmarks. 您完成選取後必須重新啟動 Power BI Desktop。You'll need to restart Power BI Desktop after you make the selection.

啟用 [選項] 視窗中的 [書籤]

完成選取後,必須重新啟動 Power BI DesktopYou'll need to restart Power BI Desktop after you make the selection.

使用書籤Using bookmarks

若要使用書籤,請選取 [檢視] 功能區,然後選取 [書籤窗格] 方塊。To use bookmarks, select the View ribbon, then select the box for Bookmarks Pane.

在 [檢視] 功能區中開啟並顯示 [書籤窗格]。

當您建立書籤時,下列項目會與書籤一起儲存:When you create a bookmark, the following elements are saved with the bookmark:

  • 目前頁面The current page
  • 篩選Filters
  • 交叉分析篩選器Slicers
  • 排序次序Sort order
  • 鑽研位置Drill location
  • 可見度 (使用 [選取] 窗格之物件的可見度)Visibility (of an object, using the Selection pane)
  • 任何可見物件的焦點或聚焦模式The focus or Spotlight modes of any visible object

書籤目前無法儲存交叉醒目提示狀態。Bookmarks do not currently save the cross-highlighting state.

以您想要在書籤中顯示的方式來設定報表頁面。Configure a report page the way you want it to appear in the bookmark. 將報表頁面和視覺效果排列成您想要的方式之後,從 [書籤] 窗格中選取 [新增] 以新增書籤。Once your report page and visuals are arranged how you want them, select Add from the Bookmarks pane to add a bookmark.

新增書籤

Power BI Desktop 會建立書籤,並為其提供泛型名稱。Power BI Desktop create a bookmark and gives it a generic name. 您可以輕鬆地「重新命名」書籤、將它「刪除」或「更新」書籤,方法是選取書籤名稱旁的省略符號,然後從出現的功能表中選取一個動作。You can easily rename a bookmark, delete it, or update a bookmark by selecting the elipses next to the bookmark's name, then selecting an action from the menu that appears.

使用省略符號來選取書籤的子功能表

一旦有了書籤,只要在 [書籤] 窗格中按一下書籤,就可以將它顯示。Once you have a bookmark, you can display it by simply clicking on the bookmark in the Bookmarks pane.

排列書籤Arranging bookmarks

當您建立書籤時,您可能會發現您建立的順序不一定是您想要呈現給對象的相同順序。As you create bookmarks, you might find that the order in which you create them isn't necessarily the same order you'd like to present them to your audience. 沒問題,您可以輕鬆地重新排列書籤的順序。No problem, you can easily rearrange the order of bookmarks.

在 [書籤] 窗格中,只要拖放書籤就可以變更其順序,如下圖所示。In the Bookmarks pane, simply drag-and-drop bookmars to change their order, as shown in the following image. 書籤之間的黃色列可指定所拖曳的書籤將要放置的位置。The yellow bar between bookmarks designates where the dragged bookmark will be placed.

藉由拖放動作來變更書籤順序

當您使用書籤的 [檢視] 功能時,書籤的順序可能會變得很重要,如下一節所述。The order of your bookmarks can become important when you use the View feature of bookmarks, as described in the next section.

以投影片放映書籤Bookmarks as a slide show

當您想要依序呈現一組書籤時,您可以從 [書籤] 窗格中選取 [檢視] 以開始投影片放映。When you have a collection of bookmarks you would like to present, in order, you can select View from the Bookmarks pane to begin a slideshow.

在 [檢視] 模式中,有一些需要注意的功能:When in View mode, there are a few features to notice:

  1. 書籤的名稱會出現在畫布底部的書籤標題列中。The name of the bookmark appears in the bookmark title bar, which appears at the bottom of the canvas.
  2. 書籤標題列的箭號可讓您移至下一個或上一個書籤The bookmark title bar has arrows that let you move to the next or previous bookmark
  3. 您可以從 [書籤] 窗格中選取 [結束],或選取位於書籤標題列中的 X,以結束 [檢視] 模式。You can exit View mode by selecting Exit from the Bookmarks pane, or by selecting the X found in the bookmark title bar.

書籤的書籤標題列功能

當您在 [檢視] 模式時,您可以關閉 [書籤] 窗格 (藉由按一下該窗格上的 X),為您的簡報提供更多空間。When you're in View mode, you can close the Bookmarks pane (by clicking the X on that pane) to provide more space for your presentation. 此外,在 [檢視] 模式中,所有視覺效果都是互動式,並可用於交叉醒目提示,就像是與其互動一樣。And while in View mode, all visuals are interactive and available for cross-highlighting, just as they would otherwise be when interacting with them.

可見度 - 使用 [選取] 窗格Visibility - using the Selection pane

在此版書籤中,也引進了新的 [選取] 窗格。With the release of bookmarks, the new Selection pane is also introduced. [選取] 窗格提供目前頁面上的所有物件清單,可讓您選取物件並指定該物件是否為可見。The Selection pane provides a list of all objects on the current page, and allows you to select the object and specify whether a given object is visible.

啟用 [選取] 窗格

您可以使用 [選取] 窗格來選取物件。You can select an object using the Selection pane. 此外,您可以按一下視覺效果右邊的眼睛圖示,來切換物件目前是否為可見。Also, you can toggle whether the object is currently visible by clicking the eye icon to the right of the visual.

[選取] 窗格

新增書籤之後,也會根據其在[選取] 窗格中的設定來儲存每個物件的可見狀態。When a bookmark is added, the visible status of each object is also saved based on its setting in the Selection pane.

請務必注意,不論是否可見,交叉分析篩選器都會繼續篩選報表頁面。It's important to note that slicers continue to filter a report page, regardless of whether they are visible. 因此,您可以使用不同的交叉分析篩選器設定來建立許多不同的書籤,然後在不同的書籤中,以非常不同的方式來顯示各個報表頁面 (並醒目提示不同的深入解析)。As such, you can create many different bookmarks, with different slicer settings, and make a single report page appear very different (and highlight different insights) in various bookmarks.

圖案和影像的書籤Bookmarks for shapes and images

您也可以將圖案和影像連結至書籤。You can also link shapes and images to bookmarks. 透過這項功能,當您按一下物件時,就會顯示與該物件建立關聯的書籤。With this feature, when you click on an object, it will show the bookmark associated with that object.

若要對物件指派書籤,請選取物件,然後從 [格式化圖案] 窗格中選取 [連結],如下圖所示。To assign a bookmark to an object, select the object, then select Link from the Format Shape pane, as shown in the following image.

將書籤連結新增至物件

一旦您將 [連結] 滑桿移至 [開啟],就可以選取物件為連結或為書籤。Once you turn the Link slider to On you can select whether the object is a link, or a bookmark. 如果您選取 [書籤],您可以接著選取哪些書籤會與物件連結。If you select bookmark, you can then select which of your bookmarks the object is linked to.

您可以使用物件連結書籤執行各式各樣有趣的作業。There are all sorts of interesting things you can do with object-linked bookmarking. 只要按一下物件,就可以在報表頁面上建立視覺目錄,或提供不同方式 (例如視覺效果類型) 來檢視相同資訊。You can create a visual table of contents on your report page, or you can provide different views (such as visual types) of the same information, just by clicking on an object.

當您處於編輯模式時,您可以按住 Ctrl 鍵再按一下滑鼠來追蹤連結;當您不在編輯模式時,只要按一下物件即可追蹤連結。When you are in editing mode you can use ctrl+click to follow the link, and when not in edit mode, simply click the object to follow the link.

使用聚焦Using Spotlight

隨書籤發行的另一項功能是聚焦Another feature released with bookmarks is Spotlight. 使用聚焦,您可以提高特定圖表的注意力;例如,在 [檢視] 模式中呈現您的書籤。With Spotlight you can draw attention to a specific chart, for example, when presenting your bookmarks in View mode.

讓我們來比較聚焦模式與焦點模式,看看這兩種模式有何不同。Let's compare Spotlight to focus mode to see how they differ.

  1. 焦點模式中,您可以選取焦點模式圖示,讓某個視覺效果填滿整個畫布。In focus mode, you can have one visual fill the entire canvas by selecting the focus mode icon.
  2. 使用聚焦,您可以讓頁面上所有其他視覺效果淡化成近乎透明,以原始大小來醒目提示某個視覺效果。Using Spotlight, you can hightlight one visual in its original size, by making all other visuals on the page fade to near transparency.

比較焦點模式與聚焦模式

當上圖中的視覺效果按下其焦點圖示時,頁面看起來如下所示:When the visual in the previous image has its focus icon clicked, the page looks like the following:

焦點模式

相反地,當您從視覺效果的省略符號功能表中選取聚焦時,頁面看起來如下所示:In contrast, when Spotlight is selected from the visual's elipses menu, the page looks like what you seen here:

聚焦模式

如果在新增書籤之後選取任一模式,書籤中會保留該模式 (焦點或聚焦)。If either mode is selected when a bookmark is added, that mode (focus or Spotlight) is retained in the bookmark.

Power BI 服務中的書籤Bookmarks in the Power BI service

當您將至少含有一個書籤的報表發行至 Power BI 服務時,您可以在 Power BI 服務中檢視這些書籤並與其互動。When you publish a report to the Power BI service with at least one bookmark, you can view and interact with those bookmarks in the Power BI service. 針對您發行的每個報表,您必須先在報表中建立至少一個書籤,再發行報表,才能在 Power BI 服務中使用書籤功能。For each report you publish, you must have at least one bookmark created in the report, before you publish, for the bookmark feature to be available in the Power BI service.

當報表中有可用的書籤時,您可以選取 [檢視] > [選取窗格] 或 [檢視] > [書籤窗格] 來顯示個別窗格。When bookmarks are available in a report, you can select View > Selection pane or View > Bookmarks pane to show each of those panes.

在 Power BI 服務中檢視 [書籤窗格] 和 [選取窗格]

Power BI 服務中,[書籤窗格] 的運作方式就像是在 Power BI Desktop 中一樣,包括能夠選取 [檢視] 以類似投影片放映的方式依序顯示書籤。In the Power BI service the Bookmarks pane operates just as it does in Power BI Desktop, including the ability to select View to show your bookmarks in order, like a slide show.

請注意,您必須使用灰色書籤標題列來巡覽書籤,而不是黑色箭號 (黑色箭號可讓您在報表頁面而非書籤之間移動)。Note that you must use the gray bookmark title bar to navigate through the bookmarks, and not the black arrows (the black arrows move you through report pages, not bookmarks).

限制與考量Limitations and considerations

在此預覽版的書籤中,有幾點限制和考量要留意。In this preview release of the bookmarks, there are a few limitations and considerations to keep in mind.

  • 如果自訂視覺效果是篩選「來源」,則無法與書籤搭配使用。Custom visuals do not work with bookmarking if they are the source of the filter. 如果您使用自訂視覺效果來篩選頁面上的項目 (例如標籤方塊交叉分析篩選器),然後使用書籤返回該頁面,頁面可能會經過篩選,但不會更新自訂視覺效果以顯示頁面的篩選方式。If you're using custom visuals to filter elements on a page (for example, the chiclet slicer) and return to that page using a bookmark, the page may be filtered but the custom visual won't be updated to show how the page is being filtered.
  • 當您建立書籤時,「不會」儲存報表窗格的交叉醒目提示狀態。Cross-highlighting status for a report pane is not saved when you create a bookmark.
  • 如果您在建立書籤之後將視覺效果新增至報表頁面,視覺效果就會以其預設狀態顯示。If you add a visual on a report page after creating a bookmark, the visual will be displayed in its default state. 換句話說,如果您在先前建立書籤的頁面中引進交叉分析篩選器,交叉分析篩選器就會以其預設狀態運作。This also means that if you introduce a slicer into a page where you previously created bookmarks, the slicer will behave in its default state.
  • 在建立書籤之後移動視覺效果的結果會反映在書籤中。Moving around visuals after a bookmark has been created will be reflected in the bookmark.
  • 當您將報表發佈至 Power BI 服務時,報表中「必須」至少有一個書籤,才能在服務中使用書籤。You must have at least one bookmark in your report, when you publish it to the Power BI service, in order for bookmarks to be available in the service. 每個發行的報表都必須符合這項條件。This is a requirement for each report you publish.
  • 由於書籤目前是預覽功能,它們在適用於報表伺服器的 Power BI Desktop 上還無法使用。Since bookmarks are currently a Preview feature, they're not yet available in Power BI Desktop for Report Server.

後續步驟Next steps

如需類似功能或與書籤互動的詳細資訊,請參閱下列文章:For more information about features that are similar or interact with bookmarks, take a look at the following articles: