Power BI Desktop 是什麼?What is Power BI Desktop?

Power BI Desktop 是可以安裝在本機電腦上的免費應用程式。此應用程式可讓您連線與轉換資料,以及將資料視覺化。Power BI Desktop is a free application you can install on your local computer that lets you connect to, transform, and visualize your data. 您可以使用 Power BI Desktop 連線到多個不同的資料來源,並將它們結合成 (通常稱為模型化) 資料模型,以建置視覺效果,以及能以報表方式與組織內其他人員共用的視覺效果集合。With Power BI Desktop, you can connect to multiple different sources of data, and combine them (often called modeling) into a data model that lets you build visuals, and collections of visuals you can share as reports, with other people inside your organization. 大部分商業智慧專案的使用者都使用 Power BI Desktop 來建立報表,然後使用 Power BI 服務來與其他人員共用其報表。Most users who work on Business Intelligence projects use Power BI Desktop to create reports, and then use the Power BI service to share their reports with others.

Power BI Desktop

以下是最常見的 Power BI Desktop 使用方式:The most common uses for Power BI Desktop are the following:

  • 連接到資料Connect to data
  • 轉換並清理資料,以建立資料模型Transform and clean that data, to create a data model
  • 建立圖表或圖形之類的視覺效果,以便為資料提供視覺呈現Create visuals, such as charts or graphs, that provide visual representations of the data
  • 在一或多個報表頁面上,建立視覺效果集合的報表Create reports that are collections of visuals, on one or more report pages
  • 使用 Power BI 服務來與其他人共用報表Share reports with others using the Power BI service

從事這類工作的人員通常稱為「資料分析師」 (有時直接稱為「分析師」 ) 或商業智慧專業人員 (通常稱為「報表建立者」 )。People most often responsible for such tasks are often considered data analysts (sometimes just referred to as analysts) or Business Intelligence professionals (often referred to as report creators). 不過,許多自認並非是分析師或報表建立者的人員也會使用 Power BI Desktop 來建立具傑出的報表,或從各種來源提取資料並建置可以和同事及組織分享的資料模型。However, many people who don't consider themselves an analyst or a report creator use Power BI Desktop to create compelling reports, or to pull data from various sources and build data models, which they can share with their coworkers and organizations.

Power BI Desktop 可讓您使用多個來源的資料,在單一報表中建立複雜且視覺效果豐富的報表,以便和組織中其他人共用。With Power BI Desktop you can create complex and visually rich reports, using data from multiple sources, all in one report that you can share with others in your organization.

連接到資料Connect to data

若要開始使用 Power BI Desktop,第一步是連線到資料。To get started with Power BI Desktop, the first step is to connect to data. 您可以從 Power BI Desktop 連線到許多不同的資料來源。There are many different data sources you can connect to from Power BI Desktop. 若要連線到資料,只要選取 [常用] 功能區,然後選取 [取得資料] > [其他] 。To connect to data, simply select the Home ribbon, then select Get Data > More. 以下影像顯示出現的 [取得資料] 視窗,其中顯示 Power BI Desktop 可以連線的許多類別。The following image shows the Get Data window that appears, showing the many categories to which Power BI Desktop can connect.

在 Power BI Desktop 中取得資料

當您選取資料類型時,會出現提示以要求 URL 和認證等資訊,讓 Power BI Desktop 能代表您連線到資料來源。When you select a data type, you're prompted for information, such as the URL and credentials, necessary for Power BI Desktop to connect to the data source on your behalf.

在 Power BI Desktop 中連線到 SQL Server 資料庫

連線到一或多個資料來源之後,可以將資料轉換為所要的形式。Once you connect to one or more data sources, you may want to transform the data so it's useful for you.

轉換及清理資料,建立模型Transform and clean data, create a model

在 Power BI Desktop 中,您可以使用內建的查詢編輯器來清理及轉換資料。In Power BI Desktop, you can clean and transform data using the built-in Query Editor. 您可以使用查詢編輯器變更資料,例如變更資料類型、移除資料行或結合來自多個來源的資料。With Query Editor you can make changes to your data, such as changing a data type, removing columns, or combining data from multiple sources. 這有點像在進行雕塑。您從一大塊黏土 (或資料) 開始著手,然後視需要刮除或加入某些部分,直到資料變成是您想要的模樣。It's a little bit like sculpting - you can start with a large block of clay (or data), then shave pieces off or add others as needed, until the shape of the data is how you want it.

Power BI Desktop 中的查詢編輯器

在轉換資料的過程中,您採取的每個步驟 (例如重新命名資料表、轉換資料類型或刪除資料行) 都會由查詢編輯器記錄,而且每次此查詢連線到資料來源時,都會執行這些步驟,因此資料一律會以您所指定的方式成形。Each step you take in transforming data (such as rename a table, transform a data type, or delete columns) is recorded by Query Editor, and each time this query connects to the data source those steps are carried out so that the data is always shaped the way you specified.

以下影像顯示查詢的 [查詢設定] 窗格,此查詢已成形並成為模型。The following image shows the Query Settings pane for a query that has been shaped, and turned into a model.

一旦資料符合所需,就可以建立視覺效果。Once your data is how you want it, you can create visuals.

建立視覺效果Create visuals

擁有資料模型之後,就可以將「欄位」 拖曳到報表畫布來建立「視覺效果」 。Once you have a data model, you can drag fields onto the report canvas to create visuals. 「視覺效果」 是模型中資料的圖形表示法。A visual is a graphic representation of the data in your model. 以下視覺效果示範一個簡單的資料行圖表。The following visual shows a simple column chart.

Power BI Desktop 中的視覺效果

Power BI Desktop 中有許多不同類型的視覺效果可供選擇。There are many different types of visuals to choose from in Power BI Desktop. 若要建立或變更視覺效果,請從 [視覺效果] 窗格中選取視覺效果圖示。To create or change a visual, just select the visual icon from the Visualizations pane. 如果報表畫布上有已選取的視覺效果,則選取的視覺效果會變更成您選取的類型。If you have a visual selected on the report canvas, the selected visual changes to the type you selected. 如果未選取視覺效果,則會根據您的選擇來建立新的視覺效果。If no visual is selected, a new visual is created based on your selection.

Power BI Desktop 中的 [視覺效果] 窗格

建立報表Create reports

針對在 Power BI Desktop 中用來建立模型的資料,通常您會想要建立視覺效果集合,以顯示資料的各種層面。More often, you'll want to create a collection of visuals that show various aspects of the data you have used to create your model in Power BI Desktop. 在單一 Power BI Desktop 檔案中的視覺效果集合稱為「報表」 。A collection of visuals, in one Power BI Desktop file, is called a report. 報表可以有一或多個頁面,就像 Excel 檔案可以有一或多個工作表。A report can have one or more pages, just like an Excel file can have one or more worksheets. 以下影像會顯示 Power BI Desktop 報表名為 [概觀] 的第一頁 (索引標籤位於影像的底部)。In the following image you see the first page of a Power BI Desktop report, named Overview (you can see the tab near the bottom of the image). 在此報表中,共有十頁。In this report, there are ten pages.

具有十頁的 Power BI Desktop 報表

共用報表Share reports

一旦報表可以和其他人共用,就可以將報表發行Power BI 服務,以供組織中擁有 Power BI 授權的所有人使用。Once a report is ready to share with others, you can Publish the report to the Power BI service, and make it available to anyone in your organization who has a Power BI license. 若要發行 Power BI Desktop 報表,請從 Power BI Desktop 的 [常用] 功能區選取 [發行] 按鈕。To publish a Power BI Desktop report, you select the Publish button from the Home ribbon in Power BI Desktop.

從 Power BI Desktop 發行報表

選取 [發行] 之後,Power BI Desktop 就會使用您的 Power BI 帳戶將您連線到 Power BI 服務,然後提示您選取要在 Power BI 服務中共用報表的位置,例如您的工作區、小組工作區,或是 Power BI 服務中的其他位置。Once you select Publish, Power BI Desktop connects you to the Power BI service using your Power BI account, and then prompts you to select where in the Power BI service you would like to share the report, such as your workspace, a team workspace, or some other location in the Power BI service. 您必須擁有 Power BI 授權,才能將報表共用至 Power BI 服務。You must have a Power BI license to share reports to the Power BI service.

後續步驟Next steps

若要開始使用 Power BI Desktop,第一件事就是下載並安裝該應用程式。To get started with Power BI Desktop, the first thing you need is to download and install the application. 有兩種方式可以取得 Power BI DesktopThere are two ways to get Power BI Desktop: