使用者入門Getting started

In this initial section of Guided Learning, you learn what Power BI is, how its building blocks work together, and how you can use them to gain insights to your data.

您將學到如何...

Power BI 簡介Introducing Power BI

歡迎使用 Power BI 的引導式學習Welcome to Guided Learning for Power BI. 這個自學線上課程會依循序方式說明 Power BI;因此,您可以從頭建置您的知識。This self-paced online course explains Power BI in a sequential way, so you can build your knowledge from the ground up.

這個課程設計成透過可了解的區塊形式提供指引,並且具有可協助您吸收概念、詳細資料和範例的邏輯流程。The course is designed to provide guidance in understandable chunks, with logical flow that helps you absorb concepts, details, and examples. 它也包含許多視覺效果和影片,以協助您了解。It includes lots of visuals and videos to help you learn, too.

這個引導式學習課程包含許多章節,而且每個章節都有許多主題This Guided Learning course contains many sections, and each section has many topics. 在這個<開始使用>一節中的前幾個主題之後,幾乎每個主題都會包含描述所學習內容的影片。After the first few topics in this Getting Started section, nearly every topic includes a video describing what you’ll learn. 影片下面的內容會進一步說明概念,可讓您以自己的步調進行檢閱和學習。The content below the video further explains the concept, letting you review and learn at your own pace.

如果您是 Power BI 初學者,本課程將協助您進行,如果您是 Power BI 老手,本課程會將概念繫結在一起,並填滿其間的空隙。If you're a beginner with Power BI this course will get you going, and if you're a Power BI veteran this course will tie concepts together, and fill in the gaps. 我們希望您喜歡這個課程,並期待未來包括更多的內容。We hope you enjoy the course, and look forward to including more content in the future.

Power BI 是什麼?What is Power BI?

Power BI 是軟體服務、應用程式和連接器的集合,它們搭配使用來將不相關的資料來源轉換成相關、視覺上融入的互動式深入剖析。Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. 不論您的資料是簡單的 Excel 試算表還是一組雲端和內部部署混合式資料倉儲,Power BI 都可讓您輕鬆地連接到資料來源、以視覺化方式檢視 (或探索) 重要資料,以及與任何人或您想要的任何人共用該資料。Whether your data is a simple Excel spreadsheet, or a collection of cloud-based and on-premises hybrid data warehouses, Power BI lets you easily connect to your data sources, visualize (or discover) what’s important, and share that with anyone or everyone you want.

Power BI 可以十分簡單和快速;能夠透過 Excel 試算表或本機資料庫建立快速深入剖析。Power BI can be simple and fast – capable of creating quick insights from an Excel spreadsheet or a local database. 但是 Power BI 也是穩定和企業等級、準備好進行廣泛模型化和即時分析,以及可進行自訂開發。But Power BI is also robust and enterprise-grade, ready for extensive modeling and real-time analytics, as well as custom development. 因此,它可以是您的個人報表和視覺效果工具,也可以是群組專案、部門或整個公司的分析和決策引擎。So it can be your personal report and visualization tool, and can also serve as the analytics and decision engine behind group projects, divisions, or entire corporations.

Power BI 的各部分The parts of Power BI

Power BI 包含稱為 Power BI Desktop 的 Windows 桌面應用程式、稱為 Power BI 服務的線上 SaaS (軟體即服務) 服務,以及 Windows 電話和平板電腦以及適用於 iOS 和 Android 裝置上的可用行動 Power BI 應用程式Power BI consists of a Windows desktop application called Power BI Desktop, an online SaaS (Software as a Service) service called the Power BI service, and mobile Power BI apps available on Windows phones and tablets, as well as for iOS and Android devices.

Desktop服務Mobile 這三個元素是設計成讓人員建立、共用和使用透過最有效方式服務他們或其角色的商業見解。These three elements – the Desktop, the service, and Mobile – are designed to let people create, share, and consume business insights in the way that serves them, or their role, most effectively.

Power BI 如何符合您的角色How Power BI matches your role

Power BI 的使用方式可能取決於您在專案或小組中的角色。How you use Power BI may depend on your role in a project or on a team. 而其他角色的其他人可能會以不同的方式使用 Power BI,這沒有問題。And other people, in other roles, might use Power BI differently, which is just fine.

例如,您可能主要使用 Power BI 服務,但是您的數字處理、業務報表建立同事可能會大量使用 Power BI Desktop (並將 Desktop 報表發行到 Power BI 服務,然後即可進行檢視)。For example, you might primarily use the Power BI service, but your number-crunching, business-report-creating coworker might make extensive use of Power BI Desktop (and publish Desktop reports to the Power BI service, which you then view). 而銷售部門的另一個同事可能主要使用她的 Power BI 電話應用程式來監視其銷售配額進度,並鑽研到新的潛在客戶詳細資料。And another coworker, in sales, might mainly use her Power BI phone app to monitor progress on her sales quotas, and to drill into new sales lead details.

您也可能會根據您嘗試達成的目標或您在指定專案或工作中的角色,在不同的時間使用 Power BI 的每個元素。You also might use each element of Power BI at different times, depending on what you’re trying to achieve or what your role is for a given project or effort.

您可能會在服務的即時儀表板中檢視庫存和製造進度,也會使用 Power BI Desktop 來建立有關客戶參與統計資料之專屬小組的報表。Perhaps you view inventory and manufacturing progress in a real-time dashboard in the service, and also use Power BI Desktop to create reports for your own team about customer engagement statistics. Power BI 的使用方式取決於 Power BI 的哪些功能或服務是最適合您解決方案的工具,但您可以使用 Power BI 的每個部分,這是它這麼具有彈性且吸引人的原因。How you use Power BI can be based on which feature or service of Power BI is the best tool for your situation – but each part of Power BI is available to you, which is why it’s so flexible and compelling.

我們將在這個引導式學習課程後面更深入地討論 Desktop服務Mobile 應用程式這三個元素。We discuss these three elements – the Desktop, service, and Mobile apps – with more detail a little later in this Guided Learning course. 我們也會在 Power BI Desktop 中建立報表、在服務中進行共用,而且在即將推出的文件中也會在行動裝置上鑽研到報表。We’ll also create reports in Power BI Desktop, share them in the service, and drill into them on our Mobile device in upcoming articles, too.

Power BI 中的工作流程The flow of work in Power BI

Power BI 中的一般工作流程是從建立報表的 Power BI Desktop 開始。A common flow of work in Power BI begins in Power BI Desktop, where a report is created. 該報表接著會發行至 Power BI 服務,然後進行共用,讓 Power BI Mobile 應用程式的使用者可以取用該資訊。That report is then published to the Power BI service, and then shared so users of Power BI Mobile apps can consume the information.

它不會一直以這種方式發生,這樣並不會有任何問題,但我們將使用該流程來協助您了解 Power BI 的各個部分,以及它們如何彼此互補。It doesn’t always happen that way, and that’s okay, but we’ll use that flow to help you learn the various parts of Power BI, and how they complement one another.

我們現在已經有本課程的概觀、何謂 Power BI,以及它的三個主元素,讓我們查看 Power BI 的使用方式。Okay, now that we have an overview of this course, what Power BI is, and its three main elements, let's take a look at what using Power BI is like.

使用 Power BIUsing Power BI

您現在知道 Power BI 的基本概念,讓我們跳到一些實際操作體驗和導覽。Now that you know the basics of Power BI, let’s jump into some hands-on experiences and a guided tour. 您的影片導覽員是 Will Thompson (Microsoft Power BI 小組的程式經理)。Your video tour guide is Will Thompson, a Program Manager on the Power BI team at Microsoft. 本課程稍後也會提供許多訪客指南。There are a few guest guides too, a little later on in the course.

在 Will 說明您可以使用 Power BI 執行的許多事物時,請記住所有這些服務以及您可以使用 Power BI 執行的所有分析通常都是遵循一般流程。As Will explains the many things you can do with Power BI, keep in mind that all of these activities, and all the analysis you can do with Power BI, generally follow a common flow. Power BI 中活動的一般流程如下:The common flow of activity in Power BI is the following:

  • 將資料帶入 Power BI Desktop 並建立報表。Bring data into Power BI Desktop, and create a report.
  • 發行至 Power BI 服務,您可以在其中建立新的視覺效果,或建置儀表板Publish to the Power BI service, where you create new visualizations or build dashboards
  • 與其他人共用儀表板,尤其是行動工作者Share your dashboards with others, especially people who are on the go
  • 使用 Power BI Mobile 應用程式來檢視共用的儀表板和報表,並與之互動View and interact with shared dashboards and reports in Power BI Mobile apps

如先前所述,您可能需要將所有時間花在 Power BI 服務,以取得資料以及建立儀表板 – 這沒有問題。As mentioned earlier, you might spend all your time in the Power BI service, getting data and creating dashboards – that’s just fine. 其他小組成員則可能需要將所有時間花在 Power BI Desktop,這也沒有問題。Someone else on your team might spend all of her time in Power BI Desktop, which is fine too. 為了協助您完全了解 Power BI 和其作用,我們將向您顯示它的全部…In order to help you understand the full continuum of Power BI and what it can do, we’ll show you all of it… 然後,您可以決定如何善加利用它。then you can decide how to use it to your best advantage.

因此,讓我們開始,並讓 Will 引導我們完成體驗。So let’s jump in, and let Will guide us through the experience. 第一件事是了解 Power BI 的基本建構元素,這些基本建構元素提供了解 Power BI 如何將資料轉變成酷炫報表和視覺效果的穩固基礎。The first order of business is to understand the basic building blocks of Power BI, which will provide a solid basis for learning how Power BI turns data into cool reports and visuals.

Power BI 的建置組塊The building blocks of Power BI

您在 Power BI 中執行的所有作業都可以分成幾個基本建構元素Everything you do in Power BI can be broken down into a few basic building blocks. 了解這些建構元素之後,即可展開每個建構元素,並開始建立精巧且複雜的報表。Once you understand these building blocks, you can expand on each of them and begin creating elaborate and complex reports. 畢竟,即使看似複雜的事物也是透過基本建構元素所建置 – 建築物是使用木材、鋼鐵、水泥和玻璃所建置。After all, even seemingly complex things are built from basic building blocks – buildings are created with wood, steel, concrete and glass. 汽車是使用金屬、結構和橡膠所製造。Cars are made from metal, fabric, and rubber. 當然,根據這些基本建構元素的排列方式,建築物和汽車也可以是基本或精巧的。Of course, buildings and cars can be basic or elaborate as well – depending on how those basic building blocks are arranged.

讓我們查看這些基本建構元素,並討論可使用它們建置的一些簡單事物,然後一併了解如何建立複雜事物。Let’s take a look at these basic building blocks, discuss some simple things that can be built with them, then provide a glimpse into how complex things can be created as well.

Power BI 中的基本建構元素如下︰The basic building blocks in Power BI are the following:

  • 視覺化Visualizations
  • 資料集Datasets
  • 報表Reports
  • 儀表板Dashboards
  • Tiles

視覺化Visualizations

視覺效果 (visualization) (有時也稱為視覺效果 (visual)) 是以視覺方式呈現資料 (例如圖表、圖形、彩色地圖,或您可建立以視覺方式呈現資料的其他有趣事物)。A visualization (sometimes also referred to as a visual) is a visual representation of data, such as a chart, a graph, a color-coded map, or other interesting things you can create to represent your data visually. Power BI 提供各種不同的視覺效果類型,而且未來還會提供更多。Power BI has all sorts of different visualization types, and more coming all the time. 下列影像顯示 Power BI 服務中所建立的不同視覺效果集合。The following image shows a collection of different visualizations that were created in the Power BI service.

視覺效果可以很簡單 (例如,代表重大事項的單一數字),也可以在視覺上看起來十分複雜 (例如,顯示投票者對特定社會問題或關注之情感的漸層色彩圖)。Visualizations can be simple – like a single number that represents something significant – or they can be visually complex – like a gradient-colored map that shows voter sentiment toward a certain social issue or concern. 視覺效果的目標是透過提供內容和洞察力的方式來呈現資料,而這樣可能很難分辨原始數字或文字表格。The goal of a visual is to present data in a way that provides context and insights, either of which would likely be difficult to discern from a raw table of numbers or text.

資料集Datasets

資料集是 Power BI 用來建立視覺效果的資料集合。A dataset is a collection of data that Power BI uses to create its visualizations.

您的簡單資料集可以根據 Excel 活頁簿的單一資料表,與下列影像類似。You can have a simple dataset based on a single table from Excel workbook, similar to what’s shown in the following image.

資料集也可以是許多不同來源的組合,您可以對其進行篩選和合併,以提供用於 Power BI 的唯一集合資料 (資料集)。Datasets can also be a combination of many different sources, which you can filter and combine to provide a unique collection data (a dataset) for use in Power BI.

例如,您可以透過三個不同的資料庫欄位、一張網站資料表、一張 Excel 資料表以及線上電子郵件行銷活動結果來建立資料集。For example, you could create a dataset from three different database fields, one website table, an Excel table, and online results of an email marketing campaign. 這個唯一組合仍視為單一資料集,即使它是從許多不同來源一起提取也是一樣。That unique combination is still considered a single dataset, even though it was pulled together from many different sources.

將資料帶入 Power BI 之前對其進行篩選,可讓您專注於您關切的資料。Filtering data before bringing it into Power BI lets you focus on the data that matters to you. 例如,您也可以篩選您的連絡人資料庫,只在資料集中包含收到行銷活動電子郵件的客戶。For example, you could filter your contact database so only customers who received emails from the marketing campaign were included in the dataset. 然後,您可以建立視覺效果,而這些視覺效果是根據活動中所含客戶的子集 (已篩選集合)。Then you could create visuals based on that subset (that filtered collection) of customers who were included in the campaign. 篩選可協助您專注您的資料,以及您的努力。Filtering helps you focus your data, and your efforts.

Power BI 的重要且啟用部分是包含數種資料連接器An important and enabling part of Power BI is the multitude of data connectors that are included. 不論您想要的資料是在 Excel 或 SQL 資料庫中、在 Azure 或 Oracle 中,還是在 Facebook、Salesforce 或 MailChimp 這類服務中,Power BI 的內建資料連接器都可讓您輕鬆地連接到該資料,並視需要進行篩選,然後帶入您的資料集中。Whether the data you want is in Excel or an SQL database, in Azure or Oracle, or in a service like Facebook, Salesforce, or MailChimp, Power BI has built-in data connectors that let you easily connect to that data, filter it if necessary, and bring it into your dataset.

有了資料集之後,即可開始建立視覺效果,透過不同的方式來顯示該資料集的不同部分,並且使用您看到的內容來增加洞察力。Once you have a dataset, you can begin creating visualizations that display different portions of that dataset in different ways, and with what you see, gain insights. 這時就會出現報表。That’s where reports come in.

報表Reports

在 Power BI 中,報表是一起出現在一或多頁的視覺效果集合。In Power BI, a report is a collection of visualizations that appear together on one or more pages. 就像您可能會為業務簡報建立的任何其他報表或您可能會為學校工作所寫的報表一樣,在 Power BI 中,報表是彼此相關之項目的集合。Just like any other report you might create for a sales presentation, or a report you would write for a school assignment, in Power BI a report is a collection of items that are related to one another. 下列影像顯示 Power BI Desktop 中的報表;在這個情況下,這是六頁報表的第五頁。The following image shows a report in Power BI Desktop – in this case, it’s the fifth page in a six-page report. 您也可以在 Power BI 服務中建立報表。You can also create reports in the Power BI service.

報表在必要時可讓您在多個不同頁面上建立許多不同的視覺效果,也可讓您以最適當描述您劇本的方式進行排列。Reports let you create many visualizations, on multiple different pages if necessary, and lets you arrange them in whatever way best tells your story.

您可能會有每季銷售量的報表、特定區段中產品成長的報表,也可能會建立有關北極熊遷移模式的報表。You might have a report about quarterly sales, a report about product growth in a particular segment, or you might create a report about migration patterns of polar bears. 不論您的主題是什麼,報表都可讓您將視覺效果收集和組織到一或多個頁面。Whatever your subject may be, reports let you gather and organize your visualizations onto one (or more) pages.

儀表板Dashboards

當您準備好共用報表中的單一頁面或共用視覺效果集合時,請建立儀表板When you’re ready to share a single page from a report, or share a collection of visualizations, you create a dashboard. Power BI 儀表板是單一頁面中您可以與其他人共用的視覺物件集合,與汽車的儀表板十分類似。Much like the dashboard in a car, a Power BI dashboard is a collection of visuals from a single page that you can share with others. 通常,它是選取的視覺效果群組,可快速了解您嘗試呈現的資料或劇本。Often, it’s a selected group of visuals that provide quick insight into the data or story you’re trying to present.

儀表板必須放入單一頁面中,而單一頁面通常稱為「畫布」(畫布是 Power BI Desktop 或服務中的空白背景,您可以在其中放置視覺效果)。A dashboard has to fit on a single page, often called a canvas (the canvas is the blank backdrop in Power BI Desktop, or the service, where you place visualizations). 請將它想像成藝術家或畫家所使用的畫布,畫布就是您可以在其中建立、合併和重做有趣和吸引人之視覺效果的工作區。Think of it like the canvas that an artist or painter uses – a workspace where you create, combine, and rework interesting and compelling visuals. 您可以與其他使用者或群組共用儀表板,這些使用者或群組接著可以在位於 Power BI 服務或在其行動裝置上時與您的儀表板互動。You can share dashboards with other users or groups, who can then interact with your dashboard when they’re in Power BI service, or on their mobile device.

Tiles

在 Power BI 中,是在報表或儀表板中找到的單一視覺效果。In Power BI, a tile is a single visualization found in a report or on a dashboard. 它是包含每個個別視覺效果的矩形方塊。It’s the rectangular box that contains each individual visual. 在下列影像中,您會看到一個同時被其他磚框住的磚 (以亮方塊反白顯示)。In the following image, you see one tile (highlighted by a bright box) which is also surrounded by other tiles.

在 Power BI 中 建立 報表或儀表板時,可以視需要移動或排列磚來呈現您的資訊。When you’re creating a report or a dashboard in Power BI, you can move or arrange tiles however you want to present your information. 您可以視需要將它們變大、變更其高度或寬度,以及將它們放到其他磚下方。You can make them bigger, change their height or width, and snuggle them up to other tiles however you want.

如果您是 檢視使用 儀表板或報表 (表示您不是建立者或擁有者,只是已與您共用儀表板或報表),則可以與其互動,但不能變更磚的大小或變更其排列方式。When you’re viewing, or consuming a dashboard or report – which means you’re not the creator or owner, but it’s been shared with you – you can interact with it, but not change the size of the tiles or change how they’re arranged.

齊聚一堂All together now

這些是 Power BI 中的基礎和其建構元素。Those are the basics of Power BI, and its building blocks. 讓我們花一點時間進行檢閱。Let’s take a moment to review.

Power BI 是服務、應用程式和連接器的集合,可讓您連接到您的資料 (不論它所在的位置為何)、視需要進行篩選,然後將它帶入 Power BI,以在其中建立可與其他人共用之吸引人的視覺效果。Power BI is a collection of services, apps, and connectors that enables you to connect to your data – wherever it happens to reside – filter it if necessary, then bring it into Power BI where you can create compelling visualizations you can share with others.

現在您已了解 Power BI 的許多基本建置元素,因此可以更明確地建立 對您 有意義的資料集,以及建立可呈現您劇本之視覺吸引人的報表。Now that you understand the handful of basic building blocks of Power BI, it becomes clear that you can create datasets that make sense to you, and create visually compelling reports that tell your story. 使用 Power BI 所描述的劇本不需要複雜或太過複雜,才會吸引人。Stories told with Power BI don’t have to be complex, or complicated, to be compelling.

對某些人來說,在資料集中使用單一 Excel 資料表,然後與其小組共用儀表板,就是使用 Power BI 的極具價值方式。For some people, using a single Excel table in a dataset, then sharing a dashboard with their team, will be an incredibly valuable way to use Power BI.

對其他人來說,使用與其他資料庫和即時來源合併的即時 Azure SQL 資料倉儲資料表,然後即時對其進行篩選以建立資料集來監視所有製造進度,才是他們所尋找的 Power BI 價值。For others, using real-time Azure SQL Data Warehouse tables that combine with other databases and real-time source, which then get filtered in real-time to build a dataset that monitors moment-by-moment manufacturing progress will be the value in Power BI that they seek.

對於這兩類人員,處理程序都相同︰建立資料集,並建置吸引人的視覺效果,然後與其他人共用。For both, the process is the same: create datasets, build compelling visuals, and share them with others. 同樣地,兩者 (每一個) 的結果都會相同︰控管不斷擴充的資料,並將其轉換成可執行的洞察力。And similarly, the result of both (for each) is the same: harness your ever-expanding world of data, and turn it into actionable insights.

不論您的資料洞察力需要簡單還是複雜資料集,Power BI 都可協助您快速上手,而且可以將您的需求擴充成資料所需的複雜性。Whether your data insights require straightforward or complex datasets, Power BI helps you get started quickly, and can expand with your needs to be as complex as your world of data requires. 而且,因為 Power BI 是一項 Microsoft 產品,所以您可以相信它夠穩固、可擴充、可用於 Office 且可供企業使用。And since Power BI is a Microsoft product, you can count on it being robust, extensible, Office-friendly, and enterprise-ready.

現在,讓我們來看看它的運作方式。Now, let's see how this works. 我們會先快速查看 Power BI 服務。We'll start by taking a quick look at the Power BI service.

快速查看 Power BI 服務A quick look at the Power BI service

如我們所了解,Power BI 中的一般工作流程是在 Power BI Desktop 中建立報表,並將報表發行至 Power BI 服務,然後與其他人共用報表,讓他們可以在服務中或行動應用程式上檢視報表。As we learned, the common flow of work in Power BI is to create a report in Power BI Desktop, publish it to the Power BI service, then share it with others so they can view it in the service or on a mobile app.

不過,有些人是從 Power BI 服務開始,因此讓我們快速查看服務,並了解在 Power BI 中快速建立視覺效果的簡單且普遍的方式︰ 內容套件Some people begin in the Power BI service, though, so let's take a quick look at the service, and learn about an easy and popular way to quickly create visuals in Power BI: content packs.

內容套件是根據特定資料來源之預先設定的現成視覺效果和報表的集合 (例如 Salesforce)。A content pack is a collection of pre-configured, ready-made visuals and reports based on specific data sources, such as Salesforce. 使用內容套件就像是以微波爐做出電視晚餐或訂購速食加值餐一樣︰只需要按幾下和註解,就可快速取得一組搭配好的主菜,並且是以整齊且可取用的包裝呈現。Using a content pack is like microwaving a TV dinner or ordering a fast-food value meal: with just a few clicks and comments, you're quickly served up a collection of entrees designed to go well together, all presented in a tidy, ready-to-consume package.

因此,讓我們快速查看內容套件、服務和其運作方式。So let's take a quick look at content packs, the service, and how it works. 在接下來的幾節中,我們將詳述內容套件 (和服務);這有點像刺激您食慾的口味測試。We go into more detail about content packs (and the service) in upcoming sections; think of this as a bit of taste-testing to whet your appetite.

使用雲端服務建立創新的儀表板Create out-of-the-box dashboards with cloud services

使用 Power BI,可以輕鬆地連接到資料。With Power BI, connecting to data is easy. 從 Power BI 服務,只要選取常用畫面左下角的 [取得資料] 按鈕即可。From the Power BI service, you can simply select the Get Data button in the bottom left corner of the home screen.

畫布 (Power BI 服務的中央區域) 會顯示 Power BI 服務中可用的資料來源。The canvas (the area in the center of the Power BI service) shows you the available sources of data in the Power BI service. 除了一般資料來源 (例如 Excel 檔案、資料庫或 Azure 資料) 之外,Power BI 也可以輕鬆地連接到軟體服務 (也稱為 SaaS 提供者或雲端服務) (例如 Salesforce、Facebook、Google Analytics 和整個其他 SaaS 服務)。In addition to common data sources such as Excel files, databases, or Azure data, Power BI can connect to software services (also called SaaS providers, or cloud services) such as Salesforce, Facebook, Google Analytics, and a whole assortment of other SaaS services just as easily.

針對這些軟體服務,Power BI 服務提供一組預先排列在儀表板和報表中的現成視覺效果 (稱為內容套件)。For these software services, the Power BI service provides a collection of ready-made visuals, pre-arranged in dashboards and reports called Content Packs. 內容套件可讓您使用所選取服務的資料來快速啟動和執行 Power BI。Content packs get you up and running in Power BI quickly with data from the service that you select. 例如,當您使用 Salesforce 內容套件時,Power BI 會連接到您的 Salesforce 帳戶 (在您提供認證之後),然後在 Power BI 中填入預先定義的一組視覺效果和儀表板。For example, when you use the Salesforce content pack, Power BI connects to your Salesforce account (once you provide your credentials) and then populates a pre-defined collection of visuals and dashboards in Power BI.

Power BI 提供所有服務的內容套件。Power BI provides content packs for all sorts of services. 下列影像顯示從 [服務] 方塊選取 [取得] 時顯示的第一個服務畫面 (依字母順序) (如前一個影像所示)。The following image shows the first screen of services, in alphabetical order, that is displayed when you select Get from the Services box (shown in the previous image). 如您在下面的影像中所見,有許多可以進行選擇。As you can see from the image below, there are many to choose from.

基於我們的目的,我們將選擇 [GitHub]。For our purposes, we’ll choose GitHub. GitHub 是用於線上原始檔控制的應用程式。GitHub is an application for online source control. 在我輸入 GitHub 內容套件的資訊和認證之後,即開始匯入資料。Once I enter the information and credentials for the GitHub content pack, it begins importing my data.

載入資料之後,會顯示預先定義的 GitHub 內容套件儀表板。Once the data is loaded, the pre-defined GitHub content pack dashboard appears.

除了儀表板之外,也提供為建立儀表板而產生的報表 (為 GitHub 內容套件的一部分),以及資料匯入期間所建立且用來建立 GitHub 報表的資料集 (從 GitHub 提取的資料集合)。In addition to the Dashboard, the Report that was generated (as part of the GitHub content pack) to create the dashboard is available too, as is the Dataset (the collection of data pulled from GitHub) that was created during the data import, and used to create the GitHub Report.

在 [儀表板] 上,按一下任何視覺效果,即會自動將您帶到建立該視覺效果的 [報表] 頁面。On the Dashboard, you can click on any of the visuals, and automatically be taken to the Report page from which that visual was created. 因此,按一下 [Top 5 users by pull requests] (前 5 位使用者 (依提取要求)) 視覺效果時,Power BI 會在 [報表] 中開啟 [提取要求] 頁面 (建立該視覺效果的 [報表] 頁面)。So when the Top 5 users by pull requests visual is clicked, Power BI opens the Pull Requests page in the Report (the Report page from which that visual was created).

詢問資料相關的問題Asking questions of your data

您也可以詢問資料相關的問題,而 Power BI 服務會根據您的問題即時建立視覺效果。You can also ask questions of your data, and the Power BI service will create visuals based on your question, in real time. 在下列影像中,您可以看到 Power BI 根據 [自然語言查詢] 列中所輸入的資訊來建立可顯示已關閉問題計數的數字視覺效果。In the following image, you can see Power BI creates a number visual showing the Count of Issues closed, based on what is typed in the Natural Language Query bar.

擁有您想要的視覺效果之後,即可選取 [自然語言查詢] 列右邊的釘選圖示,將該視覺效果釘選到儀表板。When you have a visual that you like, you can select the Pin icon, to the right of the Natural Language Query bar, to pin that visual to the dashboard. 在此情況下,視覺效果會釘選到 GitHub 儀表板,因為它是目前選取的儀表板。In this case, the visual is pinned to the GitHub dashboard, since that’s the dashboard currently selected.

在 Power BI 服務中重新整理資料Refreshing data in the Power BI service

您也可以選擇重新整理內容套件的資料集,或您在 Power BI 中使用的其他資料。You can also choose to refresh the dataset for a content pack, or other data you use in Power BI. 若要設定重新整理設定,請選取資料集旁邊的省略符號 (三個點),即會出現功能表。To set refresh settings, select the ellipses (the three dots) next to a data set, and a menu appears.

選取該功能表底端的 [排程重新整理] 選項。Select the Schedule Refresh option from the bottom of that menu. [設定] 對話方塊隨即出現在畫布上,讓您設定符合您需求的重新整理設定。The Settings dialog appears on the canvas, letting you set the refresh settings that meet your needs.

這對快速查看 Power BI 服務而言就已足夠。That's enough for our quick look at the Power BI service. 您可以使用服務執行更多的事項,這涵蓋在本課程後面。There are many more things you can do with the service, which we'll cover later in this course. 也請記住,您可以連接許多不同類型的資料以及各種內容套件,數目隨時都會增加。Remember, too, that there are many different types of data you can connect to, and all sorts of content packs, with more of each coming all the time.

讓我們移至下一個主題,其中彙整這個<開始使用>一節,並準備好進行下一步。Okay, let's move to the next topic, where we summarize this Getting Started section, and get you ready for what's next.

檢閱和後續步驟Review and what's next

讓我們快速檢閱第一節涵蓋的內容。Let’s do a quick review of what we covered in this first section.

Power BI 是軟體服務、應用程式和連接器的集合,它們合作將您的資料轉換成互動式的深入資訊。Power BI is a collection of software services, apps, and connectors that work together to turn your data into interactive insights. 您可以使用單一基本來源的資料,如 Excel 活頁簿,或從多個資料庫和雲端來源提取資料,建立複雜的資料集和報表。You can use data from single basic sources, such as an Excel workbook, or pull data in from multiple databases and cloud sources to create complex datasets and reports. Power BI 可以如您所需的簡單明瞭,也可以立即滿足企業的複雜全域商務需求。Power BI can be as straightforward as you want, or as enterprise-ready as your complex global business requires.

Power BI 由三大元素組成:Power BI DesktopPower BI 服務Power BI Mobile,它們可讓您依所想建立、互動、分享及取用資料。Power BI consists of three main elements – the Power BI Desktop, the Power BI service, and Power BI Mobile – which all work collectively to let you create, interact with, share, and consume your data how you want it.

我們也討論了 Power BI 的基本建構元素︰We discussed the basic building blocks in Power BI too, which are:

  • 視覺效果 – 資料的視覺呈現,有時候稱為視覺效果Visualizations – a visual representation of data, sometimes just called visuals
  • 資料集 – Power BI 用來建立視覺效果的資料集合Datasets – a collection of data that Power BI uses to create visualizations
  • 報表 – 資料集的視覺效果集合,跨一或多頁Reports – a collection of visuals from a dataset, spanning one or more pages
  • 儀表板 – 單頁的視覺效果集合,從報表建立Dashboards – a single page collection of visuals, built from a report
  • – 在報表或儀表板中找到的單一視覺效果Tiles – a single visualization found in a report or dashboard

在這裡,我們會和導遊 Will Thompson 一起觀賞 Power BI 的視訊教學。From there, we took a look at Power BI in a video tour with our Tour Guide, Will Thompson. Will 提供的快速概觀可以讓您知道如何使用 Power BI 分析和視覺化資料。Will gave us a quick overview of how you can analyze and visualize data with Power BI.

我們在 Power BI 服務中,只要按幾下就可以建立儀表板。In the Power BI service, we created a dashboard with just a few clicks. 我們繼續瀏覽 Power BI 服務,使用內容套件 – 現成的視覺效果和報表集合,以及連接到軟體服務來填入內容套件並讓資料活起來。We continued with our glimpse into the Power BI service and used a Content Pack – a ready-made collection of visuals and reports – and connected to a software service to populate the content pack and bring that data to life.

我們也使用稱之為問與答的自然語言查詢,為問題尋求解答,並讓 Power BI 根據這些問題建立視覺效果。We also used natural language queries, called Q & A, to ask questions of our answers, and let Power BI create visuals based on those questions. 最後,我們要為資料設定重新整理排程,以便回到 Power BI 服務時擁有全新的資料。Lastly, we set up a refresh schedule for our data, so we know when we go back to the Power BI service, that data will be fresh.

後續步驟Next steps

恭喜您!Congratulations! 您已完成 Power BI 引導式學習課程的第一節。You've completed the first section of the Guided Learning course for Power BI. 您現在擁有堅實的知識基礎,可以前往下一節 <擷取資料>,這是 Power BI 工作邏輯流程的下一個步驟。You now have a firm foundation of knowledge to move on to the next section, Getting Data, which is the next step in the logical flow of work for Power BI.

這個以前提過,但值得再說一次︰本課程讓您遵循一般的 Power BI 工作流程來建立您的知識︰We mentioned this before, but it's worth restating: this course builds your knowledge by following the common flow of work in Power BI:

  • 將資料帶入 Power BI Desktop 並建立報表。Bring data into Power BI Desktop, and create a report.
  • 發行至 Power BI 服務,在此建立新的視覺效果或建立儀表板。Publish to the Power BI service, where you create new visualizations or build dashboards
  • 與其他人共用儀表板,尤其是行動工作者。Share your dashboards with others, especially people who are on the go
  • 使用 Power BI Mobile 應用程式來檢視共用的儀表板和報表,並與之互動。View and interact with shared dashboards and reports in Power BI Mobile apps

您可能不是單獨完成所有工作,有些人只在服務中檢視其他人建立的儀表板。You might not do all that work yourself - some people will only view dashboards in the service that were created by someone else. 沒關係,因為 您會 完整瀏覽本課程所有章節, 了解 這些儀表板的建立方式,以及如何連接資料... 說不定您會決定自己建立一個儀表板。That's fine, but because you'll go through all the sections in this course, you'll understand how those dashboards were created, and how they connected to the data... and you might even decide to create one of your own.

下一節見!See you in the next section!

恭喜!

You've completed the Getting started section of Microsoft Power BI Guided learning. Way to go! Now you can move on to the next part of Guided Learning, which is Getting data. Select the Getting data button below to keep going.

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