Power BI - Power BI 服務的基本概念Power BI - basic concepts for Power BI service

本文假設您已經註冊 Power BI 服務並已新增一些資料This article assumes that you've already signed up for Power BI service and added some data.

當您開啟 Power BI 服務時會顯示「儀表板」。When you open the Power BI service, you'll see a dashboard displayed. 「儀表板」是 Power BI 服務與 Power BI Desktop 的不同之處。Dashboards are something that differentiates Power BI service from Power BI Desktop.

Power BI 服務 UI 的主要功能如下︰The main features of your Power BI service UI are the following:

  1. 瀏覽窗格 (左導覽列)navigation pane (left nav)
  2. 畫布 (在此例中,含有圖格的儀表板)canvas (in this case, dashboard with tiles)
  3. 問與答的問題方塊Q&A question box
  4. 圖示按鈕,包括說明與意見反應icon buttons, including help and feedback
  5. 儀表板標題 (導覽路徑,也稱為階層連結)dashboard title (navigation path, aka breadcrumbs)
  6. Office 365 應用程式啟動器Office 365 app launcher
  7. Power BI 首頁按鈕Power BI home button
  8. 加上標籤的圖示按鈕Labeled icon buttons

我們稍後會深入探討這些項目,不過首先來看 Power BI 的一些概念。We'll dig into these later, but first let's review some Power BI concepts.

或者,您也可以先觀賞這段影片,再接著閱讀這篇文章的其餘部分。Or, you might want to watch this video first before reading the rest of this article. 在影片中,Will 會檢閱基本概念,並介紹 Power BI 服務。In the video, Will reviews the basic concepts and gives a tour of Power BI service.

Power BI 概念Power BI concepts

Power BI 的 4 個主要建置組塊是:儀表板報告活頁簿資料集The 4 major building blocks of Power BI are: dashboards, reports, workbooks, and datasets. 它們全都會組織成「工作區」。And they're all organized into workspaces. 在我們深入探討 4 個建置組塊之前,請務必先了解工作區,讓我們開始吧!It's important to understand workspaces before we dig into the 4 building blocks, so let's start there.

工作區Workspaces

工作區是 Power BI 中儀表板、報告、活頁簿和資料集的容器。Workspaces are containers for dashboards, reports, workbooks, and datasets in Power BI. 有兩種類型的工作區︰[我的工作區] 和 [應用程式工作區]。There are two types of workspaces: *My workspace and app workspaces. 所以,何謂「應用程式」?So what is an app? Power BI 應用程式是為了提供重要計量給組織而建立的一組儀表板和報告。A Power BI app is a collection of dashboards and reports built to deliver key metrics for your organization. 應用程式皆為互動式,但無法編輯Apps are interactive but can't be edited

  • [我的工作區] 是可供任何 Power BI 客戶處理其內容的個人工作區。My workspace is the personal workspace for any Power BI customer to work with their content. 只有您可以存取您的 [我的工作區]。Only you have access to your My workspace. 如果您想要共用任何您的內容,您有好幾個選擇:建立可將內容組合成「應用程式」的應用程式工作區並且讓您組織中的其他使用者使用,或建立應用程式工作區並且讓同事存取該工作區,您即可共用及共同作業。If you want to share any of your content, you have several choices: create an app workspace where you bundle content into an app and make it available to others in your organization, or create an app workspace and give colleagues access to that workspace so you can share and collaborate.
  • [應用程式工作區] 用於共同作業並與同事共用內容。App workspaces are used to collaborate and share content with colleagues. 它們也是您為組織建立、發佈及管理應用程式的地方。They are also the places where you create, publish, and manage apps for your organization. 將它們視為將構成 Power BI 應用程式之內容的暫存區域與容器。Think of them as staging areas and containers for the content that will make up a Power BI app. 您可以將同事新增至您的應用程式工作區,以及在儀表板、報告、活頁簿和資料集上共同作業。You can add colleagues to your app workspaces and collaborate on dashboards, reports, workbooks, and datasets. 所有應用程式工作區成員都需要 Power BI Pro 授權,但應用程式取用者 (可以存取應用程式的同事) 不一定需要 Pro 授權。All app workspace members need Power BI Pro licenses, but app consumers (the colleagues who have access to the apps) don't necessarily need Pro licenses.

若要深入了解,請參閱目錄的 [分享您的成果] 區段 (從如何共同作業及共用儀表板和報告開始)To learn more, see the Share your work section of the Table of contents, starting with How should I collaborate and share dashboards and reports

現在,進入 Power BI 建置組塊。Now on to the Power BI building blocks. 儀表板或報表不能沒有資料 (確實可以有空白儀表板與空白報表,但如果當中沒有資料並沒有太大幫助),因此讓我們先從 資料集開始。You can't have dashboards or reports without data (well, you can have empty dashboards and empty reports, but they're not very useful until they have data), so let's start with datasets.

資料集Datasets

「資料集」是您要在其中「匯入」或「連接」之資料的集合。A dataset is a collection of data that you import or connect to. Power BI 可讓您連接和匯入各式各樣的資料集,並將所有資料整合到一個位置。Power BI lets you connect to and import all sorts of datasets and bring all of it together in one place.

資料集與「工作區」相關聯,而單一資料集可以是許多工作區的一部分。Datasets are associated with workspaces and a single dataset can be part of many workspaces. 當您開啟工作區時,相關聯的資料集會列在 [資料集] 索引標籤之下。每個列出的資料集代表單一來源的資料,例如 OneDrive 上的 Excel 活頁簿、內部部署的 SSAS 表格式資料集,或 Salesforce 資料集。When you open a workspace, the associated datasets are listed under the Datasets tab. Each listed dataset represents a single source of data, for example, an Excel workbook on OneDrive, or an on-premises SSAS tabular dataset, or a Salesforce dataset. 其支援許多不同的資料來源,同時我們會不停加入新的資料來源。There are many different data sources supported, and we’re adding new ones all the time. 查看可搭配 Power BI 使用的資料集類型清單.See the list of dataset types that can be used with Power BI.

在下列範例中,我已選取「銷售與行銷」應用程式工作區,並按下了 [資料集] 的索引標籤。In the example below, I've selected the "Sales and marketing" app workspace and clicked the tab for Datasets.

一個 資料集...ONE dataset...

  • 可以在一或多個工作區中反覆使用。can be used over and over in one or in many workspaces.
  • 可以用在許多不同的報表中。can be used in many different reports.
  • 可在許多不同的儀表板中顯示該單一資料集的視覺效果。Visualizations from that one dataset can display on many different dashboards.

若要連線到或匯入資料集,請選取左導覽列底部的 [取得資料],或選取右上角的 [建立 > 資料集]。To connect to or import a dataset, select Get Data (at the bottom of the left navigation) or select + Create > Dataset (in the upper right corner). 請遵循指示來連線到或匯入特定來源,並將資料集新增至作用中的工作區。Follow the instructions to connect to or import the specific source and add the dataset to the active workspace. 新的資料集會以黃色星號標示。New datasets are marked with a yellow asterisk. 您在 Power BI 中執行的工作不會變更基礎資料集。The work you do in Power BI does not change the underlying dataset.

如果您是「應用程式工作區」的一員,則由某個工作區成員新增的資料集可供其他工作區成員使用。If you're part of an app workspace, datasets added by one workspace member are available to the other workspace members.

您可以重新整理、重新命名、瀏覽及移除資料集。Datasets can be refreshed, renamed, explored, and removed. 使用資料集從頭開始建立報告,或執行快速深入解析Use a dataset to create a report from scratch or by running quick insights. 若要查看哪些報告和儀表板已經使用資料集,請選取 [檢視相關的]。To see which reports and dashboards are already using a dataset, select View related. 若要瀏覽資料集,請選取該資料集。To explore a dataset, select it. 您實際上會在報表編輯器中開啟資料集,您可以在編輯器中開始挖掘資料並建立視覺效果。What you're actually doing is opening the dataset in the report editor where you can really start digging into the data and creating visualizations. 因此,讓我們前進到下一個主題 - 報表。So, let's move on to the next topic -- reports.

深入瞭解Dig deeper

報表Reports

Power BI 報表是一或多個頁面的視覺效果 (圖表和圖形,例如折線圖、圓形圖、樹狀圖和許多其他項目)。A Power BI report is one or more pages of visualizations (charts and graphs like line charts, pie charts, treemaps, and many many more). 視覺效果 (visualization) 也稱為「視覺效果」(visual)。Visualizations are also called visuals. 報表中的所有視覺效果都是來自單一資料集。All of the visualizations in a report come from a single dataset. 報告可以在 Power BI 從頭開始建立,也可以透過同事與您共用的儀表板匯入,或者可以在您從 Excel、Power BI Desktop、資料庫、SaaS 應用程式和應用程式連線到資料集時建立報告。Reports can be created from scratch within Power BI, can be imported with dashboards that colleagues share with you, or can be created when you connect to datasets from Excel, Power BI Desktop, databases, SaaS applications and apps. 例如,當您連接到包含 Power View 工作表的 Excel 活頁簿時,Power BI 會根據這些工作表建立報表。For example, when you connect to an Excel workbook that contains Power View sheets, Power BI creates a report based on those sheets. 而當您連接至 SaaS 應用程式時,Power BI 則會匯入預先建立的報表。And when you connect to an SaaS application, Power BI imports a pre-built report.

有 2 種模式可以檢視報表並與之互動:閱讀檢視和編輯檢視There are 2 modes to view and interact with reports: Reading view and Editing view. 只有報表建立者、共同擁有者及授與權限者,才能存取該報表之編輯檢視的所有瀏覽、設計、建立及共用功能。Only the person who created the report, co-owners, and those granted permission, have access to all of the exploring, designing, building, and sharing capabilities of Editing View for that report. 而與這些人員共用報表的其他人員則可以使用閱讀檢視瀏覽報表並與之互動.And the people they share the report with can explore and interact with the report using Reading View.

當您開啟工作區時,相關聯的報告會列在 [報告] 索引標籤之下。每個列出的報告只會根據一個基礎資料集,呈現一或多個頁面的視覺效果。When you open a workspace, the associated reports are listed under the Reports tab. Each listed report represents one or more pages of visualizations based on only one of the underlying datasets. 若要開啟報表,只要選取該報表即可。To open a report, simply select it.

當您開啟應用程式時,您會看到儀表板。When you open an app, you'll be presented with a dashboard. 若要存取基礎報告,請選取從報告釘選的儀表板圖格 (稍後詳細說明)。To access an underlying report, select a dashboard tile (more on these later) that was pinned from a report. 請注意,並非所有圖格都是從報告釘選,所以您可能必須按一下幾個圖格來尋找報告。Keep in mind that not all tiles are pinned from reports, so you may have to click a few tiles to find a report.

根據預設,報告會在 [閱讀檢視] 中開啟。By default, the report opens in Reading view. 請直接選取 [編輯報告],在 [編輯檢視] 中開啟報告 (如果您有必要權限)。Just select Edit report to open it in Editing view (if you have the necessary permissions).

在下列範例中,我已選取「銷售與行銷」應用程式工作區,並按下了 [報告] 的索引標籤。In the example below, I've selected the "Sales and marketing" app workspace and clicked the tab for Reports.

一個 報表...ONE report...

  • 包含在單一工作區中is contained in a single workspace
  • 可以與該工作區內的多個儀表板相關聯 (從該單一報告釘選的圖格可出現在多個儀表板上)。can be associated with multiple dashboards within that workspace (tiles pinned from that one report can appear on multiple dashboards).
  • 可使用一個資料集的資料建立而成。can be created using data from one dataset. (其例外為 Power BI Desktop 可以將 1 個以上的資料集合併成單一報表,且該報表可匯入 Power BI)(the slight exception to this is that Power BI Desktop can combine more than 1 dataset into a single report and that report can be imported into Power BI)

深入瞭解Dig deeper

儀表板Dashboards

「儀表板」是您在 Power BI 服務中所建立,或由同事在 Power BI 服務中建立並與您共用的東西。A dashboard is something you create in Power BI service or something a colleague creates in Power BI service and shares with you. 其為含有零或多個磚與 Widget 的單一畫布。It is a single canvas that contains zero or more tiles and widgets. 從報告或從問與答釘選的每個圖格會顯示從資料集建立並釘選到儀表板的單一視覺效果Each tile pinned from a report or from Q&A displays a single visualization that was created from a dataset and pinned to the dashboard. 整個報告頁面也可以當作單一圖格釘選到儀表板。Entire report pages can also be pinned to a dashboard as a single tile. 有許多方法可將磚加入儀表板中;本概觀主題無法全部涵蓋。There are many ways to add tiles to your dashboard; too many to be covered in this overview topic. 若要深入了解,請參閱 Power BI 的儀表板磚.To learn more, see Dashboard tiles in Power BI.

為何要建立儀表板?Why do people create dashboards? 以下只是部分原因:Here are just some of the reasons:

  • 所有必要的資訊一目了然,以利做出決策to see, in one glance, all the information needed to make decisions
  • 監視最重要的業務相關資訊to monitor the most-important information about your business
  • 確保所有同事有一致的共識,並檢視與使用相同資訊to ensure all colleagues are on the same page, viewing and using the same information
  • 監視企業、產品、業務單位或行銷活動等的狀況to monitor the health of a business or product or business unit or marketing campaign, etc.
  • 建立較大型儀表板的個人化檢視 -- 放入所有重要的計量to create a personalized view of a larger dashboard -- all the metrics that matter to you

當您開啟工作區時,相關聯的儀表板會列在 [儀表板] 索引標籤之下。若要開啟儀表板,只要選取該報告即可。When you open a workspace, the associated dashboards are listed under the Dashboards tab. To open a dashboard, simply select it. 當您開啟應用程式時,您會看到儀表板。When you open an app, you'll be presented with a dashboard. 每個儀表板表示基礎資料集其中一部分子集的自訂檢視。Each dashboard represents a customized view of some subset of the underlying dataset(s). 如果您擁有儀表板,您也會有基礎資料集和報告的編輯存取權。If you own the dashboard, you'll also have edit access to the underlying dataset(s) and reports. 如果與您共用儀表板,您將能夠與儀表板和任何基礎報告互動,但是無法儲存任何變更。If the dashboard was shared with you, you'll be able to interact with the dashboard and any underlying reports, but will not be able to save any changes.

您或同事有許多不同的方式可以共用儀表板There are many different ways that you, or a colleague, can share a dashboard. 需要 Power BI Pro 才能共用儀表板以及檢視共用的儀表板。Power BI Pro is required for sharing a dashboard and may be required for viewing a shared dashboard.

注意

<含有圖格的儀表板>標題底下會更詳細探討釘選和圖格。Pinning and tiles are covered in more detail below under the heading "Dashboard with tiles."

一個 儀表板...ONE dashboard...

  • 與單一工作區相關聯is associated with a single workspace
  • 可顯示許多不同資料集的視覺效果can display visualizations from many different datasets
  • 可顯示許多不同報表的視覺效果can display visualizations from many different reports
  • 可以顯示從其他工具 (例如 Excel) 釘選的視覺效果can display visualizations pinned from other tools (e.g., Excel)

深入瞭解Dig deeper

活頁簿Workbooks

活頁簿是一種特殊的資料集。Workbooks are a special type of dataset. 如果您已閱讀 [資料集] 一節,您幾乎知道您需要了解活頁簿的一切。If you've read the Datasets section above, you know almost all you need to know about workbooks. 但您可能想知道為什麼有時 Power BI 會將 Excel 活頁簿歸類為 [資料集],而有時又會歸類為 [活頁簿]。But you may be wondering why sometimes Power BI classifies an Excel workbook as a Dataset and other times as a Workbook.

當您將 [取得資料] 用於 Excel 檔案時,您可以選擇 [匯入] 或 [連線] 到檔案。When you use Get data with Excel files, you have the option to Import or Connect to the file. 當您選擇 [連線] 時,您的活頁簿會顯示在 Power BI 中,就像是在 Excel Online 中一樣。When you choose Connect, your workbook will appear in Power BI just like it would in Excel Online. 但不同於 Excel Online,您有一些很棒的功能,可協助您將工作表中的項目釘選到儀表板。But, unlike Excel Online, you’ll have some great features to help you pin elements from your worksheets right to your dashboards.

您無法在 Power BI 中編輯活頁簿。You can’t edit your workbook in Power BI. 但如果您需要進行一些變更,您可以按一下 [編輯],然後選擇在 Excel Online 中編輯活頁簿,或在電腦上以 Excel 開啟活頁簿。But if you need to make some changes, you can click Edit, and then choose to edit your workbook in Excel Online or open it in Excel on your computer. 您所做的任何變更都會儲存到 OneDrive 上的活頁簿。Any changes you make are saved to the workbook on OneDrive.

深入瞭解Dig deeper

我的工作區My Workspace

我們已涵蓋工作區和建置組塊。We've covered workspaces and building blocks. 讓我們再看一下 Power BI 介面,以及檢閱構成 Power BI 服務登陸頁面的組件。Let's take another look at the Power BI interface and review the pieces that make up the landing page for Power BI service.

1.瀏覽窗格 (左導覽列)1. Navigation pane (left nav)

使用瀏覽窗格在您的工作區與 Power BI 建置組塊 (儀表板、報告、活頁簿和資料集) 之間尋找及移動。Use the navigation pane to locate and move between your workspaces and the Power BI building blocks: dashboards, reports, workbooks, and datasets.

  • 選取 [取得資料],將資料集、報表和儀表板新增至 Power BISelect Get Data to add datasets, reports, and dashboards to Power BI.
  • 使用此圖示 展開及摺疊導覽列。Expand and collapse the navbar with this icon .
  • 選取 [我的最愛] 以開啟或管理您最愛的內容。Open or manage your favorite content by selecting Favorites.
  • 選取 [最近] 以檢視和開啟您最近瀏覽過的內容View and open your most-recently visited content by selecting Recent
  • 選取 [應用程式] 以檢視、開啟或刪除應用程式。View, open, or delete an app by selecting Apps.
  • 有同事與您共用內容嗎?Did a colleague share content with you? 選取 [與我共用] 來搜尋和排序該內容,以尋找您所需的內容。Select Shared with me to search and sort that content to find what you need.
  • 選取 [工作區] 以顯示並開啟您的工作區。Display and open your workspaces by selectig Workspaces.

按一下Single-click

  • 圖示或標題,以在內容檢視中開啟an icon or heading to open in content view
  • 向右箭號 (>),以開啟 [我的最愛]、[最近] 和 [工作區] 的彈出式功能表。an arrowright (>) to open a flyout menu for Favorites, Recent, and Workspaces.
  • 山形圖示 (),以顯示 [我的工作區] 的可捲動儀表板、報告、活頁簿和資料集清單。a chevron icon () to display the My Workspace scrollable list of dashboards, reports, workbooks, and datasets.
  • 資料集進行探索a dataset to explore it

2.畫布2. Canvas

由於我們已開啟儀表板,所以畫布區域會顯示視覺效果圖格。Because we've opened a dashboard, the canvas area displays visualization tiles. 例如,如果我們已開啟報告編輯器,則畫布區域會顯示報告頁面。If, for example, we had opened the report editor, the canvas area would display a report page.

儀表板是由所組成。Dashboards are composed of tiles. 圖格可在報告的 [編輯檢視]、[問與答]、其他儀表板中建立,而且可以從 Excel、SSRS 等項目釘選。Tiles are created in report Editing view, Q&A, other dashboards, and can be pinned from Excel, SSRS, and more. 一種稱為 Widget 的特殊磚類型會直接加入儀表板中。A special type of tile called a widget is added directly onto the dashboard. 出現在儀表板上的圖格,為報表建立者/擁有者特別放置於此的。The tiles that appear on a dashboard were specifically put there by a report creator/owner. 將圖格加入儀表板中的動作稱為「釘選」 。The act of adding a tile to a dashboard is called pinning.

Power BI 儀表板畫布

如需詳細資訊,請參閱 [儀表板](請見上方)。For more information, see Dashboards (above).

3.問與答的問題方塊3. Q&A question box

瀏覽資料的方式之一為提問,讓 Power BI 問與答以視覺效果的形式為您解答。One way to explore your data is to ask a question and let Power BI Q&A give you an answer, in the form of a visualization. [問與答] 可以用來將內容新增至儀表板或報告。Q&A can be used to add content to a dashboard or report.

問與答會在連接到儀表板的資料集中尋找答案。Q&A looks for an answer in the dataset(s) connected to the dashboard. 連接的資料集是指具有至少一個圖格釘選至該儀表板的資料集。A connected dataset is one that has at least one tile pinned to that dashboard.

問與答的問題方塊

一旦您開始輸入問題,問與答就會帶您前往問與答的頁面。As soon as you start to type your question, Q&A takes you to the Q&A page. 您在輸入時,問與答會以修改措辭、自動填入、建議及更多方式,協助您詢問適當的問題並找尋最佳解答。As you type, Q&A helps you ask the right question and find the best answer with rephrasings, autofill, suggestions, and more. 如果有您喜歡的視覺效果 (解答),請予以釘選到您的儀表板中。When you have a visualization (answer) you like, pin it to your dashboard. 如需詳細資訊,請參閱 Power BI 中的問與答For more information, see Q&A in Power BI.

4.圖示按鈕4. Icon buttons

右上角的圖示為您的資源,可供您設定、通知、下載、取得說明,並將意見反應提供給 Power BI 小組。The icons in the upper right corner are your resource for settings, notifications, downloads, getting help, and providing feedback to the Power BI team. 選取雙箭頭以 [全螢幕] 模式開啟儀表板。Select the double arrow to open the dashboard in Full screen mode.

圖示按鈕

5.儀表板標題 (導覽路徑,也稱為階層連結)5. Dashboard title (navigation path aka breadcrumbs)

您不一定能輕鬆地指出哪個工作區和儀表板為作用中,因此 Power BI 會為您建立導覽路徑。It's not always easy to figure out which workspace and dashboard are active, so Power BI creates a navigation path for you. 在此範例中,我們看到工作區 (我的工作區) 和儀表板標題 (零售分析範例)。In this example we see the workspace (My workspace) and the dashboard title (Retail Analysis Sample). 如果我們開啟了報告,則報告的名稱會附加至導覽路徑的結尾。If we opened a report, the name of the report would be appended to the end of the navigation path. 路徑的每個部分都是作用中的超連結。Each section of the path is an active hyperlink.

請注意儀表板標題之後的 "C" 圖示。Notice the "C" icon after the dashboard title. 此儀表板具有「機密」資料分類標籤This dashboard has a data classification tag of "confidential." 此標籤可識別資料的敏感性和安全性層級。The tag identifies the sensitivity and security level of the data. 如果您的系統管理員已開啟資料分類,則每個儀表板將會設定一個預設標籤。If your Admin has turned on data classifcation, every dashboard will have a default tag set. 儀表板擁有者應變更此標籤,以符合其儀表板的適當安全性層級。Dashboard owners should change the tag to match their dashboard's proper security level.

6.Office 365 應用程式啟動器6. Office 365 app launcher

透過應用程式啟動器,按一下即可輕鬆取得所有的 Office 365 應用程式。With the app launcher, all your Office 365 apps are easily available with one click. 您可以從這裡快速地啟動您的電子郵件、文件、行事曆等等。From here you can quickly launch your email, documents, calendar, and more.

Office 應用程式啟動器

7.Power BI 首頁7. Power BI home

選取此項會開啟您的精選儀表板 (如果您已設定一個),否則會開啟您上次檢視的儀表板。Selecting this opens your featured dashboard (if you've set one), otherwise it opens the last dashboard you viewed.

8.加上標籤的圖示按鈕8. Labeled icon buttons

螢幕的這個區域包含與內容互動 (在此例中,與儀表板互動) 的其他選項。This area of the screen contains additional options for interacting with the content (in this case, with the dashboard). 除了您可以看到之加上標籤的圖示,選取省略符號可顯示用於複製、列印、重新整理儀表板等選項。Besides the labeled icons you can see, selecting the ellipses reveals options for duplicating, printing, refreshing the dashboard and more.

後續步驟Next steps

開始使用 Power BIGet started with Power BI
瀏覽:瀏覽 Power BI 服務 Power BI 影片Navigation: Getting around in Power BI service Power BI videos
報告編輯器.-.進行導覽Report editor - take a tour

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