允許 Cortana 存取 Power BI 報表 (和其基礎資料集)Enable Cortana to access Power BI reports (and their underlying datasets)

您已經讀過 Cortana 及 Power BI 簡介 (如果沒有,您可能要先讀過後再回來)。You've read the Introduction to Cortana and Power BI (if not, you might want to read that first and then come back). 而現在,您會想要親自試試。And now you want to try it out yourself. 您在 Cortana 中詢問自然語言問題,並從儲存在 Power BI 報表中的資料尋找答案之前,有幾項要求。Before you can ask natural language questions in Cortana and find answers from data stored in Power BI reports, there are a few requirements. 具體來說,您必須執行下列作業。Specifically, you'll need to do the following.

注意

如果您試用 Cortana 和 Power BI 儀表板 Preview,則可以略過本文的其餘部分。If you are trying out the Cortana and Power BI dashboard preview, you can skip the rest of this article. 不需要進行設定,Cortana 就可以搜尋 Power BI 儀表板。There are no setup requirements for Cortana to be able to search your Power BI dashboards.

在 Power BI 服務中In Power BI service

  • 允許 Cortana 使用一或多個資料集 (報表會依據資料集來建立,因此 Cortana 必須有這些資料集的存取權)enable one or more datasets for Cortana (reports are built on top of datasets, so Cortana needs access to those datasets)

在 Microsoft Windows 中In Microsoft Windows

  • 確認您執行的是 Windows 10 的 1511 版或更新版本Check that you are running Windows 10 version 1511 or later
  • 確認 Power BI 和 Windows 可以跟彼此「交談」。Make sure that Power BI and Windows can "talk" to each other. 這表示將您的帳戶連線到 Windows。This means connecting your account to Windows.

使用 Power BI 服務允許 Cortana 存取 Power BI 中的報表頁面Use Power BI service to enable Cortana to access report pages in Power BI

允許 Cortana 存取 Power BI 中的報表是簡單的程序。Enabling reports in Power BI to be accessed by Cortana is a simple process. 事實上,您只需要選取 [允許 Cortana 存取這個資料集] 來允許報表的基礎資料集。In fact all you have to do is enable the report's underlying dataset by selecting “Enable Cortana to access this dataset”. 在這之後,任何可存取 Power BI 中資料集的使用者,透過一般 Power BI 共用、應用程式及內容套件功能,都能在 Windows 10 中從 Cortana 中的報表得到答案。After that, any user who has access to the dataset in Power BI, via regular Power BI sharing, apps, and content pack features, will be able to get answers from the report in Cortana in Windows 10.

您必須登入 Power BI 服務 (而非 Power BI Desktop),並對要讓 Cortana 能夠存取的每個資料集,重複上述步驟。You'll need to sign in to Power BI service (not Power BI Desktop) and repeat these steps for each dataset that you want Cortana to be able to access.

  1. 決定要啟用的資料集。Determine which dataset(s) to enable. 從報表內容清單中,選取您想要 Cortana 存取的報表,然後選擇檢視相關項目圖示 From the report content list, select the report you'd like Cortana to access and choose the View related icon .

    檢視相關內容

  2. 與此報表建立關聯的資料集是 Contoso SalesThe dataset associated with this report is Contoso Sales.

    Contoso Sales 資料集

  3. 在資料集名稱的右邊,選取省略符號 (...) > [設定]。To the right of the dataset name, select the ellipses (...) > Settings.

    選擇 [設定]

  4. 選取 [Q&A and Cortana] (問與答及 Cortana) > [允許 Cortana 存取此資料集] > [套用]。Select Q&A and Cortana > Allow Cortana to access this dataset > Apply.

    Cortana 存取資料集

    在這個範例中,我們想要在 Contoso Sales 資料集上啟用 Cortana。In this example, we're enabling Cortana on the Contoso Sales dataset.

    注意

    將新的資料集或 Cortana 回應卡新增到 Power BI 中,並允許 Cortana 使用時,最多可能需要 30 分鐘的時間,才會開始顯示結果。When a new dataset or Cortana answer card is added to Power BI and enabled for Cortana, it can take up to 30 minutes for results to begin appearing. 登入和登出 Windows 10,或在 Windows 10 中重新啟動 Cortana 程序,都可立即顯示新內容。Logging in and out of Windows 10, or otherwise restarting the Cortana process in Windows 10, will allow new content to appear immediately.

    如果您針對 Cortana 啟用資料集,而且該資料集屬於您擁有的內容套件或應用程式,就必須重新發佈,才能讓同事透過 Cortana 使用此資料集。If you enable a dataset for Cortana, and that dataset is part of a content pack or app you own, you will need to re-publish for your colleagues to also be able to use it with Cortana.

將您的 Power BI 認證新增到 WindowsAdd your Power BI credentials to Windows

您必須執行 Windows 10 的 1511 版或更新版本。You'll need to be running Windows 10 version 1511 or higher.

  1. 判斷您正在執行的 Windows 10 版本。Determine which Windows 10 version you are running. 開啟 [設定]。Open Settings. 開啟 Windows 設定Open Windows settings

    然後選取 [系統] > [關於]。Then select System > About. 在畫面底部,您會看到 [Windows 規格] > [版本]Towards the bottom of the screen you'll see Windows specifications > Version

    • 如果您擁有 Windows 10 的 1511 版 (Windows 10 的 2015 年 11 月更新) 到 1607 版,請新增您的公司或學校帳戶和 Microsoft 帳戶 (完成下方步驟 2 和 3)。If you have Windows 10 version 1511 (Windows 10 November 2015 Update) up until 1607, add your work or school account and Microsoft account (complete steps 2 and 3 below).
    • 如果您擁有 Windows 10 1607 版 (Windows 10 的 2016 年 7 月更新) 或更新版本,請新增您的公司或學校帳戶 (僅需完成下方步驟 2)。If you have Windows 10 version 1607 (Windows 10 July 2016 update) or later, add your work or school account (complete only step 2 below).
  2. 為 Cortana 新增工作或學校帳戶。Add your work or school account for Cortana.

    • 開啟 [設定] > [帳戶]。Open Settings > Accounts.

      設定 - 帳戶

    • 捲動至底部,然後選取 [新增工作或學校帳戶]。Scroll to the bottom and select Add a work or school account. 或者,從 [帳戶] 頁面選取 [存取公司或學校] > [連線]。Or, from the Accounts page selet Access work or school >Connect.

      新增公司帳戶

Cortana 將會使用這個公司或學校帳戶,來檢查 Power BI 中是否可能有 Cortana 問題的答案。Cortana will use this work or school account to check Power BI for potential answers to your questions in Cortana.

後續步驟Next steps

在 Power BI 中建立 Cortana Answer CardCreate Cortana answer cards in Power BI

對 Cortana 和 Power BI 整合問題進行疑難排解Troubleshoot Cortana and Power BI integration issues

有其他問題嗎?More questions? 試試 Power BI 社群Try the Power BI Community