使用 Cortana for Power BI 快速找出並檢視您的 Power BI 資料Quickly find and view your Power BI data using Cortana for Power BI

在您的 Windows 10 裝置上使用 Cortana,以取得重要業務問題的即時解答。Use Cortana across your Windows 10 devices to get instant answers to your important business questions. Cortana 藉由與 Power BI 整合,可直接從 Power BI 儀表板和報表擷取關鍵資訊。By integrating with Power BI, Cortana can retrieve key information directly from Power BI dashboards and reports. 需要的只有 Windows 10 2015 年 11 月 (含) 以上的版本、Cortana、Power BI 以及至少一個資料集的存取權。All it takes is Windows 10 November 2015 version or later, Cortana, Power BI, and access to at least one dataset.

Cortana 搜尋欄位

預覽 Windows 10 的新 Cortana 儀表板搜尋體驗Preview the new Cortana dashboard search experience for Windows 10

一段時間之後,您現在已可以使用 Cortana 擷取某些類型的報表頁面For a while now you've been able to use Cortana to retrieve certain types of report pages. 現在我們已新增新體驗 -- 也會擷取儀表板的能力。Now we've added a new experience -- the ability to also retrieve dashboards. 請試用,並傳送意見反應Try it out and please send us feedback . 最後,「新體驗」將擴充成包含 Cortana 一併搜尋報表。Eventually the new experience will be extended to include Cortana search for reports as well. 新體驗的其中一個重要優點在於您設定時不需要進行特殊處理 (不允許 Cortana 或設定 Windows 10),它就會運作。One of the key benefits of the new experience is that you don't need to do anything special to set it up -- no enabling Cortana or configuring Windows 10 -- it just works.

注意

如果它未運作,請參閱疑難排解文章以取得協助。If it doesn't "just work," see the Troubleshooting article for help.

基礎技術使用 Microsoft 的 Azure 搜尋服務The underlying technology is using Microsoft's Azure Search Service. 這項搜尋服務提供額外的功能,例如智慧排名、錯誤修正和自動完成。This search service provides extra capabilities such as smart ranking, error correction, and auto complete.

這兩個 Cortana 體驗會同時存在。Both Cortana experiences will exist side-by-side.

Cortana for Power BI 文件Cortana for Power BI documentation

我們有 4 份文件引導您設定和使用 Cortana for Power BI。We have 4 documents that guide you through setting up and using Cortana for Power BI. 這系列的文章會帶您逐步完成This series of articles will take you through the steps to

文章 1 (本篇):了解 Cortana 和 Power BI 如何搭配運作Article 1 (this article): understand how Cortana and Power BI work together

文章 2搜尋 Power BI 報表:啟用 Cortana - Power BI - Windows 整合Article 2: search Power BI reports: Enable the Cortana - Power BI - Windows integration

文章 3搜尋 Power BI 報表:建立特殊 Cortana 回應卡Article 3: search Power BI reports: create special Cortana answer cards

文章 4對問題進行疑難排解Article 4: Troubleshoot issues

Cortana 和 Power BI 如何搭配運作?How do Cortana and Power BI work together?

當您使用 Cortana 問問題時,Power BI 可以是 Cortana 尋找答案的其中一個地方。When you use Cortana to ask a question, Power BI can be one of the places Cortana looks for answers. 在 Power BI 中,Cortana 可以從 Power BI 報表 (包含稱為「Cortana 回應卡」的特殊報表頁面類型) 和 Power BI 儀表板中,找到豐富的資料驅動答案。In Power BI, Cortana can find rich data-driven answers from Power BI reports (that contain a special type of report page called a Cortana answer card) and from Power BI dashboards.

如果 Cortana 找到相符項目,則會在 Cortana 螢幕中的該處顯示儀表板或報表頁面的名稱。If Cortana finds a match, it displays the name of the dashboard or report page right there in your Cortana screen. 您可以在 Power BI 中開啟儀表板或報表頁面。The dashboard or report page can be opened in Power BI. 也可以在 Cortana 中探索報表頁面 - 它們是互動式的。Report pages can also be explored right in Cortana - they're interactive.

互動式報表頁面會顯示在 Cortana 中

Cortana 和儀表板 (新體驗)Cortana and Dashboards (the new experience)

Cortana 可以在您擁有的儀表板以及已與您共用的儀表板中尋找答案。Cortana can find answers in dashboards that you own and dashboards that have been shared with you. 使用標題、關鍵字、擁有者名稱、工作區名稱、應用程式名稱等項目,來詢問 Cortana 問題。Ask Cortana questions using titles, keywords, owner names, workspace names, app names, and more.

您的問題必須至少有 2 個字組,Cortana 才能尋找答案。Your question must have at least 2 words for Cortana to find an answer. 因此,若您在具有單一字組名稱 (Marketing) 的儀表板或報表上進行搜尋,請在問題中新增 "show"、"Power BI" 或 "" 字組,如同 "show Marketing" 及 "michele hart sample"。So if you search on a dashboard that has a one-word name (Marketing) add the word "show" or "Power BI" or ""to your question, as in "show Marketing" and "michele hart sample".

如果您儀表板的標題有多個字組,則只有在搜尋至少符合兩個字組時,或儀表板符合其中一個字組和擁有者名稱時,Cortana 才會傳回該儀表板。If your dashboard has a title with more than one word, Cortana will only return that dashboard if your search matches at least two of the words or if your dashboard matches one of the words plus the owner name. 針對名為 "Customer Profitability Sample" 的儀表板:For a dashboard named "Customer Profitability Sample":

  • "show me customer"「不」會傳回 Power BI 儀表板結果。"show me customer" will not return a Power BI dashboard result.
  • "utterances 例如 "show me customer profitability"、"customer p"、"customer s"、"profitability sample"、"michele hart sample"、"show customer profitability sample" 和 "show me customer p"「將」會傳回 Power BI 結果。"utterances such as "show me customer profitability", "customer p", "customer s", "profitability sample", "michele hart sample", "show customer profitability sample", and "show me customer p" will return a Power BI result.
  • 新增 "powerbi" 字組會算作 2 個必要字組中的其中一個,因此 "powerbi sample"「會」傳回 Power BI 結果。Adding the word "powerbi" counts as one of the 2 required words, so "powerbi sample" will return a Power BI result.

    有至少 2 個字組的 Cortana 搜尋

Cortana 和報表Cortana and Reports

Cortana 可以在具有專供 Cortana 顯示所設計的頁面的報表中尋找答案。Cortana can find answers in reports that have pages designed specifically for display by Cortana. 只需要從其中一個特殊報表頁面中,使用標題或關鍵字詢問問題。Simply ask questions using the title or keywords from one of these specialty report pages.

報表的基礎技術是使用 Microsoft 的 Power BI 問與答The underlying technology for reports is using Microsoft's Power BI Q&A.

當您在 Cortana 中詢問問題時,Power BI 會從專為 Cortana 設計的報表頁面進行回答。When you ask a question in Cortana, Power BI answers from report pages designed specifically for Cortana. Cortana 會直接從已在 Power BI 中建立的 Cortana「回應卡」,即時判斷可能的答案。Potential answers are determined by Cortana on the fly directly from the Cortana answer cards already created in Power BI. 若要進一步探索答案,只要在 Power BI 中開啟結果即可。To further explore an answer, simply open a result in Power BI.

注意

您必須使用 Power BI 服務及設定 Windows 以與 Power BI 通訊來啟用這項功能,Cortana 才能在您的 Power BI 報表中尋找答案。Before Cortana can look for answers in your Power BI reports, you'll need to enable this feature using the Power BI service and set up Windows to communicate with Power BI.

使用 Cortana 從 Power BI 取得答案Using Cortana to get answers from Power BI

  1. 在 Cortana 中啟動。Start in Cortana. 有許多不同的方法可以「開啟」 Cortana:在工作列中選取 Cortana 圖示 (請參閱下圖)、使用語音命令,或在 Windows 行動裝置上點選搜尋圖示。There are many different ways to open Cortana: select the Cortana icon in the taskbar (pictured below), use voice commands, or tap the search icon on your Windows mobile device.

  2. Cortana 準備就緒之後,請在 Cortana 搜尋列中鍵入或說出問題。Once Cortana is ready, type or speak your question into the Cortana search bar. Cortana 會顯示可用的結果。Cortana displays the available results. 如果有符合問題的 Power BI 儀表板,就會顯示在 [最佳相符] 或 [Power BI] 下方。If there is a Power BI dashboard that matches the question, it shows up under Best match or Power BI.

    Cortana 搜尋會尋找 Power BI 儀表板Cortana search finds Power BI dashboard

    注意

    目前僅支援英文。At the current time, only English is supported.

  3. 選取儀表板以在 Cortana 中開啟。Select the dashboard to open it in Cortana.

    選取 Power BI 儀表板Select the Power BI dashboard

    您可以編輯儀表板的電話檢視,以變更配置。You can change the layout by editing the phone view of the dashboard.

  4. 在 Cortana 中,您也有選項可在 Power BI 服務或 Power Bi 行動裝置中開啟儀表板。From Cortana you also have the options to open the dashboard in Power BI service or Power Bi mobile. 選取 [在網頁上開啟],以在 Power BI 服務中開啟儀表板。Open the dashboard in Power BI service by selecting Open on web.

    從 Cortana 開啟儀表板Open the dashboard from Cortana

  5. 現在讓我們使用 Cortana 搜尋報表。Now let's use Cortana to search for a report. 我們需要知道頁面包含 Cortana 回應卡的報表We'll need to know of a report that has a page with a Cortana answer card . 在此範例中,名為 "Cortana-New-Stores" 的報表具有名為 "cortana stores" 的 Cortana 回應卡頁面。In this example, a report named "Cortana-New-Stores" has a Cortana answer card page named "cortana stores".

    在 Cortana 搜尋列中鍵入或說出問題。Type or speak your question into the Cortana search bar. Cortana 會顯示可用的結果。Cortana displays the available results. 如果有符合問題的 Power BI 報表頁面,就會顯示在 [最佳相符] 或 [Power BI] 下方。If there is a Power BI report page that matches the question, it shows up under Best match or Power BI. 在這個範例中,我用來建立回應卡的 .pbix 檔案 (及備份) 也會顯示在 [文件] 下方。And in this example the .pbix file (and backup) that I used to create the answer card also displays -- under Documents.

    搜尋報表Search for a report

  6. 選取 [Cortana stores] 報表頁面,以在 Cortana 視窗中予以顯示。Select the Cortana stores report page to display it in the Cortana window.

    在 Cortana 中開啟報表頁面report page opens in Cortana

    請記住,「回應卡」是由資料集擁有者建立的特殊類型 Power BI 報表頁面。Remember, an answer card is a special type of Power BI report page that was created by a dataset owner. 如需詳細資訊,請參閱建立 Cortana 回應卡For more information, see Create a Cortana answer card.

  7. 還不只這樣。But that's not all. 您可以像在 Power BI 一樣,與回應卡上的視覺效果互動。Interact with the visualizations on the answer card as you would in Power BI.

    • 例如,選取一個視覺效果上的項目,以交叉篩選及亮顯回應卡上的其他視覺效果。For example, select an element on one visualization to cross-filter and highlight the other visualizations on the answer card.

    • 也可以改用自然語言篩選結果。Or, use natural language to filter the results instead. 例如詢問 "Cortana stores for Lindseys",查看篩選成只顯示 Lindseys 連鎖店資料的卡片。For example, ask "Cortana stores for Lindseys" and see the card filtered to only show data for the Lindseys chain.

      Cortana 中的交叉篩選cross filter in Cortana

  8. 繼續探索。Continue exploring. 捲動到 Cortana 視窗底部,然後選取 [在 Power BI 中開啟]。Scroll to the bottom of the Cortana window and select Open in Power BI.

  9. 在 Power BI 中,開啟報表頁面。The report page opens in Power BI.
    從 Cortana 開啟報表Open the report from Cortana

考量與疑難排解Considerations and troubleshooting

  • Cortana 將無法存取任何允許 Power BI 使用的 Cortana 卡片。Cortana will not have access to any Cortana cards that have not been enabled for Power BI.
  • 還是無法讓 Cortana 搭配 Power BI 運作嗎?Still can't get Cortana to work with Power BI? 請嘗試 Cortana 疑難排解員Try the Cortana troubleshooter.
  • Cortana for Power BI 目前僅提供英文版。Cortana for Power BI is currently only available in English.
  • 只有在 Windows 行動裝置上才能使用 Cortana for Power BI。Cortana for Power BI is only available on Windows mobile devices.

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

後續步驟Next steps

啟用報表的 Cortana - Power BI - Windows 整合Enable the Cortana - Power BI - Windows integration for reports