即刻從 Excel 活頁簿到令人驚豔的報表From Excel workbook to stunning report in no time

您的經理在下班時想要看到您最近的銷售數字以及之前行銷活動效果的報表。Your manager wants to see a report on your latest sales figures combined with your last campaign impressions by the end of the day. 但最新的資料在各種協力廠商系統中,以及您膝上型電腦的檔案內。But the latest data resides on various third party systems and on files in your laptop. 在過去,需要好幾個小時的時間才能製作具有各種視覺效果與格式的報表,In the past it’s taken hours to create visuals and format a report. 所以您覺得有點焦慮。You’re beginning to feel anxious.

但別擔心。No worries. 有了 Power BI 之後,您可以很快地製作令人讚嘆的報表。With Power BI, you can create a stunning report in no time.

在此範例中,我們將從本機系統上傳 Excel 檔、建立新的報表,並與同事分享 - 全部都從 Power BI 中進行即可。In this example, we’ll upload an Excel file from a local system, create a new report, and share it with colleagues—all from within Power BI.

準備資料Prepare your data

以一個簡單的 Excel 檔做為範例。Let’s take a simple Excel file as an example. 將 Excel 檔載入 Power BI 之前,必須先將資料整理放在二維資料表中。Before you can load your Excel file into Power BI, you must organize your data in a flat table. 這表示每個資料行包含相同的資料類型 - 例如,文字、日期、數字或貨幣。This means that each column contains the same data type--for example, text, date, number, or currency. 應該要有標題列,但不應該是任何顯示總計的資料行或資料列。You should have a header row, but there should not be any column or row that displays totals.

接下來,將資料格式化為資料表。Next, format your data as a table. 在 Excel 中,於 [首頁] 索引標籤的 [樣式] 群組中,選取 [格式化為表格] 。In Excel, on the Home tab, in the Styles group, select Format as Table. 選取要套用至您工作表的表格樣式。Select a table style to apply to your worksheet. 現在 Excel 即已備妥可載入 Power BI 中。Your Excel worksheet is now ready to load into Power BI.

將 Excel 檔上傳到 Power BIUpload your Excel file into Power BI

Power BI 可連接至許多資料來源,包括您電腦上的 Excel 檔。Power BI connects to many data sources, including Excel files that live on your computer. 若要開始使用,請登入 Power BI。To get started, sign in to Power BI. 若尚未註冊,可以免費註冊If you haven’t signed up, you can do so for free.

您想要建立新的儀表板。You want to create a new dashboard. 開啟 [我的工作區],然後選取+ 建立圖示。Open My workspace and select the + Create icon.

選取 [儀表板],並輸入名稱,然後選取 [建立]。Select Dashboard, enter a name, and select Create. 即會顯示新的儀表板 -- 不含資料。The new dashboard displays -- with no data.

在左側功能窗格底部,選取 [取得資料]。At the bottom of the left navigation pane, select Get Data. 在 [取得資料] 頁面的 [匯入或連接至資料] 下方,於 [檔案] 方塊中選取 [取得] 。On the Get Data page, under Import or Connect to Data, in the Files box, select Get.

在 [檔案] 頁面上,選取 [本機檔案] 。On the Files page, select Local File. 瀏覽至您電腦上的 Excel 活頁簿檔案,並加以選取,以將其載入 Power BI 中。Navigate to the Excel workbook file on your computer and select it to load into Power BI. 選取 [匯入]。Select Import.

注意︰若要遵循本教學課程的其餘部分,請使用財務範例活頁簿NOTE: To follow along with the rest of this tutorial, use the Financial sample workbook.

建立報表Build your report

Power BI 匯入您的 Excel 檔案之後,開始製作報表。After Power BI imports your Excel file, start building your report. 出現 [您的資料集已經就緒] 訊息時,請選取 [檢視資料集]。When the Your dataset is ready message appears, select View dataset. Power BI 會以編輯檢視開啟,並顯示報表畫布。Power BI opens in Editing view and displays the report canvas. 右側為 [視覺效果]、[篩選] 和 [欄位] 窗格。On the right side are the Visualizations, Filters, and Fields panes.

請注意,您的 Excel 活頁簿資料表資料會出現在 [欄位] 窗格中。Notice that your Excel workbook table data appears in the Fields pane. Power BI 會在資料表名稱下,列出資料行標題做為個別的欄位。Under the name of the table, Power BI lists the column headings as individual fields.

現在即可開始建立視覺效果。Now you can begin to create visualizations. 您的經理想要看一段時間的收益。Your manager wants to see profit over time. 在 [欄位] 窗格中,將 [收益] 拖曳至報表畫布。In the Fields pane, drag Profit to the report canvas. Power BI 預設會顯示橫條圖。Power BI displays a bar chart by default. 接著,請將 [日期] 拖曳至報表畫布。Next, drag Date to the report canvas. Power BI 會更新橫條圖以依據日期來顯示收益。Power BI updates the bar chart to show profit by date.

提示︰如果您的圖表看起來與預期不同,請檢查彙總。TIP: If your chart doesn't look like you expected, check your aggregations. 例如,在 [值] 區以右鍵按一下您剛新增的欄位,並確認資料以您想要的方式彙總。For example, in the Value well, right click the field you just added and make sure the data is being aggregated the way you'd like it to be. 在本例中,我們使用 [加總]。In this example, we're using Sum.

您的經理想要知道利潤最高的國家/地區。Your manager wants to know which countries are the most profitable. 用地圖視覺效果來讓她覺得印象深刻吧。Impress her with a map visualization. 選取畫布上的空白區域,然後從 [欄位] 窗格中,直接將 [國家/地區] 與 [收益] 欄位拖曳至上方。Select a blank area on your canvas, and from the Fields pane, simply drag over the Country and then Profit fields. Power BI 會建立地圖視覺與泡泡,代表每個地點相對的收益。Power BI creates a map visual with bubbles representing the relative profit of each location.

想要以圖形依產品及市場區段顯示銷售額嗎?What about displaying a visual showing sales by product and market segment? 簡單。Easy. 在 [欄位] 窗格中,選取 [銷售]、[產品] 及 [市場區隔] 欄位旁的核取方塊。In the Fields pane, select the checkboxes next to the Sales, Product and Segment fields. Power BI 會立即建立橫條圖。Power BI creates a bar chart instantly. 選擇 [視覺效果] 功能表中的任一圖示來,可變更圖表的類型。Change the type of chart by choosing one of the icons in the Visualizations menu. 例如,將其變更為堆疊橫條圖。For instance, change it to a Stacked Bar chart. 若要排序圖表,請選取省略符號 (...) > [排序依據]。To sort the chart, select the ellipses (...) > Sort by.

將所有視覺效果都釘選到儀表板。Pin all of your visuals to your Dashboard. 如此即已就緒可與同事分享。You’re ready to share it with your colleagues.

共用儀表板Share your dashboard

您想要與經理 Paula 共用您的儀表板。You want to share your dashboard with your manager, Paula. 您可以與具有 Power BI 帳戶的任何同事,共用您的儀表板與基礎報表。You can share your dashboard and underlying report with any colleague who has a Power BI account. 他們可以與您的報表互動,但無法儲存變更。They can interact with your report, but cannot save changes.

若要共用您的報表,請在儀表板頂端選取 [共用] 。To share your report, at the top of the dashboard, select Share.

Power BI 會隨即顯示 [共用儀表板] 頁面。Power BI displays the Share Dashboard page. 請在最上層的區域中,輸入收件者的電子郵件地址。In the top area, enter the email addresses of the recipients. 在以下欄位中加入一則訊息。Add a message in the field below. 若要允許收件者能與其他人共用您的儀表板,請選取 [允許收件者共用您的儀表板] 。To allow recipients to share your dashboard with others, select Allow recipients to share your dashboard. 選取 [共用] 。Select Share.

後續步驟Next steps