教學課程:開始使用 Power BI 服務 (app.powerbi.com)Tutorial: Get started with Power BI service (app.powerbi.com)

本教學課程可協助您開始使用 Power BI 服務This tutorial helps you get started with Power BI service. 若要了解 Power BI 服務如何與其他 Power BI 供應項目相配合,強烈建議您先閱讀什麼是 Power BIFor an understanding of how Power BI service fits in with the other Power BI offerings, we highly recommend that you start by reading What is Power BI.

此圖顯示 Desktop、服務與行動裝置之間的關聯性

在本教學課程中,您完成下列步驟:In this tutorial, you complete the following steps:

  • 尋找 Power BI 服務的其他開始使用內容Find other getting started content for Power BI service
  • 登入 Power BI 線上帳戶,或在還沒有 Power BI 線上帳戶時註冊帳戶Sign in to your Power BI online account, or sign up, if you don't have one yet
  • 開啟 Power BI 服務Open the Power BI service
  • 取得一些資料,並在報表檢視中予以開啟Get some data and open it in report view
  • 使用該資料建立視覺效果,並另存為報表Use that data to create visualizations and save as a report
  • 釘選來自報表的圖格來建立儀表板Create a dashboard by pinning tiles from the report
  • 使用問與答自然語言工具將另一個視覺效果新增至儀表板Add another visualization to your dashboard using the Q&A natural language tool
  • 刪除資料集、報表和儀表板來清除資源Clean up resources by deleting the dataset, report, and dashboard

註冊 Power BISign up for Power BI service

如果您尚未註冊 Power BI,請先註冊免費 Power BI Pro 試用,再開始進行。If you're not signed up for Power BI, sign up for a free Power BI Pro trial before you begin.

如果您已有帳戶,請開啟瀏覽器,並鍵入 app.powerbi.com 以開啟 Power BI 服務。If you already have an account, open a browser and type app.powerbi.com to open Power BI service.

免費登入或註冊

如果您需要 Power BI Desktop 的協助,請參閱開始使用 Desktop.If you're looking for help with Power BI Desktop, see Get started with Desktop. 如果您想要尋求 Power BI Mobile 的協助,請參閱行動裝置的 Power BI 應用程式If you're looking for help with Power BI mobile, see Power BI apps for mobile devices.

提示

偏好免費自修訓練課程?Prefer a free self-paced training course instead? 註冊在 EdX 上的資料分析與視覺化課程Enroll in our Analyzing and Visualizing Data course on EdX.

請瀏覽我們在 YouTube 上的播放清單Visit our playlist on YouTube. 從「Power BI 服務簡介」影片開始是很好的選擇:A good video to start with is Introduction to Power BI service:

什麼是 Power BI 服務?What is Power BI service?

Microsoft Power BI 服務有時稱為 Power BI 線上或 app.powerbi.com。Microsoft Power BI service is sometimes referred to as Power BI online or app.powerbi.com. Power BI 協助您掌握關切資訊的最新狀態。Power BI helps you stay up to date with the information that matters to you. 使用 Power BI 服務,儀表板能助您掌握商務脈動。With Power BI service, dashboards help you keep a finger on the pulse of your business. 儀表板顯示的,可讓您按一下以開啟「報表」來進一步探索。Your dashboards display tiles that you can click to open reports for exploring further. 連接到多個資料集,讓所有相關資料集中到一處。Connect to multiple datasets to bring all of the relevant data together in one place. 您想要了解構成 Power BI 的建置組塊嗎?Need help understanding the building blocks that make up Power BI? 請參閱 Power BI - 基本概念See Power BI - Basic Concepts.

如果 Excel 或 CSV 檔案中有重要的資料,您可以建立 Power BI 儀表板在任何位置掌握其動態,並與他人交流意見。If you have important data in Excel or CSV files, you can create a Power BI dashboard to stay informed anywhere and share insights with others. 您訂閱了 Salesforce 之類的 SaaS 應用程式嗎?Do you have a subscription to a SaaS application like Salesforce? 預先連線到 Salesforce 以自動從該資料建立儀表板,或查看您可以連線的所有其他 SaaS 應用程式Get a head start by connecting to Salesforce to automatically create a dashboard from that data, or check out all the other SaaS apps you can connect to. 如果您是組織的一員,請查看是否曾為您發佈過任何的應用程式If you are part of an organization, see if any apps have been published for you.

閱讀取得 Power BI 的資料的所有其他方式.Read about all the other ways to get data for Power BI.

步驟 1:取得資料Step 1: Get data

本例從 CSV 檔案取得資料。Here's an example of getting data from a CSV file. 想遵循本教學課程嗎?Want to follow along with this tutorial? 下載此範例 CSV 檔案.Download this sample CSV file.

  1. 登入 Power BISign in to Power BI. 沒有帳戶嗎?Don’t have an account? 別擔心,您可以註冊免費試用。No worries, you can sign up for a free trial.

  2. Power BI 會在您的瀏覽器中開啟。Power BI opens in your browser. 選取左導覽列底部的 [取得資料] 。Select Get Data at the bottom of the left navigation bar.

    取得資料

  3. 選取 [檔案] 。Select Files.

    取得檔案

  4. 瀏覽至電腦上的檔案,然後選擇 [開啟]。Browse to the file on your computer, and choose Open. 如果您在商務用 OneDrive 中儲存它,請選取該選項。If you saved it in OneDrive for Business, select that option. 如果您在本機儲存它,請選取 [本機檔案]。If you saved it locally, select Local file.

    [取得資料] > [檔案] 畫面

  5. 在本教學課程中,我們將選取 [匯入] 以將 Excel 檔案新增為資料集,接著使用該資料集來建立報表和儀表板。For this tutorial we're going to select Import to add the Excel file as a dataset that we can then use to create reports and dashboards. 如果您選取 [上傳],整個 Excel 活頁簿會上傳至 Power BI,在其中,您可以在 Excel Online 中進行開啟和編輯。If you select Upload, the entire Excel workbook is uploaded to Power BI where you can open and edit it in Excel online.

    選擇 [匯入]

  6. 您的資料集就緒時,請選取 [檢視資料集] 以在報表編輯器中進行開啟。When your dataset is ready, select View dataset to open it in the report editor.

    [您的資料集已就緒] 對話方塊

    由於我們尚未建立任何視覺效果,所以報告畫布會空白。Since we haven't yet created any visualizations, the report canvas will be blank.

    空白報表畫布

  7. 看看頂端功能表列,並請注意,有 [閱讀檢視] 的選項。Take a look at the top menubar and notice that there is an option for Reading view. 由於您有 [閱讀檢視] 的選項,這表示您目前處於編輯檢視中。Since you have an option for Reading view, that means you are currently in Editing view.

    [閱讀檢視] 選項

    在 [編輯檢視] 中,您可以建立和修改報告,因為您是報告的「擁有者」;您是「建立者」。While in Editing view you can create and modify your reports because you are the owner of the report; you are a creator. 當您與同事共用您的報告時,他們只能夠在 [閱讀檢視] 中與報告互動;他們是「取用者」。When you share your report with colleagues, they'll only be able to interact with the report in Reading view; they are consumers. 深入了解閱讀檢視和編輯檢視Learn more about Reading view and Editing view.

    熟悉報表編輯器的一項好方法為進行導覽A great way to get familiar with the report editor is to take a tour

步驟 2:開始探索資料集Step 2: Start exploring your dataset

現在您已連線到資料,請開始進行探索。Now that you've connected to data, start exploring. 當您發現感興趣的物件時,您可以建立儀表板來監視該物件,以及查看其變更情況。When you've found something interesting, you can create a dashboard to monitor it and see how it changes over time. 讓我們來看看它的運作方式。Let's see how that works.

  1. 在報告編輯器中,我們會使用頁面右側的 [欄位] 窗格來建立視覺效果。In the report editor, we'll use the Fields pane on the right side of the page to build a visualization. 選取 [總銷售額] 旁的核取方塊,然後按一下 [日期]。Select the checkbox beside Gross Sales and Date.

    [欄位] 清單

  2. Power BI 會分析資料並建立視覺效果。Power BI analyzes the data and creates a visualization. 如果先選取 [日期] 就會看到資料表。If you selected Date first, you'll see a table. 如果先選取 [總銷售額] 就會看到圖表。If you selected Gross Sales first, you'll see a chart. 切換不同的資料顯示方式。Switch to a different way of displaying your data. 讓我們以折線圖形式查看此資料。Let's see this data as a line chart. 從 [視覺效果] 窗格中選取折線圖圖示 (也稱為範本)。Select the line chart icon (also known as a template) from the Visualizations pane.

    已選取圖示的報表編輯器

  3. 這看起來很有趣,讓我們將它「釘選」到儀表板。This looks interesting, so let's pin it to a dashboard. 將滑鼠停留在視覺效果上,並選取 [釘選] 圖示。Hover over the visualization and select the Pin icon. 釘選這個視覺效果時,它會儲存在儀表板上並保持最新狀態,讓您一眼就能追蹤最新的值。When you pin this visualization, it is stored on your dashboard and kept up-to-date so you can track the latest value at a glance.

    釘選圖示

  4. 因為這是一份新報告,系統會提示您先儲存該報告,才可將視覺效果釘選到儀表板。Because this is a new report, you'll be prompted to save it before you can pin a visualization to a dashboard. 為報告命名 (例如「銷售歷史數據」) 並選取 [儲存並繼續]。Give your report a name (e.g., Sales over time) and select Save and Continue.

    儲存報表對話方塊

  5. 讓我們將折線圖釘選到新的儀表板,並將它命名為「教學課程的財務範例」。Let's pin the line chart to new dashboard and name it "Financial sample for tutorial".

    為報表命名

  6. 選取 [釘選] 。Select Pin.

    靠近右上角的成功訊息讓您知道,視覺效果已當成磚加入儀表板。A Success message (near the top right corner) lets you know the visualization was added, as a tile, to your dashboard.

    [已釘選到儀表板] 對話方塊

  7. 選取 [移至儀表板] 將釘選的折線圖視為全新儀表板的圖格。Select Go to dashboard to see the line chart pinned, as a tile, to your brand new dashboard. 藉由新增更多視覺效果圖格,以及重新命名、調整大小、連結和調整圖格位置,讓您的儀表板更完善。Make your dashboard even better by adding more visualization tiles and renaming, resizing, linking, and repositioning tiles.

    已釘選視覺效果的儀表板

    選取儀表板上新的磚,即可隨時返回報表。Select the new tile on your dashboard to return to the report any time. Power BI 會讓您回到 [閱讀檢視] 中的報告編輯器。Power BI returns you to the report editor in Reading view. 若要切換回 [編輯檢視],請選取頂端功能表列中的 [編輯報告]。To switch back to Editing view, select Edit report from the top menubar. 一旦在 [編輯檢視] 中,請繼續瀏覽及釘選圖格。Once in Editing view, continue exploring and pinning tiles.

步驟 3:使用 [問與答] 繼續探索 (自然語言查詢)Step 3: Continue the exploration with Q&A (natural language querying)

  1. 如要快速瀏覽資料,請試著在問與答方塊中提問。For a quick exploration of your data, try asking a question in the Q&A box. [問與答] 問題方塊位於儀表板頂端 (詢問一個與資料相關的問題) 以及報告的頂端功能表列中 (詢問問題)。The Q&A question box is located at the top of your dashboard (Ask a question about your data) and in the top menubar in your report (Ask a question). 例如,試試看輸入「營收最高的部門」。For example, try typing "what segment had the most revenue".

    問與答畫布

  2. [問與答] 會搜尋答案,並以視覺效果的形式呈現。Q&A searches for an answer and presents it in the form of a visualization. 選取釘選圖示Select the pin icon 釘選圖示 也會在儀表板上顯示此視覺效果。to show this visualization on your dashboard too.

  3. 將視覺效果釘選到「教學課程的財務範例」儀表板。Pin the visualization to the "Financial Sample for tutorial" dashboard.

    [釘選到儀表板] 對話方塊

  4. 返回儀表板,您會在這裡看到新的圖格。Return to your dashboard where you'll see the new tile.

    已釘選圖表的儀表板

清除資源Clean up resources

既然您已經完成本教學課程,就可以刪除資料集、報表和儀表板。Now that you've finished the tutorial, you can delete the dataset, report, and dashboard.

  1. 在左側導覽列中,選取 [我的工作區]。In the left navigation bar, select My Workspace.

  2. 選取 [資料集] 索引標籤,並找到您針對本教學課程匯入的資料集。Select the Datasets tab and locate the dataset you imported for this tutorial.

  3. 選取省略符號 (...) > [刪除]。Select the ellipses (...) > Delete.

    刪除資料集

    刪除資料集也會刪除報表和儀表板。Deleting the dataset will also delete the report and the dashboard.

後續步驟Next steps

準備試試其他的嗎?Ready to try more? 以下是一些探索 Power BI 的絕佳方法。Here are some great ways to explore Power BI.