教學課程:開始使用 Power BI 服務Tutorial: Get started with the Power BI service

本教學課程是 Power BI 服務的部分功能簡介。This tutorial is an introduction to some of the features of the Power BI service. 您會在本課程中連接資料、建立報表和儀表板,並詢問資料的相關問題。In it, you connect to data, create a report and a dashboard, and ask questions of your data. 您可以在 Power BI 服務中執行更多動作;本教學課程僅為了提高您的興趣。You can do much more in the Power BI service; this tutorial is just to whet your appetite. 若要了解 Power BI 服務如何與其他 Power BI 供應項目相配合,建議您參閱什麼是 Power BIFor an understanding of how the Power BI service fits in with the other Power BI offerings, we recommend reading What is Power BI.

Power BI 服務首頁

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

  • 登入 Power BI 線上帳戶或註冊 (若您還沒有帳戶的話)。Sign in to your Power BI online account, or sign up, if you don't have an account 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,並將它另存為報表。Use that data to create visualizations and save it as a report.
  • 釘選來自報表的磚來建立儀表板。Create a dashboard by pinning tiles from the report.
  • 使用問與答自然語言工具將其他視覺效果新增至儀表板。Add other visualizations to your dashboard by using the Q&A natural-language tool.
  • 調整大小、重新排列,並與儀表板上的磚互動。Resize, rearrange, and interact with the tiles on the dashboard.
  • 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.

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.

註冊 Power BI 服務Sign up for the Power BI service

如果您沒有 Power BI 帳戶,請先註冊免費 Power BI Pro 試用,再開始進行。If you don't have a Power BI account, sign up for a free Power BI Pro trial before you begin.

擁有帳戶之後,即可在瀏覽器中輸入 app.powerbi.com 以開啟 Power BI 服務。After you have an account, enter app.powerbi.com in your browser to open the Power BI service.

步驟 1:取得資料Step 1: Get data

一般來說,當您想要建立 Power BI 報表時,您會從 Power BI Desktop 開始。Often when you want to create a Power BI report, you start in Power BI Desktop. 這一次,我們將從頭開始在 Power BI 服務中建立報表。This time, we're going to start from scratch creating a report in the Power BI service.

在本教學課程中,我們會從 CSV 檔案取得資料。In this tutorial, we get data from a CSV file. 想要跟著做嗎?Want to follow along? 下載財務範例 CSV 檔案Download the Financial 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. 選取導覽窗格底部的 [取得資料] 。Select Get data at the bottom of the nav pane.

    [取得資料] 頁面隨即開啟。The Get Data page opens.

  3. 在 [建立新內容] 區段下,選取 [檔案] 。Under the Create new content section, select Files.

    取得檔案

  4. 選取 [本機檔案] 。Select Local file.

    [取得資料] > [檔案] 畫面

  5. 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.

  6. 在本教學課程中,我們會選取 [匯入] 以將 Excel 檔案新增為資料集,然後使用該資料集建立報表和儀表板。For this tutorial, we select Import to add the Excel file as a dataset, which 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]

  7. 當您的資料集準備好時,請選取 [資料集] ,然後選取 [財務範例] 資料集旁的 [建立報表] 來開啟報表編輯器。When your dataset is ready, select Datasets, then select Create report next to the dataset Financial sample to open the report editor.

    資料集清單

    報表畫布是空白的。The report canvas is blank. 我們會在右側看到 [篩選] 、[視覺效果] 與 [欄位] 窗格。We see the Filters, Visualizations, and Fields panes on the right.

    空白報表畫布

  8. 請注意,上方導覽窗格有 [閱讀檢視] 的選項。Notice there's an option for Reading view on the top nav pane. 由於您有此選項,這表示您目前處於 [編輯檢視] 中。Because you have this option, that means you're currently in 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.

    [閱讀檢視] 選項

    在 [編輯檢視] 中,您可以建立和修改報表,因為您是報表的「擁有者」 。While in Editing view, you can create and modify your reports, because you're the owner of the report. 換句話說,您是「建立者」 。That is, you're a creator. 當您與同事共用報表時,他們只能夠在 [閱讀檢視] 中與報表互動;您的同事是「取用者」 。When you share your report with colleagues, they can only interact with the report in Reading view; your colleagues are consumers. 深入了解閱讀檢視和編輯檢視Learn more about Reading view and Editing view.

步驟 2:在報表中建立圖表Step 2: Create a chart in a report

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. 在報表編輯器中,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 start in the Fields pane on the right side of the page to build a visualization. 選取 [總銷售額] 和 [日期] 核取方塊。Select the Gross Sales and Date checkboxes.

    [欄位] 清單

    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 see a table. 如果您先選取 [總銷售額] ,就會看到直條圖。If you selected Gross Sales first, you see a column chart.

  2. 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] 窗格選取折線圖圖示。Select the line chart icon from the Visualizations pane.

    已選取折線圖的報表編輯器

  3. 這張圖表看起來很有趣,讓我們將它「釘選」 到儀表板。This chart 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's stored on your dashboard and kept up-to-date so you can track the latest value at a glance.

    釘選圖示

  4. 因為這是一份新報表,系統會提示您先儲存該報表,才可將視覺效果釘選到儀表板。Because this report is new, you're prompted to save it before you can pin a visualization to a dashboard. 為報表命名 (例如「銷售歷史數據」 ),然後選取 [儲存] 。Give your report a name (for example, Sales over time), and then select Save.

  5. 選取 [新增儀表板] ,並將它命名為「教學課程的財務範例」 。Select 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可讓您知道,視覺效果已新增至儀表板,成為儀表板上的磚。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] ,即可查看新儀表板,以及您釘選為儀表板磚的折線圖。Select Go to dashboard to see your new dashboard with the line chart that you pinned to it as a tile.

    已釘選視覺效果的儀表板

  8. 選取儀表板上新的磚,即可返回報表。Select the new tile on your dashboard to return to the report. Power BI 會讓您回到 [閱讀檢視] 中的報表。Power BI returns you to the report in Reading view.

  9. 若要切換回 [編輯檢視],請選取上方導覽窗格中的 [更多選項] (...) > [編輯] 。To switch back to Editing view, select More options (...) in the top nav pane > Edit. 回到 [編輯檢視] 時,您即可繼續探索及釘選磚。Back in Editing view, you can continue to explore and pin tiles.

    選取 [編輯] 以編輯報表

步驟 3:使用問與答進行探索Step 3: Explore with Q&A

如要快速探索資料,請試著在問與答的問題方塊中提問。For a quick exploration of your data, try asking a question in the Q&A question box. 問與答會建立與資料相關的自然語言查詢。Q&A creates natural-language queries about your data. 在儀表板中,問與答方塊位於最上方 ([詢問與資料相關的問題] )。In a dashboard, the Q&A box is at the top (Ask a question about your data). 在報表中,該方塊位於頂端導覽窗格 ([詢問問題] )。In a report, it's in the top nav pane (Ask a question).

  1. 若要返回儀表板,請在黑色 Power BI 列中選取 [我的工作區] 。To go back to the dashboard, select My workspace in the black Power BI bar.

    回到 [我的工作區]

  2. 在 [儀表板] 索引標籤上,選取您的儀表板。On the Dashboards tab, select your dashboard.

    選取您的儀表板

  3. 選取 [詢問資料相關問題] 。Select Ask a question about your data. 問與答會自動提供一些建議。Q&A automatically offers a number of suggestions.

    問與答畫布

    注意

    如果您沒有看到建議,請開啟 [新的問與答體驗] 。If you don't see the suggestions, turn on New Q&A experience.

  4. 某些建議會傳回單一值。Some of the suggestions return a single value. 例如,選取 [maximum sale] (最大銷售額) 。For example, select maximum sale.

    問與答會搜尋答案,並以「卡片」 視覺效果的形式呈現。Q&A searches for an answer and presents it in the form of a card visualization.

    最大銷售額卡片

  5. 選取釘選圖示Select the pin icon 釘選圖示 以在 [教學課程的財務範例] 儀表板上顯示此視覺效果。to show this visualization on the Financial sample for tutorial dashboard.

  6. 向下捲動至使用者入門問題清單,並選取 [average cog for each month](每個月的平均 COG) 。Scroll down in the Questions to get you started list and select average cog for each month.

    每個月的平均 COG

  7. 亦請將橫條圖釘選到 [教學課程的財務範例] 儀表板。Pin the bar chart to the Financial Sample for tutorial dashboard, too.

  8. 將游標放在問與答方塊中的「依月份」 後面,然後鍵入「折線圖」 。Place the cursor after by month in the Q&A box and type as line. 選取 [折線圖] (視覺效果類型) 。Select line (Visualization Type).

    折線圖表視覺效果

  9. 選取 [結束問與答] 返回儀表板時,您即會看到剛建立的新磚。Select Exit Q&A to return to your dashboard, where you see the new tiles you created.

    已釘選圖表的儀表板

    您會發現即使您將圖表變更為折線圖,磚仍維持橫條圖不變,因為這就是您釘選當時的結果。You see that even though you changed the chart to a line chart, the tile remained a bar chart because that's what it was when you pinned it.

步驟 4:重新置放磚Step 4: Reposition tiles

儀表板很寬。The dashboard is wide. 我們可以重新排列磚,以更充分利用儀表板的空間。We can rearrange the tiles to make better use of the dashboard space.

  1. 將「總銷售額」 折線圖磚的右下角往上拖曳,直到它與 [銷售量] 磚位於相同的高度,然後放開。Drag the lower-right corner of the Gross Sales line chart tile upward, until it snaps at the same height as the Sales tile, then release it.

    調整圖格大小

    現在,這兩個磚具有相同的高度。Now the two tiles are the same height.

    已調整大小的磚

  2. 拖曳「COGS 的平均」 橫條圖磚,直到它符合「總銷售額」 折線圖的下方位置。Drag the Average of COGS bar chart tile until it fits under the Gross Sales line chart.

    這樣看起來更美觀。That looks better.

    已重新排列的儀表板

步驟 5:與磚互動Step 5: Interact with tiles

在您開始建立自己的儀表板和報表之前,還有最後一個互動有待觀察。Here's one last interaction to observe, before you start making your own dashboards and reports. 選取不同的磚時,會提供不同的結果。Selecting the different tiles delivers different results.

  1. 首先,請選取您從報表釘選的「總銷售額」 折線圖磚。First select the Gross Sales line chart tile you pinned from the report.

    Power BI 會在 [閱讀檢視] 中開啟報表。Power BI opens the report in Reading view.

  2. 選取瀏覽器的 [上一頁] 按鈕。Select the browser back button.

  3. 現在,選取您在問與答中所建立「COGS 的平均」 橫條圖磚。Now select the Average of COGS bar chart tile you created in Q&A.

    Power BI 不會開啟報表。Power BI doesn't open the report. 反而,系統會開啟問與答,因為您是在該處建立此圖表。Q&A opens instead, because you created this chart there.

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. 在導覽窗格中,確定您處於 [我的工作區] 。In the nav pane, make sure you're in 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 [更多選項] (...) > [刪除] 。Select More options (...) > Delete.

    刪除資料集

    當您刪除資料集時,系統會顯示一則警告說明所有包含此資料集資料的報表與儀表板磚也會一併刪除When you delete the dataset, you see a warning that All reports and dashboard tiles containing data from this dataset will also be deleted.

  4. 選取 [刪除] 。Select Delete.

後續步驟Next steps

新增更多視覺效果磚,並重新命名、調整大小、連結和重新置放磚,讓您的儀表板更美觀。Make dashboards even better by adding more visualization tiles and renaming, resizing, linking, and repositioning them.