該如何在 Power BI 中共同作業和共用儀表板及報表?How should I collaborate and share dashboards and reports in Power BI?

您已建立儀表板和報表。You've created dashboards and reports. 或許您也透過它們與同事共同作業。Maybe you collaborate on them with your coworkers, too. 然後,您希望其他人可以存取它們。Then you want others to have access to them. 散發它們的最佳方式為何?What's the best way to distribute them?

在本文中,我們將比較 Power BI 內共同作業與共用的選項:In this article, we'll compare these options for collaborating and sharing in Power BI:

  • 與同事共同作業,以在「應用程式工作區」中建立有意義的報表和儀表板。Collaborating with coworkers to create meaningful reports and dashboards in app workspaces.
  • 將這些儀表板和報告結合為「應用程式」,並將它們發佈給較大的群組或您的整個組織。Bundling those dashboards and reports into apps and publishing them to a larger group or your whole organization.
  • 從服務或 Power BI 行動裝置應用程式,與一些人員共用儀表板或報表。Sharing dashboards or reports with a few people, from the service or the Power BI mobile apps.
  • 發行至網站,任何人都可以查看並與它們互動。Publishing to the web, where anyone can see and interact with them.
  • 列印。Printing.

無論您選擇哪個選項,都必須具有 Power BI Pro 授權,或內容必須位於進階容量中,才能共用儀表板。No matter which option you choose, to share a dashboard you need a Power BI Pro license, or the content needs to be in a Premium capacity. 根據您選擇的選項,檢視您儀表板的同事會有不同的授權需求。License requirements vary for the colleagues who view your dashboards, depending on the option you choose. 下列各節組說明詳細資料。The following sections spell out details.

Power BI 服務中的應用程式

Power BI 服務中的應用程式Apps in the Power BI service

與同事共同作業來建立應用程式Collaborate with coworkers to create an app

假設您和小組成員要將 Power BI 深入資訊發佈到您的組織。Say you and your teammates want to publish your Power BI insights to your organization. 這麼做的最好方式是建立「應用程式」。The best way to do that is to create an app. 應用程式是為了提供重要計量給組織而建立的一組儀表板和報告。An app is a collection of dashboards and reports built to deliver key metrics for your organization.

若要建立應用程式,您需要「應用程式工作區」,並以小組成員作為成員。To create an app, you need a app workspace, with your teammates as members. 請將應用程式工作區視為臨時區域,您能在其中與他們共同作業以處理 Power BI 儀表板和報表。Think of the app workspace as a staging area where you and they can collaborate on your Power BI dashboards and reports. 所有人都可以在 Power BI Desktop 中建立報告,並將這些報告發佈到應用程式工作區,且你們全都需要 Power BI Pro 授權。All of you can create reports in Power BI Desktop and publish those reports to the app workspace, and all of you need Power BI Pro licenses.

應用程式工作區

如果您只想要與同事共用已完成的儀表板,請不要將他們新增至應用程式工作區。If you just want to share a finished dashboard with colleagues, don't add them to the app workspace. 相反地,請在應用程式工作區中建立儀表板,再將應用程式發佈給他們。Instead, create the dashboard in an app workspace, and publish the app to them.

將您的應用程式發佈給廣大的群眾Publish your app to a broad audience

假設您想要將自己的儀表板散發給廣大的群眾。Say you want to distribute your dashboard to a broad audience. 您和同事已建立「應用程式工作區」,且接著在應用程式工作區中建立並調整儀表板、報表和資料集。You and your coworkers have created an app workspace, then created and refined dashboards, reports, and datasets in the app workspace. 現在您可以選取您想要的儀表板和報表,並將其以應用程式的形式發佈給安全性群組的成員或通訊群組清單,或發佈給整個組織。Now you select the dashbards and reports you want and publish them as an app — either to members of a security group or distribution list, or to your whole organization.

發佈應用程式圖示

在 Power BI 服務中可以輕鬆地找到並安裝應用程式 (https://powerbi.com)。Apps are easy to find and install in the Power BI service (https://powerbi.com). 您可以將應用程式的直接連結傳送給商務使用者,或者他們可以在 AppSource 中進行搜尋。You can send your business users a direct link to the app, or they can search for it in AppSource. 如果您的 Power BI 系統管理員賦予您權限,您可以在您同事的 Power BI 帳戶中自動安裝應用程式。If your Power BI administrator give you permissions, you can install an app automatically in your coworkers' Power BI accounts. 深入了解如何發佈您的應用程式Read more about publishing your apps.

當他們安裝應用程式之後,就可以在瀏覽器或行動裝置中檢視此應用程式。After they install an app, they can view it in their browser or mobile device.

若要讓使用者檢視您的應用程式,他們也必須有 Power BI Pro 授權,否則,應用程式必須儲存在 Power BI Premium 容量中。For your users to view your app, either they need to have a Power BI Pro license, too, or the app needs to be stored in a Power BI Premium capacity. 如需詳細資訊,請參閱什麼是 Power BI Premium?Read What is Power BI Premium? for details.

共用儀表板和報表Share dashboards and reports

假設您已在自己的 [我的工作區] 或在應用程式工作區中完成儀表板和報表,而且希望其他人可以存取此儀表板或報表。Let's say you've finalized a dashboard and a report in your own My Workspace or in an app workspace and you want some other people to have access to it. 其中一項存取方法是「共用」它。One way to get it to them is to share it.

共用圖示

您和內容的共用對象都必須具有 Power BI Pro 授權,或內容必須位於進階容量中,才能共用內容。You need a Power BI Pro license to share your content, and those you share it with do too, or the content needs to be in a Premium capacity. 當您共用儀表板或報表時,他們可以檢視此儀表板或報表並與之互動,但是無法編輯此儀表板或報表。When you share a dashboard or report, they can view it and interact with it, but can't edit it. 除非資料列層級安全性 (RLS) 套用至基礎資料集,否則他們會看到您在儀表板和報表中看到的相同資料。They see the same data that you see in the dashboard and reports unless row-level security (RLS) is applied to the underlying dataset. 如果您允許的話,您與其共用的同事可以與他們的同事共用。The coworkers you share it with can share with their coworkers, if you allow them to.

您也可以與組織外部人員共用。You can share with people outside your organization, too. 他們也可以檢視和與儀表板互動,但不能共用儀表板。They can view and interact with the dashboard too, but can't share it.

深入了解從 Power BI 服務共用儀表板和報表More about sharing dashboards and reports from the Power BI service. 您也可以將篩選新增至連結並共用已篩選的報表檢視You can also add a filter to a link and share a filtered view of your report.

從 Power BI 行動裝置應用程式標註並共用Annotate and share from the Power BI mobile apps

在 iOS 和 Android 裝置的 Power BI 行動裝置應用程式中,您可以標註磚、報表或視覺效果,然後透過電子郵件與任何人共用它。In the Power BI mobile apps for iOS and Android devices, you can annotate a tile, report, or visual and then share it with anyone via email.

在行動裝置應用程式中標註及共用

您會共用磚、報表或視覺效果的快照集,而收件者會看到它與您送出郵件時完全相同的內容。You're sharing a snapshot of the tile, report, or visual, and your recipients see it exactly as it was when you sent the mail. 該郵件還包含儀表板或報告的連結。The mail also contains a link to the dashboard or report. 如果收件者具有 Power BI Pro 授權,或內容位於進階容量中,而且您已經與收件者共用物件,他們便可加以開啟。If they have a Power BI Pro license, or the content is in a Premium capacity, and you've shared the object with them already, they can open it. 您可以將磚的快照集傳送給任何人,而不只是同一電子郵件網域中的同事而已。You can send snapshots of tiles to anyone — not just coworkers in the same email domain.

深入了解從 iOS 和 Android 的行動應用程式標註並共用磚、報表和視覺效果More about annotating and sharing tiles, reports, and visuals from the iOS and Android mobile apps.

您也可以從 Windows 10 裝置的 Power BI 應用程式共用磚的快照集You can also share a snapshot of a tile from the Power BI app for Windows 10 devices.

發行至網站Publish to the web

您可以將 Power BI 報表發行至整個網際網路,方法是在任何裝置上將互動式視覺效果內嵌到部落格文章、網站、社交媒體和其他線上通訊。You can publish Power BI reports to the whole Internet by embedding interactive visualizations in blog posts, websites, social media, and other online communications on any device. 網際網路上的任何人都可以檢視您的報表,而且您無法控制誰可以查看您的發行內容。Anyone on the Internet can view your reports, and you have no control over who can see what you've published. 他們不需要 Power BI 授權。They don't need a Power BI license. 您只能在可編輯的報表中使用發行至網站。Publishing to the web is available only for reports that you can edit. 如果報表是與您共用,或報表是在應用程式中,則您無法將報表發行至網站。You can't publish reports to the web if they're shared with you or if they're in an app. 深入了解發行至網站.More about publishing to the web.

您可以從 Power BI 服務列印整份儀表板、儀表板磚、報表頁面或視覺效果,或將其儲存為 PDF (或其他靜態檔案格式)。You can print or save as PDF (or other static file format) an entire dashboard, dashboard tile, report page, or visualization from the Power BI service. 一次只能列印一頁報表 - 您無法一次列印整份報表。Reports can only be printed one page at a time -- you can't print the entire report at once. 深入了解列印或儲存為靜態檔案More about printing or saving as a static file.

後續步驟Next steps