匯入資料集以建立新的 Power BI 報表Create a new Power BI report by importing a dataset

您已閱讀 Power BI 中的報表,現在想要建立自己的報表。You've read Reports in Power BI and now you want to create your own. 有許多不同的方式可建立報表,在本文中,我們一開始是從 Excel 資料集建立非常基本的報表。There are many different ways to create a report, and in this article we'll start by creating a very basic report from an Excel dataset. 了解建立報表的基本概念之後,底部的<後續步驟>會將您導向更進階的報表主題。Once you understand the basics of creating a report, the Next steps at the bottom will direct you to more-advanced report topics.

提示︰若要透過複製現有報表來建立報表,請參閱複製報表TIP: To create a report by copying an existing report, see Copy a report

匯入資料集Import the dataset

這種建立報表的方法會從資料集和空白報表畫布開始。This method of creating a report starts with a dataset and a blank report canvas. 如果要跟著做,請下載零售分析範例 Excel 資料集,並將它儲存至商務用 OneDrive (慣用) 或本機。To follow along, download the Retail Analysis sample Excel dataset and save it to OneDrive for Business (preferred) or locally.

  1. 我們會在 Power BI 服務工作區中建立報表,因此請選取現有工作區或建立新工作區。We'll create the report in a Power BI service workspace, so select an existing workspace or create a new one.

  2. 在左側導覽列底部,選取 [取得資料]。From the bottom of the left navbar, select Get data.

  3. 選取 [檔案],然後導覽至您已儲存零售分析範例的位置。Select Files and navigate to the location where you saved the Retail Analysis sample.

  4. 在此練習中請選取 [匯入]。For this exercise, select Import.

  5. 匯入資料集之後,請選取 [檢視資料集]。Once the dataset is imported, select View dataset.

  6. 檢視資料集其實就是開啟報表編輯器。Viewing a dataset actually opens the report editor. 您會看到空白的畫布和報表編輯工具。You'll see a blank canvas and the report editing tools.

提示︰如果您不熟悉報表編輯畫布,或需要重新整理程式,請先導覽報表編輯器,再繼續進行。TIP: If you're unfamiliar with the report editing canvas, or need a refresher, Take a tour of the report editor before continuing.

將星形量測計新增至報表Add a Radial Gauge to the report

既然已匯入我們的資料集,就讓我們開始回答一些問題。Now that our dataset is imported, let's start answering some questions. 我們的行銷長 (CMO) 想要知道我們距離本年度的銷售目標還有多遠。Our Chief Marketing Officer (CMO) wants to know how close we are to meeting this year's sales goals. 量測計是不錯的視覺效果選擇,可顯示這種類型的資訊。A Gauge is a good visualization choice for displaying this type of information.

  1. 在 [欄位] 窗格中,選取 [銷售] > [This Year Sales](本年度銷售額) > [值]。In the Fields pane, select Sales > This Year Sales > Value.

  2. 從 [視覺效果] 窗格選取量測計範本,將視覺效果轉換成量測計Convert the visual to a Gauge by selecting the Gauge template from the VIsualizations pane.

  3. 將 [銷售] > [This Year Sales](本年度銷售額) > [目標] 拖曳至 [目標值] 庫。Drag Sales > This Year Sales > Goal to the Target value well. 看起來我們非常接近我們的目標。Looks like we're very close to our goal.

  4. 現在是儲存報表的好時機。Now would be a good time to save your report.

將區域圖和交叉分析篩選器新增至報表Add an area chart and slicer to the report

我們的 CMO 已回答一些其他問題。Our CMO has some additional questions for us to answer. 她想要知道今年與去年的銷售額比較。She'd like to know how sales this year compare to last year. 而且,她想要依區域查看發現結果。And, she'd like to see the findings by district.

  1. 首先,清出畫面上的一些空間。First, let's make some room on our canvas. 選取 [量測計],然後將它移至右上角。Select the Gauge and move it into the top-right corner. 接著抓取並拖曳其中一個角落,將它設為較小。Then grab and drag one of the corners and make it smaller.
  2. 取消選取量測計。Deselect the gauge. 在 [欄位] 窗格中,選取 [銷售] > [This Year Sales](本年度銷售額) > [值],然後選取 [銷售] > [Last Year Sales](去年度銷售額)。In the Fields pane, select Sales > This Year Sales > Value and select Sales > Last Year Sales.

  3. 從 [視覺效果] 窗格選取區域圖範本 ,以將視覺效果轉換成區域圖。Convert the visual to an Area chart by selecting the Area chart template from the VIsualizations pane.
  4. 選取 [時間] > [期間] 以將它新增至 [軸] 井。Select Time > Period to add it to the Axis well.

  5. 若要排序視覺效果,請選取省略符號,然後選擇 [依據期間排序]。To sort the visualization, select the ellipses and choose Sort by Period.
  6. 現在讓我們新增交叉分析篩選器。Now let's add the slicer. 選取畫布上的空白區域,然後選擇交叉分析篩選器 範本。Select an empty area on the canvas and choose the Slicer template. 這樣會將空白交叉分析篩選器新增至畫布。This adds an empty slicer to our canvas.

  7. 從 [欄位] 窗格中,選取 [區域] > [區域]。From the Fields pane, select District > District. 移動和調整交叉分析篩選器大小。Move and resize the slicer.

  8. 使用交叉分析篩選器,依區域尋找模式和深入資訊。Use the slicer to look for patterns and insights by District.

  9. 選擇性地繼續新增視覺效果。Optionally, continue adding visualizations.

後續步驟Next steps