瀏覽 Power BI 服務Getting around in Power BI service

若您已使用 Power BI 服務一段時間,一定會注意到我們對使用者介面進行了重大變更。If you've been using Power BI service for awhile now, you've no doubt noticed that we've made significant changes to the user interface. 這些變更大部分會影響內容 (儀表板、報表、資料集) 的組織方式,以及使用該內容執行工作所採取的途徑 (按一下)。Most of these changes affect how your content (dashboards, reports, datasets) is organized and the paths (clicks) you take to perform tasks with that content.

如何…How do I...

對於熟悉舊版 Power BI 服務介面的使用者,本參考指南會協助您了解如何在新介面中完成工作。For those of you who are familiar with the previous Power BI service interface, this reference guide will help you figure out how to get things done in the new interface. 我們明白一開始可能會找不到方向,但只要多用,您就會發現新的版面配置有許多省時的優點。We realize it may be disorienting at first, but believe with use, you'll discover many time-saving benefits to the new layout.

快速參考指南Quick reference guide

動作Action 新 (目前) 的路徑New (current) path
將儀表板設為我的最愛Favorite a dashboard [工作區] > [儀表板] 並選取星形圖示將它變成黃色Workspace > Dashboards and select the star icon to turn it yellow
檢視我的最愛儀表板清單View a list of your favorite dashboards 從左側瀏覽窗格選取 [我的最愛]Select Favorites from left navpane
檢視最近瀏覽過的儀表板和報表清單View a list of recently-visited dashboards and reports 從左側瀏覽窗格選取 [最近項目]Select Recent from left navpane
檢視儀表板已與您共用的清單View a list dashboards that have been shared with you 從左側瀏覽窗格選取 [與我共用]Select Shared with me from left navpane
共用儀表板Share a dashboard 開啟儀表板,然後選取 [共用] 或建立並發佈應用程式。Open dashboard and select Share or create and publish an app
刪除儀表板Delete a dashboard [我的工作區] > [儀表板] > 垃圾桶圖示My workspace > Dashboards > trashcan icon
刪除報表Delete a report [我的工作區] > [報表] > 垃圾桶圖示My workspace > Reports > trashcan icon
刪除資料集Delete a dataset [我的工作區] > [資料集] > […] > [刪除]My workspace > Datasets > ... > Delete
開啟儀表板Open a dashboard [工作區] > [儀表板] > 選取儀表板名稱Workspace > Dashboards > and select the name of the dashboard
開啟報表Open a report [工作區] > [報表] > 選取報表名稱Workspace > Reports > and select the name of the report
開啟資料集Open a dataset [工作區] > [資料集] > 選取資料集名稱Workspace > Datasets > and select the name of the dataset
建立儀表板Create a dashboard 從上方的導覽列中選取 [建立] > [儀表板]From the top navbar select Create > Dashboard
建立報表Create a report 從上方的導覽列中選取 [建立] > [報表]From the top navbar select Create > Report
建立資料集Create a dataset 從上方的導覽列中選取 [建立] > [資料集]From the top navbar select Create > Dataset
建立應用程式Create an app [工作區] > 建立應用程式工作區Workspaces > Create app workspace
檢視您擁有的所有儀表板、報表和資料集清單View a list of all the dashboards, reports, and datasets that you own [工作區] > [我的工作區]Workspaces > My workspace

我們為什麼要變更 Power BI 服務的瀏覽體驗?Why did we change the navigation experience for Power BI service?

  • 簡化了儀表板、報表、活頁簿和資料集清單streamlined the lists for dashboards, reports, workbooks, and datasets
  • 新增我的最愛、最新項目和工作區選取項目的快速存取飛出功能表added quick access flyout menus for favorites, most-recent, and workspace selection
  • 已新增用以識別儀表板、報表和資料集相關內容的方式added a way to identify related content for dashboards, reports, and datasets
  • 為活頁簿新增個別的內容區域added a separate content area for workbooks
  • 為您最愛的儀表板建立個別的區域created a separate area for your favorite dashboards
  • 為與您共用的內容建立個別的區域created a separate area for content that has been shared with you
  • 為您最近使用的內容建立個別的區域created a separate area for your most-recent content
  • 減少完成工作所需的點擊次數 -- 在同一個畫面上結合了內容清單,以及您可以對該內容採取的動作。reduced the number of clicks required to accomplish tasks -- combined the lists of content, and the actions you can take on that content, on the same screen. 例如,在儀表板與報表之間切換。For example, switching between dashboards and reports.

觀看 Amanda 帶您了解全新瀏覽體驗,其說明並示範改良。Watch Amanda take you on a tour of the new navigation experience, explaining and demonstrating the improvements. 然後遵循以下影片中的逐步指示自行探索。Then follow the step-by-step instructions below the video to explore for yourself.

我們新增了一些全新的功能We've added some brand new features

遵循逐步指示自行探索。Follow the step-by-step instructions to explore for yourself.

檢視內容 (儀表板、報表、活頁簿、資料集、工作區、應用程式)View content (dashboards, reports, workbooks, datasets, workspaces, apps)

讓我們開始查看如何組織基本內容 (儀表板、報表、資料集、活頁簿)。Let's start by looking at how the basic content (dashboards, reports, datasets, workbooks) is organized. 在這之前,所有的內容都是列在左側功能窗格中。Before this, all of your content was listed in the left navigation pane. 現在,您還有該選項,但預設是依工作區內容中的內容類型顯示。Now, you still have that option, but the default is to display by content type within the context of a workspace. 從左側功能窗格 (左側導覽) 選取工作區,相關內容 (儀表板、報表、活頁簿、資料集) 的索引標籤便會填入右側的 Power BI 畫布。Select a workspace from the left navigation pane (left nav) and the tabs for the associated content (dashboards, reports, workbooks, datasets) fill the Power BI canvas to the right.

如果您有 Power BI (免費),則只會看到一個工作區:[我的工作區]。If you have Power BI Free, you'll only see one workspace -- My Workspace.

我的最愛儀表板Favorite dashboards

我的最愛可讓您快速存取對您而言最重要的儀表板。Favorites lets you quickly access those dashboards that are most important to you.

  1. 在儀表板開啟的情況下,從右上角選取 [我的最愛]。With the dashboard open, select Favorite from the top-right corner.

    [我的最愛] 會變成 [移除最愛],且星狀圖示會變成黃色。Favorite changes to Unfavorite and the star icon becomes yellow.

  2. 若要顯示您新增為我的最愛的所有儀表板清單,請在左側導覽中選取 [我的最愛] 右邊的箭號。To display a list of all the dashboards that you have added as favorites, in the left nav, select the arrow to the right of Favorites. 由於左側導覽是 Power BI 服務的永久功能,因此您可以從 Power BI 服務的任何地方存取此清單。Because the left nav is a permanent feature of Power BI service, you have access to this list from anywhere in Power BI service.

    您可以從這裡選取儀表板,加以開啟。From here you can select a dashboard to open it.

  3. 若要開啟 [我的最愛] 窗格,請在左側導覽中選取 [我的最愛] 或選取我的最愛圖示 To open the Favorites pane, in the left nav, select Favorites or select the Favorites icon .

    您可以從這裡選取儀表板加以開啟,查看儀表板的擁有者、從最愛中移除儀表板或與同事共用儀表板。From here you can select a dashboard to open it, see who owns a dashboard, unfavorite a dashboard, or share a dashboard with colleagues.

  4. 將儀表板標示為我的最愛的另一種方式,是從 [儀表板] 索引標籤執行。只要開啟包含儀表板的工作區,並選取儀表板名稱左邊的星狀圖示即可。Another way to mark a dashboard as a favorite is from the Dashboards tab. Just open the workspace that contains the dashboard, and select the star icon to the left of the dashboard name.

若要深入了解,請參閱將儀表板設為我的最愛To learn more, see Favorite a dashboard

最近項目Recents

瀏覽 [最近項目] 窗格,即可快速前往您最近存取的報表和儀表板。Quickly get to the reports and dashboards that you’ve most recently accessed by visiting the Recents pane. 這包括來自整個工作區的內容。This includes content from across all of your workspaces.

方式類似於 [我的最愛],您只要選取左側導覽中 [最近項目] 旁的箭號,即可從 Power BI 服務的任何地方快速存取最近項目。Similar to Favorites, you can quickly access your recents from anywhere in Power BI service by selecting the arrow next to Recents in the left nav.

若要深入了解,請參閱 Power BI 中的最近項目To learn more, see Recents in Power BI

應用程式Apps

應用程式是為了提供重要計量而建立的一組儀表板和報表,全都在同一位置。An app is a collection of dashboards and reports built to deliver key metrics, all in one place. 您可以有組織內部的應用程式,以及外部服務的應用程式,例如 Google Analytics 和 Microsoft Dynamics CRM。You can have apps internal to your organization, and also apps for external services such as Google Analytics and Microsoft Dynamics CRM.

若要深入了解,請參閱下方的應用程式工作區什麼是 Power BI 應用程式To learn more, see App workspaces (below) and What are Power BI apps.

與我共用Shared with me

同事與您共用的所有儀表板都位在 [與我共用]。Shared with me is the location for all dashboards that colleagues have shared with you. 依儀表板擁有者進行篩選、使用搜尋欄位找到相關項目,然後依日期排序項目。Filter by dashboard owner, use the search field to find what’s relevant, and sort the items by date. 若是您經常瀏覽的共用內容,直接從 [與我共用] 檢視將其加入最愛會更加簡單。And for shared content you visit frequently, it's even easier to favorite it right from the Shared with me view.

若要深入了解,請參閱與我共用To learn more, see Shared with me

運用工作區Working with workspaces

接下來,在左側導覽中為「工作區」。Next in the left nav is workspaces. 工作區可以視為 Power BI 內容的「容器」。Workspaces can be thought of as containers for Power BI content. 有兩種類型的工作區︰[我的工作區] 和 [應用程式工作區]。There are two types of workspaces: My Workspace and App workspaces.

如果您不是應用程式工作區的成員或管理員,則在左側導覽中可能看不到任何應用程式工作區。If you are not a member of an app workspace or an admin, you may not see any app workspaces in your left nav. 此外,如果您是 Power BI 免費版的客戶,您將不會看到任何應用程式工作區。And if you are a Power BI Free customer, you will not see any app workspaces.

我的工作區My Workspace

[我的工作區] 會儲存您所擁有的所有內容。My Workspace stores all the content that you own. 請將它視為您專屬內容的個人沙箱或工作區域。Think of it as your personal sandbox or work area for your own content. 您可以與同事共用 [我的工作區] 中的內容。You can share content from My Workspace with colleagues. 在 [我的工作區] 內,您的內容組織為 4 個索引標籤︰[儀表板]、[報表]、[活頁簿] 和 [資料集]。Within My Workspace, your content is organized into 4 tabs: Dashboards, Reports, Workbooks, and Datasets.

應用程式工作區App workspaces

應用程式和應用程式工作區是 Power BI Pro 的功能。Apps and app workspaces are a feature of Power BI Pro. 如果您是撰寫儀表板和報表以供其他人使用的人員,將使用應用程式工作區來執行這項作業。If you are someone who authors dashboards and reports for others, you'll use app workspaces to do this. 應用程式工作區是您將在其中建立應用程式的位置;因此,若要建立應用程式,您必須先建立應用程式工作區。An app workspace is the place where you'll create the app, so to create an app, you'll first need to create the app workspace. 它們是群組工作區的演進 - 應用程式中內容的臨時區域和容器。They’re the evolution of group workspaces – staging areas and containers for the content in the app. 您和同事可以共同作業來處理儀表板、報表,以及其他想要散發給更多對象甚至整個組織的內容。You and your colleagues can collaborate on dashboards, reports, and other content that you plan to distribute to a wider audience, or even your entire organization.

若要深入了解,請瀏覽在 Power BI 中建立和散發應用程式To learn more, visit Create and distribute an app in Power BI.

與 [我的工作區] 相同,您的內容組織為 4 個索引標籤︰[儀表板]、[報表]、[活頁簿] 和 [資料集]。As with My Workspace, your content is organized into 4 tabs: Dashboards, Reports, Workbooks, and Datasets.

在左側導覽中選取 [工作區],以切換工作區。Switch workspaces by selecting Workspaces in the left nav.

搜尋和排序內容Search and sort content

新的內容檢視可讓您更輕鬆地搜尋、篩選及排序您的內容。The new content view makes it easier to search, filter and sort your content. 若要搜尋儀表板、報表或活頁簿,請在搜尋區域中鍵入。To search for a dashboard, report or workbook, type in the search area. Power BI 只會篩選出名稱中包含搜尋字串的內容。Power BI filters to only the content that has your search string as part of the name.

您也可以依名稱或擁有者排序內容。You can also sort the content by name or owner.

若要深入了解,請參閱 Power BI 導覽:搜尋、排序、篩選To learn more, see Power BI navigation: search, sort, filter

後續步驟Next steps

有疑問或意見反應嗎?Have questions or feedback? 請瀏覽 Power BI 社群論壇Visit the Power BI community forum