發佈 Power BI 專案報告並且建立儀表板Publish the Power BI project report and create a dashboard

注意:這篇文章是搭配 SharePoint Online 使用 PowerApps、Microsoft Flow 及 Power BI 之教學課程系列的一部分。Note: This article is part of a tutorial series on using PowerApps, Microsoft Flow, and Power BI with SharePoint Online. 請確定您閱讀系列簡介以了解大致概念,以及相關下載項目。Make sure you read the series introduction to get a sense of the big picture, as well as related downloads.

在這項工作中,我們會將資料集和報告發佈至 Power BI 服務,然後我們將根據報告建立儀表板。In this task, we'll publish our dataset and report to the Power BI service; then we'll create a dashboard based on the report. 在許多情況下,報告有大量的視覺效果,且在儀表板中只會使用子集。In many cases a report has a large number of visualizations and only a subset are used in a dashboard. 在我們的案例中,我們會將所有四個視覺效果新增至儀表板。In our case, we'll add all four visualizations to the dashboard.

步驟 1:發佈資料集和報告Step 1: Publish the dataset and report

  1. 在 Power BI Desktop 中,在 [首頁] 索引標籤上,按一下或點選 [發佈]。In Power BI Desktop, on the Home tab, click or tap Publish.

    發佈資料集和報告

  2. 如果您尚未登入 Power BI 服務,請輸入帳戶,然後按一下或點選 [登入]。If you're not already signed in to the Power BI service, enter an account, then click or tap Sign in.

    登入帳戶

  3. 輸入密碼,然後按一下或點選 [登入]。Enter a password, then click or tap Sign in.

    輸入帳戶密碼

  4. 選擇報告的目的地,然後按一下或點選 [選取]。Choose a destination for the report, then click or tap Select. 我們建議發佈至群組工作區,以簡化存取 SharePoint 中的報告。We recommend publishing to a group workspace to simplify access to the report in SharePoint. 在此情況下,我們會發佈至專案管理群組工作區。In this case, we are publishing to the Project Management group workspace. 如需詳細資訊,請參閱在 Power BI 中建立群組For more information, see Creating groups in Power BI.

    目的地工作區

  5. 發佈完成後,按一下或點選 [在 Power BI 中開啟 'project-analysis.pbx']。After publishing completes, click or tap Open 'project-analysis.pbx' in Power BI.

    發佈成功

  6. Power BI 服務會在瀏覽器中載入報告。The Power BI service loads the report in a browser. 按一下或點選左上方 (a) 的功能表,查看左側瀏覽窗格。Click or tap the menu at the top left (a) to see the left navigation pane.

    Power BI 服務中的報告

    當我們發佈時,您可以看到 Power BI Desktop 上傳資料集 (d) 和報告 (c)You can see that when we published, Power BI Desktop uploaded a dataset (d) and a report (c). 您可以在服務中而不是 Power BI Desktop 中建立儀表板,且此工作區尚無任何儀表板 (b)You create dashboards in the service, not Power BI Desktop, and this workspace doesn't have any dashboards yet (b). 我們會在下一步建立。We'll create one next.

    注意:Power BI 有新的瀏覽經驗,可能可以在您的網站啟用。Note: Power BI has a new navigation experience coming out, and it could be enabled in your site. 如果左側瀏覽窗格看起來不同於上述映像,請參閱新的 Power BI 瀏覽體驗以取得詳細資訊。If the left navigation pane looks different from the above image, see The new Power BI navigation experience for more information.

步驟 2:設定重新整理的認證Step 2: Configure credentials for refresh

  1. 在服務中,按一下或點選右上角的齒輪圖示,然後按一下或點選 [設定]。In the service, click or tap Gear icon in the top right corner, then click or tap Settings.
  2. 按一下或點選 [資料集],然後按一下或點選 [專案分析]。Click or tap Datasets, then project-analysis.

    專案分析資料集

  3. 展開 [資料來源認證],然後按一下或點選 [編輯認證]。Expand Data source credentials, then click or tap Edit credentials.

    編輯資料來源認證

  4. 針對驗證方法選取 [OAuth2],然後按一下或點選 [登入]。Select OAuth2 for Authentication method, then click or tap Sign in.

    登入 SharePoint

  5. 選取或登入具有 SharePoint 清單權限的帳戶。Select or sign in to an account that has permissions for the SharePoint lists.

    登入 Office 365

    當程序完成時,您會在服務中收到下列訊息。When the process completes, you'll get the following message in the service.

    資料來源已更新

步驟 3:建立儀表板Step 3: Create a dashboard

  1. 在服務中,按一下或點選左上角的圖表,然後按一下或點選In the service, click or tap the chart on the upper left, then click or tap 釘選圖示..

    釘選圖表

  2. 輸入要釘選之儀表板的名稱,然後按一下或點選 [釘選]。Enter a name for the dashboard you want to pin to, then click or tap Pin.

    將圖表釘選至新的儀表板

  3. 按一下或點選左上角的圖表,然後按一下或點選Click or tap the chart on the upper left, then click or tap tap 釘選圖示..

    釘選圖表

  4. 選取現有的儀表板,然後按一下或點選 [釘選]。Select the existing dashboard, then click or tap Pin.

    將圖表釘選至現有儀表板

  5. 針對其他兩個視覺效果重複釘選程序。Repeat the pinning process for the other two visuals.
  6. 在左側瀏覽窗格中,按一下或點選儀表板名稱。In the left navigation pane, click or tap the dashboard name.

    在網站瀏覽中新增儀表板

  7. 檢閱儀表板。Review the dashboard. 如果您按一下圖格,您會返回報告。If you click on a tile, you will go back to the report.

    已完成儀表板

以上就完成了 Power BI 中大部分的工作。That wraps up most of the work in Power BI. 如果這是您第一次建立報告和儀表板,恭喜您!If that was your first experience creating reports and dashboards, congratulations! 如果您已經是專家,我們希望您可以快速瀏覽它。If you're already a pro, we hope you could move through it quickly. 現在我們新增警示,以確定我們知道是否有儀表板需要我們的注意。Now we will add alerting to make sure we know if the dashboard needs our attention.

後續步驟Next steps

此教學課程系列的下一個步驟是設定 Power BI 專案報告的資料警示The next step in this tutorial series is to set up data alerts for the Power BI project report.