快速入門 - 使用 Power BI 服Quickstart - Getting around in Power BI service

10/12/2020

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Power BI 正在轉換為新外觀，文檔中的某些圖像可能與服務中顯示的圖像不匹配。Power BI is moving to a new look, and some images in the documentation may not match what you see in the service. 詳細了解新外觀，并親自試用。Learn more about the new look and try it for yourself.

你現已掌握 Power BI 的基礎知識，接下來讓我們了解 Power BI 服務。Now that you know the basics of Power BI, let's take a look around the Power BI service . 如前一篇文章中所述，團隊中的同事可能將所有時間都花在 Power BI Desktop 上，為其他人合并數據和創建報表、儀表板和應用。As mentioned in the previous article, colleagues on your team might spend all of their time in Power BI Desktop , combining data and creating reports, dashboards, and apps for others. 他們是設計者。They're designers . 另一方面，你的時間可能都花在了 Power BI 服務上，用來查看其他人創建的內容并與之交互(使用體驗)。You, on the other hand, might spend all of your time in the Power BI service, viewing and interacting with content created by others ( consuming experience). 你是企業用戶。You're a business user . 本快速入門適用于企業用戶。This quickstart is for business users .

先決條件Prerequisites

如果未注冊 Power BI，請免費注冊后再進行操作。If you're not signed up for Power BI, sign up for a free trial before you begin.

查看設計者創建的 Power BI 內容(報表、儀表板、應用)需具備以下兩種條件之一：Viewing Power BI content (reports, dashboards, apps) created by designers requires one of two conditions:

一個 Power BI Pro 許可證a Power BI Pro license

你的組織要擁有一個 Power BI Premium 訂閱，并從高級容量與你共享內容。Your organization to have a Power BI Premium subscription, and the content to be shared with you from Premium capacity.

為介紹本快速入門，我們不要求滿足這些條件中的任何一個。For the purposes of this quickstart, we aren't requiring either of these conditions to be met. Microsoft 已直接在 Power BI 服務界面中提供了示例內容。Microsoft has made sample content available to you directly from the Power BI service interface. 我們將使用此示例內容來了解 Power BI 服務。We'll use this sample content to learn our way around the Power BI service.

打開 Power BI 服務Open the Power BI service

若要開始，請打開 Power BI 服務 (app.powerbi.com)。To begin, open the Power BI service (app.powerbi.com).

如果左側導航窗格已折疊，則請選擇導航窗格圖標If the left navigation pane is collapsed, select the nav pane icon

將其展開。to expand it.

在左下角，選擇“獲取數據”。From the lower left corner, select Get data . 我們將獲取一些用于 Power BI 服務教程的示例數據。We'll grab some sample data to use for our tour of the Power BI service. 我們提供了各種類型的示例數據供你瀏覽，這次我們將使用營銷和銷售數據。There are all types of sample data provided for you to explore, and this time we'll use the data about marketing and sales.

“獲取數據”屏幕打開后，選擇“示例”。After the Get data screen opens, select Samples .

選擇“銷售和營銷” > “連接”。Select Sales and Marketing > Connect .

Power BI 服務在“我的工作區”中安裝示例。The Power BI service installs the sample in your My workspace . “我的工作區”是用于學習和試驗的專用沙盒。My workspace is your private sandbox for learning and experimenting. 只有你自己才能看到“我的工作區”中的內容。Only you can see the content in My workspace . 示例包含一個儀表板、一個報表和一個數據集。The sample includes one dashboard, one report, and one dataset. 通常情況下，企業用戶不會收到數據集，但由于此示例是為所有用戶設計的，因此它包含一個數據集。Typically, business users won't receive datasets, but this sample is designed for all users and it does include one.

作為企業用戶，與你共享的大多數內容不會包括對基礎數據集的直接訪問。As a business user , most content that is shared with you won't include direct access to the underlying datasets. 由于 Power BI 示例是為所有 Power BI 使用者創建的，因此包含數據集。Because the Power BI samples are created for all Power BI customers, datasets are included.

若要了解有關示例的詳細信息，請參閱獲取 Power BI 的示例。To learn more about samples, see Get samples for Power BI.

查看內容(儀表板和報表)View content (dashboards and reports)

在工作區的上下文中組織內容。Content is organized within the context of a workspace. 每個企業用戶都至少有一個工作區，叫做“我的工作區”。Every business user has at least one workspace, and it's called My workspace . 當設計者同事與你共享內容時，你可能會看到其他工作區。When designer colleagues share content with you, you may end up with additional workspaces. 例如，如果某位設計者向你分配對其中的某個工作區的訪問權限，則該工作區將顯示在你的 Power BI 站點中。For example, if a designer assigns you access permissions to one of their workspaces, that workspace will show up in your Power BI site.

“我的工作區”存儲了你擁有和創建的所有內容。My Workspace stores all the content that you own and create. 可以將其作為你的個人沙盒或自己內容的工作區域。Think of it as your personal sandbox or work area for your own content. 對于很多 Power BI 企業用戶來說，“我的工作區”仍然是空的，因為你的工作不涉及新建內容。For many Power BI business user , My workspace remains empty because your job doesn't involve creating new content. 根據定義，企業用戶會使用其他人創建的數據，并根據此數據做出業務決策。Business users , by definition, consume data created by others and use that data to make business decisions. If you find that you are creating content, consider reading the Power BI articles for report creators instead.

工作區不僅僅是一個簡單的內容列表。A workspace is much more than a simple listing of content. 在本頁上，你可詳細了解工作區的儀表板和報表。On this page, you can learn a lot about the workspace's dashboards and reports. 請花幾分鐘時間來確定內容所有者、上次刷新日期、數據敏感度和引導指南(如果有)。Take a few minutes to identify the content owner, last refreshed date, data sensitivity, and endorsements, if any. 選擇“更多操作(...)”可顯示儀表板和報表的操作列表。Select More actions (...) to display a list of actions for the dashboard and report.

要了解詳細信息，請參閱工作區。To learn more, see Workspaces.

工作區也是指向數據的路徑之一。A workspace is also one of the paths into your data. 在工作區中，可從列表中選擇儀表板或報表將其打開。From a workspace you can open a dashboard or report by selecting it from the list. 可將鼠標懸停在儀表板或報表上方并選擇星形圖標將其放入收藏夾。You can favorite a dashboard or report by hovering and selecting the star icon. 如果設計者向你分配共享權限，你也可以從此處共享。If the designer gave you sharing permissions, you can share from here as well.

選擇儀表板的名稱以將其打開。Select the name of the dashboard to open it. 儀表板可區分 Power BI 服務和 Power BI Desktop。Dashboards are something that differentiates the Power BI service from Power BI Desktop. 了解儀表板Learn about dashboards

可以在儀表板上執行的操作顯示在頂部菜單欄中。The actions you can take on a dashboard are displayed in the top menu bar.

將鼠標懸停在儀表板磁貼上，然后選擇“更多選項(...)”，以查看與該磁貼交互可執行的選項。Hover over a dashboard tile and select More options (...) to see the options you have for interacting with that tile.

選擇儀表板磁貼，打開用于創建該磁貼的報表。Select a dashboard tile to open the report that was used to create that tile. 報表會打開包含該磁貼上的視覺對象的頁面。The report opens to the page that contains the visual that is on the tile. 在此處，我選擇了包含樹狀圖的儀表板磁貼。Here, I've selected the dashboard tile with the treemap. Power BI 服務將打開“YTD 類別”報表頁面。The Power BI service opens the YTD Category report page.

報表包含多個部分。Reports have several sections. 左側是可單擊的報表頁列表。On the left is the clickable list of report pages. 頂部是菜單欄，其中包含可對報表執行的操作。Across the top is the menu bar containing actions you can take with the report. 可用選項將取決于報表設計者向你分配的角色和權限。The options available will depend on the role and permission the report designer assigned to you. 右側是“篩選器”窗格。On the right side is the Filters pane. 中心畫布包含報表本身。And the center canvas contains the report itself. 與儀表板類似，此處包含可對整個報表、單個視覺對象以及單個報表頁執行的操作。Similar to the dashboard, there are actions that you can take for the entire report, for individual visuals, and also for a single report page.

使用左側導航窗格Using the left navigation pane

當同事與你共享內容時，導航窗格會更有幫助。The nav pane will become more useful as colleagues share content with you. 在本部分的快速入門中，我們先將銷售和營銷示例放在一邊，并查看擁有大量共享內容的 Power BI 企業用戶的儀表板和報表。In this section of the Quickstart, we'll put the Sales and marketing sample aside, and look at a dashboard and report that belong to a Power BI business user who has a lot of shared content.

“主頁”是你登錄到 Power BI 服務時的默認登錄頁面。Home is the default landing page when you log in to the Power BI service. “主頁”是一種很好的跳轉點，也是導航內容的另一種方式。Home is a great jumping off point and alternate way to navigate your content. “主頁”上的內容按收藏夾、最近訪問、最常訪問和精選的方式組織在一起。Content on Home is organized by favorite, recent, frequent, and featured. “主頁”還顯示最近訪問的工作區和應用。Home also displays your most recent workspaces and apps. 只需選擇一個項目即可將其打開。Just select an item to open it.

“主頁”將搜索和排序工具、導航窗格和畫布匯聚在一起，有卡片供你選擇來打開儀表板、報表和應用 。Home brings together the searching and sorting tools, the nav pane, and a canvas with cards that you can select to open your dashboards, reports, and apps. 最開始，“主頁”畫布上可能沒有很多卡片，但隨著你開始與同事一起使用 Power BI，這種情況將會發生改變。At first, you might not have many cards on your Home canvas, but that will change as you start to use Power BI with your colleagues. “主頁”畫布也會更新推薦的內容和學習資源。Your Home canvas also updates with recommended content and learning resources.

要了解詳細信息，請參閱 Power BI 主頁To learn more, see Power BI Home

“收藏夾”和“最近訪問”都有箭頭。Favorites and Recent both have arrows. 選擇一個箭頭，快速查看前五個收藏夾或五個最近訪問的內容。Select an arrow to quickly see the top five favorites or five most recently visited content. 在浮出控件中選擇內容將其打開。From the flyout, select content to open it.

若要查看收藏夾或最近訪問的完整列表，請選擇單詞或圖標。To see your full list of favorites or recents, select the word or icon. 這些內容列表提供有關報表、應用和儀表板的其他詳細信息。These content lists provide additional details about the reports, apps, and dashboards.

選擇“應用”可顯示已與你共享或你已安裝的所有應用。Select Apps to display all apps that have been shared with you or that you have installed. 選擇“與我共享”可顯示已與你共享的儀表板和報表。And select Shared with me to see dashboards and reports that have been shared with you. 由于你剛開始使用 Power BI 服務，因此這些內容區域是空的。Since you're just starting out with the Power BI service, these content areas will be empty.

對內容進行搜索和排序Search and sort content

剛使用 Power BI 服務時，你只有少量的內容。When you're new to the Power BI service, you'll have only a few pieces of content. 但隨著同事開始與你共享內容以及你開始下載應用，你最終可能會有大量的內容。But as colleagues begin sharing content with you and you begin downloading apps, you may end up with long lists of content. 那時你會發現搜索和排序非常有用。That's when you'll find searching and sorting extremely helpful.

幾乎可以從 Power BI 服務的每個部分進行搜索。Search is available from almost every part of the Power BI service. 只需查找搜索框或搜索放大鏡圖標即可。Just look for the search box or search magnifying glass icon.

在“搜索”字段中，鍵入儀表板、報表、工作簿、應用或所有者的完整或部分名稱。In the Search field, type all or part of the name of a dashboard, report, workbook, app, or owner. Power BI 會搜索所有內容。Power BI searches all of your content.

也有多種方式可對內容進行排序。There are also many ways to sort content. 請將鼠標懸停在列標題上，查找表示可對列進行排序的箭頭。Hover over column headers and look for arrows indicating that the column can be sorted. 不是所有列都可以進行排序。Not all columns can be sorted.

或者，查找內容列表右上角附近的搜索篩選器。Or, look for the Search Filters near the upper right corner of your content lists. 通過從內容類型、所有者或任何其他可用字段中進行選擇來快速查找內容。Find content quickly by selecting from the type of content, owner, or any other available field.

查找所有者Find the owner

在本快速入門結尾，我們將提供一個有用的提示。And we'll end this quickstart with a helpful tip. 如果對儀表板、報表或應用有任何疑問，可以查找所有者。If you have questions about a dashboard, report, or app -- you can look up the owner. 打開內容后，選擇標題下拉列表可顯示所有者。With the content open, select the title dropdown to display the owner. 所有者可能是個人或團體。The owner may be a person or a group.

清理資源Clean up resources

完成本快速入門后，你可根據需要刪除示例儀表板、報表和數據集。After you finish this quickstart, you can delete the sample dashboard, report, and dataset, if you wish.

打開 Power BI 服務 (app.powerbi.com) 并登錄。Open the Power BI service (app.powerbi.com) and sign in.

打開 Power BI 主頁，向下滾動并選擇“我的工作區”。Open Power BI Home, scroll down and select My workspace .

將鼠標懸停在儀表板、報表或數據集上，然后選擇“更多選項(...)” > “刪除”。Hover over the dashboard, report, or dataset and select More options (...) > Delete . 重復此操作，直到三項內容均被刪除。Repeat until all three are removed.

后續步驟Next steps

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