PowerBI_chapter7:Visualize and Analyze the Data

文章目录

  • 前言
  • [Power BI 数据分析与可视化 ------ Chapter 7 期末复习笔记](#Power BI 数据分析与可视化 —— Chapter 7 期末复习笔记)
  • 前言
  • [一、Data Visualization / 数据可视化概述](#一、Data Visualization / 数据可视化概述)
    • [(一)Definition & Importance / 定义与重要性](#(一)Definition & Importance / 定义与重要性)
      • [1. Definition 定义](#1. Definition 定义)
    • [(二)Advantages and Disadvantages / 优缺点](#(二)Advantages and Disadvantages / 优缺点)
      • [1. Advantages 优势](#1. Advantages 优势)
      • [2. Disadvantages 劣势](#2. Disadvantages 劣势)
  • [二、Reports and Dashboards / 报告与仪表板](#二、Reports and Dashboards / 报告与仪表板)
    • [(一)What is a Report in Power BI? / 什么是 Power BI 报告?](#(一)What is a Report in Power BI? / 什么是 Power BI 报告?)
      • [1. Definition 定义](#1. Definition 定义)
      • [2. Key Features 关键特点](#2. Key Features 关键特点)
    • [(二)What is a Dashboard in Power BI? / 什么是 Power BI 仪表板?](#(二)What is a Dashboard in Power BI? / 什么是 Power BI 仪表板?)
      • [1. Definition 定义](#1. Definition 定义)
      • [2. Key Features 关键特点](#2. Key Features 关键特点)
    • [(三)Summary Comparison Table / 对比总结表](#(三)Summary Comparison Table / 对比总结表)
  • [三、Report Planning Process / 报告规划流程](#三、Report Planning Process / 报告规划流程)
    • [(一)Six Steps of Report Planning / 报告规划六步法](#(一)Six Steps of Report Planning / 报告规划六步法)
      • [1. Identify the audience 明确受众](#1. Identify the audience 明确受众)
      • [2. Define the business questions to answer 定义要解决的业务问题](#2. Define the business questions to answer 定义要解决的业务问题)
      • [3. Confirm that the dataset supports the business questions 确认数据集能支撑业务问题](#3. Confirm that the dataset supports the business questions 确认数据集能支撑业务问题)
      • [4. Determine interactivity 确定交互方式](#4. Determine interactivity 确定交互方式)
      • [5. Define access and distribution 确定访问和分发方式](#5. Define access and distribution 确定访问和分发方式)
      • [6. Sketch the report layout 草图设计报告布局](#6. Sketch the report layout 草图设计报告布局)
    • [(二)How to Select the Right Visual / 如何选择合适的图表?](#(二)How to Select the Right Visual / 如何选择合适的图表?)
      • [1. Standard Approach 标准步骤](#1. Standard Approach 标准步骤)
  • [四、Graphs and Visualization / 图表类型详解](#四、Graphs and Visualization / 图表类型详解)
    • [(一)Basic Visuals / 基础图表](#(一)Basic Visuals / 基础图表)
      • [1. Bar Chart & Column Chart 条形图与柱状图](#1. Bar Chart & Column Chart 条形图与柱状图)
      • [2. Line Chart 折线图](#2. Line Chart 折线图)
      • [3. Pie Chart & Donut Chart 饼图与环形图](#3. Pie Chart & Donut Chart 饼图与环形图)
      • [4. Table & Matrix 表格与矩阵](#4. Table & Matrix 表格与矩阵)
      • [5. Card 卡片图](#5. Card 卡片图)
    • [(二)Advanced & Analytical Visuals / 高级分析与统计图表](#(二)Advanced & Analytical Visuals / 高级分析与统计图表)
      • [1. Scatter Chart & Bubble Chart 散点图与气泡图](#1. Scatter Chart & Bubble Chart 散点图与气泡图)
      • [2. Waterfall Chart 瀑布图](#2. Waterfall Chart 瀑布图)
      • [3. Gauge Chart 仪表盘](#3. Gauge Chart 仪表盘)
      • [4. KPI Visual KPI图](#4. KPI Visual KPI图)
      • [5. Decomposition Tree 分解树](#5. Decomposition Tree 分解树)
    • [(三)Geographic & Map Visuals / 地理与地图图表](#(三)Geographic & Map Visuals / 地理与地图图表)
      • [1. Map Visual 地图](#1. Map Visual 地图)
    • [(四)Interactive & Filter Visuals / 交互与筛选图表](#(四)Interactive & Filter Visuals / 交互与筛选图表)
      • [1. Slicer 切片器](#1. Slicer 切片器)
      • [2. Bookmarks & Buttons 书签与按钮](#2. Bookmarks & Buttons 书签与按钮)
  • [五、Filtering Data / 数据筛选](#五、Filtering Data / 数据筛选)
    • [(一)Filter Types in Power BI / Power BI 筛选器类型](#(一)Filter Types in Power BI / Power BI 筛选器类型)
      • [1. Filter Levels 筛选层级](#1. Filter Levels 筛选层级)
    • [(二)What Filters Do? / 筛选器的作用](#(二)What Filters Do? / 筛选器的作用)
    • [(三)Slicers vs. Filters / 切片器与筛选器的区别](#(三)Slicers vs. Filters / 切片器与筛选器的区别)
  • [六、Mobile Layout / 移动端布局](#六、Mobile Layout / 移动端布局)
    • [(一)Mobile Layout View / 移动端布局视图](#(一)Mobile Layout View / 移动端布局视图)
  • 总结

前言

  • This revision note is compiled based on the key content of Chapter 7 "Visualize and Analyze the Data" from the Power BI exam. It focuses on core concepts such as reports, dashboards, filtering, and mainstream chart usage to help you quickly review and master the key points.
  • 本复习笔记基于Power BI考试科目Chapter 7 "Visualize and Analyze the Data" 的核心内容整理,围绕报告、仪表板、筛选、主流图表使用等核心概念展开,帮助大家快速复习,掌握重点。

Power BI 数据分析与可视化 ------ Chapter 7 期末复习笔记

@TOC

前言

This revision note is compiled based on the key content of Chapter 7 "Visualize and Analyze the Data" from the Power BI exam. It focuses on core concepts such as reports, dashboards, filtering, and mainstream chart usage to help you quickly review and master the key points.

本复习笔记基于Power BI考试科目Chapter 7 "Visualize and Analyze the Data" 的核心内容整理,围绕报告、仪表板、筛选、主流图表使用等核心概念展开,帮助大家快速复习,掌握重点。

一、Data Visualization / 数据可视化概述

(一)Definition & Importance / 定义与重要性

1. Definition 定义

  • Data visualization is the graphical representation of information and data.
  • 数据可视化是指将信息与数据以图形化方式呈现。
  • By using visual elements like charts, graphs, and maps, data visualization tools provide an accessible way to see and understand trends, outliers, and patterns in data.
  • 通过使用图表、图形和地图等视觉元素,数据可视化工具提供了一种易于理解的方式来观察和解读数据中的趋势、异常值和模式。
  • In the world of Big Data, data visualization tools and technologies are essential to analyze massive amounts of information and making data-driven decisions.
  • 在大数据领域,数据可视化工具和技术对于分析海量信息并做出数据驱动的决策至关重要。

(二)Advantages and Disadvantages / 优缺点

1. Advantages 优势

  • Human perception 人类感知:Humans are naturally drawn to visual cues like color and shape, making it easier to understand patterns visually than through raw numbers. 人类天生对颜色、形状等视觉元素敏感,通过看图理解数据规律远比看原始数字要容易。
  • Faster insight discovery 快速发现洞察:Visualizations help in quickly identifying trends, patterns, and outliers that are hard to grasp from large spreadsheets. 可视化能帮你快速发现趋势、模式和离群点,这些东西在大表格里很难一眼看出。
  • Storytelling 叙事性:Data visualizations are a powerful storytelling tool, making abstract data meaningful and engaging. 数据可视化是一种强大的叙事工具,能让抽象的数据变得有意义、吸引人。
  • Instinctive and comparative analysis 直观对比分析:Graphs allow for faster and more intuitive understanding of data relationships and changes. 图表能让我们更直观地理解数据之间的关系和变化。
  • Real-time insights 实时洞察:Especially in dashboards, visualizing streaming data enables rapid decision-making. 特别是在仪表板中,实时数据流可视化支持快速决策。
  • Ease of communication 易于沟通:Well-designed visuals can convey complex insights to non-experts, making them valuable for business and public communication. 设计良好的可视化能把复杂的分析结果清晰地传达给非专业人士,在商业和公共沟通中非常有价值。

2. Disadvantages 劣势

  • Loss of detail 细节丢失:Visualizations can oversimplify, hiding nuanced or granular data. 可视化可能会过度简化,隐藏掉一些细节或细颗粒度的数据。
  • Misleading visuals 误导性:Poor design, biased representations, or misuse of scales can lead to misinterpretations. 糟糕的设计、有偏见的表达或错误的坐标轴尺度都可能导致看图的人被误导。
  • Cognitive bias 认知偏差:Viewers may see what they want to see, especially if the visual confirms preconceived ideas. 看图的人可能只会看到他们想看到的东西,尤其是当图表符合他们预设立场的时候。
  • Dependence on design skill 依赖设计能力:The effectiveness of a visualization depends heavily on how well it's crafted --- bad visuals can mislead rather than clarify. 可视化的效果高度依赖于制作者的水平,做不好反而会误导人,而不是帮助理解。

二、Reports and Dashboards / 报告与仪表板

(一)What is a Report in Power BI? / 什么是 Power BI 报告?

1. Definition 定义

  • A report in Power BI is a multi-page, interactive data exploration tool that contains visualizations, filters, and data models built from a single dataset.
  • Power BI 中的报告 是一个多页面、交互式的数据探索工具 ,包含基于单个数据集生成的可视化图表、筛选器和数据模型
  • Think of a report as a detailed document that presents different perspectives on the same data through various visual elements---such as charts, tables, maps, and KPIs---spread across multiple pages.
  • 你可以把报告想象成一份详细的文档,它通过分布在多个页面上的各种图表(如柱状图、表格、地图、KPI等)从不同角度展示同一份数据。
  • Reports are fully interactive: users can click on visuals to cross-filter others, use slicers to segment data, and drill down into details.
  • 报告是完全交互式的:用户可以通过点击图表进行交叉筛选,使用切片器来切分数据,还可以向下钻取查看明细。
  • Power BI Desktop is primarily used to create reports, and once published to the Power BI Service, these reports can be viewed, shared, or pinned to dashboards.
  • Power BI Desktop 主要用于创建报告,发布到 Power BI Service 后,报告可以被查看、共享或固定到仪表板上。

2. Key Features 关键特点

  • Multi-page:多页面。
  • Built from a single dataset:基于单个数据集构建。
  • Highly interactive (slicers, drill-downs, filters):高度交互(切片器、钻取、筛选器)。
  • Created and edited in Power BI Desktop:在 Power BI Desktop 中创建和编辑。
  • Allow deep data exploration and analysis:支持深度的数据探索和分析。

(二)What is a Dashboard in Power BI? / 什么是 Power BI 仪表板?

1. Definition 定义

  • A dashboard in Power BI is a single-page, high-level visual summary of important metrics, often called a "canvas" that displays pinned visualizations (tiles) from one or more reports or datasets.
  • Power BI 中的仪表板 是一个单页面的、高层级的视觉摘要 ,常被称为"画布",用于显示从一个或多个报告或数据集固定的可视化内容(磁贴)。
  • Dashboards are created in the Power BI Service ---not in Power BI Desktop---and are typically used for monitoring KPIs, trends, or real-time data.
  • 仪表板是在 Power BI Service 中创建的(不是在 Power BI Desktop 中),通常用于监控 KPI、趋势或实时数据
  • Each tile on a dashboard is a visual (or live page) that can come from different reports, datasets, or even Excel files.
  • 仪表板上的每个磁贴可以来自不同的报告、数据集甚至 Excel 文件。
  • Dashboards are read-only, meaning users can't interact with the visuals the same way they can in reports, but clicking a tile can take users to the underlying report for deeper analysis.
  • 仪表板是只读的,用户不能像在报告中那样与图表进行交互,但点击磁贴可以跳转到对应的报告进行深入分析。
  • Dashboards are especially useful for executives and decision-makers who need a quick overview of business performance at a glance.
  • 仪表板特别适合高管和决策者,他们需要快速总览业务表现。

2. Key Features 关键特点

  • Single-page view (one canvas):单页视图(一张画布)。
  • Can include visuals from multiple datasets and reports:可以包含来自多个数据集和报告的图表。
  • Created in Power BI Service only:仅在 Power BI Service 中创建。
  • Less interactive than reports (tiles are static unless live-pinned):交互性比报告弱(磁贴通常是静态的,除非是实时固定)。
  • Ideal for high-level monitoring and executive summaries:非常适合高层监控和高管摘要。

(三)Summary Comparison Table / 对比总结表

Feature 特性 Report 报告 Dashboard 仪表板
Pages 页数 Multi-page 多页 Single-page 单页
Created In 创建位置 Power BI Desktop Power BI Service
Interactivity 交互性 High (drill-downs, slicers) 高(钻取、切片器) Limited (tiles, links to reports) 有限(磁贴、链接到报告)
Data Sources 数据源 One dataset 单个数据集 Can pull from multiple datasets 可来自多个数据集
Purpose 用途 Detailed analysis 详细分析 High-level monitoring 高层监控
Users 用户 Analysts, power users 分析师、高级用户 Executives, managers 高管、经理

三、Report Planning Process / 报告规划流程

(一)Six Steps of Report Planning / 报告规划六步法

1. Identify the audience 明确受众

  • Before designing a report, clearly identify who will consume it.
  • 在设计报告之前,先想清楚谁会看这份报告。
  • Different user groups---such as analysts, managers, or executives---have different priorities, levels of detail, and interaction needs.
  • 不同的用户群体(分析师、经理、高管)关注的侧重点、需要的细节程度和交互方式都不一样。
  • Understanding the audience ensures the report is tailored to their expectations and decision-making requirements.
  • 了解受众能确保报告的内容和形式符合他们的预期和决策需求。

2. Define the business questions to answer 定义要解决的业务问题

  • A report should be designed to answer specific business questions.
  • 报告的设计目的是回答特定的业务问题。
  • Clearly defining these questions helps determine which metrics, visuals, and insights are required and prevents the report from becoming unfocused or overly complex.
  • 把问题定义清楚,有助于确定需要哪些指标、图表和分析结论,防止报告变得散乱或过于复杂。

3. Confirm that the dataset supports the business questions 确认数据集能支撑业务问题

  • Ensure the dataset contains the necessary data, measures, and dimensions to answer the defined business questions.
  • 确保数据集中包含回答这些业务问题所需的数据、度量值和维度。
  • Report authors should understand the data model, relationships, and calculations to verify that the dataset can support accurate and meaningful analysis.
  • 报告作者需要理解数据模型、表关系和计算逻辑,验证数据集能否支撑准确且有意义的分析。

4. Determine interactivity 确定交互方式

  • Decide how much interactivity users need when exploring the report.
  • 确定用户在查看报告时需要多少交互能力。
  • Some users require slicers and drill-down capabilities for detailed analysis, while others prefer simple, static visuals that highlight key performance indicators.
  • 有些用户需要切片器和钻取功能来做详细分析,而另一些用户则更喜欢简单的静态图表,只看关键指标。

5. Define access and distribution 确定访问和分发方式

  • Determine how users will access the report, such as through desktops, mobile devices, email subscriptions, or embedded content.
  • 确定用户通过什么方式访问报告:电脑、移动设备、邮件订阅,还是嵌入到其他应用中。
  • Understanding access and distribution needs ensures the report is delivered in the most effective format.
  • 了解访问和分发需求,能确保报告以最有效的形式交付给用户。

6. Sketch the report layout 草图设计报告布局

  • Creating a simple sketch of the report layout helps plan the placement and importance of visuals before development begins.
  • 在动手开发之前,先画一个简单的布局草图,规划图表的位置和重要程度。
  • This step improves clarity, speeds up report creation, and supports iterative design based on user feedback.
  • 这一步能提高清晰度,加快报告创建速度,也便于后续根据用户反馈进行迭代设计。

(二)How to Select the Right Visual / 如何选择合适的图表?

1. Standard Approach 标准步骤

  • Define the business questions and identify the relevant measures and dimension columns:先明确业务问题,再确定相关的度量值和维度列。
  • Determine whether the data is best represented using a table, a chart, or a combination of both:判断数据是适合用表格、图表,还是两者结合。
  • If a chart is required, select the visual type that best represents the relationship being analyzed, such as trend, comparison, or correlation:如果需要图表,选择最能表达数据关系(趋势、对比、相关性等)的图表类型。

四、Graphs and Visualization / 图表类型详解

(一)Basic Visuals / 基础图表

1. Bar Chart & Column Chart 条形图与柱状图

  • Bar Chart (Horizontal):Ideal for comparing different categories, especially when category names are long. 条形图(横向):适合对比不同类别,尤其是类别名称较长时。
  • Column Chart (Vertical):Commonly used to track changes over time, such as monthly revenue. 柱状图(纵向):常用于跟踪时间变化,如月度营收。
  • Clustered:Side-by-side comparisons. 簇状:并列对比。
  • Stacked:Cumulative category values. 堆积:展示分类累计值。
  • 100% Stacked:Show percentage distribution. 百分比堆积:展示百分比分布。

2. Line Chart 折线图

  • One of the most widely used tools for visualizing trends over time.
  • 是可视化时间趋势最常用的工具之一。
  • Connects individual data points using straight lines, making it easier to identify increases, decreases, and overall patterns.
  • 用直线连接各个数据点,便于识别上升、下降和整体规律。
  • Particularly effective for time-series data such as website traffic by day, stock prices over a month, or sales performance over a year.
  • 时间序列数据尤其有效,如每日网站流量、月度股价、年度销售业绩。
  • Multiple lines can be plotted on the same graph to compare trends across different categories.
  • 可以在同一张图上绘制多条折线,对比不同类别的趋势。

3. Pie Chart & Donut Chart 饼图与环形图

  • Pie Chart:A circular graph divided into slices to illustrate numerical proportions. Suitable for simple comparisons among a limited number of categories (fewer than 5-6). 饼图:用扇形展示数值比例,适合类别较少(5-6个以内)时的简单对比。
  • Donut Chart:A variation of a pie chart with a center space for more insights. 环形图:饼图的变种,中间空心部分可以放更多信息。
  • 注意:Due to limitations in human perception, pie charts are best used when there are fewer than five or six categories and clear visual differences in size. 由于人类视觉感知的局限性,饼图最好在类别少于五六个且大小差异明显时使用。

4. Table & Matrix 表格与矩阵

  • Table:Displays data in a simple, structured row-and-column format. Ideal for reviewing detailed, granular data that doesn't require summarization. 表格:以行列格式显示数据,适合查看不需要汇总的明细数据。
  • Matrix:Expands on the table by introducing data hierarchies and aggregation. Comparable to a pivot table in Excel. Best used for showing data summaries across multiple dimensions. 矩阵:在表格基础上增加了数据层级和聚合功能,类似于Excel透视表,适合展示多维度数据汇总。

5. Card 卡片图

  • Displays a single value, such as a key metric or KPI.
  • 用于显示单个数值,如关键指标或KPI。
  • Makes the value prominent, ideal for dashboards where quick, high-level information is required.
  • 让数值非常醒目,适合需要快速查看高层级信息的仪表板。

(二)Advanced & Analytical Visuals / 高级分析与统计图表

1. Scatter Chart & Bubble Chart 散点图与气泡图

  • Scatter Chart:Explores the relationship between two numerical variables (X and Y axes). Used in statistical analysis, outlier detection, and correlation studies. 散点图:探索两个数值变量(X轴和Y轴)之间的关系,常用于统计分析、离群点检测和相关性研究。
  • Bubble Chart:Adds a third dimension using bubble size and even a fourth using color. 气泡图:用气泡大小表示第三个变量,甚至可以用颜色表示第四个变量。

2. Waterfall Chart 瀑布图

  • Visualizes the cumulative effect of sequential positive or negative values.
  • 可视化连续正值或负值的累积效应。
  • Particularly useful in financial reporting, such as tracking net profit changes from revenue through various expenses.
  • 财务报告中特别有用,例如跟踪从收入到净利润的变化过程。

3. Gauge Chart 仪表盘

  • Displays a single value within a range, often alongside a target. Resembles a speedometer.
  • 在区间内显示单个值,通常附有目标值,形状像汽车速度表。
  • Ideal for performance tracking (e.g., revenue vs. target, customer satisfaction scores).
  • 非常适合绩效跟踪(如实际营收 vs 目标,客户满意度得分)。

4. KPI Visual KPI图

  • Provides a quick snapshot of how a particular metric is performing against a goal.
  • 快速显示某个指标相对于目标的完成情况。
  • Typically includes the current value, the goal or target, and an indicator showing the direction of change.
  • 通常包含当前值、目标值和变化方向指示。

5. Decomposition Tree 分解树

  • A dynamic, drill-down visual that allows users to break down a metric hierarchically across multiple dimensions.
  • 动态钻取图表,允许用户按层级分解指标。
  • Particularly useful for root cause analysis.
  • 特别适合根本原因分析
  • Uses AI features to suggest the most significant contributors to changes.
  • 利用AI功能自动推荐对变化贡献最大的因素。

(三)Geographic & Map Visuals / 地理与地图图表

1. Map Visual 地图

  • Uses Bing Maps to plot data points based on geographic fields such as country, state, city, or ZIP code.
  • 使用必应地图,根据国家、州、城市或邮政编码等地理字段绘制数据点。
  • Each data point is represented by a bubble, with size and color indicating measures such as sales volume, population, or revenue.
  • 每个数据点用气泡表示,气泡大小和颜色代表销售额、人口或营收等度量值。
  • Useful for identifying geographical trends and distribution patterns.
  • 有助于识别地理趋势和分布模式。

(四)Interactive & Filter Visuals / 交互与筛选图表

1. Slicer 切片器

  • One of the most commonly used interactive visuals in Power BI.
  • Power BI中最常用的交互式图表之一。
  • Acts as a filtering mechanism that allows users to segment and focus on specific portions of data.
  • 作为筛选机制,允许用户切分数据并聚焦于特定部分。
  • Come in several formats:list, dropdown, date range, or hierarchical slicers.
  • 有多种格式:列表、下拉菜单、日期范围或层级切片器。
  • Highly intuitive: Selecting a value updates all charts and tables on the report page.
  • 非常直观:选择一个值,报告页面上所有的图表和表格都会同步更新。

2. Bookmarks & Buttons 书签与按钮

  • Bookmarks:Capture the current state of a report page (filters, slicers, and visual visibility) and allow users to switch between states with a click. 书签:捕获报告页面的当前状态(筛选器、切片器和图表可见性),点击即可切换不同状态。
  • Buttons, shapes, and images:Act as interactive elements that can trigger actions like navigating to another page, showing/hiding visuals, or applying bookmarks. 按钮、形状和图像:作为交互元素,可以触发跳转、显示/隐藏图表或应用书签等操作。

五、Filtering Data / 数据筛选

(一)Filter Types in Power BI / Power BI 筛选器类型

1. Filter Levels 筛选层级

  • Visual-Level Filter:Affects only one visual. 视觉级筛选器:只影响单个图表。
  • Page-Level Filter:Affects all visuals on a report page. 页面级筛选器:影响报告页面上所有图表。
  • Report-Level Filter:Affects all pages in a report. 报告级筛选器:影响报告中所有页面。
  • Slicer:Interactive user control (like dropdowns or buttons). 切片器:交互式用户控件(如下拉菜单或按钮)。
  • Filter Pane:Built-in filtering interface showing all filters applied. 筛选窗格:内置筛选界面,显示所有已应用的筛选器。

(二)What Filters Do? / 筛选器的作用

  • Work with smaller parts of your data. 处理数据的子集。
  • Do calculations for particular groups of interest. 针对特定关注组进行计算。
  • Exclude "bad" data from data visualizations. 从可视化中排除"脏"数据。
  • Train and validate statistical models. 训练和验证统计模型。
  • Important:Filters don't delete unwanted data; instead, this data is dimmed down and only the important fields get highlighted. 重要提醒:筛选器不会删除数据,而是淡化不相关数据,只突出显示重要字段。

(三)Slicers vs. Filters / 切片器与筛选器的区别

  • Slicers are a type of on-canvas visual filters.
  • 切片器是一种画布上的可视化筛选器
  • Unlike filters (in the filter pane), slicers are present as a visual on the report and let a user select values as they are analyzing the report.
  • 与筛选窗格中的筛选器不同,切片器以可视化图表的形式存在于报告画布上,用户可以在分析报告时直接点选。
  • When to use slicers? 何时使用切片器?
    • To easily access important and frequently used filters by putting them on the report canvas. 将常用筛选器放在画布上方便访问。
    • To view a focused report by placing the slicer right next to essential graphs and charts. 将切片器放在关键图表旁边,方便聚焦查看。
    • To easily view all the currently applied filters on the report instead of going to the filters drop-down list. 方便查看当前所有应用的筛选器,不用去找下拉菜单。
    • To show unneeded/hidden/less used columns but keep them on for the users. 显示不常用或隐藏的列,但保留给用户以备不时之需。

六、Mobile Layout / 移动端布局

(一)Mobile Layout View / 移动端布局视图

  • Power BI's mobile layout view is used to create views of report pages that are optimized for viewing on mobile devices.
  • Power BI 的移动端布局视图用于创建针对移动设备优化的报告页面视图。
  • Mobile layout view is available in both Power BI Desktop and in the Power BI service.
  • 移动端布局视图在 Power BI Desktop 和 Power BI Service 中均可使用。
  • In Power BI Desktop: Select the View tab on ribbon and choose Mobile layout.
  • 在 Power BI Desktop 中:在功能区选择 "视图" 选项卡,然后选择 "移动布局"

总结

核心考点速记

  • Report vs. Dashboard 报告 vs 仪表板 :Report是多页、高交互、在Desktop创建、基于单数据集;Dashboard是单页、只读、在Service创建、可跨多数据集。记忆口诀:"报告多页玩交互,桌面创建单数据;仪表单页只看表,服务创建多源聚"
  • 报告规划六步法 :识受众 → 定问题 → 验数据 → 定交互 → 定分发 → 画草图。记忆口诀:"问数交分画"
  • 筛选类型 :视觉级、页面级、报告级、切片器、筛选窗格。记忆口诀:"视页报切窗"
  • 图表选择口诀:对比用柱条,趋势用折线,构成用饼图,分布用散点,地理用地图,进度用仪表。
  • Slicer vs Filter 切片器 vs 筛选器 :切片器在画布上,直观好看;筛选器在窗格里,功能强大但藏得深。记忆口诀:"切片画布随便点,筛选窗格后台选"