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SujataNarayana
Microsoft
Microsoft

Share your thoughts on the new personalize visuals experience (preview)

Hit Reply to tell us what you think about the new personalize visuals experience so we can continue to improve.

-Power BI Creators team

81 REPLIES 81
MIGUELG
Frequent Visitor

Hi @SujataNarayana !!!

This is a good improvement which is going in the way to make final users more self-sufficient in the their analysis.

In my opinion after test it you have three options to make it even more useful:

- Allow to change the order of the fields already shown

- Control which fields and values can be added to the visual, I mean create a container where the developers define and delimitate it to avoid that final users get lost in the huge amounts of fields, key figures, etc... that are created as a intermediate step.

- Allow, and this is about the table and matrix, and not excluisvely for "peronalize visuals" allow to copy and paste selection as you see in the visual, with grand total and subtotals and the columns (for matrix) in excel format.

Thaks so much for your help!!!

Best Regards.

Miguel García

Iamnvt
Responsive Resident
Responsive Resident

hi,

 

At this moment, we only can use an existing visual to modify, and get the result.

It would be extremely helpful if end user can add a "personal page" start with blank, and play around with the reports, add personalized visuals by their own.

 

Many users simply don't want to touch to the existing dashboard, but setup a separate page where they can make a table to download the data, or see things in their own way.

Best Regards, 

Tm

Anonymous
Not applicable

Love this!!!

When will it be available in the embedding options??

Same question - is there a release date for this feature to be available in embed?

EJW
New Member

The ability for end-users to personalize visuals within published reports is one of the most exciting new options to have been added to Power BI in recent memory. Combined with the ability for users to bookmark these personalized versions of the visuals,  I can imagine that this will allow for a very powerful self-service reporting experience.

 

However, it is currently unusable for me, because it is missing the following critical features (in descending order of priority):

 

  1. It is not available in reports that have been embedded in another application. As an ISV, most of my users do not directly access app.powerbi.com, but instead use the report embedded in my application. The Personalize Visuals feature must be accessable from embedded reports for it to be useful to me or my users.
  2. It is not possible to restrict which columns can be added or removed from a visual. There are ususally only a certain set of columns that any particular table/visual is designed to work correctly with (typically just columns within tables (or parents of tables) that are already present in the visual; but there can be some exceptions to this), and when columns outside of that set are used, the results can be bad data, or a cryptic error message, neither of which are a good experience for the user. Additionally, there are often a core set of columns that must be present in a report for it to work correctly, and if the end-user removes these, the report can start giving misleading data or even errors.
  3. It is not possible to preview the Personalize Visual experience from Power BI Desktop. When authoring a report in Power BI Desktop, it slows down my iteration speed if I need to publish the report to app.powerbi.com in order to preview the way that it will look for my end users.
Samuel_Pina
New Member

Great improvement!

 

Some questions/requests:

  1. Would it be possible to put some limitations to the fields that users can pick in each one of the visuals? Depending on the combination of Value/Dimension, a graph could lead to wrong conclusions if the end user does not have a good understanding of the data model.
  2. Would it be possible to allow the customization of the visuals' title as well? This would be very useful in multi-language scenarios, as users could translate the report to their needs.
  3. Will the usage of the visual be registered somehow? For instance, if 90% of our users are always changing the visual to display a particular KPI by week (instead of another one we used as default), maybe it would make sense to set that as the default. This would help to understand what kind of data are the users looking for

 

Thanks!

 

Thanks!

brianma
Frequent Visitor

I think this is awesome! An option to have it default to either on/off would be good to have. I'm having to go through all visuals, with header turned on, to toggle off the 'Personalize visual'.

FranciscoLopezM
Frequent Visitor

Hello, I can't see the toggle in the format panel... Do you know why? I already activate the function in the preview menu.

 

 

 
 

I would like the ability to select the new canvas icon and disable it from there instead of entering the menu.

Enabling the custom visuals is a huge step forward to enabling self-serice reporting in Power BI with centralized model & report management. From a developer perspective it would be great if we'd have the possibility to indicate which measures, columns and tables should be available to the end-users in the Power BI service. Currently they can "see" the entire data model which can be confusing.

 

End-users might end up selecting measures which, due to DAX programming, show a different result than expected. Enaling the option for the developer to determine what the end-users can "play with" would be a big improvement.

I would like the ability to select the new icon from the canvas and toggle it off from there instead of going into the menu. 

AnirudhV
New Member

Hi @SujataNarayana ,

 

This is an amazing feature! It works smoothly.. I love the simplicity of it and this would be a great funcionality for end users. Hopefully this feature is hardened and available as a stable release in future.

 

All the best and keep inovating 🙂

 

Anirudh V

miraglia
Advocate I
Advocate I

Awesome! Congrats!

 

- The personalise view is not displayed when i open the report from Teams. Can you enable that too?

- The personalise view is not displayed when share to web (public) this would be awesome!

 

Best regards

Giovanni

Anonymous
Not applicable

Hi,

 

I really liked this feature. A couple of inputs for the Product team :

 

  1. I could not find the setting to enable or disable "Personalize Visual" when PBI reports are connected to Azure Analysis Services via Live Connection.
  2. It would be good to give recommendations of visuals based on the number of attributes and measures in a visual. This is something which I saw in Tableau and I think will really help end-users.

Thanks and Regards,

 

Bidesh Sarker

Power BI Consultant

DQuigg
Advocate III
Advocate III

I looked forward to this feature since it was shown at last year's MBAS. Unfortunately it looks like a big let down at this point. Hopefully the first release with significant improvement to come. 

 

First, there is no ability to preview its usage in the PBI Desktop. Clicking on the icon in the visual header does nothing. It seems to be only available in the service and it is not yet supported in the Embedded API (we are an ISV).

 

That said, it would be phenomenal if we can control what measures and columns are available. It currently exposes the entire data model which is wildly dangerous and would cause way more problems than it would solve.  

 

I hope that these things will be taken into account and the report author will be design into their reports the amount of rope they want their report consumers to have. We don't want to give them a speedboat with no drive training. 

Anonymous
Not applicable

It is necessary that it is possible to limit the user's nevegability, otherwise the user may carry out relations that are not consistent.

itchyeyeballs
Impactful Individual
Impactful Individual

We have been waiting a long time for this feature but are now concerned that it won't be usable.

 

Without the ability for the report author to control the specific fields available to the user the outcomes could be dire.

 

Most users will lack the knowledge and confidence to pick from a huge list of fields. If they do pick it could easily result in missleading or incorrect outputs.

 

edit - my first impressions may be wrong but it feels like you have made a simplified report editor for analysts rather than a way for normal users to explore data.

 

FrankPreusker
Advocate III
Advocate III

The personalization feature was the first thing I had to try out in PBI Service and it works brilliant! I find it especially useful in combination with the ability to save personal bookmarks. Of course there are a couple of things which should be shaped:

  1. At the moment, the user get's access to the full data model, which can be quite confusing. (I know there is work ongoing to define perspectives in the future release. Also I would love to rename data model entities for end users, as we're using often more technical names for modelling and rename them directly for each visual.)
  2. I would love to actually move the selected values (but also rows and column entries) up and down just by drag and drop. If you want to do that now, you have to change the entries all individually. Use case: change the column order in a table visual.
  3. Table/Matrix visual: missing the ability to show/hide (sub)totals

Looking forward to what our users are saying 🙂

MFelix
Super User
Super User

Hi @SujataNarayana,

 

Believe this is an excellent opportunity to improve the way users interact with reports and have more directed insights for the end user however believe that this needs to be relate led with some sort of user permissions and allowing the creator of the report to select what type of charts to use. 

 

For example my finance director is a pretty sharp guy and knows how to make pivot tables and charts on excel, however this is with information he formats. In Power BI é does not know how to do anything other than consume reports. 

 

In PBI since the datasets are made by others if you ask a user that does not knows the setup of the data you can have incorrect conclusions and people will get back to the user that create the report.

Further more having all type of visialization allowed can also get incorrect numbers or visualization if you select the wrong field to the axis or to the values of a visualization you can have no results and again people will say that the report is not working properly so the cannot trust it. 

 

I know you are just starting with this and I reinforce that is a great feature but these improvements should be looked at. 


Regards

Miguel Félix


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