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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

73 REPLIES 73
itchyeyeballs
Post Prodigy
Post Prodigy

To add to my earlier comment,

 

At minimum restrictions on which fields can be used need to be set individually for the different elements (Axis, Legend, Values) otherwise there will still be scope for issues and confusion.

 

From my perspective, It would be much more useful to simply enable the use of DAX to set these elements, users could select from dropdowns set up by the report designer. This is how many other BI tools function and gives much greater flexibility i.e change multiple visuals at the same time 

PG_
Frequent Visitor

Hi,

 

I have two comments to this freat idea of personalize (my example is on table visualisation).

 

1) Possibility to move up/down the values (columns) 

2) Possibility to roll the values (columns) in Personalize by the simply scroll bar. In this moment when I have high number of values (columns) not all are visible on screen.

 

Thank you!

Anonymous
Not applicable

Considering the client wants to deliver this solution to his clients using a portal? and he has Power Bi Premium.
Is it possible to deliver the power BI free on the portal, instead of power BI Embedded?
Or using Premium license is it possible to use embedded and the final client see these options?

==

what is the solution to offer this feature to the final client that needs to access the reports on a portal ?

Martin_Nbg
Helper I
Helper I

Thank you for adding this feature. For me it's a usefull feature. I'd like to see three improvments.

 

To understand the issue, here is my simple scenario: I have two measures to show sales as revenue and as amount. I have a chart that shows sales as revenue by product category. This is the published configuration. Then the consumer wants to see the chart using the amount measure instead of the revenue measure. Basically this scenario is suported, but:

 

  1. I cannot adujst the sorting to "by amount"  after changing the measure to "amount" and store this setting with the bookmark. If the chart was sorted by the measure in the values field of the visual, and I change the measure that is used there, the chart should still be sorted by the measure in the vaules field, which is now "amount" with no additional interaction required. The, after changing the measure to "amount", sorting should offer me to choose between category and amount and no longer to choose between category and revenue.
  2. The titel does not adjust, even if I used default generated title and did not name the visual manually. The title of the chart with sales amount by category is titled "Revenue by Categrory". Please, as long as I did not overwrite the title for the visual, update generated titles when personalizing fields or measures used.
  3. I'd like to predifine such bookmarks that offer different visualizations of the same visual in Power BI desktop and publish them for all consumers, instead of having this feature work with personal bookmarks only.

    Thank you very much, and keep up the good work!
twalsh0625
Advocate I
Advocate I

A bit late to the party, but only just pushed this out today.

 

  1. A cool feature, but totally have to agree with the consesus here that limiting data exposure as well as who can have the feature at all. Some of my users are trustworthy with charts, others will turn a by date line chart into a pie if left unsupervised...
  2. One thought I haven't seen is the ability for the workspace/app owner to see what is being personalized. If I have a visual that is being tweaked by every user, then I should probably take a look at that as it's clearly not meeting the report consumer needs.
dheim
Helper I
Helper I

here are a few items for consideration...

 

1. I agree with the feedback from others for the need to only show certain dimensions or measures.  The model may be too complex for the average user to understand (and could lead to errors) and often we just want them to interact with some dimensions or measuures. Ideally this should be controlled at the visual level.

 

2. Similar to the above, we also would like to limit the what visuals.  Right now every option shows up, it would be a lot more user friendly if we could limit to only key options (e.g. we wouldn't want to show the Python visial or Q&A option, etc).

 

3. Please add the option to control this from desktop (not just the service).  The reason is, we could then save versions of the visual as global report bookmarks (i.e. preset views for the end user).  Right now the only option to do this is to overlay multiple visuals on top of eac hother and then hide/show them and then set a bookmark for each version.  This would reduce the development time and file size if developers could interact and save global bookmarks.  without this, i'd have to go to each user and set their bookmarks for them.  While some users would like to do this on their own, others just want to have it set for them.

Carina1178
Regular Visitor

Hi!

The feature to personalize visuals as a reader is great! Something users have been complaining about a lot.

 

After the first tests I see the following limitations that I would appreciate to see "lifted" soon:

1) When changing the visual type to a matrix I cannot remove the totals which appear by default

2) I cannot change the order of fields in the rows of a matrix - need to remove all and add again if I want to change the order

3) The field names in the context menu are cut - so a user who is not 100% familiar with the data base won't find the correct fields (and even as a report owner you have to guess)

4) I cannot apply any conditional formatting to the new changed visual (e.g. matrix)

bmarshall
New Member

Amazing new addition and been waiting for this one to come out, so super excited that this is released.

 

Sadly I have to echo the other comments that it will only become useful for us once we can limit the fields available to the end user. The entire model will be too much and too confusing for the majority of people.

 

The second point mentioned by others, is the ability to toggle the default on/off for a visual to have personalizations available. This would make the introduction to reports with many visuals (but only one you want on) more efficient.

 

With primarily the first change, this will transform the way our end users utilize reports. Lots of happy customers once this is available.

 

Thanks for your hard work!

TallyMan
Frequent Visitor

Can you make it so that other reports based on a dataset with personalization enabled inherit the same settings?  I noticed the feature only works on uploaded pbix file directly.

 

I also agree with the other commenters that being able to limit the fields available to the user would be a great feature as well.

TickboxPhil
Advocate IV
Advocate IV

Fantastic addition! And can finally avoid multiple similar charts clogging up dashboards. Power to the users! Glad you have bookmarks and a reset button though 😉

 

Great comments so far on this post for your team, mine (to repeat or like is to vote!) in order, first one being critical of course:

 

  • Must have dev option to restrict to visual change only and not offer new fields – DAX measures out of context are likely to produce wrong values and confuse users (crazy they are all now exposed without control!). Perspectives seem the way forward.
  • Make it available on Publish To Web.
  • Title must be changeable if changing fields, otherwise user screenshots likely to be wrong.
  • Personalisation on all individual visuals must be default off not on, as it takes understanding to ensure it makes sense on any visual.
  • Order By should be included where necessary.

This is really bringing things forward in a good way, keep up the good work!

matturbanowski
Frequent Visitor

Absolutely love this new feature. A couple of improvements I can think of would be:

  • I think the eraser icon to revert to the original visualization should be the same icon as the one shown at the top of the visual (a circular arrow icon)
  • If a user changes the fields, it is likely that the title of the visualization no longer makes sense. It would be good if they can edit this as well.

Thanks!
Matt

It's a bit buggy at the moment. Once I've selected something like 'First/Last' I can't untick it to just show the field value.

 

I am also unable to scroll down the list of values if there are more fields on the visual than will fit on my screen.

 

I'd like the ability to have the 'Do not summarize' option for numerical fields on table visuals.

Anonymous
Not applicable

Hi again,

 

I'd like the ability to disallow report consumers using appsource visuals, just the out of the box visuals.

Anonymous
Not applicable

Hi,

 

I share many other's view on the visual in terms of the end user's access to all the data fields... I'd like to manage what fields the consumer has access to in order to avoid confusion...

 

But secondly, this is a simple one, in the visual headers options of the formatting pane, have the enable personalisation feature off by default, otherwise I find myself deselecting it on EVERY visual in my report bar one....

 

Great work,

Looks great!

KK

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'.

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