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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

72 REPLIES 72
Helper III
Helper III

Very cool feature! Great for end users.

 

We have a matrix visual that shows information in a little more detail, for personalistion for this matrix would it possbile to let users move the order of the fields for drilling down? 

 

For example I add produce description into the drill-down but I want it to be 2nd in the drill-down, not last. Just a pain to have to remove all the fields. Being able to move fields up/down would be very handy!

 

Thanks 

 

Moving fields exmaple.PNG

Regular Visitor

I'm thrilled to have this new feature available to us and have begun experimenting with it.  While it's a huge step forward in enabling end users to be able to self-serve some of their ad-hoc reporting requirements, there are a few limitations with the current version that I hope you will address:

  • In the case of a table with numerous columns, if the list of fields extends beyond the window display, you are not able to scroll up or down the list, so are limited to seeing the first n fields that fit in the window display; scrolling should be enabled.
  • When adding a new field to a table, it is added to the end of the list of fields and there is no ability to change column sequence (other than removing/re-adding fields in the right order to achieve desired sequence); drag and drop or other column reordering should be enabled.
  • While you can save a bookmark to save your visualization, if you share that bookmark with another user via Comment feature, your filters are shared, but not the new visualization (reverts to default visualization).  It would be ideal to be able to share custom reports with other users.
  • Most visual attributes of a chart cannot be changed, including titles / chart labels.   This can create misalignment between the previous title / labels and the new data content based on my personalization; ideally user should be able to modify titles / labels as well.

Thanks for taking this feedback into consideration.   Look forward to forthcoming enhancements to this very cool feature.  

Frequent Visitor

I think it looks like it could be really helpful for some more advanced end users. However,  in order to use it really essential that report creators can specify which fields or measures from the report can be used in the personalised visuals area by end users. Otherwise you end up with end users having access to a lot of data that would be irrelevant for them to look at and they won't know what might be relevant or not. 

Anonymous
Not applicable

This feature is very exciting! I've got a lot of users champing at the bit to try it out.

 

One issue that we've stumbled across so far is that there is no ability to scroll down in the list of fields in the report within the Personalize pane. I've included a screenshot below (with field names blurred) from a table that has dozens of columns. There are at least a dozen more fields below the last one listed, and we have no way to scroll down.

 

 personalize.png

Frequent Visitor

This feature has a lot of potential for our end-users. However, it is not giving us the results we would expect. We are trying to use the feature with the Table visual but whenever an end-user removes a column and saves a Personal bookmark, the table visual removes all the conditional formatting (font colors, URL links) on the table and resizes the columns (when auto-resize is set to off). 

Is removing conditional formatting a bug?

Also, someone else mentioned but it would be ideal for an end-user to re-order the values (drag and drop) rather than having to remove a bunch of values and adding them in the order they want.

Frequent Visitor

Great feature!

 

+1 on the following points that have been prevously been made:

 

1. Limit the values (columns) that can be selected.

2. Alow for drag/drop to rearrange values 

3. In the "Values" window, long field names are being cut off and makes it difficult to select the correct one. Either an expandable window or a "hover to see complete name" approach is desired.

Helper III
Helper III

Great feature.  One specific fix required:

Need to be able to expand the size of the field selector box.  If you use folders for fields (as we do) it indents the field name so cannot read it.  And doesn't display the full field name on hover-over.

 

Thanks!

Dan

Helper I
Helper I

First off - LOVE this feature. Thank you so much!

 

Couple of things that would be useful:

  • Ability to drag and drop (like to rearrange fields already pulled from the field list)
  • Ability to hover over fields and see the full name or for a larger window. Many of ours are cut off and there's no way to see what their name is

I know perspectives is coming, and I am just hoping that we have the easy ability to allow the user to see all of the current unhidden fields (like the default is today) and us not needing to manually select fields on each visual. We've put a ton of work into creating a clean data model and hoping to allow them to use it at their will.

 

Thank you!

Frequent Visitor

Dear Team, @SujataNarayana ,

 

This is a much-needed function, for those "heavy users" for the business. Especially for the ones who always want more and more...

 

I tried this and was wondering what's the best practise for publishing reports with this preview turned on.

Based on my testing if I re-publish (or update/refresh) a report I have to turn on the feature again. Also, it seems to me that after this re-publish the personalised visual disappears even if I save as a bookmark.

 

Thanks a lot!

 

Anonymous
Not applicable

Thanks for the new feature. 

 

As an improvement please make the Personalise this visual icon available also in the Focus view layout. 

 

Best regards,

 

Michal

New Member

Dear Power BI Creators team,

 

Nice new feature! This will be very useful to our end users: instead of being limited to the 'fixed' graphs that we (as the report authors) provide, they will be able to choose what they want to see plotted.

 

However, I must agree with many others here in that two features are essential:

  1. The report creator should be able to limit the fields that the end user can choose from.
  2. There needs to be a "Do not aggregate" option (which should be the default) for the fields that the end user chooses for the Axis/Value.

 

In particular, the second option is crucial for our use case, in which we are plotting scientific data, which should not be summed/averaged/etc.

 

Thanks, and keep up the good work!

Helper I
Helper I

 I love the idea of this feature, but would request a minor adjustment to allow me to fully ustilise this feature.

At present the feature impacts every visual on the report, and the only way to turn the personalise feature off is going through the laborious task of deselecting it in the Format settings.

I would prefer one of two options:
1. have the personalise icon in Power BI Desktop act as a on/off toggle, allowing you to easily select which visuals you want to offer this feature to.

2. have a toggle in the options, current file, report settings where you can alter the default behaviour, so that either all visuals have it activated, or all visuals have it deactivated.  Then you only need to worry about altering the personalise visual format on those you specifically want to differ from your default.

Post Prodigy
Post Prodigy

Users lose the ability to Persionalize when switching the visual to Focus Mode. Please allow this feature in Focus Mode.

Post Prodigy
Post Prodigy

Please consider this for ANY new feature related to Visualizations:

Please also include how the setting can be controlled via an entry in the THEME JSON file.

 

Here's the scenario: I have several reports, each with several pages, with several Visualizations. I want to enable this cool new feature but ONLY for a few select visuals. After enabling it for the report, I need to go through each and every visual to turn it off. 

 

But it's just simply another PROPERTY like Border On/Off or Title or anything else and should be controllable in the JSON Theme file.

 

Please tell us the property name to be set in the theme file.

Thanks

Helper I
Helper I

The ability to disable this feature at a report level, rather than visual level would be great.

Helper IV
Helper IV

Hi.. @SujataNarayana 

its Very use full feature.. but only concern don't want to show all measures and table sure to users , can we have the option to restrict or allow to specific measures/tables to tag.

@unais , @dheim , @bmarshall , @TallyMan , @EJW , @K-Kol , @FrankPreusker , @itchyeyeballs , @DQuigg 

Note: that this (hiding columns/measures from Personalize Visual) is actually possible now by using the "Hide" functionality in Power BI Desktop. This then hides the measures/columns that you do not want your end users to see in the Service. It does not allow you to do this for each visual, but does allow you to limit what can be used across the report, within any visuals that have Personalize Visuals turned on. I know this isn't exactly what everyone is wanting, but it is working for our users for the time being. I hope this helps someone :-).

 

I typically do this in the Relationship/Model Tab. This allows you to mass select, and also allows you to organize columns/measures into "Display Folders", making it much easier for end users to find grouped measures.

https://community.powerbi.com/t5/Community-Blog/Display-Folder-Property-in-Power-BI-Desktop/ba-p/739...

Hi @MBonnett 

 

Thanks for the tips, they are useful.

 

I still feel the approach for this is super complicated when it doesn't need to be though. Give report creators control with DAX and none of this is necessary surely?

If the CEO wants to switch between product group A and product group B for 5 visuals he's not going to want to fiddle with these tiny icons and multiple column options across the report. Neither will 99% of other report consumers across the organisation. Those that do can just have access to the designer.

This might be really simple compared to the use cases other people have, but the ability for people to personalize tables (and matrix tables) with this feature is huge for us. 

 

What stops it from being easily adoptable is:

 

  1. No drag-and-drop of fields e.g. to re-order columns to your preference
  2. Needs ability for the report author to configure this feature on a per-visual basis e.g. you can only choose from these fields, you can only make this into these visuals
Advocate I
Advocate I

This feature is going to be great for my company. I do have 3 things that could be improved upon:

  1. Ability to scroll in the Personalize Visuals window. If too many columns/fields are added there is currently no way to view all of them, making it very tedious/impossible to edit.
  2. Ability to drag and drop to rearrange items in the Personalize Visuals pop out window.
  3. In testing the "comments" functionality does not seem to be properly sharing that bookmark

Other than these items this feature is great! 

 

Also - our team has been using the "hide" functionality to only show columns and measures that we want end users to have access to. This has been working for us for now.

Skilled Sharer
Skilled Sharer

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 

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