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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
Frequent Visitor

Need to be able to easily hide fields or tables that you do not want the user to have access to or see. We have several tables and fields that we do not want visible. You should be able to customize which fields are available for the end-user to have accessibility to see or include. This is vital and a security issues for us!

I use the external tool Tabular Editor to create perspectives for the end user. This is definitely not a security feature. For that, we need Object Level Security. Object-level security - Power Platform Release Plan | Microsoft Docs

Advocate I
Advocate I

@SujataNarayana 

This feature has been so great for our organization and it is so close to being exactly what we need, with only one exception:

 

We were expecting with this feature going GA that the ability to scroll the Personlize window (when the fields don't all fit on the screen) would be fixed. We have a large number of visuals that have a significant number of fields and therefore users can't see all of them when they go to Personalize. The interesting thing is that the scroll did work for one day, on 7/23, so I believe it can be fixed :-).

 

Is this planned to be resolved in the future?

 

Thank you for all of the work on making Power BI such a great application!

Helper I
Helper I

Hi, I was waiting for the possibility of customizing tables (adding/removing columns, change columns sorting) but, as a designer, I would prefer to be able to prevent my users to change the visual type (from table to bar chart). My end-users are not yet expert on PowerBI and I don't them to get lost maybe just because they clicked in the wrong place.

Also, what's the difference between "Predefined fields" and "Model" in the reader perspective drop-down menu?

Thank you for your work!

Francesca

Frequent Visitor

I think this needs to be included in desktop so that as a Developer we can set up some standard bookmarks (heavily used ones) then save them for other users to use (Eg Actuals vs Plan and then Actuals vs PCP).  Then the users themselves can make changes for less common situations in Service

Helper IV
Helper IV

Personalize Visual toggle not showing even after enabling preview and restarting PBI Desktop. I'm on the latest September 2020 version.

Never mind.  Found my issue.  Didn't realize I had to also enable in Current Report settings.

Frequent Visitor

Overall this is a really good and extremely important feature. I used the Personalisation in conjunction with ther Perspectives. I am relatively new to Power BI coming from a SAP reporting background and from that basis I was suprised this feature was not available early in the development. The other thing that suprised me, and forgive me if I am wrong, is that the analyst cannot change the perspective assigned in the report, my impression of the perspective was that it is akin to a 'helper' function and not a 'control' function, thus I had expected that the analyst would be enabled to switch perspectives at will, for example between a 'Basic' and 'Advanced' view. Actually I was so suprised I spent about three hours trying to find the documentation that would tell me how the analyst can change the perspective in the report, until giving up. This seems odd as I believe the user  is able to choose the perspective when connecting to a SSAS model?

 

Additionally I found a couple of issues, firstly after using tabular editor to create the perspectives the perspective was not immediatly availble in Power BI desktop I had to restart Power BI to view the desktop. Also, I took a shortcut and added the tables to the Perspective only to find that did not work. After I followed the instructions in the Aug-2020 update and selected only columns and measures it worked fine.

New Member

Great tool with a lot of potential.

 

  • There does not appear to be a way to assign Report-Reader Perspectives to specific visuals. 
    • It would be helpful to be able to update all visuals with a perspective similar to the way it is applied to all pages
  • Can not find a way for a Power BI Report to connect to a Power BI Dataset and inherit Report-reader perspectives
  • It would be helpful to have a default perspective that does not allow users to change any fields and results in hiding the Perspectives toggle on visuals. "Default Fields" / "Model" both fully expose the model and a custom perspective won't automatically hide the toggle.

 

Thank you for releasing this feature.

New Member

This is a fantastic addition. Glad you have added perspectives.

 

Would be great if - once personalization is turned on for the report - there was a way to disable personalization for all visuals so a report creator can then go enable just the few visuals that should have personalization - as opposed to having to go through multiple visuals in an existing report and disabling the feature one-by-one for all but a few visuals. Hopefully you have that in the works already!

 

I also agree with other comments stating a way to drag the order of rows/columns/metrics is needed - as well as a way to scroll when the personalization editing pop-up gets too long.

Helper I
Helper I

This is a great feature, but there's a bug in Chrome wherein if you have a table with 50 columns (for example) and the user wants to remove the 50th column using the Personalize feature, they can't scroll down the list of fields.

 

Also, I think it would be better if the user personalization settings were saved so that they see those same settings when they revisit the report.  As a workaround, they can create a personal bookmark after they've made their "personalizations".

Frequent Visitor

Very promising feature!

 

I've for long wanted to give end-users the possibility to change the legends of visualizations. This make it possible without using bookmarks where I hide/show visuals with different legends.

In the latest update we are also able to create our own perspectives. This is a great step forward but I would also like to see the following:
- The ability to select different perspectives for the legend, for the values, for the axis etc. and also different perspectives in different visuals. It could otherwise get confusing for users if they can chose from options not appropriate for the field.

- I'd like to be able to turn off/on the possibility for a user to change the dimension/value for certain fields (for example: making it possible for a user to change the legend but not the axis on a certain visual). It could otherwise get confusing for users if they can change to much.

Frequent Visitor

Personalized Visuals are an awesome feature of Power BI. After demoing the feature in combination with personal bookmarks our keys users minds were blown and they convincingly stated we can replace 80-90% of our legacy reporting app.

 

One of the key asks that would help move the needle higher is that ability to sort the fields (in a matrix), either drag drop or move up and down without having to add/remove fields.  

 

Great Job on this feature! Please keep making improvements!

Frequent Visitor

We are loving this feature so far. It is exactly what we are trying to build for our customer. Things we would love to see from this feature are:
1) Being able to view it in the embedded view.

2) Limiting the data that the user has access to without hiding it in the report.

3) Giving the user the ability to edit their own chart and axis title for their customised graphs.

4) Selecting a datetime value as it is without being forced to choose it as hierarchy.

 

We look forward to seeing how this feature evolves with time. Thanks to the people working hard behind the scene to deliver it.

Advocate II
Advocate II

Would be cool if you could personalise a text box - - e.g. hitting personalise this visual on a text box means the end user could edit/ add their own text.

Kudo Kingpin
Kudo Kingpin

LOVE the potential of personalize visuals.

 

Like others, I found the full list of all tables and fields to be overwhelming.

 

Someone may have mentioned this already, but I think that some tabs could help out, as in editing the pivot table fields in Excel.

The fields menu for pivot tables shows two tabs: Active and All. Active shows all fields for Active tables, whether selected or not. This would definitely simplify interacting with a data model that has multiple fact tables. 

 

pivot table fields active all.png

 

 

Regular Visitor

Another piece of feedback received from one of our users testing this new functionality:    

When personalizing graphs, the coloring of the graphs get defaulted; would be better to be able to set colors to see the data better (in one example, defaulted to gray scale vs. color and color would be easier to view).  
Thanks.

What can help here is customizing your default colors in the theme

Helper I
Helper I

Great feature!

 

One issue our users have reported: Once the user clicks on Personalize Visual from the Visual Header, the Fields well is too narrow and only shows the first 12-13 characters in each field.  So instead of displaying this:

 

Units Sold - This Month

Units Sold - Last Month

 

It displays:

 

Units Sold - ...

Units Sold - ...

 

Widening the pane, having tooltips, or having a left/right scroll bar will help.  Thanks!

New Member

This is just fantastic and one of the reasons why we are planning to move our Self-Service platform to PowerBI!

Its one of the most requested features from our user base - namelly when we apply this to matrix visuals where on the fly users can change the dimensions and measures.

Any clue when will this hit GA? I dont see it in the roadmap

Thanks!

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