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broekman Regular Visitor
Regular Visitor

Personalized dashboard

We have created several reports for our company and added them to 1 dashboard. Each of the reports has a slicer that allows the viewer to filter that specific report down to just their department.

 

The downside is that since the dashboard contains many reports, each time the user opens the dashboard he/she has to open each report and slice it to his/her department.

 

We are looking for a way were we can have a default dashboard with reports that show data for the entire company, with the ability for the users to take that default dashboard and slice each report the way they like and then to keep (=save) their choices.

 

The benefit would be that we can maintain (and update) just the overal general dashboard (with all its reports), while each user can save preferred selections.

 

We are thinking about using Organizational Content Packs. But are confused how to do this.

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator v-yuezhe-msft
Moderator

Re: Personalized dashboard

Hi @broekman,

You can get detailed information about how to use original content pack in  this article.

Firstly, you create a connect pack that includes dataset, dashboard and reports, then publish it to the entire company.

Secondly, in Power BI , users are able to search for and connect to this content pack in the library. After connecting to the content pack, each user is able to make his/her own copy of the dashboard and reports. Changes made in the copy will not affect the source, the original content pack, or other users.

Thirdly, after updating the original dashboard and publishing a new version of the content pack, changes will transfer to users and users who customize the content pack will receive a notification that there's a new version. And user will not lose his/her personalized version. He/She will now have two versions: her personalized version and the updated content pack.



Thanks,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
4 REPLIES 4
Super User
Super User

Re: Personalized dashboard

So, definitely Organizational Content packs could get you there. This also might make a nice Idea. Basically, with Organizational Content packs, you "bundle" datasets, reports and dashboards together and then each individual user essentially creates an "instance" of the reports and dashboards that they can customize and control to their liking.


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broekman Regular Visitor
Regular Visitor

Re: Personalized dashboard

Thanks. So what are the steps?

 

1) We create an Organizational Content Pack with all reports that include data for the entire company and publish the OCP and share it with our users

2) Each user can create a copy of the Dashboard and make changes and save these changes (example: slice the data and then save these slicer settings)?

3) When we update the original dashboard (for example add a tile, or make a change to one of the reports on the dashboard), these changes will cascade down to people that created a copy of the original dashboard?

Moderator v-yuezhe-msft
Moderator

Re: Personalized dashboard

Hi @broekman,

You can get detailed information about how to use original content pack in  this article.

Firstly, you create a connect pack that includes dataset, dashboard and reports, then publish it to the entire company.

Secondly, in Power BI , users are able to search for and connect to this content pack in the library. After connecting to the content pack, each user is able to make his/her own copy of the dashboard and reports. Changes made in the copy will not affect the source, the original content pack, or other users.

Thirdly, after updating the original dashboard and publishing a new version of the content pack, changes will transfer to users and users who customize the content pack will receive a notification that there's a new version. And user will not lose his/her personalized version. He/She will now have two versions: her personalized version and the updated content pack.



Thanks,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
lcanal Frequent Visitor
Frequent Visitor

Re: Personalized dashboard

@Greg_Deckler

The problem with this solution is that you have to copy the reports and datasets.

If you have many users, like us, it becomes a mess because users have to rebuild their dashboards at any change in reports or datasets.

Is there another solution?