Let users personalize visuals in a report
APPLIES TO: Power BI Desktop Power BI service
When you share a report with a broad audience, some of your users may want to see slightly different views of particular visuals. Maybe they'd want to swap what's on the axis, change the visual type, or add something to the tooltip. It's hard to make one visual that satisfies everyone's requirements. With this new capability, you can empower your business users to explore and personalize visuals, all in report reading view. They can adjust the visual the way they want, and save it as a bookmark to come back to. They don't need to have edit permission for the report, or to go back to the report author for a change.
What report users can change
This feature is ideal for report creators: You can enable basic exploration scenarios for your report readers. Your report readers gain further insights through ad-hoc exploration of visuals on a Power BI report. Here are modifications that they can make:
- Change the visualization type.
- Swap out a measure or dimension.
- Add or remove a legend.
- Compare two or more measures.
- Change aggregations, etc.
Not only does this feature allow for new exploration capabilities. It also includes ways for users to capture and share their changes:
- Capture their changes.
- Share their changes.
- Reset all their changes for a report. Selecting Reset to default removes all personalizations.
- Reset all their changes for a visual.
- Clear out their recent changes.
After report readers personalize a report, they can create personal bookmarks to save their personalizations. To learn how report readers can use this feature, see Personalize visuals in your reports.
Enable personalization in a report
You can enable the feature either in Power BI Desktop or the Power BI service. You can also enable it in embedded reports.
To enable the feature in Power BI Desktop, go to File > Options and settings > Options > Current file > Report settings. Make sure Personalize visuals is turned on.
Turn the feature on or off at a page or visual level
When you enable Personalize visuals for a given report, by default all visuals in that report can be personalized. If you don't want all the visuals to be personalized, you can turn the setting on or off per page or per visual.
Personalize visual per page
Select the page tab > select Format in the Visualizations pane.
Slide Personalize visual > On or Off.
Personalize visual per visual
Select the visual. Then select Format > General > Header icons > Icons.
Slide Personalize visual > On or Off.
Use Perspectives for a more focused view
For Personalize visuals, you can use Perspectives to choose a subset of a model that provides a more focused view. Choosing a subset can be helpful when working with a large data model, allowing you to focus on a manageable subset of fields, and not overwhelm report readers with the full collection of fields in that large model.
Keep the following considerations in mind when working with perspectives:
Perspectives aren't meant to be used as a security mechanism, they're a tool for providing a better end-user experience. All security for a perspective is inherited from the underlying model.
Perspectives in both tabular and multi-dimensional models are supported. However, for perspectives in multi-dimensional models, you can only set the perspective to be the same as the base cube for the report.
Before deleting a perspective from a model, be sure to check that the perspective isn't being used in the Personalize visuals experience.
To use Perspectives, you must enable Personalize visuals for the report. You also must create at least one Perspective that includes the dimensions and measures you want end-users to interact with for the Personalize visuals experience.
To create the perspective use Tabular Editor, which you can download from the following location: Tabular Editor download.
Once you install Tabular Editor, open your report in Power BI Desktop and launch Tabular Editor from the External Tools tab of the ribbon, as shown in the following image.
In Tabular Editor, right-click on the Perspectives folder to create a new perspective.
You can double-click the text to rename the perspective.
Next, add fields to the perspective by opening the Tables folder in Tabular Editor. Then right-click on the fields you want to show in the perspective.
Repeat that process for each field you want to add to the perspective. You can’t add duplicate fields in a perspective, so any fields you already added to a perspective will have the option to add it disabled.
After you added all the fields you want, be sure to save your settings, both in Tabular Editor and then also in Power BI Desktop.
Once you save the new perspective to the model, and save the Power BI Desktop report, navigate to the Format pane for the page, where you see a new section for Personalize visual.
The selection for Report-reader perspective is set to Default fields initially. Once you select the drop down arrow, you see the other Perspectives you’ve created.
Once you set the Perspective for the report page, the Personalize visuals experience for that page is filtered to the selected Perspective. Selecting Apply to all pages lets you apply your Perspective setting to all existing pages in your report.
Considerations and limitations
Currently the feature has a few limitations to be aware of.
- This feature isn't supported for publish to web.
- Export to PowerPoint and PDF don't capture personalized visuals.
- User explorations don't automatically persist. Encourage your report readers to save their views as personal bookmarks to capture their changes.
- This feature is supported in the Power BI mobile apps for iOS and Android tablets and in the Power BI Windows app; it isn't supported in the Power BI mobile apps for phones. However, any change to a visual you save in a personal bookmark while in the Power BI service is respected in all the Power BI mobile apps.
Give the new visual personalization experience a try. Give us your feedback for this feature, and how we can continue to improve it, on the Power BI Ideas site.
More questions? Try the Power BI Community