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Personalize visuals in a Power BI report

Personalize visuals for users in Power Bi

Personalize visuals allows to end users to change existing visuals with new visuals as per their need.

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.




Prerequisites for this – Update or Download Power Bi latest version from Microsoft official site.

https://powerbi.microsoft.com/en-us/downloads/

Let’s start with an example-

Step 1: Enable Personalize visuals for Report, click to File tab under Power Bi file > Option & Settings > Option

Enable Personalize Visual-1

Enable Personalize Visual-1



Step 2: Check Personalize Visuals under Preview & Feature Option

Enable Personalize Visual-2

Enable Personalize Visual-2

Step 3: Check the Personalize Preview under Current File Section then click to OK

Enable Personalize Visual-3

Enable Personalize Visual-3



Step 4: Now Hover the mouse on visual, you will see Personalize Visual Icon

Personalize Visual

Personalize Visual



Step 5: Publish Report to Cloud

Step 6: Open report in Power Bi Service & hover the mouse on report & click to Personalize icon.

One Personalize pane will be populate and you will see some option over there.

PersonalizeVisualPowerBiService

Personalize Visual Power Bi Service



Step 7: Now end user can change the existing visual type to select new visual under from Visualization Type drop-down

Example2

Example 2

Step 8: User can also add the new fields for more analysis, for this click to “+” icon then data set will be visible and select fields which you want to add

Example 3

Example 3



Step 9: To remove fields from visuals, click to ellipse icon( three dot icon) then click to Remove fields

Step 10: To rest the new visual changes with existing visual click to reset icon

Reset Visual

Reset Visual

Step 11: User can save the new changes as in Bookmark form so that anytime he can view the new change to click bookmark name.

Bookmark Personalize visual

Bookmark Personalize visual



Step 12: Now reload the page and click to bookmark tab then select bookmark name

Open Bookmark

Open Bookmark

How to mange all visuals to be personalized?

If you don’t want all the visuals to be personalized, you can turn the setting on or off per visual.



Select visual >  go to format bar selection > Visual header > turned off Personalize visual.

Visual header 2



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