Personalize visuals in a Power BI report

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

Step 2: Check Personalize Visuals under Preview & Feature Option

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

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

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.

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

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

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

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.

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

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.

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