Share your thoughts on the new On-Object Interaction feature (preview)

[RosieL]

Hit Reply to tell us what you think about the new On-Object Interaction feature so we can continue to improve.

For example:

• What changes would you like to see?
• If you turned off the preview switch, why?
• Any suggestions for addititional settings or capabilities?

Thanks,

-Power BI team

To read more about the feature, see the announcement in the Power BI Product Blog or our documentation on how to Use on-object interaction

FAQs:

• Q: How can I open multiple panes at once?
  • A: You can CTRL + click or right click on the unselected pane you wish to open and choose "Open in new pane"
• Q: Where did aggregations move to?
  • A: It's still on right click of a field, or you can use the new flyout aggregations dropdown while choosing or swapping a field.
• Q: Where did drillthrough and tooltip page setup move to?
  • A: Drillthrough is now in the page settings of the format pane under Page Information > Page type > Drillthrough or Tooltip.

[RosieL]

Ah, it should not have hid your data pane automatically, that might be a bug if you want to describe the steps you took we can take a closer look.

Thanks for the suggestion! Could you elaborate a bit more on what else would you expect in the filter pane?

[JoseMiranda]

Hello RosieL,

After testing the On-Object Interaction I have a suggestion:

Theres a bug with the DAX. If I click on a visual thats below the DAX pane and see data menu and then try to open the field on DAX to see the code, the data/visual menu will be in front of the DAX pane.

Besides that, a really cool idea would be to click on the field and that action open the DAX to show the code, otherwise we always need to open the data pane and search for the field it isn't too practical.

I hope you can do these improvements in the following updates. Congrats on the idea.

Thanks for the attention.

[RosieL]

Thanks for this feedback. We are aware of the overlap issue with the formula bar and the on object menus. We're working on a fix. Thanks for the suggestion! We'll consider this in our future planning.

[NicEdmonds]

The formatting Option for just the plain table is no longer there?  When I select "Table" as the visual type, there's no option to adjust the formatting (note - this isn't real data): 

 

With Matrix: 

Also - not related- but when I have a Date - I don't have the option to select the absolute date anymore (as seen above, I would expect to click the arrow, and have the option to select "Date" instead of the hierarchy items) 

[RosieL]

Thank you for your feedback. The missing format icon here for Table is actually by design, we're taking the top level toggles from the format pane to show in this menu, the only one available is the title right now. We had gotten feedback that since we don't have an auto value for Table's title, checking that box didn't appear to affect the visual since users need to input the text. We're working on a solution to fix this as well as bring more non-top level toggles from the format pane here. If you have thoughts on what'd you expect in this menu for Table would love to hear them!

You can switch the date hierarchy to just date by right clicking the field like so:

We're working on adding an additional dropdown so this is more discoverable. 

[RicharddeB]

I have also the problem with the On-Object Interaction feature and to display a date, without the date hierarchy!

Without the On-Object Interaction I can select only the “Startdatum”, with the On-Object Interaction on, it is no longer possible.

I switch to On-Object Interaction off (close and open the PBIX) and select the “Startdatum” and then switch to On-Object Interaction on and then the “Startdatum” stays visible.

When do you expect a solution?

Greatings,

Richard de Boer

[BugmanJ]

Hello,

So it is taking some getting used to (I am now used to the original way but get why your changing it, but for me I do like seeing everything to the right in one place), but I do have a problem with it which is affecting its use.

At present (normal view), when something is wrong, the data will display an Exalmation Mark in the Visulisations tab (and Data tab if needed). When swithing to "On Object" feature, these do not appear, even if there is an error. Please fix!

Thank you

[RosieL]

Thank you for reporting! I was able to get a repro and have filed a bug to get this fixed with the team.

[Rudz]

This is a really strong start. I think it's going to be great when fully implemented across all visuals. Once you understand how to turn on On-Object editing, you just click what you want to change and you don't have to hunt for the formatting setting. It's brilliant! I hope you add the table and matrix visuals next. Our accountants use these visuals a lot. It would also be nice to have some way to tell if the visual supports On-Object formatting just by looking at it. Maybe don't add the blue border unless the chart type supports On-Object?

I love the pane switcher on the right! Power BI Desktop keeps adding more panes, and I keep them closed all the time because they take up too much room, even when collapsed. Now I want them docked and available all the time by default. 

A Theme pane would be amazing too. The current Theme "drop down" is practically a pane already! Of course a proper theme editor in a pane would be even better. What I really want is to be able to generate part of a theme from an existing, fully configured visual. But I disgress...

I would like the "Build a visual" pane to be docked too. If the visual is small and in the middle of the screen, it's just too small. I want to see all the field wells (from X-axis to Tooltips) all at once without scrolling. This will probably be the reason I end up turning the preview off. When initially building a visual, I need this big and visible. This is WAY too small:

But I love the way you collapsed the Visual types and I like the > arrow on each field. The field buttons feel like much faster methods to see the source table or change fields. It would be even better if I could click +Add data and immediately type in the search box without having to click it or press the Tab key first.

But I can type Tab and immediately search!!! This is awesome and I'm going to use that A LOT!!! Our big models have a LOT of measures and they are hard to find. With the mouse, I default to scrolling. With this button, the table list is always collapsed, so I'm going to use search more and it's going to speed things up!

I would like to optionally dock the Filter pane too. It doesn't make sense to me to have one pane that doesn't follow the same rules for docking.

I would like the Add to your visual pane to have everything that's in the Format pane. So on a line chart,

give me links to the settings for Gridlines, Plot area background, Reference line, and Error bars so we don't have to hunt in multiple places for settings. I get that some won't be checkboxes, but I would look here to add a reference line or error bars and I would be confused to not find them here. 

I would also like every item listed in the Add to your visual pane (including Reference line and Error bars) to have a link to that section in the format pane, like On-Object clicking does. This will instantly help all visuals that aren't supported yet, including Custom Visuals. A bunch of the Custom Visuals I use are already better with the options that show up there now, such as Sparkline by OKViz:

The More options button in this pane is confusing. I expect "more" means that it will show me only additional things not on this list. If the Format pane is already open, it feels like nothing happened. I think I want it to say Format pane or All options.

Wow, I didn't mean to write a book, but it's been a fun afternoon kicking the tires on this update. Congrats to the team! This is an awesome start to a great new feature!

[ErwinS]

On-Object interaction not working with 'Image' (from ribbon add image). Not able to get into the format. Need to turn of preview before I can make any changes.

[RosieL]

Hi @ErwinS we do not currently support on object subselections for non-visuals yet (image, shape, button) but you should be able to use the format pane as before to format your images. Please let us know if you're running into issues using the format pane with the preview switch on.

[ErwinS]

That is the issue, when on object is active (preview) format pane is not showing on image.

1. When select image and in visual menu format nothing happens.

2. When select image and open format pane it shows page format option not image option.

3. Select image visual in selection pane, then format again page options are shown not image.

[RosieL]

@ErwinS thanks for the follow up. We are having trouble repro'ing this on our end. Could you try creating a brand new report with just the image that's giving you this issue and see if you still can't see the format pane? If that repros can you create a ticket here and send us your pbix file so we can dig a bit deeper? Appreciate your help and feedback in trying out this preview!

[ErwinS]

Hello RosieL,

I did do some additonal testing and it looks like the issue I mention above is happening when visuals are grouped. Below a similar situation but now with other type of visuals which are grouped, in screenshot you see visual selected but in format pane you see page details and not the selected visual.

[Walter_W2022]

I have the same issue, have to close PBI workbook and re-open again, very inconvenient

[SteveD2]

I've received the March release and I've given it a try. One question I have so far is I was unable to see the drill through field well. How does one access that?

[RosieL]

Hi @SteveD2 drill through set up moved to the page settings. You can see the details in this section of the blog post. Please let us know if this is what you are looking for or if there is an additional issue you've seen with drill through.

[boon]

Hi, it seems to be not appearing in my preview features. I am running the latest build: 2.114.864.0

[AMcg19]

I have decided to give this another go.  But still reverting back to the previous version.

I think the Options to Add to your Visual are the best part of this new feature.  The Add to your Visual button at the top of each visual is handy and a nice enhancement.

I really cannot approve of the new hidden panes on the Pane Switcher.  It is more cumbersome than the previous panes that were simple to collapse and expand with ease.  They were always available and we didnt have to waste time thinking about where they are.    This makes work so much more difficult by forcing users to go looking for and icon that represnts format/data/visuals panels and then we have to right click, then click again to  'open in a new pane' in order to get them to stay on screen.  It is very inefficent way to work, it was really so much better when we had the collapse chevrons that allows us to free up space on the screen when we need it.  I also feel that dragging and dropping a field from the data pane over to the appropriate axis was so easy. Now there are too many clicks to do the same thing.  I think it is making a really simple process over complicated and many users will not like it.  

[Severofm]

I agree with you. The best thing would be to take advantage of some good ideas from this new feature to use in the pattern, such as minimizing the "Build Visual" in the "Visualizations" panel, being able to change the title directly in the visual, etc. But never discontinue the pattern for what we are testing.

[RosieL]

Hello, this will be coming in the March release. The monthly blog will be out shortly, looking like tomorrow. Apologies for the confusion! Appreciate the enthusiasm to try the preview, looking forward to your feedback.