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.

[dweaver987]

I used the On-Object Interaction feature for over two weeks before I gave up and turned off the preview. It was always a struggle to figure out where formatting functions were hidden. It took me 2X to 3X as much time to create a new visual. I finally disabled the feature when I spent 45 minutes looking for and googling for the On Object method for changing a visual type from one visual to another. (Stacked Bar to Stacked Column). This is trivial in the standard (not On Object) interface. When I got back to the standard interface and finished the report, I realized just how frustrating the On-Object tool really is. 

[EwanT]

Hi dweaver987.

Thanks for the feedback. I'm hoping I can help with some of the things you are mentioning.

There are a few ways to get the format pane to appear:

• Enter format mode by double-clicking a visual
  • The format pane will move to the options as you click on them in the visuals
  • If you right click a floatie menu will appear with options
• Right click the canvas and select Format canvas
  • Then selecting the visual you want to format
• Go to the View tab of the ribbon and select the Format option in the Show panes section

If you prefer to format like you did before the pane itself should be the same. We are adding options to make it easier to get the panes you would like to work with(June release) and persist them when you return to Power BI (July release)

Changing visuals

• This does require opening the Build a visual button if you want to do this on-object. If you don't see the visual you want in the top row, please use the down chevron to expand the list
• Though if you want to change the visual without opening the Build a visual button, you can select the visual and use the visualizations gallery in the Home ribbon (May release). There are some of the highly used visual in the gallery, but if you want to see all visual types, you can click the down chevron bottom to the right of the gallery
• 

I hope this was helpful. Also I hope you'll try the June release. It should help you to create visuals faster when you can have the Build a visual menu on the left side of the screen.

[SvenB]

Hi,

If the "suggest a type" switch is on, I can't change the order of columns for a table view.

for me personell the on-object interaction is not so useful. Nice to have a second sidebar to select the panels... but in general the old version was more userfriendly

BR Sven

[EwanT]

Hi Sven,

The "suggest a type" feature attempts to give you the right visual type based on the data you put in the field and it doesn't take into consideration the order. Here are some options for you so you can reorder your tables:

• When your visual becomes a table, turn the "suggest a type" toggle off
• Click the Table icon in the Visual type selector
  • Selecting any visual type this way will automatic turn the "suggest a type" toggle off
• If you prefer not to have this option on by default you can turn it off. In the Options dialog, under Global Report settings you can turn uncheck the "Suggest a visual type by default" option
  • 

I hope this was helpful and thanks for trying out the feature. Please stay tuned for the June release, we'll be adding more options

[msherline]

I put a date field into a table, it naturally did it in hierarchy format. I want the date to be consolidated in just one column, and was not able to achieve that. Either this functionality was not added or not intuitive and convenient enough for users. It's annoying to have to keep turning this feature off because I can't do something simple. 
 

[EwanT]

Hi msherline,

Hoping I can help with this. If you right-click on the field CreationDate there will be an option in the menu that is the same as the field name above the checked Date Hierarchy option. Select that to get the desired result

In my example, I right-clicked on OrderDate and I would select OrderDate in the menu. We are working to make this option more discoverable, but the release is still TBD

[Anonymous]

Still really dislike it. I once again tried it for 10 minutes and had to turn off the preview. I know you think users have an issue with "moving their cheese" but this is just inefficient. It is not equivalent to Excel if that's what you're going for. If you must default this on, PLEASE have a setting where we can turn it off.

Thanks,

[EwanT]

Hi Iberstein,

Thanks for the feedback. We have planned releases to address issues we are hearing. We know that some people adjust after "moving their cheese" but this isn't the case with this one. We know that additional options are needed for our users. Replicating Excel only isn't the goal here, but we are trying to move toward familiar interactions across Microsoft: on-object editing, having more functionality in the ribbon, and if you have seen the news from Microsoft Build work as part of Fabric. 

With all that said, we will continue to gather feedback from the community and if something works for one product but not for Power BI we will adjust to make sure that it will. 

Please stay tuned for our June and July releases. There will be options to make the menus easier to use

[dancarr22]

Dislike this new feature.  And showed it to several other users who also disliked it.  If you add this PLEASE include an easy way to add back the visualizations pane.  Recognize Msft wants to make this similar to Excel - but Excel is old. Might be better to bring the past into the future - instead of making new apps try to work like 'old' apps.  Thanks

[EwanT]

Hi dancarr22,

Thanks for the feedback. Sorry you dislike the feature. I'm hoping some of our upcoming releases will help make this easier for you and the other users you have spoken to. There is a big similarity here with Excel, but we aren't trying to copy them 1:1. While designing this feature we have been making updates to align with a lot of Microsoft products, but we have through this process identified which fit the needs of Power BI users current and future. Unfornately we can't develop everything all at once.

Please stay tuned for the June and July releases. We will be launching some new features like the ability to move the Build a visual menu to the left side of the screen, so you can work closer to the way that you had previously, as well as some other things. I hope you will give it a try and let us know what you think after.

[DarrenW]

I honestly thought I'd like this, but eventually turned it off.  In the end it was the inability to drag and drop fields to change the order in a table that did it.  Yes I know you can move them within the right click menu but that's always a faff.  I liked the ability to change chart titles etc by clicking on them but that was about it.

[EwanT]

Hi DarrenW,

Thanks for the feedback and also for a new word. I hadn't heard faff before. Going to have to use that with some of my colleagues from the UK and see their reactions.

Now to business 🙂

Not being able to reorder tables is caused by the "Suggest a type" feature. While this is on Power BI only looks at the data added and ignores the order to suggest the visual type, so reorder is disabled. There are a few things that you can do for this:

• If you are working with the on-object Build a visual menu, you can turn toggle off
• You can click the Table icon in the Visual type selector. This will automatically turn the toogle off. This is the case for all selection in this UI
• If you use the visualizations gallery to insert a table into your report, the toggle will be off by default

If you are finding that you aren't using the "Suggest a type" feature or you don't want it. You can go to the Options dialog and under Global Report settings and uncheck "Suggest a visual type by default"

Hopefully with this new information I can entice you you to try out our June release coming out soon. If so, please continue to give feedback if you have time.

[lastmileguy]

Not a fan of this as it stands, I think you should have the option to have both the old way, new way or both. I would like this if i had both.

[EwanT]

Hi lastmileguy,

Thanks for the feedback. We do have future releases to make this work similarily to as it doesn't with the preview feature off. Please stay tuned for the June and July releases. 

[tompkinsa]

I do not like this feature at all. I usually enjoy new features and improvements, but this one is not very user friendly and makes modifications rather cumbersome.

[EwanT]

Hi Tompkinsa,

Thanks for the feedback. We have some upcoming features in the June and July releases that will help with some of the issues that have been mentioned on the forum. Would you be able to let me know which modifications have become cumbersome for you. I'd like to be able to address this and that information will be helpful. 

[eabrams]

I was unable to find the Drill-Through filters option and spent about 30 minutes looking for how to add filters to my drill through before I just gave up and converted back to the original view.

[EwanT]

Hi eabrams,

I think I can help with this one. Drill-through has moved into the Format pane under Page information. Selecting Drillthrough from the Page type selector here:

Then the Drill-through options will show up:

You can press the +Add date button to add fields. If you want to drag and drop like you use to right click on the cylinder icon(Data) and select Show in new pane. This will open the Data pane with Format and you can drag your field to the section that contains the +Add data

[Turkish]

Hey all!

In my opinion, definately not one of your best features. Not a fan at all! I have turned the preview off.
Highlights for cons:
- Reports crash frequently, and I am not sure of the cause

- There is not enough room in the pop up window to see the fields efficiently. This is amplified based on where on the screen the visual is to be edited and we are unable to move the pop up window to see full pop up

- After using the "old" or current method, this isn't as intuitive as I would have imagined it would or could have been

Pros:

- Switch visuals is easy

You might consider swapping the way it is currently designed. Use the icon on the visual to a) to swap visuals, and b) edit the appearance of the visual while leaving the data selection in the current visuals pain. Although I prefer the drag and drop of the column or measure for rows/columns/values etc, I can see if the selection method using ">" would be useful for those new to PBI.

Hope this helps.

[EwanT]

Hi Turkish,

Thanks for the feedback. It's always helpful to share your thoughts about Power BI with us.

-If the dialog appears to report the crash, please continue to report that so it can be looked at by Engineering. The June release will be out soon. Please let me know if you are still experiencing crashing with the June release. Hopefully that bug isn't still happening to you

-We are working on a fix for the pop menu but the release is TBD. If you are willing to try out our June release you will be able to attach the Build a visual pop up to the pane switcher. This would be a workaround until an update can be released for the size of the pop up windows

-Drag and drop is something we will continue to support. The > is can be useful for new users, but this was also added for accessibility support. I'll share your feedback with the team about de-coupling visual selection and data selection

[LauriePfeiffer]

cOn the RTC (Return to clinic order) there is an option for 323 comprehensive care and 704 gender specific care.  But nation wide many of the women are in 322 general primary care clinics and we are unable to see the orders cancelled discontinued in these clinics well for women veterans.  Is there a way you can add gender/identify to this report so we can better review prevention requirements