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SujataNarayana
Microsoft Employee
‎10-20-2020 02:01 PM

Announcing Personalize Visuals General Availability (GA)

Back in May, we released a public preview of a new personalize visuals experience. With this new capability, you can empower your end-users to explore and personalize visuals all within the consumption view of a report. For example, your end-user can change a measure, a dimension, or the visualization itself.

Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA

Now this month, we are excited to announce that the feature is now generally available!

Let's walkthrough the core capabilities for both consumers and creators!

Consumer capabilities

This feature allows end-users to gain further insights through ad-hoc exploration of visuals on a Power BI report.
Exploration scenarios include:
  • Change the visualization type
Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA
  • Swap out a measure or dimension
Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA
  • Add or remove a legend
Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA
  • Compare two or more measures, etc.
Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA

Not only does this feature allow for new exploration capabilities, but it also includes ways for end-users to capture, share, and revert their changes:

  • Capture their changes
Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA
  • Share their changes
Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA
  • Reset their changes to a visual
Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA

Creator capabilities

Personalize visuals feature is ideal for creators that want to quickly enable common exploration scenarios and control which fields can be used and which pages or visuals can be explored and personalized.
Creator capabilities include:
  • Enabling the feature at a report, page, or visual level
Report-level setting
Toggle_for_turning_on_personalize_visuals_featureToggle_for_turning_on_personalize_visuals_feature
Page-level setting
Personalize_visual_toggle_at_the_page_levelPersonalize_visual_toggle_at_the_page_level
Visual-level setting
Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA
  • Controlling the fields using Perspectives
Announcing_Personalize_Visuals_General_Availability_GAAnnouncing_Personalize_Visuals_General_Availability_GA
  • Enabling the feature for embed scenarios
Here is an example of a report that can be explored without ever leaving Microsoft Teams:
Personalize_visuals_showing_in_Microsoft_TeamsPersonalize_visuals_showing_in_Microsoft_Teams

Coming soon this month, we will also add a configuration option for users that want to enable the ability to save the personalized view using bookmarks. Here is a sneak peak of the capability:

Personalize_views_can_be_saved_as_a_bookmarkPersonalize_views_can_be_saved_as_a_bookmark

Thank you!

Special thanks to the preview users who provided early feedback and helped us improve. If you haven’t already, start using the personalize visuals experience today, and let us know what you think! 🙂

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