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lukaszp
Power BI Team
‎10-28-2022 03:25 PM

Improvements to chart sharing and copy as image are coming soon

Power BI enables individuals, teams, and organizations to infuse data into their day-to-day work. We’ve seen many users use our Chat in Teams capability to quickly communicate insights they find. We’re excited to expand on these capabilities by helping users share links to charts and updating how users copy images of visuals. Together, these changes help users communicate more quickly in the communication tool of their choice. This can empower more people to use data in their decision making.

Here’s an overview of these updates:

  • Updated right-click menu for reports in the Power BI service
  • New share option for charts
  • Updated copy as image experience
We’re rolling out these changes incrementally, so you may need to wait a few weeks before they’re all available for you.

Screenshot_of_a_Power_BI_chart_with_a_right-click_menu_showing_copy_and_share_opScreenshot_of_a_Power_BI_chart_with_a_right-click_menu_showing_copy_and_share_op

Updated right-click menu for charts in Power BI service

We’ve seen a lot of users who use the right-click menu for common activities like copying values. We’ve made it easier to find these by bringing them to the top of the menu. At the same time, we added options to copy an image, so all the copy options are available in a single place.

We also introduced a new Share sub-menu which we’ll talk about next.

Screenshot_of_a_Power_BI_visual_with_a_right-click_menu_showing_the_copy_submenuScreenshot_of_a_Power_BI_visual_with_a_right-click_menu_showing_the_copy_submenu

New share chart options for visuals in reports in workspaces

We’ve seen many users use the Chat in Teams capability to share specific insights with their colleagues. We heard from users they’d also like copy links that open a web browser. That’s exactly what the new Link to selection option does.

When you right click a visual in a report, you’ll see a new Share menu with an option get a Link to selection.

Screenshot_of_a_Power_BI_visual_with_a_right-click_menu_showing_the_Share_submenScreenshot_of_a_Power_BI_visual_with_a_right-click_menu_showing_the_Share_submen

When you choose Link to selection, you’re able to create a link to the specific visual, including all filters applied.

Screenshot_of_a_Power_BI_dialog_titled_Copy_Link_that_allows_users_to_copy_a_linScreenshot_of_a_Power_BI_dialog_titled_Copy_Link_that_allows_users_to_copy_a_lin

When you press copy, the link is generated, and you can copy it from the UI.

Screenshot_of_a_Power_BI_dialog_titled_Link_copied_that_shows_a_link_created_forScreenshot_of_a_Power_BI_dialog_titled_Link_copied_that_shows_a_link_created_for

When you open the URL it automatically navigates to the visual and spotlights it.

Screenshot_of_the_Power_BI_service_experience_in_a_web_browser_showing_a_visualScreenshot_of_the_Power_BI_service_experience_in_a_web_browser_showing_a_visual

This is great because the link:

  1. Takes you directly to the specific visual in the report
  2. Opens the visual in spotlight mode
  3. Includes the filters, slicers applied to the visual and report when the URL is created
  4. Allows people with existing access to view the visual
Link to selection for visual is exciting because it helps users share insights faster, in their preferred communication tool.

The Link to selection uses the same kind of deep-link as Chat in Teams and Share links with include my changes selected. You can find all the links you create on the Shared Views page. The visual link names are easier to find because they’re named based on the title of the visual.

Screenshot_of_a_Power_BI_screen_for_managing_Shared_Views._A_list_of_shared_viewScreenshot_of_a_Power_BI_screen_for_managing_Shared_Views._A_list_of_shared_view

Here are a few things to know about the share link with selection for visuals experience:

  • The links work for “people with existing access”, just like Chat in Teams links. Users can request access after they open the link if they need access.
  • When viewing the visual, all report permissions and row-level security are applied. Users may see different data when they open the link if they have different RLS roles.
  • The option is available for reports in Workspaces. Reports in organizational apps are not supported with this release.
  • If you use Microsoft Teams, the links will unfurl with the name of the report and take you directly to the visual that was highlighted.
  • Links expire 180 days after the last time they’re used. Every time someone opens the link, the link expiration is reset to 180 days.
  • Shared Views UI only shows links you (the currently sign-in user) created.
Updates to copy as image for visuals

We’ve made some updates to the copy as image experience to help more users collaborate faster. You’ll notice that the option in the visual header has a new label – Copy as image with caption.

Screenshot_of_a_Power_BI_visual_with_the_copy_as_image_with_caption_visual_headeScreenshot_of_a_Power_BI_visual_with_the_copy_as_image_with_caption_visual_heade

In the right-click menu, we have two options – Image, and Image with caption.

Screenshot_of_a_Power_BI_visual_with_right-click_menu_shown_with_Copy_submenu_exScreenshot_of_a_Power_BI_visual_with_right-click_menu_shown_with_Copy_submenu_ex

Let’s see how they’re different:

  • Image with caption offers the same experience you may be accustomed to. It copies some HTML that includes an image of the visual and some metadata like a link to the visual and filters applied.
  • Image offers a new experience that only copies the image itself as an image file.
The new Image option is great because you can easily paste the image into an image editor or paste a chart into a presentation or document. The Image with caption option is also useful because it’s easier to help users open the source report and understand what data is included or excluded from the shared chart.

We also made some experience improvements to make the copy experience smoother. For example, the new final dialog shows the image you copied.

Screenshot_of_a_Power_BI_dialog_titled_Image_with_caption_copied._The_dialog_shoScreenshot_of_a_Power_BI_dialog_titled_Image_with_caption_copied._The_dialog_sho

This dialog is great because if you navigate away from the window while copying an image (which could take a few seconds), when you come back just press the copy button so you won’t need to start over. You do still need to keep your window and report open for the copy to finish.

We’ve also added the copy image and image with caption options in for reports in Edit mode in the Power BI service. For newly created reports, save the report for the option to become available.

Helping users communicate in Outlook and Documents

Many users share data and insights in Microsoft Outlook and documents like Word files or PowerPoint presentations. These new capabilities are the next step as we continue helping users communicate data and insights. By supporting the way more people communicate, we’re helping organizations bring data into more of their decision making.

Here are a few more ways Power BI integrates with Office:

We’re excited to see how you use these new capabilities. Tell us what you think in the comments below and submit ideas for improvements at https://ideas.powerbi.com.

 

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