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Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

Each user saves changes on the same report

Hi all,

 

I'm looking for the documentation or even if it's possible to do this.

I wan't to allow users to modify (add visuals or change them, add/remove measures, columuns to an existing visual or any other customization withouth affecting data) one published report and save this customization for each user, then when they open the report they see that report with their changes and if the "original" report is updated they have the option to sychronice or not.

As far as I know this is possible with PBI Premium and embebed code. But I didn't found what I'm looking for.

 

Thank you in advance.

  • Read about "Personalize Visuals". Then enable it and teach your users how to use it. Once done, teach them about the bookmarks suggested by aj1973 

  • lbendlin's avatar
    lbendlin
    2 years ago

    Read about "Personalize Visuals". Then enable it and teach your users how to use it.

6 Replies

  • Read about "Personalize Visuals". Then enable it and teach your users how to use it. Once done, teach them about the bookmarks suggested by aj1973 

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi lbendlin and aj1973 thank you for your attention.

    I'm not sure the bookmarks solve my need, I don't want just to keep filtering I also want to users save their changes as remove an existing visual and add another one or remove the fields of an existing table (e.g.)

     

    As the link shared by aj1973 describes, the bookmarks can save only:

    • The current page
    • Filters
    • Slicers, including slicer type (for example, dropdown or list) and slicer state
    • Visual selection state (such as cross-highlight filters)
    • Sort order
    • Drill location
    • lbendlin's avatar
      lbendlin
      Icon for Super User rankSuper User

      Read about "Personalize Visuals". Then enable it and teach your users how to use it.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Thanks! Now I need to understand technical details, where are stored and how to manage/control those changes in case we miss that modifications.

        I think is matter of PBI internal processes or behavior. I'll keep investigating, thanks again.