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bdmichael09
Helper II
Helper II

Issue with personalizing visuals in the workspace

I have begun to tinker around with the new-ish feature of allowing end users to personalize visuals. I think it's an incredibly powerful idea, but I've run into somewhat of an issue that either I cannot figure out or is what I will consider to be a bug with the implementation of the personalize feature. I'm hoping someone here can help me identify which is the case.

 

What I've found is that when personalizing a visual, the attributes that you select to add/replace in a visual do not seem to retain the sorting based on other columns as if you had simply edited the visual in the desktop app or used the workspace to edit the visual as a report owner. As an example, below you will see a screengrab of a simple matrix that gives totals for different Grade qualities. 

 

temp1.jpg

 

Nothing crazy going on with this visual. However, if I wanted to see what this containment value was like for these grade qualities over the past few months, I can do that by adding in my month names from my datedim table and changing it to a line chart.

 

temp2.jpg

 

Nothing about this will rock your world, but its accurate. In my data model, I have the MonthNameExt column sorted by my MonthKey column. This results in a logical month order in my chart instead of an alphabetical order. Here is where my issue comes in. If I try to recreate this by using the personalize feature in the published report, this is what happens:


temp3.jpg

You will notice now that the months, while seemingly being in reverse chronological order and thus making this small view still easily interpreted, are in alphabetic order with no apparent way to adjust the sort of that axis. I've tried this with other fields in my data and the same trend seems to emerge: using a new field results in a basic numerical or alphabetical sort order.

 

All of this is a long winded way to ask: Am I crazy or is this a very big limitation of the personalize feature? If fields can't hold onto the sort order from the data model, this personalize feature just lost a huge amount of potential for me. I am hoping I'm wrong and there is something obvious, or not obvious, that has escaped me. Any guidance is appreciated. Thanks so much.

3 REPLIES 3
v-lionel-msft
Community Support
Community Support

Hi @bdmichael09 ,

 

This is strange, the "Sort by column" feature works on the data model, so it should also work on the personal visual.

 

What's your Power BI Desktop version? Try to update to latest version.

Try to publish my .pbix file to the Service and create a personal visual and see if you can use the "Sort by column" feature.

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

v-lionel-msft
Community Support
Community Support

Hi @bdmichael09 ,

 

Did you use the 'Sort by column' feature?

v-lionel-msft_0-1607927127945.png

As tested, the ‘Sort by column’ feature is still effective in personal visual.

v-lionel-msft_1-1607927223124.png

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Hello,

 

Yes I did use Sort by Column in the desktop app. You can see from the visuals posted that it works as intended in the desktop app but it doesn't seem to persist to the personalize visual feature. That is my issue. I tried alternate fields as my axis in the personalized visual and those too would only be output in alphabetic/numerical order, despite having sorted the field by another column. 

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