Once the report is shared to report consumers, the report consumers see what you provide them. Traditionally, they will not be able to customize the visuals including the axis, visual type, tool tips on the page.
Good news! They can now personalize the visuals. They can adjust the visual the way they want and even save it as a bookmark.
Let’s first understand what can be changed by the report consumers:
- Visualization type
- Swap a dimension or measure
- Add or remove legend
- Change aggregations, etc
Also, they can capture the changes, share the changes, reset the changes too.
You can turn on “Personalize Visuals” preview features in Power BI desktop. In Power BI desktop, go to File > Options and Settings > Options. Under Global settings > Preview features, make sure Personalize visuals is selected. Changing this option requires restarting Power BI desktop.
Once you have turned on the preview option, you need to enable it for the current report that can be personalized by the report consumer. This is possible in two ways – Power BI desktop and Power BI service.
In Power BI desktop, open the report that should support personalization. Then, go to File > Options and Settings > Options > Current file > Report settings. Make sure Personalize visuals (preview) is turned on.
In Power BI service, go the setting of that report. Turn on Personalize visuals (preview) > Save.
By default all visuals in all pages can be personalized by the report consumers. You can control which visual can be and can’t per personalized too. Select the visual > select Format in the Visualizations pane > expand Visual header.
Once the report is shared to report consumers, they can click Personalize this visual icon to personalize the visual.
Have you tried this feature? What is your experience? Please share that as a comment.