1. Home
  2. Training Library
  3. Microsoft Azure
  4. Courses
  5. From Data to Insights With Power BI

Personalize Visuals

Contents

keyboard_tab

The course is part of this learning path

Start course
Overview
Difficulty
Intermediate
Duration
59m
Students
75
Ratings
4.2/5
starstarstarstarstar-border
Description

Power BI allows business users to analyze data and share insights across all levels of an organization. It gives an end-to-end view of important metrics and key performance indicators through intuitive and interactive dashboards all in one place.

In this course, you will learn about several Power BI tools that would help you enhance reports to expose insights and present them in a way that appeals to a wide range of end-users.

Learning Objectives

  • Understand how to apply conditional formatting, slicers, and filters
  • Perform top N analysis
  • Explore statistical summary
  • Use the Q&A visual
  • Add a Quick Insights result to a report
  • Understand when and where to create reference lines by using the Analytics pane
  • Learn when and where to use the Play Axis feature of a visualization
  • Understand how to personalize visuals

Intended Audience

  • Beginners to data analytics
  • Business analysts
  • Business intelligence developers
  • Business intelligence managers
  • Anyone who wants to learn about Power BI

Prerequisites

  • Microsoft Power BI Desktop for PC/Windows users (free download)
  • Familiarity with preparing data using Power BI
  • Familiarity with modeling data using Power BI
  • A basic understanding of Power Query, Power Pivot, and DAX is a plus but not required
Transcript

Let's talk about personalized visuals. Let's say we want to share a report with the general audience. Some users may want to see somewhat different views of particular visuals. Like to change the type of a visual, swap a graph's access or add a tool tip to a table. While it is difficult to make one visual that satisfies everyone's requirements, the personalized visual options enable us to empower readers to explore and personalize the visuals they want to see. So, in this lecture, we will allow the end users to personalize their visuals in their reports according to their own preferred design on their own screen using the personalized pane, publish their report to the Power BI service, then save the personalized view using the bookmark feature.

So, in order to get started, let's quickly navigate over to Power BI Web Service and take a look at the retail sample report we published up earlier. We will see that we actually don't have the icon of personalizing a visual, it's going to show up in the header and we don't currently have the option to personalize the visual. So, actually, what we have to do in Power BI Desktop is to enable the personalized visuals options and we do that in 'File', Options and Settings. And if we scroll all the way down to the 'Current File' section under report settings, we have this personalized visuals option.

We need to check that on to 'Allow report's readers to personalize visuals to suit their needs. Once we click 'OK', let's go back to Power BI Web Service. We will actually notice that when we hover over visuals, we have this little personalized visual icon. We actually have this little dialogue that pops up. So, it's just telling us that we can personalize this visual because of this icon. and this just shows us that our end users will be able to personalize it in Power BI Web Service.

So, now let's click on this area chart and see what that looks like. It's going to open up this little personalized pane. We can change the visualization type. For example, if that user doesn't like an area chart, let's say that they select a bar chart instead right now. This bar chart is showing the start of month date but mainly they just want to show it by fiscal year instead for example. Let's return it back to month day to show more details and maybe show only this year's sales and we can add something to the legend because there's nothing including currently. Actually let's add district as a legend. Just add a little bit of color to this visual. So, the end user has completely customized this visual.

Let's exit from this personalized pane. And now our end users can save this view as their own personalized view through the use of personal bookmarks. And they can do that with this little bookmark icon and add a personal bookmark. We're going to call this 'My Personalized View' and save. So now we, as the end user for this report, can always open up this report. Let's refresh our report page. Reset it to default. Now let's open up our personalized view and it's going to be exactly the way we want it. So, if you have a report that's being pushed out to hundreds of end users, they're not all going to agree with the design or the decisions we may have made in the report build process. But now, this gives them the ability to make the changes themselves. And a lot of times, we're going to have some very conflicting opinions so it'll allow everyone to get the personal view that they want, and that covers this lecture on Personalized Visuals.

About the Author
Avatar
Moatasim Al Khatib
Data and Insight Consultant
Students
76
Courses
1

Moatasim has been a data and insight consultant since 2014, driving data culture strategies in enterprises, non-profit organizations and tech startups to improve their decision making. He has teamed up with Fortune 1000 companies, MBB and Big Four consultants on complex engagements in government and private sectors. He has been a data analyst, business analyst, BI manager, and instructor. To date, Moatasim has created learning content relating to business intelligence, data analysis and machine learning, mostly within Power BI, Azure, SQL and Python. His hobbies included heavy metal drumming and meditation.