How to use Personalize Visual Option in Power BI Reports

In Power BI, there are a lot of features available which helps in enhancing the reporting experience. One of those amazing features is “Personalize Visual”. It helps a user to make changes in report visuals as per their choice.

Let’s have a look at, how one can add this feature in a report!

Visualize a page which contains an overview of a set of ‘items’ that a product company manufactures and suppose an end user want to make some changes in the visual or want to gain some other insights. So, here comes the Personalize Visual feature to our rescue which will enable end users to make desired changes in the visual.

So, let’s proceed with its practical implementation…

First, we need to go to the “Report Settings” available under the “Options” section in the files option available at the top left side of the Power BI report and from there tick on the Personalize visual checkbox present over there.

Now, let us display a bar chart of total sales amount of items by “Category” as shown in the image. Suppose If an end user wants to have a look at the sales numbers generated through “Subcategories” and for that he needs to change the “Category” field into the “Subcategory” field. So, for making that process available to the user we have to follow the mentioned steps-

Step-1: Create a Bar Graph and select it-                                              

Step-2: Go at the bottom of the Formatting pane and reach to “Personalize Visual” option available in “visual header” option and switch it on, this option will make the personalize visual option available for that particular Bar chart but if we want to make Personalize Visual option available for entire report page then just have to select the blank space on the page and then go to formatting pane and select Personalize Visual option available there which will make the personalize option available for entire page visuals –

1. Personalize visual option (for a Particular visual) –

2.Personalize visual option (Report page)-

Step-3: Now publish the report and open it in service where we will choose the bar chart and select the option available to drag “Subcategory” from the Fields pane, and drop at the Axis-box.

3. Once we have done that, we can see that the bar chart is now showing sales for the subcategories.

This small yet appealing feature can make your report alluring to the reporting end users. Such dynamic reports are easy to interpret the data and get the detailed insights easily with simple clicks.

This is how we can have desired changes implemented in the report. I hope your purpose must have been solved now.
Thank you for reading.

Rajeshwari Sharma 
Data Analyst 
Addend Analytics 

Addend Analytics is a Microsoft Power BI-partner based in Mumbai, India. Apart from being authorized for Power BI implementations, Addend has successfully executed Power BI projects for 100+ clients across sectors like Financial Services, Banking, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, Switzerland, and Australia. Get a free consultation now by emailing us at kamal.sharma@addendanalytics.com or Contact us.