Personalize a report
1. Personalize a report
In this demo, we will show several methods to extend user capabilities. First, let’s review the settings on our report, navigating to File, Options and settings, Options. Inside here, we have Global options for Power BI. These are configuration settings which apply either to all reports you develop or just the current report. It is worth familiarizing yourself with these settings. For now, we will navigate to Report settings on the Current File and enable personalizing visuals. Now we’ll save and publish this report. While that’s happening, let’s review the settings in the Power BI Admin portal. These are settings which affect what people in the organization are allowed to do. For example, scrolling down to Export and sharing settings, we can see that Power BI is fairly permissive by default. We could drill into any of these and learn more about the options we have. Our report has finished publishing, so let’s navigate back to the Wake County workspace and view it. I now have an option to personalize individual visuals, such as this bar chart. Selecting that option brings up a Personalize menu which allows me to change most aspects of the visual. If I wanted to change this to a treemap, for example, I could do so. Let’s say I wanted to show this to the original report designer. I can select Share, include a name, and select the “Include my changes” option. If I don’t like my changes, I can reset to the default and see what everybody else does. Now let’s say I think this report is useful and wish to subscribe my boss to it, so she can receive a weekly e-mail. I’ll select Subscribe and then choose the “Add new subscription” option. By default, it includes my e-mail address but I could add her here as well. Filling out this form, I can choose the page I want to show, how frequently to send e-mails, and other details, including permissions, links, and a preview image. I don’t have Power BI Premium capacity, so I cannot send the full report as an attachment. Another way I can show off this report is to promote it. By navigating to the settings of this report, I can endorse it. Right now, I can only promote the content but cannot certify it. Let’s do that and save. Returning to the Wake County workspace, this content is now endorsed. We’d like to keep the report endorsed but certify the dataset as high-quality and useful data. To do that, let’s return to the admin portal and scroll down to the Certification section on the Tenant settings. I have a Security group called Power BI Certifiers that I happen to be in. Let’s let those people certify content. We can also specify a URL which describes the best way for people to request getting their content certified inside your organization. We’ll apply this change. Note that it may take up to 15 minutes for this change to go into effect. Once it is in effect, let’s navigate to the Settings of the dataset and open the Endorsement and discovery menu. I can choose the Certified option and apply changes. I can even make this discoverable, meaning people without access to the dataset can learn about it and request access. After applying changes, we can see that the report is still promoted but the dataset is now certified. The last thing I’d like to show is how to create a data alert. Let’s go back to the report and choose the inspections tab. I’ll drill into this first inspection. Here, I see a card with the score. If I hover over that card, I have an option to pin this visual. Doing so allows me to create a new dashboard. Let’s give it a name and pin this visual to it. If I go to the dashboard, I can see that pinned visual and can create a data alert from it by selecting the context menu and choosing Manage alerts. If I add a new alert rule, I can set the threshold at which I receive an alert. Let’s say if this goes below 70, we want an alert. I’ll change the condition to “Below” and the threshold to 70. I can choose whether to receive this alert only in the notifications menu or as an e-mail as well. These data alerts only fire when the dataset is refreshed. That should protect us from getting flooded with alerts. You now know several ways to empower users, through personalization, endorsement, subscriptions, and alerts. Let’s take this knowledge into the exercises.2. Let's practice!
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