Didn’t know about the personalized views on Service!! I’m so looking forward to take our organization‘s reporting to the next level!! Thanks Adam 👍🏽

Hi Adam, thanks for the options. I wanted to tackle this about a year back where people could switch between month or week on the axis. And this would reoccur on each page in the report. So I did something like option 2 but not exactly as I didn't need 'special' measures. I created an expanded calendar-like table, where each date is in twice, looking something like below: Date | View | Label 1-1-21 | Month | Jan 1-1-21 | Week | WK01 it had some other columns as well to identify if it was the previous month (or week), as I always wanted to show the last 6 months or weeks. I connected it to my regular calendar table. I put the Label on the x-axis, can slice on 'View' and all my data is connected to the regular date table and I can use measures without identifying what 'view' is selected (like: measure = IF(SELECTEDVALUE([View])="Month", xxxx, yyyyy)) as this table will group and filter the results. It was some work to set up the table, but then I could use this on the different pages (it's a big report) and with syncing slicers, all the pages have the same view. Afterwards even expanded it to switch between 'past 6 periods' and 'past 5 + current period' (duplicated lines again, and had different DateDif results so I can show DateDif 0-5 always).

Don't forget drill up + drill down!! Much easier...

Awesome 8 minutes in a cube. Just seen Personalized views for the first time.

Wow. This is just what I was looking for. Didn't know about personalised visual or perspectives. Thanks for sharing with the community, Adam

All new features are incredible, but my end users just want tables and matrix to export to excel! HAHAHAAH

I use the first approach all the time, I find it works very well so long as I keep all my bookmarks clearly named and well-organised! Users seems to quickly understand how to navigate this set-up too.

many many thanks for this tip

Can you make a video on how you would handle this for a dynamic hierarchy?

Great! I didn't know options 3/3+

This specific example with time dimension is a lot easier to solve with having all three levels in the axis and teach people how to drill down and up. Instead of messing with the perspectives.

Less than 10 seconds in and I'm already contemplating clicking on the next video because Adam said "axises" LOL! Just kidding guys, great vid.

Taking the dax approach

Hello! can you please make a video about stock management for supply chain. How to keep freshness of stock by expiry date and also by batch? Really appreciate your help!

Personalize visual is amazing. Only drawback is it doesn't show the changed visual when u export report to PPT/PDF.

i'd love to see a video showing how to deal with data snapshot comparisons. For the use case of pipeline velocity for instance, I have every week an export of deals from a sales CRM and I wanted to compare those snaptshots to show pipeline velocity , how fast we are moving those deals from one stage to another, etc. I'm already ingesting and keeping 4 snapshots with a column that mentions the snapshot version/date. but then? thanks so much!

Hello, I tried as per the process shared by you, but graph are not changing and show blank. Could you please help me.

Nice options! Is there also a way to alter the Y-axis dynamically? In my bubble chart, the top and bottom bubbles always get cut off midway. My end-users complain about this so would love to see if there is also a way around that as well! Thanks in advance.

On approach #1, if I had the whole report change would the button would that affect the performance of the report due to too many visuals?

Hi Adam, thanks for the amazing show as always! I have a presentational question: How do you zoom into parts of the UI and draw blue squares etc. when presenting the UI. Is there any kind of presentation software to be able to do that ? Just curious...

I was going to say personalised visuals would achieve this. Just be aware if you export to power point the personalised view isn't saved as of this recording last I checked or working with Google present.

I don't think I can get tabular editor with my work, is it essential for approach 3 and 3.1?

what if I need to do it on both Legend and X Axis? Swapping between Dimensions

i am using the table switch method, but how can i sort the x-axis based on the time sequence? In you example, the Month is randomly sorted. i have a Month list (Jan'24, Feb'24, Mar'24..) and Quarter list (Q1'24, Q2'24..., Q2'25...), how can this be sorted based on time sequence?

hi.. it is possible in excel to dynamically select items to show in one chart and can also do multiple selection with the help of a little vba.. is it also possible in power bi? thanks in advance

Approach 2 makes impossible a 'drill through option' because it creates a virtual dimensions.

Is approach 3 available in the Report Server?

Hi Adam, I have a situation where I need to create a bar chart in power BI having a value selector ( I have 2 values) and a slicer where through which I can select Top performer (as Top 5) or All values. As of now I have un-pivoted the table and able to achieve a value switch slicer for bar chart. I have tried many tricks for to create a slicer or button for All vs Top performer but nothing seems to be working for same bar chart. Any help would be appreciated .

Personalize Visual require some work/finetuning from Microsoft side - for end user full model/all visualizations are too much. I know you can limit it with perspectives, but it is still not something is very good.

Why don't you just place Year, quarter and month from the calendar in the x Axis to let the user drill-down with the buttons of the visuals?

I prefer #2 but when you need to apply the dimension as a filter it doesn't work. Shame

Is there a technical reason why DAX can't be used to dynamically change a legend? would be so much more powerful, it's how all the other BI tools implement this functionality. Users could customise multiple visuals from a single slicer selection.