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Perspectives in Power BI

Create subsets of your data model for different business users

The personalized visuals feature of Power BI enables the business user to adjust the organizational reports to their own needs. However, often the underlying data model can be very complex, containing a lot of different measures and tables, and fields. This can make it very difficult for those business users to understand what measures and dimensions are relevant for their inquiries. 

To limit the available fields for the business users in the personalized visuals feature, one can create perspectives. Perspectives originate from SSAS and are recently available in Power BI as well via the Tabular editor tool (external tools). A perspective is a subset of the data model that contains measures and fields relevant to a specific user group. You can create multiple perspectives in one data model, f.e. one for Finance and one for Sales, each containing the most relevant fields for the finance and sales business users. 

Once created, you can limit the personalized visuals feature on a page to a certain perspective via the formatting pane on the page. This will limit the available fields in the personalized visuals pane for the end-user to the fields available in the perspective. 

Pay attention to the following considerations when working with perspectives: 

  • Perspectives are not a security mechanism, they are a tool for providing a better end-user experience.  
  • In Power BI you can create a perspective via the tabular editor tool 
  • You can also use the perspectives that are created in an SSAS tabular or multi-dimensional model   
  • Before deleting a perspective from a model, be sure to check that the perspective is not being used in the 'Personalize visuals experience'. 

The combination of perspectives with the personalized visuals feature will bring the self-service reporting capabilities of an organization to the next level. Business users will be able to get more out of their data, supported by the organizational data model. 

More information can be found on the following link or in this video.

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