Learn about the capabilities and limitations for users assigned the Viewer role in a Power BI workspace based on the report and workspace settings. Find out if users can change visual types, reshare modified visuals, and create new measures.
Table of Contents
Question
You have a Power BI workspace that contains a semantic model and a report named Sales report.
All users in the sales department are assigned the Viewer role for the workspace.
The Sales report is configured as shown in the Sales report exhibit. (Click the Sales report tab.)
From Power BI Desktop, you configure the Report settings as shown in the Report settings exhibit. (Click the Report settings tab.)
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
- A user can change a bar chart to a pie chart in the Sales report.
- A user can reshare their modified visuals with users outside of the sales deportment.
- A user can create a new quick measure and add it to a visual.
Answer
A user can change a bar chart to a pie chart in the Sales report: No
A user can reshare their modified visuals with users outside of the sales deportment: No
A user can create a new quick measure and add it to a visual: No
Explanation
Based on the Report settings and Sales report configuration shown in the images:
1. Can a user change a bar chart to a pie chart in the Sales report?
No. The “Allow report readers to personalize visuals to suit their needs” option is enabled, which lets users personalize visuals. However, the “Modern visual tooltips” option uses modern tooltips with drill actions and updated styling. This takes precedence and prevents users from being able to change the visual type.
2. Can a user reshare their modified visuals with users outside of the sales department?
No. All users in the sales department are assigned the Viewer role for the workspace. Viewers cannot share the report or any modified visuals. Sharing and collaboration is limited to users with edit permissions.
3. Can a user create a new quick measure and add it to a visual?
No. The “Personalize visuals” setting allows users to personalize visuals to suit their needs, but this does not include the ability to create new measures. Measures can only be created in Power BI Desktop by users with the necessary edit permissions and access to the dataset.
In summary, based on the given workspace permissions and report settings, sales department users with the Viewer role can personalize the formatting and appearance of visuals using the “Personalize visuals” feature. However, they cannot change visual types due to the modern tooltips setting, cannot reshare their modifications outside the department due to lack of edit rights, and cannot create new measures which requires dataset edit access.
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