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How to Use Power BI Custom Visuals for Deeper Data Insights

Power BI custom visuals

Ever felt boxed in by Power BI’s default charts? Power BI custom visuals break those barriers and let your data tell richer stories. 

Here’s the thing: standard Power BI custom visuals work fine for simple reporting. But you need advanced filtering, drill-through capabilities, or visualizations that fit your specific data narrative. 

Custom visuals from providers like Zebra BI deliver what built-in Power BI charts can’t. In this piece, we’ll show you how to find, import, and use the best Power BI custom visuals. Your BI visualization will go from simple to brilliant.

What Are Power BI Custom Visuals

Power BI custom visuals, like Zebra BI visual charts, come as .pbiviz files that pack specialized code to create advanced visualizations. By downloading and adding these visuals to your reports, you can unlock deeper, more actionable insights from your data.

Understanding Custom vs. Default Visuals

Power BI comes with core visuals already on your visualization pane. These handle the most common scenarios. Power BI custom visuals give you access to visualizations that built-in options can’t provide. We’re talking Gantt charts, heatmaps, radar visuals, and dozens of other specialized formats.

The difference goes beyond just variety. Default visuals serve general reporting needs. Power BI custom visuals let you match your visualization to your specific data story. Microsoft stopped expanding the native visual list and now introduces new charts through AppSource alone. This happened because custom visuals integrate tightly into Power BI and feel like native components.

Developers working on these visuals get access to a full API. Power BI custom visuals visuals can include native tooltips, conditional formatting, and drill-down capabilities, just like the visuals that ship with Power BI. The line between “custom” and “native” has blurred substantially.

Benefits of Using Custom Visuals

Power BI custom visuals solve problems that default charts leave hanging. Logistics companies can use custom flow maps to track shipment routes with granular detail. Financial analysts might need advanced waterfall charts for cash flow movements.

The catalog expanded after Microsoft allowed users to purchase licenses on their platform in 2022. This led to a surge in submissions to AppSource and made the selection quite detailed. You now have access to nearly 50 additional types of visual tools, from sophisticated maps to interactive KPI indicators and complex hierarchical charts.

These visuals aren’t just prettier versions of what you already have. They offer boosted interactivity features that let end-users drill down into data points, apply filters, and participate with reports in more meaningful ways. This level of interaction supports informed decisions by letting stakeholders explore scenarios immediately.

When to Choose Custom Visuals

Choose custom visuals when default Power BI charts can’t communicate your data insights. Custom visuals fill that gap if a client needs a specific layout or branding that’s not available by default.

You’ll also reach for custom visuals when addressing complex or niche business scenarios. The standard visualizations pane feels constrained when you need to highlight patterns or trends that default charts might overlook.

Each industry has different visual requirements. A retail analyst tracking customer journeys needs different tools than a healthcare administrator monitoring patient outcomes. Custom visuals give you that flexibility.

One caveat: not all custom visuals behave the same across web and mobile platforms. Always test before you finalize a report. This matters because your stakeholders might access reports from different devices. You want consistent experiences across all platforms.

Anyone can create a custom visual and package it as a single .pbiviz file that imports into Power BI reports. Web developers can build their own using the Power BI SDK with TypeScript or D3.js. But downloading pre-built visuals from AppSource gives you everything you need without writing a single line of code for most of us.

How to Find Power BI Custom Visuals

Two main routes give you access to Power BI custom visuals. You can browse through Microsoft AppSource in your web browser, or you can access the integrated store right from Power BI Desktop. Both paths lead to the same collection of visuals, but they work differently.

Accessing AppSource Marketplace

AppSource is Microsoft’s commercial marketplace where you’ll find all public Power BI visuals. Think of it as the app store for your business intelligence tools. Custom visuals are available in AppSource and within the integrated custom visuals store for Power BI Desktop.

Start by opening AppSource through your browser and filtering by the Power BI visuals category. The search bar at the top and the vertical scrollbar on the right help you browse and identify custom visuals you want to download.

Each visual tile has a “Get it now” link that presents options to download either the custom visual itself as a .pbiviz file or the sample report as a .pbix file. Click anywhere else on the tile, and you’ll see a detailed overview window. 

This has a video tutorial and customer reviews. AppSource provides a link to download a sample Power BI report that shows how the visual works, including how it uses field inputs and formatting options. AppSource also has a short video tutorial on building report visualizations with the custom visual.

The alternative path runs through Power BI Desktop itself. Select “Import from store,” and an MS Office Store window launches with Power BI custom visuals. This approach avoids the need to manage .pbiviz files and allows report authors to stay focused on report development.

Browsing by Category

Here’s where the integrated store shines. Unlike AppSource, where visuals aren’t categorized, the integrated Custom Visuals store assigns visuals to categories such as KPIs and Maps. This makes it easy to browse and compare related visuals.

Categories matter because they let you zero in on what you need fast. Need advanced analytics? Head straight to that category. The Maps section has you covered if you want geographical visualization. The KPIs category shows exactly what you need for performance metrics.

The Power BI team features new custom visuals in blog posts and videos associated with monthly updates to Power BI Desktop. This monthly cadence means fresh options appear consistently. 

Check these monthly updates if you want innovative Power BI data visualization.

Visual categories, customer reviews, and supporting documentation all assist report authors in choosing the appropriate visual and using it correctly. 

Evaluating Visual Ratings and Reviews

The Power BI custom visuals dialog box opens after clicking “Get more visuals,” which contains all custom visuals. Their rating is mentioned along with searching and sorting visual capabilities. Ratings appear right next to each visual and give you immediate feedback from other users.

Custom visuals are categorized into two types in the Office Store: Office Store-approved and Power BI-certified. Certified visuals undergo stricter testing and meet additional security requirements. Certification status tells you something about reliability and code quality.

Customer reviews provide real-life feedback. You’ll see which visuals deliver on their promises and which ones frustrate users. This feedback loop saves you from downloading visuals that look good but perform poorly.

Checking Visual Compatibility

Not all environments support all visuals the same way. Power BI Report Server and Power BI Service handle custom visuals differently. Power BI visuals work with both platforms, but feature availability varies.

R scripts and visuals work in Power BI Service but not in Power BI Report Server. The same goes for Python scripts and visuals. Verify compatibility before committing to a specific visual if you’re publishing to Report Server.

Power BI Desktop comes in two versions. One optimized for Report Server is available for download with Report Server. Another optimized for Power BI Service, available from the Windows Store. Match your Desktop version to your deployment target.

Preview features in Power BI Service won’t appear in Report Server. This gap affects how you plan visual selection for different audiences. Test on all your platforms before rolling out reports to stakeholders.

How to Import and Add Custom Visuals to Your Reports

You can add Power BI custom visuals to your workspace in four straightforward steps. The process works the same way in both Power BI Desktop and Power BI Service.

Step 1: Open the Visualizations Pane

Open your report in Power BI Desktop or Power BI Service. Look to the right side of your report canvas. The Visualizations pane sits there and displays all available visual icons. This pane shows your default visuals at the top. Any custom visuals you imported before appear below.

The visualization pane isn’t just a static menu. You can personalize it by adding and removing Power BI visuals based on what you use most. Pin it to stay in your pane if you find yourself reaching for the same visual in multiple reports.

Step 2: Access Get More Visuals

Locate the ellipsis (three dots) at the bottom of the Visualizations pane. Click it to reveal a menu with several options. Select “Get more visuals” from this menu.

This action opens a marketplace window where hundreds of free and certified custom visuals await. 

You’ll see two tabs at the top: “AppSource visuals” and “My organization”. The AppSource tab connects you to Microsoft’s public marketplace. The organizational tab shows visuals your IT team has approved to use company-wide. You also have another route. 

Click “Import a visual from a file” instead if you’ve already downloaded a .pbiviz file from the Power BI website at powerbi.com/visuals. This method lets you browse with filters or search for visuals outside Power BI Desktop and then import the downloaded file.

Step 3: Select and Add Your Visual

Browse or search for the visual you need within AppSource. Type it in the search box if you’re looking for a Sankey chart. Need advanced KPI cards? Search brings them up instantly. Examine its rating and review count before committing after you find your visual.

Click on the visual tile to see more details. A sample report option appears here, which I recommend downloading. This sample demonstrates what the visual looks like and how it can be used. The sample report shows you which data fields the visual expects and how to format them.

Click “Add” to import the visual into your Power BI environment once you’ve decided. A confirmation message appears when the import succeeds. Select “OK” to close the message.

The visual now appears as a new icon at the bottom of your visualizations pane within the current report. But here’s a pro tip: right-click the visual’s icon and select “Pin to visualization pane” if you want this visual to stick around for future reports. The visual moves up to live with your other default visuals once pinned. 

This visual becomes tied to your signed-in account, so any new reports you build include it as an option. You no longer need to add this specific visual to every single report.

Want to clean house later? Right-click any visual and remove it from the Visualizations pane. This works for any type of visual, including default, file, and organizational visuals. Select “More options” and choose “Restore default visuals” to restore everything to factory settings.

Step 4: Configure the Visual with Your Data

Select the new visual icon from your pane. Drag and drop it onto your report canvas. The visual appears empty because it needs data. Configure it by dragging fields from your data model into the visual’s field wells. 

Each custom visual has specific requirements. Some need categorical data, and others require measures or dates. The sample report you downloaded earlier shows which fields go where. Follow that pattern with your own data.

Conclusion

You now have everything needed to transform simple reports into powerful analytical tools. Identify what standard visuals can’t answer first, then browse AppSource for specialized options. Import the visuals and test them with your data. Verify performance across devices.

Note that custom visuals serve your data story, not the other way around. Choose them because they communicate insights better, not because they look fancy.

Test your selections really well before you deploy to stakeholders. 

Zebra BI visual charts offer a solid starting point for financial and operational reporting needs. Experiment often and start small. Watch your Power BI reports deliver insights that standard charts simply can’t match.

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