Back in September of last year, Microsoft announced dashboard commenting in Power BI. Since then, we’ve seen thousands of you leverage this feature to collaborate with colleagues and start discussions within your organization.

Today, I’m excited to announce that we are bringing the same commenting capability to Power BI reports! With report commenting, you can directly add comments to report pages or specific visuals to discuss your data. The best part is that when you start a new conversation, Power BI will do all the hard work to automatically bookmark your report view, so others reading the comment can see the report exactly as you did when writing the comment, complete with your original filters. Report commenting is also tightly integrated with mobile, making it easy for you to keep up with your conversations on the go. When you @mention others in your comment, Power BI will immediately send a push notification to their mobile device to grab their attention.

Sound exciting? Continue reading the rest of the blog to learn more about this feature. Or, head on over to your favorite report in the service or mobile to try it out for yourself!

Note: We will be start to report commenting across all platforms this week. It should be enabled for all users by May 14, 2019.

 

Start a conversation

To get started, simply navigate to any report you have view or edit permissions to. From there, select the new “Comments” button in the top action bar. It will open the comment pane.

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Note: If it’s your first time using the commenting feature in the Power BI, you will see a quick tutorial. Dismiss it to access the pane.

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If there are any existing comments for your report, you will see them already populated in the pane. You can reply to an ongoing conversation or start a new one!

The entry point is also in the action bar in the mobile app. When you open a report, you will notice the comment icon in the bottom action bar. This icon allows you to open the Comments pane.

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Identical to dashboards, there are two levels of comments that you can have on a report

  1. Report-page level – A comment that generally pertains to the report page and doesn’t bring attention to a single visual.
  2. Visual level – A comment that is tied to a single visual on a report.

When you open the Comments pane on a report from the top bar, you will see both report-level and visual-level comments. Here’s an example:

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Note: All comments are sorted in reverse chronological order, with the newest comment first and the oldest comment last.

The one thing you will notice for conversations within reports is that all of them have this icon below the avatar:

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Yes, you guessed it – this is a bookmark icon. Power BI automatically captures a bookmark for every conversation on the report, including filters, slicers, drill-throughs, and other data view changes. Clicking on the bookmark icon or anywhere on the conversation box will immediately apply the bookmark, so you are in the exact same view as the author when they posted the comment.

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Note: Bookmarks are not captured when you reply to a new or ongoing conversation.

In addition, we’ve also made it easier for you to quickly read through all the conversations within a report page by adding a Previous and Next button on top of the comments page. Once you reach the end of a conversation on the report page, we will swiftly take you to the next page within the report with a conversation.

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Pro tip: The comments made to dashboards and reports within a workspace do not get copied over when you publish an app. This way, the BI developers and end users have two different environments to collaborate or discuss their data. Published apps will retain their comments even after republishing the app with updates.

 

Comment on specific visuals

You can also comment on a specific visual on the report by clicking on the ellipses and clicking on the “Add a comment” from the drop-down. Selecting this will automatically make your comment to be tied to that visual.

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Note: The bookmark will also capture the spotlight of the visual you add a comment for, mimicking the same behavior as dashboard tiles and letting the readers know which visual you are referring to.