Bookmarks

Bookmarks are an excellent way to keep your reports simple and uncluttered whilst giving your users additional information when they use it. For example, if you click on the ‘i‘on this report, it places an overlay on the page which gives the supporting information.

I found them a little hard to get my head around at first, but fortunately there are some really useful tutorials out there. See bottom of page for links I would suggest you watch The Guy in a Cube clips which are incredibly helpful and the Work out Wednesday challenges which are superb for improving your visualisation techniques.

To summarise the options within the bookmarks pane, please see below:

1. Data – with data checked, it maintains the current state of the visual when the bookmark is created and keeps the filter states intact
2. Data – with data unchecked, the current state of the visual is ignored when the bookmark is created
3. Display = with display checked, the bookmark maintains the current state of the visual when created, eg, if hidden when created, keeps it hidden, if spotlight state when created, keeps the spotlight state
4. Display – with display unchecked, the current visual state is ignored when the bookmark is created
5. Current Page – if current page ticked, the bookmark will take you to the current page with the data and display options as bookmarked
6. Current Page – if not ticked, the bookmark actions the selections within the bookmark but does not navigate to the current page
7. All visuals – if checked, you can’t adjust an item separately, all visuals are part of the bookmark
8. All Selected visuals – you need to use the selection pane and highlight which visuals you want to change when the bookmark is selected. NB: you need to highlight those you don’t want to show as well as those you do.

Any questions, happy to help,

Sue