Introduction

Bookmarks in Business Intelligence (BI) tools can provide significant business value. Here's an overview of their key benefits:

Improved collaboration:
- Team members can easily share insights and analyses
- Reduces duplication of effort in creating similar reports
- Facilitates knowledge transfer across departments
Time savings:
- Users can quickly access pre-configured views and reports
- Reduces time spent recreating complex queries or visualizations
- Allows for faster decision-making based on readily available data
Consistency in reporting:
- Ensures team members are looking at the same data views
- Helps maintain a single source of truth for key metrics
- Reduces errors from inconsistent data interpretation
Increased user adoption:
- Lowers the barrier to entry for less technical users
- Encourages more employees to engage with data and insights
- Promotes a data-driven culture across the organization
Flexibility and customization:
- Users can create personalized views for their specific needs
- Allows for iterative improvement of reports and dashboards
- Supports different levels of data granularity for various user roles
Better decision support:
- Provides quick access to critical business metrics
- Allows for easy comparison of current vs. historical data
- Supports data-driven decision-making at all levels of the organization
Streamlined onboarding:
- New employees can quickly access relevant reports and data views
- Reduces training time for BI tool usage
- Ensures new team members have immediate access to important insights

Introduction
General Workbook Settings
Creating and Sharing Bookmarks
Applying and Managing Bookmarks
Bookmarks Object
Known Limitations

General Workbook Settings

Bookmarks general settings allow users to define who can create bookmarks
With whom bookmarks can be shared, and more.
The bookmark setting can be found in the workbook tab in the properties panel.

Below, you can learn more about each setting:

Bookmarks enabled- enable or disable bookmarks in the workbook.
Who can create bookmarks- select which Astrato roles can create bookmarks.
Who can create public bookmarks- select which Astrato roles can create public bookmarks.
Public bookmarks are shared with all users of the workbook.
Bookmarks can be shared with- Select with whom all users can share their bookmarks:
- With nobody- users can't share their bookmarks.
- People from your groups- Users can share their bookmarks with the groups they belong to or with individual users from the groups.
- With everybody- users can share their bookmarks with all groups and other users of the workbook.
Exclude groups- exclude specific groups from the bookmarks sharing list.
- Excluded Groups- select which groups to exclude from the bookmark sharing.

Creating and Sharing Bookmarks

Bookmarks are created by clicking the Create bookmark icon on the filter bar on the right side.

This will open the bookmark creation form.

The settings for a bookmark are:

Name- the bookmark name that will be shown in the bookmark list
Folder- arrange bookmarks into groups to simplify navigation.
Description- details about the bookmark content appear in the description. When hovering on the bookmark name.
Include in bookmark
- Sheet—If active, when selecting a bookmark, the user will be redirected to the sheet on which the bookmark was created.
- Filters- if active, filters will be applied when selecting the bookmark
- Visualization State- if active, visualization, such as the custom report, includes the selected field and visualization.
- Variable- if active, the variable value will be changed to the value when the bookmark was created.
Share with- Select the users and groups with which to share the bookmark.
Public- share the bookmark with all other users of the workbook.

Applying and Managing Bookmarks

To apply a bookmark, click on the bookmark icon in the filter bar.

Select the bookmark to apply from the menu.

The menu shows the bookmarks in private and public sections.

Public bookmarks include bookmarks created by other users.

Managing bookmarks
- Click on the pen icon to edit the bookmark. The editable settings are:
  - Name
  - Folder
  - Description
  - Filters.
- Click on the trashcan icon to remove a bookmark.

Bookmarks Object

The bookmark object makes the bookmark list more accessible, allowing users to save their preferred display and share it with others.

The bookmark object is found in the filters section in the workbook editor's left panel.

Simply add it to the sheet you want to use it on.

Modifying the bookmark object
- Bookmark Settings
  Set which controls will be available in the bookmark object
- Object Styling
  Set the bookmark object styling.
  Select the type of display between listbox and dropdown.