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
Creating and Sharing Bookmarks
Bookmarks are created by clicking on the Create bookmark icon on the filter bar on the right side.
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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 the bookmark, the users 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.
Private link- share the bookmark with specific users.
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
Known Limitations
Public bookmark creation is possible on published workbooks.