Bookmarks

You can create bookmarks to "remember" your favorite or your frequently-used slicer selections in Discovery. Selecting a bookmark from the drop-down then resets your slicer selections to the saved values, saving you the time that you may have spent manually changing each of the slicers.

You can save multiple bookmarks pointing to different combinations of slicer selections.

Note: Bookmarks are not shareable and will only be seen by you. Other users or viewers of the Discovery will not see your bookmarks, and you won't see theirs.

Note: Bookmarks are only operational in embedded content if using the 'Named Embedding' licensing option.

Create a Bookmark

Bookmarks are created from the Bookmarks button in the Reports ribbon.

To create a Bookmark:

  1. Make the required slicer selections.
  2. Go to the Reports ribbon.
  3. Click Bookmarks.

    4. The current slicer selection (made at step 1) is "bookmarked" and added to the Bookmark drop-down list for selection.

Apply Bookmark Slicer Selections

Bookmarks can be applied to the Discovery by selecting the bookmark from the bookmark menu. When the bookmark is selected, the underlying slicer selections will be applied to the Discovery.

  1. Click on the down arrow on the Bookmarks button (purple box, below).

    2. A sub-menu opens with a list of your bookmarks for the current Discovery (red box).

  2. Click the required bookmark to apply it to all corresponding slicers.

Edit Bookmarks

Bookmarks can be updated and edited for the Discovery.

  1. Click the down arrow on the Bookmarks button.
  2. Click the Edit option.

    3. A Bookmarks dialog opens with a list of your bookmarks for the current Discovery (image below).

  3. To replace the bookmark with the current filter selections, click Update.
  4. To edit the name and description of the bookmark, click Edit and update the details as required.

Delete Bookmarks

Bookmarks can be deleted when they are no longer required.

  1. Click the down arrow on the Bookmarks button.
  2. Click Edit.

    3. A Bookmarks dialog opens with a list of your bookmarks for the current Discovery (image above).

  3. To delete a single bookmark, click Delete in the appropriate row.
  4. To delete all of your bookmarks, click Delete All.