Bookmarks in Discover Lite

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

You can save multiple bookmarks, each of which saves different combinations of slicer selections that satisfy different requirements. Note that each bookmark saves the selections from every slicer, including whether the slicers are in the disabled or enabled state. By default, the bookmark is saved with a name that reflects the names of the selected values.

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

Bookmarks options

You can manage your bookmarks on the overhead ribbon or from the context menu that opens when you right-click the background of your discovery.

Ribbon

Bookmarks can be created, edited (including deleted and renamed), or applied to the discovery from the Bookmarks drop-down in the Discover Lite ribbon:

The options from the ribbon include:

  • Add Bookmark (blue arrow above), saving the current slicer selections in the discovery to a bookmark for future use.
  • Apply Bookmark (green highlight), resetting all the slicers in your discovery to the bookmarked values.
  • Edit (purple arrow), changing the names and descriptions of existing bookmarks, updating the slicer selections, and deleting one or all bookmarks for this discovery.

Context Menu

Bookmarks can also be created and applied (but cannot be edited) from the context menu that opens when you right-click the background of your discovery:

 

The options from the context menu include:

  • Add Bookmark (blue arrow above), saving the current slicer selections in the discovery to a bookmark for future use.
  • Apply Bookmark (green highlight), resetting all the slicers in your discovery to the bookmarked values.

Note: The structure of your context menu depends on your settings in User Defaults. For more information, see Context Menu. The preceding example shows the context menu with the New Context Menu User Default setting on.

Creating Bookmarks

Save the current selections in your discovery's slicers as "bookmarked selections" from the ribbon or the right-click context menu.

Step 1: Select your settings

For each of the slicers on the canvas whose value you want to "bookmark," do one of the following:

  • Select the value from the slicer that you want to save to your bookmark (blue arrow above).
  • If you want the slicer to be disabled when the bookmark is applied, clear the filter checkbox (purple arrow). Note: When you disable a slicer, the discovery is no longer filtered by that slicer.

Step 2: Create your bookmark

Once you are happy with your slicer selections, you can "bookmark" them, adding a new bookmark to the Bookmark drop-down list for future selection. You can do this either from the ribbon or the context menu:

  • From the ribbon, click Bookmarks > Add Bookmark.
  • Right-click anywhere on the canvas and select Extended Operations > Bookmarks > Add Bookmark from the context menu.

By default, the bookmark is saved with a name that reflects some of your selected values.

Tip: You can rename your bookmark at any time by selecting the Edit option on the ribbon's Bookmarks menu. For more information, see Editing bookmarks.

Applying Bookmark Slicer Selections

You can apply a bookmark, resetting all slicers to the bookmarked values, from the ribbon or the right-click context menu:

  • From the ribbon, click Bookmarks > <Bookmark Name>.
  • Right-click anywhere on the canvas and select Extended Operations > Bookmarks > <Bookmark Name>.

Managing Bookmarks

You can only edit and delete bookmarks from the Bookmarks menu on the ribbon. Selecting the Edit option opens the Bookmarks dialog:

Change your bookmark's slicer selections

  1. Optionally, apply the bookmark you want to edit.

    2. Tip: Starting with the current options selected ensures that your updated bookmark won't include any unexpected changes.

  2. Update those slicer selections that you want to change.

    3. Remember! You can make alternative selections or enable / disable the slicer as needed.

  3. From the ribbon, click Bookmarks > Edit.

    4. The Bookmarks dialog opens.

  4. Click the Update option (blue arrow) that is associated with the bookmark that you want to update.

The selected bookmark is updated with the current slicer selections. You can click Close whenever you want to close the Bookmarks dialog.

Update your bookmark's name and description

From the Bookmarks dialog:

  1. Click the Edit option (yellow arrow) that is associated with the bookmark you want to edit.

    2. The Edit Bookmark dialog opens.

  2. Update the name and description of your bookmark as needed and click Save to save your changes.

Delete one or all bookmarks

From the Bookmarks dialog:

  1. To delete one of the bookmarks, click Delete alongside its name (green arrow).

    2. The bookmark deletes and the dialog remains open.

  2. To delete all bookmarks, click Delete All (orange arrow).

    3. All bookmarks associated with this discovery are deleted.

  3. Click Close to close the Bookmarks dialog.