Bookmarks

Bookmarks allow you to save multiple slicer selections in a Discovery. You can then select the required bookmark for the Discovery, rather than manually changing each of the slicers.

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

Bookmarks are not shareable and will only be seen by the current user – other users or viewers of the Discovery will not see your bookmarks, and you won’t see theirs.

Create Bookmarks

Bookmarks are created from the Bookmark button in the Reports ribbon

To create a Bookmark

  1. Make the required slicer selections.
  2. Click on the Bookmark button in the Reports ribbon.

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 (blue box).
  2. Under Bookmarks, you’ll see a sub-menu with a list of all your bookmarks saved in the current Discovery (red box).
  3. Click the required bookmark to apply it to all corresponding slicers.

Edit Bookmarks

Bookmarks can be updated and edited for the Discovery.

  1. Click on the down arrow on the Bookmarks button.
  2. Click on the Edit option.
  3. Under Bookmarks, you’ll see a sub-menu with a list of all your bookmarks saved in the current Discovery (image below).
  4. To update the bookmark with the current filter selections, click on the update button.
  5. To edit the name and description of the bookmark, click on the edit button.
  6. Edit the name and description of the bookmark as required.

Delete Bookmarks

Bookmarks can be deleted for the Discovery.

  1. Click on the down arrow on the Bookmarks button.
  2. Click on the Edit option.
  3. Under Bookmarks, you’ll see a sub-menu with a list of all your bookmarks saved in the current Discovery (image below).
  4. To delete the book mark, click on the delete option.