How to create and use Bookmarks
Last updated About 1 month ago
Use case
In your daily workflow, you frequently access specific BI Book reports. Each time you open a report, you often need to configure various dimensions to display the information relevant to your work.
The Challenge: Repetitively adjusting report dimensions can be tedious and time-consuming.
The Solution: You can save your preferred view by using Bookmarks. This will allow you to instantly access the report with your customized view.
Bookmark types
You can create private or/and public bookmarks.
Public bookmark: you found an insight in data and want to share it with your colleagues. Public bookmark will help you to save the exact report page, where you found the insight, together with slicers' selections and page filters.
Private bookmark: you want to have a quick access to the report view that is relevant especially for you in your daily tasks. For example, you want to see current months numbers for the cost center you are in charge of.
Who can view your Bookmarks
Private bookmark: only you. Even Admins cannot see the private bookmarks you've created.
Public bookmark: everyone with the access to the source BI Book report can see the bookmark.
Who can delete Bookmarks
Private bookmark: only you.
Public bookmark: only Admin
How to use
(1) Open a report for which you would like to create a bookmark.
(2) For a report page, apply the slicer/filter selections you want to save.
(3) Click on the Bookmark's icon in the Action panel:
(4) After you have clicked on the bookmark's icon, the "Bookmarks" pane will open on the left side.
Using the "Bookmarks" pane you can view all the bookmarks that have been already created. The list of bookmarks includes only those to which you have access—that is, you have permission to view the associated reports.
(5) Press "Add bookmark" button to create a new bookmark.
(6) In the opened pop-up window you can name the bookmark and choose whether it is public or private.
(7) You can close the "Bookmarks" pane by pressing the bookmark's icon in the action panel again.
