Bookmark Analytic Applications

As an application user you can create, view and manage bookmarks, which let you capture and save the current state of your analytic application.

Bookmark Current State

When viewing an analytic application, you may want to come back to a specific view of the data without having to spend time resetting all the widget states in the application. In this case, you can save the current state as a bookmark by selecting the save button on the application, for example.

In an analytic application, you can bookmark the change of a widget itself and the display of data on it, including but not limited to the following:

width and height of all widgets
visibility of a widget or components in a widget
dimensions and measures added to or removed from a chart or table
hierarchical level of the data in a chart or table
sorting, ranking, filtering and drilling of data in a chart or table
show/hide information of a grid, header, title, subtitle, unbooked members and total values in a table
items added to or removed from a dropdown, radio button group or checkbox group
selected values in a dropdown, radio button group or checkbox group
hyperlinks set for an image or shape
texts applied to a text widget or text changes in an input field
max value, min value and current value of a slider and range slider
value changes to dynamic variables

You can save bookmarks with dynamic variable values defined at the model level, as well as last changed ones that might override the model-level variable settings.

Note

To save bookmarks with last changed dynamic variables values, at design time, go to (Edit Analytic Application) Analytic Application Details. Then, under Bookmarks in the Viewer Settings section, make sure you've selected Override default settings and Keep last saved values for dynamic variables. By default the options are selected. Related API is also available, and for details see Use Bookmark Set Technical Objects in Analytic Applications.

Note

You cannot bookmark changes you make to the non-primitive type script variables (types other than string, boolean, integer and number).

Note

You cannot bookmark translated contents except for the bookmark name.

Note

For any new bookmark versions created after wave 2019.19, the Unrestricted Drilling option in date range for time dimension settings will take effect. However, this won't apply to the old bookmark versions created before this wave.

Note

If you import an analytic application from a .tgz file with the option Drop Objects selected and the analytic application already exists on your system, both the analytic application and its bookmarks are overwritten and its data is updated.

Manage Bookmarks

To manage your bookmarks, select (Analytic Applications) from the side navigation, and in the start page go to Bookmarks tab. Select a bookmark, and then you can edit, share or delete it:

Select (Edit) to change the name and type, Personal or Global, of the bookmark.
Select (Share) to share the personal bookmark with other application users or teams.
For how to modify sharing settings, see Share Files or Folders.
Note

When you share an analytic application with other users, only global bookmarks will be shared. Personal bookmarks won't be included.
Select (Delete) to delete a bookmark that you no longer need.

To open and view a bookmark, you need to select a valid one. It will be opened in view mode.

Note

A bookmark is valid only when its version is consistent with the current version of the bookmark set technical object set by the application designer. If not, the bookmark is invalid and cannot be opened.

To search for a specific bookmark, enter the bookmark name in the search box. To narrow down the filter scope, choose Valid Bookmarks, Invalid Bookmarks or All Bookmarks from the dropdown list to the left of the search box.

To view all bookmarks of a specific analytic application, go to (Files) to find the application. When you hover over the application, select (More actions) to the right of it and choose Browse Bookmarks.