Bookmarks

[Jennell_McIntire]

Bookmarks allow users or developers to save a selection state in an app. They are useful when a user would like to save their selections in an app to view later or to share with others. For developers, bookmarks are useful if you would like to redirect a user to a specific sheet, with selections, when they open an app.

Let's begin by looking at how to create a bookmark. First, go to the sheet that you would like to bookmark and make sure your selections are already made. Then click on Bookmarks in the toolbar.

The Bookmarks window will open showing any bookmarks that have already been created. There is also a Create new bookmark button that can be clicked to create a new bookmark. After clicking the Create new bookmark button, the Create bookmark dialog window opens.

Here is where you can give the bookmark a name, add a description, and set some optional settings. By default, the Save sheet location is checked. This will save the sheet you are on when you created the bookmark and will navigate the user to this sheet when the bookmark is applied. The Save layout option will save the layout of the sheet and will apply that layout when the bookmark is applied. This is useful if you have made any layout changes on the sheet, such as expanding a pivot table or sorting a chart and want the bookmark to maintain the layout. The last option is to Save variable state in bookmarks. This option will save the current state of any variables when this bookmark is created. Once the bookmark is created, the user can use it at any time to return to the bookmarked state.

Let’s look at some other options that are available when you right click on the name of a bookmark.

• Apply bookmark – will apply bookmark selections and layout and clear any previous selections.
• Apply selections only - will just apply the selections of the bookmark to the app, clearing any previous selections. It will not apply any layout settings if they were saved with the bookmark.
• View details – will show the details of the bookmark.
• Copy link - will copy the URL for the bookmark so that it can be shared with others. Note, the bookmark will need to be made public before it can be shared. If you make a bookmark public, anyone can see and use it and you are no longer the owner, unless it is made private again.
• Set as default bookmark - will redirect users to the sheet, layout and selections that are saved in the bookmark when the app is opened (instead of the app overview).
• Delete – will delete the bookmark.

There are also many ways to apply a bookmark. A bookmark can be applied from the app overview by clicking Bookmarks or the toolbar of a sheet. A bookmark can be indirectly applied by using a button, for instance, and setting the action to apply the bookmark.

Bookmarks can also be used in set analysis expressions and applied to a visualization. In the expression editor, the bookmark can be inserted as seen below or can be used by name.

Example expressions using the bookmark name:

These expressions will apply the bookmark to the chart, much like when you use set analysis.

A bookmark can be edited if the name, description, or selections in the bookmark need to change. There is no longer the need to delete and create a bookmark if a change needs to be made to the selections. To edit a bookmark, click on the Bookmarks button in the toolbar and then click the Details icon next to the bookmark you would like to edit or right click on the bookmark and select View details.

From the details view, you can select the edit icon to make changes to the name or description of the bookmark. Once done, you can click the check mark to stop editing or the update icon to also update the bookmark with the current selections.

Also note that possible alternate states are visible when editing a bookmark. If there were selections made in these states when the bookmark was created, they will be visible here as well. Users have the option to copy the set expression for the bookmark if they would like to use it elsewhere in the app.

Bookmarks are a great tool for your own personal use but also for collaboration. They are easy to create and edit and take the legwork out of remembering what selections were applied when you want to return to a previous viewed state or share an insight with a colleague. Check out Qlik Help to learn more.

Thanks,

Jennell

[mshann01]

I frequently setup default bookmarks for dashboards to direct users to the most relevant sheet upon opening.  This is an easy way to help adoption from QV to QS as well.  Typically I'll also set some date filters in the default bookmark to a recent time period so that charts and tables render quicker with the reduced selection state.  For dates, there are some other tutorials on how to dynamically set date fields in a bookmark to current year, prior year, prior month, etc.

[michael_klix]

Hi, very helpful, but the menue item "make public" was skipped. Is this intentionally as it does not work anyhow?

If a user creates a bookmark in a published app, it is visible to all users, even without making it public. This seems to be a bug for years.

I see many questions in the community but no solution. Can you please explain this, too?

[edwin]

Talking about bookmarks, id call your attention to the bookmark API.  when you create a bookmark (through API or through the UI), you can specify the sheet that the bookmark will open - and thats great!  however, in the apply method of the Bookmark API, there is no option to jump to the sheet of the bookmark which to me seems half baked - someone forgot to put in something.

itd be great if the bookmark API were reviewed.

[coloful_architect]

what kind of role I need ? I am the root admin , still can not edit the bookmark' selection. anything setting up I need to do? I can edit the bookmark's name but can not add one more selection or delete selections... that is to say, if I want to update the bookmark, the only one I have to do is to remove one and create a new. pls advise