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Set Analysis with User-bookmarks

Hi to all,

did anyone of you manage using "user-bookmarks" together with set analysis?

With document bookmarks it works like a glance but I cannot manage to work with user-bookmarks.

Thanks in advance!

Best regards

Stefan

8 Replies
eiconsulting
Partner - Creator II
Partner - Creator II

HI! I stumbled upon this "old" message of yours.





Sum

Should you have the issue still open I have a sample file about the topic.

Flavio

( {BM01} Sales )





Federico Sason | Emanuele Briscolini
johnw
Champion III
Champion III

Interesting, I thought it was just me not knowing what I was doing. I only first tried it yesterday, but no, I couldn't get set analysis to work with user bookmarks either. As you say, it works fine with document bookmarks, but that's not what I wanted. Same problem in both version 8.5 and version 9.

eiconsulting
Partner - Creator II
Partner - Creator II

Hi! I am not sure I appreciate the difference between "document bookmarks" and "user bookmarks". I have always used an italian fully translated version (for customer's sake) and so some of the glossary is a bit confusing.

I imagined that a user bookmark was one created by me, in that case it works because I tested it.

Please make me understand the right terminology.

Flavio

Federico Sason | Emanuele Briscolini
Anonymous
Not applicable
Author

Hi,

That is correct. User bookmarks are not supported with Set Analysis. Only document bookmarks and server bookmarks will work.

(Which is not very clear from documentation)

johnw
Champion III
Champion III


Flavio wrote: Please make me understand the right terminology.


From the help text:

Bookmark types

There are different types of bookmarks:

Document bookmarks are stored inside the qvw document. They will always be available to whoever opens the document locally or from a QlikView Server.

User bookmarks are stored separately on the user's computer. They will only be available to the user who created them on the computer where they were created. If the document is moved or renamed all personal bookmarks related to it will be lost. In QlikView versions before QlikView 8, this was the only type of bookmarks that a user could create when working with a document on QlikView Server. Although still supported, they are largely made obsolete by the server bookmarks in QlikView 8.

Personal server bookmarks are only available when working with a document on QlikView Server and only to authenticated users. They are stored in a repository on the server and are accessible to the user from any computer where authenticated.

Shared server bookmarks are only available when working with a document on QlikView Server and only to authenticated users. Any user who has created a personal server bookmark may flag this as shared to other users. They will then become available to other users. Just like personal server bookmarks shared server bookmarks are stored in a repository on the server.

Now in my case, I was just trying to put together an example to help out someone on the forum. I wanted user bookmarks because I needed the bookmarked information to be specific to each user. Server bookmarks should be able to serve the same purpose, but I can't find anything in the API for adding a server bookmark, and I needed the bookmark to be added by macro. So it looks like I just can't solve the problem the way I thought I could. Ah, well. For the person's actual problem, there was a simpler and better solution anyway. I was pursuing the bookmark approach out of academic interest, not out of need.

Anonymous
Not applicable
Author

Hi John,

If you use the CreateDocBookmark member to create the bookmark it creates a doc bookmark when in offline mode. If you're connected to a server it creates a server bookmark so that would be my weapon of choice and set analysis can be applied on these bookmarks as well. I think it's enough to reference them by name or ID but if you have doc bookmarks with the same name you might have to specify the bookmark as Server\Bookmarkname in the set analysis code.

eiconsulting
Partner - Creator II
Partner - Creator II

I never had any use for this and overlooked the check-box to "indirectly" create User Bookmarks. I can use them, now that I know.

I saw that the object name automatically assigned is duplicated with Doc bkm, I get two "BM01" ... I was not able to change the object name. This makes impossible to address a specific one. It looked like only Doc bookmark was used... I deleted the Doc "BM01" but still the other doesn't work.

Thank you.

Flavio

Federico Sason | Emanuele Briscolini
Not applicable
Author

Hi all,

I was wrestling with the same problem and came accross a solution that seems to be working for server book marks.

What i did was uniquely name my bookmarks by prefixing them with the osuser() so the bookmarks names became "usernameBM1"

In setting the bookmarks i used the following createdocbookmark macro:

sub Bookmark1

set user = ActiveDocument.Variables("vUser")

UserName = user.GetContent.String

ActiveDocument.RemoveDocBookmark UserName + "Bookmark1"

ActiveDocument.CreateDocBookmark false, UserName + "Bookmark1"

ActiveDocument.RecallDocBookmark UserName + "Bookmark1"

set v2 = ActiveDocument.Variables("vBookmark1Selections")

v2.SetContent ActiveDocument.Evaluate("getcurrentselections()"),true

end sub

I created a variable vBookmark1 as =vUser & 'Bookmark1'

All seems to be working. Without the unique naming i was getting a build up on non-unique bookmark names.

Regards,

Greg