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Creating bookmarks

Bookmarks let you save specific selection states. This allows you to review them later, and share them with other users.

Depending on the type of bookmark, not all bookmarks are rendered when you open the list of bookmarks you have created. The bookmarks are still available, and you can find them by searching by bookmark name.

Your bookmark can save selections of static field values, dynamic selections generated using selection search, or both.

Creating a bookmark

Do the following:

  1. Make the selections on the sheet that you want to save as a bookmark. These selections can be static values you have selected manually, or values that dynamically change based on selection searches. For information about creating dynamic bookmarks with selection searches, see Working with dynamic bookmarks.

  2. Click Bookmarks in the assets panel.

  3. Click Create new bookmark.

  4. Title: By default, the name of the sheet and a summary of the selections are used as the title of the bookmark. You can change this if needed.

    Information noteDo not use a name already used by an alternate state.
  5. Description: You have the option to enter a description of the bookmark.

  6. Save sheet location: Toggle this on if you want the bookmark to switch to the sheet that was open when it was created. Toggling it off means that the user will stay in their current sheet when the bookmark is applied.

    Information noteIf the target sheet that was saved with this setting is deleted or is a private sheet, applying the bookmark will not open that sheet. The selections associated with this bookmark will still be applied to the app.
  7. Save layout: Toggle this on if you want to save chart layouts, sorting, or expansions. Save layout does not include scrolling or position of visualizations.

  8. Save all variable states: Toggle this on to save the current values of variables in the bookmark.

    Instead of using this setting, it is recommended that variables states in bookmarks be controlled by app creators on a variable by variable basis. For more information, see Including variable states in bookmarks and reports.

    Information note

    Variable states can still be included if Include in bookmarks is set on the variable by the app creator. For more information, see Including variable states in bookmarks and reports.

    Information note Variables created in the load script cannot have their state saved in bookmarks using Save variable state in bookmarks. For more information, see Including variable states in bookmarks and reports.
  9. Click Create.

Working with dynamic bookmarks

You can create bookmarks with dynamic selection states. For example, rather than selecting the Region values Europe and Asia as static values, your bookmark could select all Region values that have total sales greater than $1,000,000.00.

Dynamic bookmarks allow you to capture realistic data filtering. A common example is selecting the current time period—for example, the current quarter or year—without hard-coding specific values.

Dynamic bookmarks are created using selection searches. For more information, see Searching within selections or visualizations.

Creating a dynamic bookmark

Use the selections tool to create a dynamic bookmark. For more information about the selections tool, see Using the selections tool.

Do the following:

  1. In sheet view in analysis mode, click Selections tool in the toolbar. The selections tool opens.

  2. In the App dimensions section, find a dimension for which you want to create a dynamic bookmark. You can use one of the master dimensions listed by default, or turn on Show fields to use any dimension in the data model.

  3. In the listbox for the dimension, click Search.

  4. Type a selection search. The search needs to result in at least one selection when creating the dynamic bookmark.

    Examples:  

    =YearMonth>=Quarterstart(Now(),-1)
    =Sum(Sales)>1000000
    =ShippedStatus<>'Shipped'

    Your selection search can use text, numeric, expression, or compound search. For more information, see Searching within selections or visualizations.

  5. Press Enter on your keyboard. This applies the selection search, creating a dynamic selection state.

  6. If desired, you can add additional selection searches—or static field selections— to the bookmark definition. Repeat the steps above to add more selection searches, or select static field values using any selection method.

  7. Click Bookmarks in the assets panel.

  8. Click Create new bookmark.

  9. Configure the settings for the new bookmark. For details about specific settings, see Creating a bookmark.

  10. Click Create.

Other ways to create dynamic bookmarks

You can also create a dynamic bookmark using any other method of selection search. This includes:

  • Using a table-based visualization — specifically, the Table, Straight table, Pivot table, or Pivot table (Visualization bundle).

  • Using any visualization that supports the View data feature.

However, because visualizations are often already configured with a limited data set, searching in selections in this way might not always result in at least one selection. For this reason, the easiest way to create a dynamic bookmark is using the selections tool.

States and set expressions

When creating or editing a bookmark, you will see the possible alternate states that have been bookmarked. If a state includes selections, then the set expression for the selections is also shown.

You can copy the set expression by clicking Copy.

Information noteIf the bookmark selection includes a calculated dimension the set expression will show MISSING VALUES and cannot be used.

Bookmark options

In sheet view, if you right-click on a bookmark, you will see the following options:

  • Apply bookmark: The selections saved in the bookmark are applied and the sheet which the bookmark originates from is displayed. Any previous selections are cleared.
  • Apply selections only: The selections saved in the bookmark are applied. Any previous selections are cleared.
  • Make public: Making a bookmark public means that anyone can use it. You will no longer be the owner of the bookmark.
  • Make private: Making a bookmark private returns it to the original owner's private bookmarks.
  • Details: Displays location, layout state, and set expressions.
  • Copy link: Copies the bookmark location so it can be shared.
  • Set as default bookmark: When the app is opened, the layout state and the selection state of the default bookmark are used, instead of the app overview page. See Setting a default bookmark to create an app landing page.
  • Delete: The bookmark is deleted.

Searching for bookmarks

Do the following:

  1. In a sheet, click Bookmarks in the asset panel.

  2. Type your search criteria in the search field.

    The list is filtered as you type.

Tip noteWhen you search in bookmarks, Qlik Sense looks for matches in titles and descriptions.

Changing the title and description of a bookmark

You can change the title and description of a bookmark.

Do the following:

  1. In a sheet, click Bookmarks in the asset panel.

  2. Under My own, click More on the bookmark you want to edit and select Details.

  3. Click Edit details.

  4. Make your changes to Title and Description.

  5. Click Done.

The changes are automatically saved.

Tip noteYou can also edit bookmarks from the app overview using the same procedure.

Updating selections in private bookmarks

You can change the selections in a private bookmark, if the app is in a personal or shared space.

Do the following:

  1. Make new selections on the sheet that you want to save as a bookmark.

    These new selections will completely override the selections in the original bookmark.

  2. In a sheet, click Bookmarks in the asset panel.

  3. Under My own, click More on the bookmark you want to edit and select Details.

  4. Click Update bookmarks.

  5. Click Confirm.

Your bookmark has been updated.

Changing who can see the bookmark

For Qlik Sense apps published to streams, existing bookmarks that are in the app before publishing will become public bookmarks.

New bookmarks can be added after the app is published. The bookmarks can be published and unpublished within the Community so that other users can use them.

For more information, see:

Limitations

  • Depending on the type of bookmark, not all bookmarks are rendered when you open the list of bookmarks you have created. The bookmarks are still available, and you can find them by searching by bookmark name.

Learn more

Related learning:

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