How to Use Bookmarks


Note: If bookmarks are to be reapplied after reloading linked data, you need to specify key columns that can be used to uniquely identify the rows in each data table. See Details on Select Key Columns for more information.

To add a new bookmark:

  1. If Bookmarks are not already visible, expand the menu bar and select View > Bookmarks.

    Comment: Press Ctrl+Shift+B to open the Add Bookmark Special dialog where you can select to add partial bookmarks. To learn more about the different parts, see Details on Add Bookmark Special.

  2. Type a name for the bookmark in the text field.

  3. Click on the Add Bookmark button, , next to the name field, or press CTRL+B on the keyboard.

    Response: The bookmark is added to the analysis.

To apply a bookmark:

  1. If Bookmarks are not already visible, expand the menu bar and select View > Bookmarks.

  2. Click on the bookmark of interest, or click on the menu arrow for the bookmark of interest and then select Apply from the menu.

    Comment: Bookmarks can also be added to action controls (links, buttons or images) in a text area or as actions on dynamic items in a graphical table. In that case, clicking on the action control will apply the bookmark.

    Comment: You can also choose to apply just a part of the bookmark by selecting Apply Special from the menu. See Bookmarks Pop-up Menu to learn more about the different bookmark parts. For Filter Settings, you can select a few different apply methods from the pop-up menu.

To add a bookmark or bookmark part action to a link, button or image in a text area:

  1. Make sure that you have created a bookmark according to the steps above.

  2. Create a text area by clicking Visualization types , and then, in the Visualization types flyout, selecting Text area.

    Response: An empty text area is displayed.

  3. Right-click on the text area and select Edit Text Area from the pop-up menu.

  4. Type some explaining text in the text field, and where you want the bookmark-link to be placed, click on the Insert Action Control button, .

    Response: The Action Control dialog is displayed.

  5. On the Actions page, type a Display text to be used as the link or button text in the text area.

  6. Select the Control type from the drop-down list: Link, Button, or Image.

  7. In the Available actions list, click on the plus sign next to Bookmarks to expand the list, and then click on the desired bookmark.

    Comment: To add only a part of the bookmark, click on the plus-sign next to the bookmark of interest to expand the list, and then click on the bookmark part you want to add.

  8. Click Add.

    Response: The bookmark is added to the Selected actions list.

    Comment: If desired, you can add more actions to the same link.

  9. Click OK.

    Response: The action control is added to the text area.

  10. Save the text area and close the edit mode to test the action control.

To copy a URL to a bookmark in an analysis:

  1. If Bookmarks are not already visible, expand the menu bar and select View > Bookmarks.

  2. Click on the menu arrow for the bookmark from which you want to create a URL.

  3. Select Copy Bookmark URL and choose one of the link types from the menu.

    Comment: To learn more about the different link types and when to use each of them, see Links to Analyses in the Library.

    Response: The link to the bookmark is copied to the clipboard and you can now paste it into, for example, an email or a web page.

To update a bookmark:

  1. If Bookmarks are not already visible, expand the menu bar and select View > Bookmarks.

  2. Click on the menu arrow for the bookmark you wish to update and select Update Bookmark from the menu.

    Response: The bookmark parts available in the bookmark are updated with the current analysis settings.

To delete a bookmark:

  1. If Bookmarks are not already visible, expand the menu bar and select View > Bookmarks.

  2. Click on the menu arrow for the bookmark you wish to delete.

  3. Select Delete from the menu.

    Response: The bookmark is removed from the analysis.

See also:

What are Bookmarks?