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.

  1. If Bookmarks are not already visible, select View > Bookmarks, or press CTRL+B on the keyboard.

  2. 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.

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

  4. Click on the Capture Bookmark button, bm_add_bookmark_i_new.png, next to the name field.

    Response: The bookmark is added to the analysis.

  1. If Bookmarks are not already visible, select View > Bookmarks, or press CTRL+B on the keyboard.

  2. Double-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.

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

  2. Create a text area by clicking on the New Text Area button, text_new_text_area_button.png.

    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 any explaining text in the text field, and where you want the bookmark-link to be placed, click on the Insert Action Control button, text_icon_action.png.

    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. Exit the text area edit mode to test the action control.

  11. To create a URL to an analysis with a bookmark:

  1. If Bookmarks are not already visible, select View > Bookmarks, or press CTRL+B on the keyboard.

  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.

  1. If Bookmarks are not already visible, select View > Bookmarks, or press CTRL+B on the keyboard.

  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.

  1. If Bookmarks are not already visible, select View > Bookmarks, or press CTRL+B on the keyboard.

  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.

For compatibility reasons, you can go back to use the 3.2 version of the bookmarks, this is possible using the following steps.

  1. Select Tools > Options.

  2. Go to the Compatibility page.

  3. Select the Use 3.2 bookmark panel check box.

  4. Click OK.

    Response: The next time you open the bookmarks panel, it will use the 3.2 style and behavior. (If the new bookmarks panel is open, you need to close it and reopen to see the change.)

    Comment: See How to Use 3.2 Bookmarks and What are 3.2 Bookmarks? to learn more about 3.2 bookmarks.

If an older analysis containing bookmarks is opened in TIBCO Spotfire 3.3 or later, and you are using the new Bookmarks popover or panel, a link will be shown at the bottom of the popover or panel. Click Convert to transform all old-type bookmarks to the new type. If you want to display the old bookmarks without converting them, you can go to Tools > Options, Compatibility page and select the Use 3.2 bookmark panel check box. Clear the check box to see the new type bookmarks.

See also:

What are Bookmarks?