Updated: 2 days ago
Probably one of the most annoying things about creating bookmarks is... updating them!
However, there is a trick that will make your life so much easier and the process a lot faster.
And the trick is...
GROUP YOUR VISUALS and always select the option "SELECTED VISUALS" when creating your bookmark
Let me get into the details now...
The steps you need to do for this technique are:
> Group the visuals/shapes in your report (create kind of reporting areas)
> Using the Selection Pane, select the groups you want the bookmark to be applied on
> Create a bookmark with the option "Selected Visuals" enabled
> When you want to update a bookmark e.g. adding an extra visual, just drag that new visual to the correct group in the Selection Pane
Let's go for a practical example, imagine the report below:
You want to switch between those two tabs "Line chart view" and "Bar chart view" so you only show either the line chart or the bar chart.
You create your buttons, your line chart and bar chart, and now it's time to create your bookmarks.
There are two ways to go about this, you can either go the "common" way, which is hiding/showing the visuals you want individually from the selection pane and creating a bookmark for All Visuals:
(Which will work to be honest, but will give you some problems if you want to change your bookmark later on)
Or, you can go the smart way, which is grouping your visuals first!
I think you can already see why grouping your visuals will make your life so much easier when creating bookmarks. This way, you can select the entire group in the Selection Pane and hide/show multiple visuals with just one click. How cool is that?
I can't measure how much time this hack of grouping the visuals for bookmarks saved me so far, but it was a lot!
And of course, everything looks way more organised when you have your visuals g