Bookmark "Toggle" - Retain Slicer Selection
If you have 2 visualizations that you are toggling through a Bookmark image, and have slicers on your page, if you change a slicer value and click on the image to toggle to a different viz, the slicers value will not be retained. For instance, if I select Canada in a slicer, click on the toggle, the slicer will change back to whatever was saved in the bookmark. It would be nice to have an option to "retain" the current selections. This would allow a user to make different selections in the slicer, and then when the click on the toggle button, it would retain those values instead of using the slicer value when the bookmark was saved.
Thanks for the feedback! We are now working on a way to control for a bookmark if it just applies the visual properties (like hiding/showing visuals), just the filter properties (like slicer states), or both (the default & what it does now). This will allow you to set up toggles that just switch out the visuals, while not changing the slicers.
Keep voting on the idea if you want an update when it goes out!
It would be great if an update could be given on this work, please? Any estimated time for the delivery?
Joel Faltermeier commented
Agree with Scott Brooker below and other comments regarding more granular control. Please allow a 3rd option.
The bookmark options should be a) save all filters and slicers, b) save only filters but not slicers, c) do not save any filters and slicers. In addition to the saving of the visual properties.
Scott Brooker commented
Hi Amanda, what you propose above will be an improvement but won't get us the whole way there. Consider the common scenario where the report create sets a visual/page/report level filter in the filters panel and applies a bookmark for ease of use for a user of the report. The general use case would be that once the report is released to an app, the user would not be able to modify those filters. So what we need is an ability for the bookmarks to save in the bookmark the filters set in the filters panel, but not those selected in the slicers panel. The bookmark options should be a) save all filters and slicers, b) save only filters but not slicers, c) do not save any filters and slicers. In addition to the saving of the visual properties. Thanks.
bookmark retains filter pretty well in desktop app but not on web or mobile.
Briton Wells commented
SO happy to see this is started. Bookmarks are awesome but tricky to use to swap visuals if slicers are being reset
Richard Tompsett commented
If this was controllable on a more granular choice by allowing which visuals are affected by the bookmark, that would allow a layering of bookmark effect. For example. You could have 1 series of bookmarks that changes the campaign filter along with hiding and showing the relevant visuals, then another series of bookmarks that take you to more granular choices like months, or switches some other set of visuals in and out. I am thinking of the same implementation as how the current 'visual interactions' behaviour works, however with toggles for hiding, filtering, changing visual properties (drill through/sorting).
By allowing visuals in this way it could make the experience more 'app' like.
Craig Muldoon commented
Need to be able to retain or reset slicer filters independently from visual and/or page filters.
Please include the DRILLTHROUGH filter in the development. Thanks!
Can you please let us know a tentative date for this idea to be implemented?
Agreed, I find this to be particularly important when trying to use the bookmarks for a presentation or to share a story without changing the underlying functionality of the report.
TJ Doherty commented
Need to allow users to retain the ability to reset Report Level filters across all pages. Right now, my bookmarks retain the original report level filter. This is no good if I'm using the bookmark as a menu navigation. When I click on the bookmark, it shows the original Report Level filter when the bookmark was created, not what I've reset it to in the report. As I page across my report using the page tabs, the new Report Level filter is set, but not when I use the bookmark navigation.
And when we export the report to power point, can we retain the bookmark selected filters?
Thomas Bächinger commented
it would be very helpful to control if the bookmark applies to the different filter levels (report, page, visual)
totally agree! please add this as soon as possible ! thanx.
Agree 100%. The bookmark feature is a game changer for our organisation. This small change would make Qlik all but a distant memory for our users!
Greg Sharrow commented
This needs to be implemented. If a user interacts with the visual it should stay in the state it is during the session. There needs to be something like "allow interaction" setting on a bookmark.
A nice implementation could be the same way we already control how visuals interact with one another. Would be nice to have the option for a bookmark to toggle on an individual visual basis.
This is definitely a must-have for any kind of wide-spread deployment at my company. The Bookmark feature works well, but as a developer there is no way that I'd be able to predict all end-user exploration that may be useful/insightful. This is especially true when looking at a SKU level. Allowing users to set filters at a top level and then navigate to multiple differing views whether it be Pricing, Customer Purchasing Profiles, Product Performance, etc would be a massive help. It enables users to explore PowerBI on their own in a deeper fashion without us having to spend hours internally training on building visuals.