Forum Discussion

KCinMelbourne's avatar
KCinMelbourne
Icon for Resolver I rankResolver I
7 years ago

Bookmarks - Keep drilldown as defined by bookmark, but keep filter defined by user

I have bookmarks that I use to show reports at different levels for the visuals.   For example, I'll show the visual split by department, team or sub-team for 3 different bookmarks.   Separately to...
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KCinMelbourne's avatar
KCinMelbourne
Icon for Resolver I rankResolver I
7 years ago

Thanks Maggie,

 

I have found that you can keep the drill down view but it appears to be linked to the 'Data' option when you right click the bookmark. Unfortunately, the retaining user filters also appears to be linked to 'Data'.

 

I'm curious if anyone has a work around that allows me to keep the drill down per the bookmark, but retain whatever filters the user has applied.

 

Cheers

Kirsty

cwermager's avatar
cwermager
Frequent Visitor
6 years ago

You can achieve this by using the "selected visuals" option within the bookmark. I was able to crtl-select only the visuals where I wanted to preserve a drilldown and then choose "selected visuals". Switching bookmarks then only adjusted the drilldown heirarchy on the visuals and did not reset the user filters. 

  • jgubler's avatar
    jgubler
    Icon for Advocate III rankAdvocate III
    4 years ago

    This didnt seem to work for my usecase (I need the buttons to keep the drilldown level for graph A and B, even when the bookmarks show only A or only B).
    This seems to be a good solution if you need to not affect the drilldown level of a graph that also doesnt need to hidden / shown by use of a bookmark.


    Here is a video if someone wants an explanation of the 'selected visuals':

    https://youtube.com/clip/UgkxWWZd1FC2_pFjHsbMGG5x2QclSoQyrj6O