buttons & bookmark complexity

[zivhimmel]

Hi,

I have a unique challange which I hope someone has come accross and can have an idea on how to tackle it.

For simplicity let's assume my report page has an upper part and a lower part. Each of them has two modes.

Let's say the upper part has a few KPIs, some show MTD values and some show YTD values. I'm using bookmarks and YTD/MTD buttons to switch the view between the MTD and YTD KPIs.

Let's say the lower part shows some charts with performance over time, and I want to use the same concept and create buttons to toggle between sales over time and profit over time.

(note: this is just a simplified example I've used here so please do not suggest different layouts).

The problem, with having two sets of buttons & bookmarks, is that when I'm creating the bookmarts to toggle between MTD/YTD(upper part), I'm also forcing a selection of a state in the lower part. And vice versa.

On to my question - is it possible to somehow have the MTD/YTD buttons switch between MTD/YTD bookmarks but leave the lower part as is? I'm assuming this is somehow possible in the bookmark settins (all visuals/select visuals?), just not sure how to use it.

Thanks!

[Anonymous · Accepted solution]

Hi @zivhimmel  ,

You are correct, you can achieve the desired result by choosing the Bookmarks "Selected Visuals" feature.

For example:

> Create MTD bookmark

> Right click on Bookmark name > Tick "Selected Visual"
> Select all visuals that will be impacted by this bookmark ( CTRL + Click for multiple selection)
> Right click on Bookmark name > "Update"

Repeat these steps for all buttons.

Hope this helps
Cheers
Robin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[zivhimmel]

Thanks @Anonymous , this works perfectly.