In an Analytics sheet, bookmarks save filters, variable selections, and layout settings for quick access to frequently used data views. Bookmarks can be kept private or published for other users.

Video Tutorial

Access Bookmarks

1. Click Bookmarks to open the Bookmarks panel. Select a bookmark category:
   • Public: Displays all public bookmarks.
   • Community: Displays bookmarks published by other users.
   • Published by me: Displays bookmarks published by the current user.
   • My own: Displays private bookmarks created by the current user.
2. Select a bookmark to open it. Bookmarks open based on the options saved:
   • When Save sheet location is selected, the sheet opens with the saved filters applied.
   • When Save sheet location is not selected, the current sheet remains open, and the saved filters are applied. 
   • When Save layout is selected, the sheet opens with the saved chart layout and presentation.
   • When Save variable state in bookmarks is selected, the sheet opens with the variable values saved at the time of bookmark creation.

Note: When only two bookmark categories are available, the categories display as tabs. When more than two categories are available, the Categories drop-down list displays. 

Create a Bookmark

1. Apply filters, select variable buttons, choose values from drop-down menus, and enter input values as needed.
2. Click Bookmarks to open the Bookmarks panel. 

3. Click My own to view existing bookmarks.
   

    

4. Click Create new bookmark. 

   

5. In the Create bookmark window, complete the following fields and options:

   

   • Title: Automatically displays as Bookmark (#), with the number increasing as bookmarks are added. Edit the title as needed.
   • Description: Enter a description, if needed.
   • Save sheet location: Selected by default. The bookmark opens the saved sheet and applies the associated filters.
   • Save layout: Select to preserve the current layout, including customized sorting or chart formatting.
   • Save variable state in bookmarks: Select to save variable button selections, drop-down values, and input box entries.

6. Click Create. The bookmark displays in the My own section.

   

7. Click the More (...) icon next to the saved bookmark to open the options menu.

8. Click Details to open the Bookmark details window. 

   

Note: The Bookmark details window displays the settings captured in the bookmark, including saved selections, variable values, layout settings, and set expressions.

Publish a Bookmark

Publish a bookmark to make it available to other users.

1. Click Bookmarks to open the Bookmarks panel.
2. Click My own.
3. Click the More (...) icon next to the bookmark to publish.
   
4. Click Publish. The bookmark moves from My own to Published by me and becomes available in Community for other users.

Note: Published bookmarks display in the Published by me section for the creator and in the Community section for other users. To delete a published bookmark, unpublish it first.

Unpublish a Bookmark

1. Click Bookmarks to open the Bookmarks panel.
2. Click Published by me.
3. Click the More (...) icon next to the bookmark.
4. Click Unpublish. The bookmark moves to the My own section.

Edit a Bookmark

Edit a bookmark to update its Title or Description.

1. Click Bookmarks to open the Bookmarks panel.
2. Click the More (...) icon next to the bookmark to edit.
3. Click Details to open the Bookmark details window.
4. Click Edit details.
5. Edit the Title, Description, or both fields.
6. Click Done.
   

7. Click Update bookmark.

   

8. In the confirmation window, click Confirm.

   

9. Click X to close the Bookmark details window and return to the Bookmarks panel and Analytics sheet.

Delete a Bookmark

Only bookmarks in the My own section can be deleted. To delete a published bookmark, unpublish it first.

1. Click Bookmarks to open the Bookmarks panel.
2. Click My own.
3. Delete the bookmark using one of the following methods:
   • Click the More (...) icon next to the bookmark and click Delete.
     
   • Open the Bookmark details window and click Delete.
     
4. In the Confirmation window, click Delete to delete the bookmark, or click Close to keep the bookmark.