in this video i will show you how to
use the bookmarks pane to be able to
easily switch back and forth between
different views
of your report and also to use it as
part of an actionable button to show
this bookmarks pane which is not on by
default
you go to view bookmarks pane so by
default this is not selected
you come up here and select this and now
this becomes available
there's a couple things you can do you
can filter data and save that as a
bookmark
or you can actually show and hide some
different items and save that
as a bookmark as well so for example
let's say we want to have this filtered
by
bikes now when we look at this
everything is already filtered by bikes
and if we wanted to keep this this way
we could add a bookmark
everything will be by bikes so even if
we turn this off
and i click now on this it's going to
flip that back
two bikes and everything will be exact
as we set it
in that bookmark and you can see here
it's going to
keep the data the display puts you on
the current page
and all these visuals so i mean there's
different things that you can
turn off and on here so if we turn data
off
and save that bookmark now we click on
the bookmark but
it's not keeping the data the display
looks the same you know we have all the
elements here
but the data is not so let's put that
back
put data again and if we
go back now it's keeping this data as it
was filtered as well
let's rename this and call this bikes
view
[Music]
to take it one step further we can
instead of having
to click over here and do this obviously
this pane is available you could always
click that
another option is to make it a little
more readily available to users
is to actually use it through a button
so let's add
a button here we'll go to buttons and
we'll just do a blank one
it's over here but let's just put it
here for now
and go to visual button text bikes
only this doesn't really make too much
sense because you could just
select this here but just to show you
how it works
bikes only let's let's add a background
change this to white take that outline
off one of the options of this here
is action
right now it's off so there's really
nothing to this
button itself it's just there but what
you can do is assign it
an action you can say back which means
it will take you back to the previous
page but another option here is bookmark
and what this will do is allow you to
pick
a bookmark one of the ones we made so we
made bikes view let's select that
and if we click on this so i'll have to
do control because i'm in preview
this preview editing mode i'll have to
do control click
it filters this to bikes now it's
you know let's do something else control
click again
takes us to bikes so we're able to
connect
the button to a bookmark
[Music]
so another option here is use bookmarks
to hide and show certain objects
let's show the selection pane which is
another option up here in the view tab
and here it will show all the different
elements
on the page so you can rename these as
well this is where the naming of
the element comes into play if we were
to go to title and give this a name
let's call this category
slicer
now we can see this gave it a more
descriptive name here in our selection
pane
we can turn this off but the name
remains the same
these different icons here will show if
it's hiding or displaying
if let's say we wanted to hide the
entire customer list
we could select hide this visual now
that's gone
and in the bookmarks add a new bookmark
called
let's rename this hide customer list
and that is going to give us exactly
what this looks like so not only is it
going to filter by bikes but it's going
to hide that
option here so let's click back to this
one
here let's clear this filter
it takes us back to this exactly so now
we could do the same thing here if we
wanted to add another button
in this case let's just make it a
bookmark
icon here instead clicking on this again
action
it defaults to type bookmark let's do
high customer list
let's say hide customers
change the color of it you know whatever
you want to do
let's control click and now it takes to
that one
and we can work there so this layout is
a little goofy i don't think you would
ever
actually go with this but the point is
this is how you can work with this
bookmark and selections pane
to make your to make your workbook a
little bit more dynamic
so perhaps this would be a little better
to read
doing something like this
so that when it comes and goes
it doesn't look like too drastic of a
change
hopefully you found this helpful we've
gone over how to use
the bookmarks pane the selections pane
and add them to
actions on a button to make your
workbook a little bit more dynamic and a
little
more interesting for users as they
interact with it so i hope you found
this helpful if you did
please feel free to like the video
subscribe or leave a comment and we can
talk about it
thanks for watching