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19. Bookmarks, Selection Pane, Buttons and Navigation

19.1 What a Bookmark Saves

Start with a problem

Shraddha sets the City slicer to Nashik, hides a chart, and wants to come back to exactly this view tomorrow with one click.

Explain simply

A bookmark saves the current state of a page: filters and slicers (Data), which visuals are visible (Display), and which page is open (Current page). You choose which of these a bookmark applies.

Show the data

Saved part Example
Data City slicer = Nashik
Display Table visible, chart hidden
Current page Delivery page

About this data: This table uses columns: Saved part, Example. This table uses columns: Moment, Total Sales card. This table uses columns: Captured by, What it includes. This table uses columns: Wrong result, Reason, Correction. Values shown are the lesson examples already on this page (not a new dataset).

Fictional sample data. Practice file: visuals_orders_apr_may_2026.csv (source: src/practice/).

Demonstrate

  1. Set the City slicer to Nashik.
  2. View › Bookmarks › Add. Rename it Nashik view.
  3. Clear the slicer (₹2,100 shows).
  4. Click the Nashik view bookmark.

Show the result

Your result should look like this (fictional sample):

Moment Total Sales card
After clearing slicer ₹2,100
After clicking bookmark ₹800 (Nashik)

Explain what happened

The bookmark stored the slicer state (Data) and re-applied it.

Explore further

  • Turn off Data on a bookmark when it should change only visibility (19.4).

Detailed reference for this lesson:

A bookmark saves the current state of a report page:

Captured by What it includes
Data Filters (Filters pane), slicer selections, sort order, drill location, cross-highlight selections
Display Which visuals are visible or hidden (Selection pane), spotlight, focus mode, expanded/collapsed matrix state
Current page Which page is shown (clicking the bookmark jumps to that page)
All visuals / Selected visuals Whether the bookmark applies to every visual on the page or only to the visuals that were selected when it was updated

Data, Display, Current page – he teen options samajle ki bookmarks cha jast-karun confusion sampto. Samjla ka?

Ravindra Bagale's Tip

Friends, many students expect a bookmark to save everything, then get surprised that slicers reset. Remember the three options: Data (filters and slicers), Display (visibility, drill state) and Current page. Decide which ones each bookmark should capture. Practise, and it will feel very easy.

Fix common mistakes

Wrong result Reason Correction
Bookmark resets user's slicers unexpectedly Data option On Untick Data for display-only bookmarks
Bookmark shows old filter after model change Saved state is fixed Update the bookmark (right-click › Update)
Bookmark changes all pages Misunderstanding Bookmarks apply to their page; check Current page

Practise independently

Practice task

Create a bookmark Pune view and say what the card shows when you click it.

Hints
  • Pune total.
Solution

₹850.

Think like a professional

Bookmarks power guided stories and toggles. Name them clearly – a list of Bookmark 1…7 is unmaintainable.

Ravi Sir's Cards for this lesson

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