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Documentation BI4H (EN)Documentation BI4H (EN)

  • Quick Start
  • Navigation
  • Interactions
  • Charts
  • Tables
  • Filters
  • Modules
  • Data Explorer
  • Self service
  • Quick Start
  • Navigation
  • Interactions
  • Charts
  • Tables
  • Filters
  • Modules
  • Data Explorer
  • Self service
  • Quick start

    • Start up

    • Profile

    • Top tool bar

      • Change theme layout
      • Language selection
    • Elements of BI4H

    • What is the HUB

    • What is the APP

    • What is a module

  • Navigation

    • Tiles & child buttons

    • Navigation bar

    • Stepper

    • Sidenav

    • Bookmarks

    • Schedule

    • Global search

  • Interactions

    • Point & click interaction

    • Change chart type

    • Export widgets

    • Fullscreen

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    • Lines

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  • Grids

    • Grids option

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    • Pivot

  • Filters

    • Smart Filter Bar

    • Filter layout

      • Single filter
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      • Search filter
    • Filter types

    • Filter options

    • Interactions

  • Modules

    • Numbers

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    • Aid to interpretation

  • Data Explorer

    • Introduction

    • Configuration

      • Edit module -> Generals
      • Edit module -> Aspect
      • Edit module -> Sharing
    • Create a new query

      • Add fields from Univers
      • Add fields from tables/snippets
      • Conditions sections
      • Advanced mode
    • Existing query

      • Run an existing query
      • Create a query using existing query
    • Sharing

      • Share a query
      • Run a shared query
    • Export results

    • Query category

  • Self service

    • Your first dashboard

      • Adding a new page to the app
      • Adding modules to the page
    • Edit Module -> DATA tab

      • Dimension & Alternative Dimension
      • Measures & Alternatives Measures
      • Categories for alternative data
      • Name of dimensions & Measures
      • Sorting of Dimensions & Measures
      • Visibility of Dimensions & Measures
      • Measures Formatting
      • Measures Threshold
    • Edit Module -> ASPECT tab

      • Title customization
      • Show Legend & Customization
      • Box colors
      • Split module
      • Box Options
      • X Axis
      • Y Axis
      • Chart Colors
      • Type (Rotate, Invert, stack)
      • Zoom
      • Tooltip
      • Average
      • Values
      • Change type
      • Other (Aspect)
    • Edit Module -> INTERACTIVITY tab

      • Action
      • Filters
      • Data
      • Other (Interactivity)
    • Edit page - Generals tab

    • Edit page - Options tab

      • Options (Page)
      • Filters (Page)
    • Edit page - Info tab

    • Edit page - Other tab

    • Rendering examples

      • Column chart combined with a line
      • Stacked chart
      • Chart with opposite axis
      • Chart with a constant line
  1. Docs
  2. Navigation
  3. Bookmarks

Bookmarks

Reading time:

From Version V5.0.0


The bookmark feature allow to save the filters selection to recall later.

The feature is similar to the favourite of browsers.

BOOKMARKS LIST 

If bookmarks have already been saved, you will find for each of them: title, description, saved filters and creation date.

Clicking on an element of the list you will open the correspondent dashboard page, with the filters applied as in the bookmark configuration. 

You can search bookmarks with full-text mode by the search bar on the top of the section.

Moreover you can order the list by name or creation date by clicking on the button on the right of the search bar.


With a mouse-hover on listed filters you can see the set values for each filter saved.


Add a new bookmark

After setting the filters in the interested dashboard, click on the '+' button to create a bookmark on it. By default you will find the dashboard title as bookmark name, but you can click on '...' to edit it, for example, rename the bookmark, add an icon, add a description.

When the configurations are finished you can click on 'Save' and then see the new bookmark in your personal list.


Share a bookmark with a comment

You can share the bookmark with other users (who have access to your project app), click '...' which is on the right of the bookmark you want to share, then click 'Open'.

If the bookmark is never shared with other users, you will find this message on the top right of the section.

Click on the button 'Share' at the top left of the section, enable users who you want to share the bookmark with, only users who have access to this project will be shown in the list.

Add your comment on the bottom of the section


Notification

The user who you share a bookmark or a comment with will receive a notification via mail or directly on the platform.

You can configure the way you want to receive the notification.

Click on the button 'Notification setting' on the top right of section.


Enable the option you want to receive the notification.



Last update: 11 October 2024
Views: 387

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