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Choose Filters that a Bookmark Affects

  • January 29, 2021
  • 3 replies
  • 0 views
O

Hi all,

Something that's been really frustrating me recently is this: I need to have certain filters stay at what the viewer selects after using a bookmark, but I can't figure out how to do this. That is to say, I want the bookmark to ignore certain filters.

Here is an example of the behaviour I want:

  1. Default state: There are filters for the following attributes: A=1, B=2, C=3, D=4. This is bookmark Alpha. There is also a bookmark, bookmark Beta, for A=5, B=6, which does not affect filters C and D.
  2. The user changes filter C to C=7, because they are curious what the data looks like there. Now they want to use bookmark Beta to see what that data looks like with A=5, B=6, but still C=7. They click bookmark Beta, which gives them this information, because this bookmark only affects filters A and B.
  3. The user clicks bookmark Alpha to reset the information to the default filters (A=1, B=2, C=3, D=4).
  4. The user changes filter C to C=8, then clicks bookmark Beta. This results in A=5, B=6, C=8, D=4, because bookmark Beta does not affect filter C.

Is this behavior possible? If I tried this using my current knowledge of bookmarks, pressing any of the bookmarks would reset filter C to C=3, which I don't want!

If it's possible to have a filter that all bookmarks ignore, that'd be fine as well... I just need some way to unlink filters from bookmarks!

    3 replies

    Taylor18
    • Taylor18
    • February 12, 2021

    Hi @Owen Greenberg, 

    Thanks for reaching out! Unfortunately, bookmarks are not designed to work this way currently. I've addressed each of the scenarios below and how the values would need to be select instead. 

    Default state: There are filters for the following attributes: A=1, B=2, C=3, D=4. This is bookmark Alpha. There is also a bookmark, bookmark Beta, for A=5, B=6, which does not affect filters C and D.

    The user changes filter C to C=7, because they are curious what the data looks like there. Now they want to use bookmark Beta to see what that data looks like with A=5, B=6, but still C=7. They click bookmark Beta, which gives them this information, because this bookmark only affects filters A and B.

    The expected behavior here is that when the Beta bookmark is selected, filter C will reset to no values as this was not filtered when the Beta bookmark was created. Instead, the user would need to select the Beta bookmark and then change filter C to C=7. 

    The user clicks bookmark Alpha to reset the information to the default filters (A=1, B=2, C=3, D=4).

    The user changes filter C to C=8, then clicks bookmark Beta. This results in A=5, B=6, C=8, D=4, because bookmark Beta does not affect filter C.

    Again, the user would need to first select the Beta bookmark and then change the C filter to C=8. 

    I recommend posting in our Explore Product Feedback Community for visibility to be considered for future developments. 

    Best, 

    Rahul20
    • Rahul20
    • October 21, 2022

    Hello @Taylor Bowser,

    Thank you for sharing valuable piece of information!

    Would it be possible to append a bookmark to an existing filter selection?

    Regards,

    Rahul Pawar

    Dane13
    • Dane13
    • December 27, 2022
    Hi Rahul,
     
    You can use Create bookmark from current state. For more information please refer to Working with dashboard bookmarks.

     

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