Bookmarks

Bookmarks in Planning sheets allow you to save and revisit specific report states. These states can include filters, sorting, layouts, hierarchy expansions, and other configurations. You can create and manage bookmarks to save and quickly access specific views.

Prerequisite

• You have access to the Planning sheet with the required dataset.

Create a bookmark

Create bookmarks to save the current state of your Planning sheet after you apply the required changes to the sheet, such as filters, layout changes, and sorts.

1. Select the Bookmark icon and open the Bookmark pane.

1. Select Public or Private and Add New to create a new bookmark.

Note

Public bookmarks are visible to all users who have access to the sheet.

Private bookmarks are visible only to the user who created them.

A new bookmark called Bookmark 1 is created.

Manage bookmark options

Select More options (…) next to a bookmark.

The following actions are available:

• Update: Update the bookmark with the current view.

• Make default: Set the bookmark as the default view.

• Promote to Public: Make the bookmark available to other users.

• Rename: Change the bookmark name.

• Delete: Remove the bookmark.

• Copy link: Copy a shareable link to the bookmark.

Common scenarios for bookmarks

1. Save filtered and sorted views - Bookmarks retain filters, sorting, and selected measures.

2. Switch between layouts -Bookmarks help to switch between layouts to tailor the sheet for different audiences. Navigate hierarchies - Bookmarks preserve hierarchy states and formatting for reuse.

3. Highlight ranked data - Bookmarks help to analyze key contributors and outliers. Use this to analyze key contributors and outliers.

4. Save number formatting - Bookmarks retain formatting preferences such as scaling and precision.