{"id":38103,"date":"2018-11-09T15:00:28","date_gmt":"2018-11-09T09:30:28","guid":{"rendered":"https:\/\/data-flair.training\/blogs\/?p=38103"},"modified":"2021-12-07T11:23:41","modified_gmt":"2021-12-07T05:53:41","slug":"qlikview-bookmarks","status":"publish","type":"post","link":"https:\/\/data-flair.training\/blogs\/qlikview-bookmarks\/","title":{"rendered":"QlikView Bookmarks – Create, Import, Remove, Types of Bookmarks"},"content":{"rendered":"

In this Qlikview tutorial, we are going to learn about QlikView Bookmarks – another important element of QlikView. Moreover, we will study how to create, import, remove, rename, and export bookmarks in QlikView. Along with this, we will discuss different types of Bookmarks in QlikView.<\/span><\/span><\/span><\/p>\n

QlikView Bookmarks play a pivotal role in storing important information, identified business trends, analytical results, inferences etc.<\/span><\/span><\/span><\/p>\n

So, let’s start QlikView Bookmarks Tutorial.<\/p>\n

Define QlikView Bookmarks<\/h3>\n

You might be familiar with the term and concept of bookmarks in general. We add bookmarks when we want to save something to reference it later. Similarly, in QlikView, you can use Bookmarks to save current selections, results of an analysis, some conclusions made from filtered information. <\/span><\/span><\/span><\/p>\n

The QlikView Bookmark object is used to save analytical results or inferences for future use. All states of selections can save as a bookmark.<\/span><\/span><\/span><\/p>\n

Do you know the Different Types of Search Options in QlikView?<\/a><\/strong><\/p>\n

Types of Bookmarks in QlikView<\/h3>\n

Following are the list of QlikView Bookmarks:<\/p>\n

\"Types<\/a>

Types of QlikView Bookmarks<\/p><\/div>\n

i. Document Bookmarks<\/h4>\n

The document bookmarks in QlikView, are bookmarks saved from selections done in a QlikView document<\/strong><\/a>. The bookmarks are also saved in the QlikView document (.qvw file). Any user opening the document locally or via QlikView Server can see the bookmarks present in the document.<\/span><\/span><\/span><\/p>\n

ii. User Bookmarks<\/h4>\n

The user bookmarks in QlikView, as the name suggests are exclusive to the user who created them. These QlikView bookmarks created by a user will only store in that user\u2019s device and can only access by the user. In case if the saved user document containing the bookmark gets renamed or moved to a new device, the user bookmarks will be lost. <\/span><\/span><\/span><\/p>\n

iii. Personal Server Bookmarks<\/h4>\n

The personal server bookmarks in QlikView are the bookmarks created in the documents being used on the QlikView Server. As we know from the Security tutorial<\/strong><\/a> that only the authorized users of QlikView can access the documents at server\u2019s end. The authenticated users can access these personal server bookmarks from any authenticated device or account. Such bookmarks are stores in a QlikView Server repository. <\/span><\/span><\/span><\/p>\n

iv. Shared Server Bookmarks<\/h4>\n

Shared server bookmarks in QlikView are also created in the server documents and are stored in QlikView\u2019s server repository. One stark difference between a person and shared server bookmarks is that unlike personal bookmarks, shared bookmarks can share between more than one authorized user. <\/span><\/span><\/span><\/p>\n

A user can share the bookmark by flagging the personal server bookmark to share it with other users.<\/span><\/span><\/span><\/p>\n

Follow this link to know –\u00a0QlikView Web Server (QVWS)<\/a><\/strong><\/p>\n

How to Create QlikView Bookmarks?<\/h3>\n

To create bookmarks in QlikView, right-click anywhere on the sheet or go to the Layout tab then select <\/span><\/span><\/span>New Sheet Object>Bookmark Object. <\/b><\/span><\/span><\/span><\/p>\n

\"QlikView<\/a>

Creating QlikView Bookmarks – Layout Tab<\/p><\/div>\n

This will open a new Bookmark sheet object dialog box. From this dialog box, you can select the title, font, color, etc.\u00a0<\/span><\/span><\/span><\/p>\n

\"QlikView<\/a>

Creating QlikView Bookmarks – New Bookmark Object<\/p><\/div>\n

Click OK to exit the bookmark sheet object and the final bookmark box will appear. It contains a drop-down list bar of all the available bookmarks and also an Add and Remove bookmark button. <\/span><\/span><\/span><\/span><\/p>\n

Now, while working with a QlikView document, lets suppose a movies database document, you make some selections and want to save it. We will see how this is done by bookmark. <\/span><\/span><\/span><\/span><\/p>\n

In the screenshot attached below, you can see that we have made two selections, one is of rating (5) and second is the director, Francis Ford Coppola. Hence, the information present on the active sheet gets filtered according to these two selections.\u00a0<\/span><\/span><\/span><\/span><\/p>\n

\"QlikView<\/a>

Creating QlikView Bookmarks – QlikView Dashboard<\/p><\/div>\n

Have a look at – QlikView Sheet and Object<\/a><\/strong><\/p>\n

Now we want to save the sheet in this state with the selections on. What we do is, click on the \u2018Add Bookmark\u2019 button in the bookmark object, this will open a new dialog box. Enter the name of the bookmark with which you wish to create it and click OK. <\/span><\/span><\/span><\/span><\/p>\n

\"QlikView<\/a>

Creating QlikView Bookmarks – Add Bookmark<\/p><\/div>\n

We have created another bookmark with different selections this time. <\/span><\/span><\/span><\/span><\/p>\n

\"QlikView<\/a>

Creating QlikView Bookmarks – QlikView Dashboard (Different Selection)<\/p><\/div>\n

\"QlikView<\/a>

Creating QlikView Bookmarks – Add Bookmark<\/p><\/div>\n

Now upon checking in the drop-down list of the bookmark sheet object, the two newly created bookmarks are available. <\/span><\/span><\/span><\/span><\/p>\n

How to Work with QlikView Bookmarks?<\/h3>\n

Another way (other than Bookmark sheet object) to manage an existing bookmark within a document is through the <\/span><\/span><\/span>Bookmarks<\/b><\/span><\/span><\/span> tab present on the menu bar. Many operations can perform on the existing bookmarks from this menu. <\/span><\/span><\/span><\/p>\n

As you can see in the screenshot, the two bookmarks we created in the previous sections are also showing under the heading \u2018Document Bookmarks\u2019. Along with it, many other tasks can perform which are discussed in this section one by one.<\/span><\/span><\/span><\/p>\n

Also, Read – QlikView Certification (Exam & Registration Process)<\/a><\/strong><\/p>\n

i. How to Add QlikView Bookmarks?<\/h4>\n

A sheet can bookmark by the Add Bookmark.. option or by pressing Ctrl+B. The Add Bookmark dialog box (shown below) will appear where you can make certain selections for the bookmark you want to create. <\/span><\/span><\/span><\/p>\n

\"QlikView<\/a>

How to Add QlikView Bookmarks<\/p><\/div>\n

This dialog box gives certain checkbox options which you can select or unselect. <\/span><\/span><\/span><\/p>\n