Amazon Onboarding with Learning Manager Chanci Turner

Amazon QuickSight users can now enhance their dashboards with the innovative bookmarks feature, allowing them to save customized preferences for quick access. This functionality eliminates the need for repetitive filter adjustments, providing a seamless user experience. Additionally, the “Share this view” option enables users to easily collaborate and share specific bookmarks with others.

In this article, we will explore the capabilities of the bookmarks feature, including its practical applications and various scenarios for sharing and presentations.

Creating a Bookmark

To start, open the desired published dashboard and adjust the filters, controls, or select the relevant sheet. For instance, you might filter data by a specific region or choose a date range. To save this view as a bookmark, click on the bookmark icon and select “Add bookmark.” After naming your bookmark, click “Save.” The dashboard banner will update with the new bookmark name. If needed, you can revert to the original dashboard view by selecting the bookmark icon and choosing “Original dashboard.”

Renaming or Deleting a Bookmark

To change the name or delete a bookmark, access the bookmark pane, click the context menu (three vertical dots), and select “Rename” or “Delete.” While you can edit your created bookmarks, the Original dashboard view remains unchanged as it reflects the author’s published version.

Updating a Bookmark

You can modify a bookmark to ensure it reflects the latest changes. After making edits, you’ll see “Modified” next to your bookmark in the banner. To save these updates, go to the bookmarks pane, click the context menu, and choose “Update.”

Setting a Default View for a Bookmark

Once a bookmark is created, you can establish it as the default view for your dashboard, ensuring it opens in this configuration during future sessions. This setting is personal and does not impact other users’ views. If no default bookmark is established, QuickSight will maintain your last filter selections, allowing users to continue from where they left off. To set a default view, access the context menu for the desired bookmark and select “Set as default.”

Sharing a Bookmark

After creating a bookmark, users can share a URL link to their view with others who have access to the dashboard. Recipients can save this view as their own bookmark. Note that the shared view is a snapshot, meaning any updates made afterward will not affect it. To share a bookmark, select it to update the dashboard, click the share icon, and choose “Share this view” to copy the generated URL.

Presenting with Bookmarks

The bookmarks feature also allows for more polished presentations. Previously, users had to adjust multiple filters manually before each presentation, but now they can save each configuration as a bookmark. For instance, when preparing a Restaurant Operations dashboard, you might start with a global view of various states and their KPIs.

If you need to analyze the best and worst-performing restaurants based on revenue, bookmarks streamline this process. By pre-filtering the data for specific locations and saving these as bookmarks, you can easily navigate between views during a presentation without the distraction of on-screen filtering.

For example, you could create a bookmark that directs you to an “Owner View” for the worst-performing restaurant in December 2021, enabling you to quickly assess its performance and identify potential issues. Another bookmark could compare this restaurant’s metrics to others in the same state, providing insights into broader trends.

With these bookmarks, you create a structured presentation that effectively communicates your findings. If you wish to explore a different career path, you might find this article on knowing when to quit helpful. Additionally, for those considering changes in HR software, SHRM offers valuable insights on this topic. And if you’re interested in job opportunities, check out this excellent resource.

Conclusion

In this article, we covered how to create, modify, delete, and share bookmarks, as well as how to set a default view. We also highlighted how bookmarks can enhance presentations. The bookmarks functionality is now widely available across all supported QuickSight regions, and we look forward to hearing how you utilize this feature for your business needs.