Bookmarks in Jedox Reports

One of the common questions I hear from Jedox beginners is:

“Can I save my current report selections and come back to them later?”

Think of a sales manager who always wants to review:

• Region = DACH
• Version = Actual
• Year = 2025
• Currency = EUR

Setting these variables every single time quickly becomes annoying.

This is where Bookmarks for variables come in.

In this post, I’ll show you a simple, elegant solution to save and restore variable values in Jedox reports — using one dimension and a few report actions. No magic, no complex scripting.

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What Are Variable Bookmarks?

A bookmark is a saved snapshot of variable selections in a report.

Instead of asking users to remember or reselect combinations of:

• Year
• Version
• Region
• Product
• Scenario

…we let them save these values once and reapply them later with one click.

Typical questions solve:

• “Can I save my monthly reporting setup?”
• “Can different users have their own presets?”
• “Can I switch between scenarios quickly during a meeting?”

The answer is yes, with a surprisingly simple model.

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The Core Idea (High Level)

The solution is based on one dedicated dimension:

Dimension: Bookmark

This dimension acts as a storage table for variable values.

Each element represents one bookmark and stores:

• Who created it
• Its name
• The variable values that should be restored

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Step 1: Create the Bookmark Dimension

Create a new dimension called Bookmark with the following structure:

Elements

• Unique element per bookmark
• Best practice: use an autonumber or technical key
  (e.g. 1, 2, …)

This avoids name collisions and keeps things stable.

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Step 2: Add Attributes to the Bookmark Dimension

Each bookmark element stores information in attributes.

Mandatory attributes

Attribute name	Purpose
User	Stores the username of the bookmark owner
Name	Friendly bookmark name (shown to the user)

Variable attributes

For every variable you want to save, create one attribute with the same name as the dimension behind the variable.

Example:

• Variable #Year → attribute Year
• Variable #Version → attribute Version
• Variable #Region → attribute Region

Step 4: Report UI – Creating a Bookmark

In your Jedox report, add a button:

Button: Bookmark ⭐

What this button does:

1. Create a new element in the Bookmark dimension via the action button.
2. Save:
   • Current username → attribute User
   • Entered name → attribute Name
   • Current variable values → corresponding attributes

💡 Tip:
Use the technical element ID as the real key and store the friendly name in the Name attribute.

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Step 5: Report UI – Selecting a Bookmark

Add a dropdown (combo box) to the report.

Dropdown configuration:

• Source: elements of dimension Bookmark
• Display value: attribute Name
• Filter:
  Show only bookmarks where User = current user

=PALO.SUBSET(“localhost/Biker”,”Bookmark”,1,”name”,PALO.HFILTER(,0,FALSE,,,,,,,),,,PALO.AFILTER(‘Budget Data Entry’!$U$2:$U$3,0,{TRUE,TRUE}),,PALO.SORT(0,2,,0,,0,1,,))

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Step 6: Applying a Bookmark

Add another button:

Button: Apply

What happens when clicked:

1. Read the selected bookmark element
2. For each variable:
   • Read the value from the corresponding attribute
   • Apply it to the variable

Alternative: Assign an action to the combo box to directly change the variables on the report

Thanks to Konstantins Skaredovs from IntelliSoft (intellisoft.lv) – Jedox partner for the bookmark idea.

Project can be found here. If you think this helped you in your projects and saved you some time don’t hesitate to support our blog at https://buymeacoffee.com/stefanvelickovic33. It helps us to run and host the website.