Canvas objects and bookmarks

Besides visuals, a report page can hold text boxes, images, shapes, buttons and navigators. Bookmarks save a view of a page so that you or your viewers can return to it with one click.

Before you start

• You need the Admin or Editor role in the workspace, or Build on the report, to edit it. See Sharing.
• Open the report in the editor. All objects in this page are added from the ribbon.
• Viewers see your changes after you click Save.

Text box

1. On the ribbon, click Text box.
2. With the text box selected, open the Format tab of the Visualizations pane.
3. Type the text in Content. A text box holds up to 4000 characters.

Until you type something, the text box shows Type the text in the Format pane.

Image

1. On the ribbon, click Image.
2. Pick an image file. Fresco BI places it on the page.
3. To swap it later, select the image and click Choose image… in the Format tab. Remove image clears it.

Note

An image must be PNG, JPEG, GIF or WebP, and at most 512 KB. Otherwise Fresco BI shows An image can be at most 512 KB or Only PNG, JPEG, GIF or WebP images.

Shapes

1. On the ribbon, click Shapes.
2. Pick a shape, for example Rectangle, Rounded rectangle, Oval, Line, Arrow, Chevron, Star or Speech bubble. The list has 24 shapes.
3. In the Format tab, set the fill, Line color, Line width (0 to 20) and Line style (Solid, Dashed or Dotted). A shape can also hold text and be rotated.

A shape can act like a button. Set it in the Action card of the shape, with the same choices as a button.

Buttons

1. On the ribbon, click Button.
2. Pick a kind:
   • Blank: a button you set up yourself.
   • Apply all slicers: applies the pending choices of every slicer on the page.
   • Clear all slicers: clears every slicer on the page.
3. In the Format tab, set the Text, Font size, Fill and Text color.
4. Pick the Action. See the table below.
5. Optionally set a different look On hover and When pressed.

Action	What it does
None	Nothing.
Go to page	Opens the Destination page.
Bookmark	Applies the chosen Bookmark.
Open link	Opens the Link (https://) in a new tab.
Go back	Returns to the previous page.
Drill through	Opens the Destination page.
Apply all slicers	Applies the pending choices of every slicer.
Clear all slicers	Clears every slicer.

Note

Buttons and shape actions only work in the viewer. In the editor, a click selects the button.

Caution

A link must start with https:// and be at most 2000 characters. Otherwise Fresco BI shows A link must start with https://.

Page navigator

A page navigator shows one button for each page of the report. A bookmark navigator shows one button for each bookmark.

1. On the ribbon, click Page navigator.
2. Pick Page navigator or Bookmark navigator.
3. In the Format tab, set the orientation and the spacing between buttons. A page navigator is vertical by default; a bookmark navigator is horizontal.
4. Set the look of the buttons for Default, On hover and Selected page.
5. For a bookmark navigator, pick a Bookmark group, or All bookmarks.

The button of the current page, or of the last bookmark applied, shows as selected.

Tip

If your report has its own page navigator, you can hide the page tabs. Click an empty spot on the page, open the Format tab and turn on Hide page tabs in the viewer.

Group and layer objects

Text boxes, images, shapes, buttons and navigators behave like visuals on the page. You move, resize, copy and delete them the same way.

Group objects:

1. Select two or more objects with Ctrl+click (Cmd+click on macOS).
2. Press Ctrl+G, or click Arrange › Group on the ribbon. You can also right-click and pick Group.

To undo a group, select it and press Ctrl+Shift+G, or pick Ungroup.

Change the layer order:

• Right-click an object and pick Bring to front, Bring forward, Send backward or Send to back.
• Or click Selection on the ribbon. The Layer order list lets you move, show, hide, lock and group objects. Groups are named “Group 1”, “Group 2” and so on.
• The Tab order list sets the order in which viewers move between objects with the Tab key.

Lock an object: right-click it and pick Lock. A locked object cannot be moved by mistake. Pick Unlock to free it.

Align objects: select them and use Arrange: Align left, Align center, Align right, Align top, Align middle, Align bottom. Distribute horizontally and Distribute vertically need at least three objects. Show grid and Snap to grid help you line things up.

Bookmarks

A bookmark saves a view of a page: filters, slicers, sort, drill state, which visuals are shown, and the page itself. Report bookmarks are made by the author and seen by every viewer. Viewers can also keep their own personal bookmarks. See Viewing reports.

Create a bookmark

1. Set up the page the way you want it: slicers, filters, sort, hidden visuals.
2. On the ribbon, click Bookmarks. The Bookmarks pane opens.
3. Click Add. Fresco BI saves the view as “Bookmark 1”, “Bookmark 2” and so on.
4. To rename it, double-click the name, or open More options and pick Rename. A name has 1 to 100 characters.

Click a bookmark to apply it.

Update a bookmark

1. Change the page.
2. Open More options on the bookmark and pick Update.

Choose what a bookmark keeps

Open More options on the bookmark and turn these on or off:

Option	What it keeps
Data	Filters, slicers, sort, drill and selection.
Display	Visual visibility and focus mode.
Current page	Goes to the bookmark’s page.
All visuals / Selected visuals	Whether the bookmark touches every visual or only the visuals selected when you pick this option. Select a visual on the page first.

Use Visuals on this page at the bottom of the pane to show or hide visuals before you add or update a bookmark. A hidden visual shows the Hidden badge.

Group, order and delete bookmarks

• Group: Ctrl+click (Cmd+click on macOS) several bookmarks, then click Group. Ungroup splits a group.
• Order: pick Move up or Move down in More options.
• Delete: pick Delete. The bookmark moves to the Deleted list. Click Restore to bring it back.

Show bookmarks as a slideshow

1. In the Bookmarks pane, click View.
2. Use Previous bookmark and Next bookmark, or the ← and → keys. The bar shows, for example, “2 of 5”.
3. Click Exit, or press Esc.

If you start View on a bookmark inside a group, the slideshow only plays that group.

Tip

To let viewers switch views with one click, add a Bookmark navigator, or a button with the Bookmark action.

Notes

• A report can have at most 100 bookmarks and 50 bookmark groups.
• Deleted bookmarks still count toward the limit of 100.
• Report bookmarks are saved with the report. Viewers see them after you click Save.

FAQ

My button does nothing when I click it. Buttons only act in the viewer. Click Save, then open the report in the viewer.

Can a button open a page on another website? Yes. Use the Open link action with an https:// link. It opens in a new tab.

What is the difference between a report bookmark and a personal bookmark? A report bookmark is made by the author in the editor, and every viewer sees it. A personal bookmark is made by a viewer and only that person sees it. See Viewing reports.