How to store excluded selections into a bookmark and without being affected by the data set change
Article Number: 000041084 | Last Modified: 2018/06/12
Imagine that a user wants to select all the values from a field except value "A", "B", and "C". One approach is to add a listbox/filter pane into the sheet, select value "A", "B", and "C", and choose Select Excluded.
If he needs to apply the same selection many times in the future, he can save it into a bookmark and reuse it.
However, there will be problems if new data is added to the field via reload. Once the user is applying the selection from the bookmark to the field after the reload, those newly added values will also be excluded.
This is the expected behaviour of Qlik/QIX Engine. In fact, you can easily check what the bookmark really saves when you created it (you can apply it and check the Current Selection box) and you will see that it has saved the selected values after the initial Select Excluded operation, i.e. Engine only stores selections but not the action (Select Excluded) into the bookmark.
Therefore, when you apply the bookmark in the future, those new values added afterwards will be excluded as well, because the values were not included in the selection initially when the bookmark was created.
There are other ways to exclude values from a field and to create a bookmark without being affected by data set change. The simplest is the Advanced Search function.
Go back to the example in the beginning. The user can use the following search string to exclude the 3 values: =not wildmatch(FieldName,'A'|'B'|'C') . Apply this to a listbox / filter pane and create a bookmark out of it. You will see from the Current Selection box that the actual search string is stored in the bookmark, because Search is a type of selection.
Now no matter what data set change the application might have: the same search string will be applied and give you the expected result.
You can test this with the QlikView application attached in this article. But note that the same concept applies for Qlik Sense as well.
AttachmentsBookmark Excluded Selections.qvw