Views bookmarking: Use case of a financial technology company

Hi TriAnthony​  thank you for sharing this. This is a great use case and awesome implementation.

What really resonates here is not just the technical solution itself, but the philosophy behind it. Empowering viewers with meaningful self-service capabilities without actually promoting them to full designer level is exactly where Sisense shines when implemented thoughtfully. It gives business users freedom to explore and pivot perspectives, while still protecting them from the complexity and risk of working directly with full schemas and models.

At QBeeQ, we heavily invest in bridging this gap between viewers and designers. For this purpose we created the Self-Service Analytics PowerUp, a suite of powerful plugins designed to empower viewers with more capabilities. The goal is to reduce viewer dependency on dashboard builders for every small change, while freeing designers and data teams to focus on building next-generation data products rather than maintaining already-released data apps.

In that context, we wanted to share that we offer a solution that overlaps strongly with what you demonstrated, with some additional capabilities. Our Dashboard Views plugin (formerly Filter Bookmarks) works seamlessly with our Widget Controller, allowing viewers to:

• Toggle dimensions and measures on any widget type, not just pivots
• Create presets of filter scopes and widget configurations
• Save and switch between complete analytical perspectives, or “views”
• Turn a single widget into the equivalent of many widgets, and a single dashboard into the equivalent of many dashboards
• Define a default view for themselves

From a practical standpoint, one important difference is that our approach is fully supported and production-ready. It does not rely on community plugins, scripts, or BloX, and it works consistently across all Sisense widget types. This keeps implementations lightweight and very easy to maintain over time.

For anyone interested, here is a short video showing Dashboard Views in action:

https://youtu.be/tsi9CzccdJo?si=akAwsSyHKT4iTJkd

And for reference:

• Dashboard Views: https://www.qbeeq.io/sisense-dashboard-view
• Widget Controller: https://www.qbeeq.io/sisense-widget-controller
• Blog post: https://www.qbeeq.io/post/dashboard-views-solving-the-pain-of-a-one-size-fits-all-dashboard
• QBeeQ Self-Service Analytics PowerUp: https://www.qbeeq.io/self-service-for-sisense

Finally, a big thank you again for contributing this to the community. Posts like this help move the conversation forward around true self-service analytics. For those curious to explore further, all of our plugins are free to test and trial.

By the way, we just released our all-new FREE Starter PowerUp which holds 10 FREE plugins that take any Sisense dashboard to the next level, check it out!

Really appreciate the contribution and the inspiration.

Ido from QBeeQ

QBeeQ - Gold Sisense Partner

info@qbeeq.io

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