Drill Through from Chart to Page with Context Filtering

Drill Through from Chart to Page with Context Filtering

Drill Through Filters (Page Level)

 

Overview

  • Drill Through Filter option is available at the page level in the Filter Pane and is accessible from Edit/View/Outer modes.

  • It enables navigation from one widget to another page while passing contextual filter values.

 

Key Capabilities

  • Page-Level Configuration
    • Drill Through filter is configured per page.
    • Accessible via Filters → Drill Through Filter section.
  • Column Selection
    • All columns from available datasets are listed.
    • To identify the column from specific datasets, click on any widget plotted with that dataset and then access the Drill Through Filter option.
    • Users can add any column as a drill-through filter.
  • As in below Figure, the columns from the dataset are available for adding Drill Through filter as marked-1.
  • Marked-2 : Region-column is added as the Drill through filter.

  • Automatic Mapping
    • Interval / Categorical /Geographical columns → default to Use as Categorical
    • Measure columns → default to
      Use as Aggregated
  • Flexible Usage
    • Drill Through reference with Columns can be used as:
      • Categorical
      • Aggregated
    • Radio options are available for choosing out of the options- Use as Categorical, Use as Aggregated.

1.     
Use as Categorical

  • Treats the selected column as a dimension (category).
  • Displays all unique values of that column in the filter pane.

 

  • Users can:
    • Select values via checkboxes
    • Apply temporary filtering at the page level

Behavior

  • Works like a Page Filter:
    • Filters all widgets on that page
  • When drill-through is triggered:
    • The selected category value is automatically checked
    • Filter is applied in the Drill Through filter pane

Example

  • Page 1 → Column1 (Categorical)
    • Column1 = Region
    • User drills from a chart selecting "Europe"
    • On Page 1:
      • "Europe" is auto-selected in the filter
      • All charts update based on Region = Europe

 

2.     
Use as Aggregated

  • Treats the column as a measure (numeric/aggregated value).
  • Used when the column is plotted as:
    • Sum / Avg / Count / etc.

Behavior

  • Enables drill-through based on aggregated values in widgets
  • Works as a reference mapping rather than checkbox selection
  • When drill-through is triggered:
    • The corresponding category behind the aggregated value is passed
    • That value is added as a filter in the Drill Through pane

Example

  • Page 2 → Column1 (Aggregated)
    • Column1 = Sales
    • Widget shows Sum(Sales) by Region
    • User drills from Region = East (Sales = 5000)
    • On Page 2:
      • The Region (East) is passed as filter
      • Even though Sales is aggregated, the underlying category drives filtering

 

Behavior & Functionality

  • Enabling Drill Through
    • When a column is added in the Drill Through Filter pane:
      • The page becomes available as a drill-through target from the widgets on other pages which sets the reference for the added Drill Through column configuration.
      • It can be triggered from widgets on other pages.
  • Widget Compatibility
    • Works with widgets which has the data configurations.
    • Not supported for: Histogram, Solid Guage Chart, Image, text, HTML, Python, Shape, Button, Filter widget, Parameter widget.

 

How Drill Through Works (View Mode)

  • Navigate to a dashboard in View Mode
  • Hover on chart category plotted.

  • Perform:
    • Ctrl + Click on a chart category which is plotted with the column which sets reference of Drill Through.
  • System behavior:
    • Shows Drill Through options (list of target pages)

As can be seen from above Figure, the DrillThrough option is displayed showing the Page Name/s which has the drill through reference. ‘Target Page’ is the page set with reference of Drill Through. ‘Region’ column plotted is setting the reference from that widget.

    • Select a page → navigation happens

 

Filter Propagation Logic

  • Selected category value is passed as a filter to the target page
  • If multiple categories exist in the widget:
    • All relevant values are carried forward. This is valid even if only one column sets the DrillThrough reference.
    • Corresponding filters are applied automatically.

    • When apart from Drill Through referred column, additional column exists in the chart configuration then those column category filters are added in the DrillThrough filter pane showing respective category selected.
    • In our example, as in above Figure, the ‘Category’ filter is added as ‘Groceries’ because we drilled from the column which has Region as Europe and Category as Groceries.

Example 2:

From same widget on Source Page, drill through reference is set with Profit-Used as Aggregated:

 

·      
Target Page_2 is added with Drill Through filter with column- Profit Used as Aggregated as in the below Figure.

·      
From Source Page when drilled through, now you will get 2 pages for drill through.

·      
Target Page_2 is set as reference for drill through from this widget because Profit is used in configuration of this widget as aggregated.

·      
When drilled through to ‘Target Page_2’, the respective categories plotted with the reference Aggregated measure column are carry forwarded as Drill Through filters as in below figure.

·      
As can be seen, the additional filters of ‘Region’ and ‘Category’ are added with respective Drilled category from Source Page.

·      
Data is displayed filtered for the added drill through filters.

 

Additional Notes

  • Drill Through reference is set from the widget only when:
    • Target page has matching drill-through filter configured
    • Removal of Drill Through filter removes the drill through reference.

 


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