Drill Through from Chart to Page with Context Filtering

Drill Through from Chart to Page with Context Filtering

Drill Through Filters (Page Level)

 

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





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

 

Key Capabilities

  1. Page-Level Configuration
  1. Drill Through filter is configured per page.
  2. Accessible via Filters → Drill Through Filter section.
  1. Column Selection
  1. All columns from available datasets are listed.
  2. 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.
  1. As in below Figure, the columns from the dataset are available for adding Drill Through filter as marked-1.
  2. Marked-2 : Region-column is added as the Drill through filter.


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

1.     Use as Categorical

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

 

  1. Users can:
    1. Select values via checkboxes
    2. Apply temporary filtering at the page level

Behavior

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

Example

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

 

2.     Use as Aggregated

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

Behavior

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

Example 1

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

 

Behavior & Functionality

  1. Enabling Drill Through
  1. When a column is added in the Drill Through Filter pane:
  1. 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.
  2. It can be triggered from widgets on other pages.
  1. Widget Compatibility
  1. Works with widgets which has the data configurations.
  2. Not supported for: Histogram, Solid Guage Chart, Image, text, HTML, Python, Shape, Button, Filter widget, Parameter widget.

 

How Drill Through Works (View Mode)


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


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


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

 

Filter Propagation Logic

  1. Selected category value is passed as a filter to the target page
  2. If multiple categories exist in the widget:

  1. All relevant values are carried forward. This is valid even if only one column sets the DrillThrough reference.
  2. Corresponding filters are applied automatically.


  1. 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.
  2. 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:

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


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


  1. Target Page_2 is set as reference for drill through from this widget because Profit is used in configuration of this widget as aggregated.
  2. 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.


  1. As can be seen, the additional filters of ‘Region’ and ‘Category’ are added with respective Drilled category from Source Page.
  2. Data is displayed filtered for the added drill through filters.

 

Additional Notes

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

 



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