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
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 1
- 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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