Creating Drillthroughs

Drillthroughs help consumers access more details related to visuals.

Typically, drillthroughs are created within a single report. If needed, you can create cross-report drillthroughs.
  1. Create the drillthrough destination report page.
    Visuals should relate to the data type using the drillthrough. For example, if you are sharing employee details, you might want to include visuals for seniority, performance actions, pay, and absences.
  2. Select the created destination page visuals one at a time and drag fields into the Visualizations pane in the Drill through area.
    A report page showing employee details, including Seniority, Performance Actions, and Regular Pay.
    When these fields are included in other report pages, their data points become the trigger to show the Drill through option.
    A Back button is added to the report page.
    The word back with a left-facing arrow.
  3. In the Drill through field details, select Used as category and add any desired filters.
    The Used as category option circled in red.
    Visuals allow drill through when their Axis contains a defined drill through field (in the above example, Employee name).
  4. To allow consumers to apply the filter settings selected in the first report to the drillthrough report, move the Keep all filters slider to On.
    Kepp all filters in red options circled in red.
  5. To hide the destination page from the report pages navigation, right-click on the report page and select Hide Page.
    The page right-click menu with the Hide Page option circled in red.
    An eye icon appears to indicate the page is hidden.
    The hidden page icon circled in red.
Go to a linked report page and visual and right-click to confirm Drill through works as expected.
The linked report page showing the Drillthrough option showing the Employee Details report option.