Adding a drill-through definition to a report

A drill-through definition in a visualization links the visualization with a related target report. One visualization can have multiple drill-through definitions.

About this task

When creating drill-through definitions for visualizations with filters, the filter values affect the context that is passed to the target report in the following ways:

If you use a column with a range filter as a drill-through source, the range is passed to the target report.
If you use an Include condition, all of the values included in the filter are passed to the target report.
If you use an Exclude condition, none of the values in the filter are passed to the target report.

Procedure

Select the visualization that you want to work with.
In the toolbar, click the Drill-through icon .
Click Add a new drill-through definition.
If you don't see Add a new drill-through definition, click the Edit icon .
From the Team content folder, browse to the target report that you want to drill through to.
1. If the drill-through target report has prompts, use the drop-down lists to associate the columns from your visualization to the prompts in the target report. A filter must have at least one value selected before the associated column is displayed in the list of possible source columns.
2. If the drill-through target report does not have prompts, continue to create the drill-through definition. However, the target report will not receive any context from the visualization.
Select the check box to add the drill-through definition to all visualizations in your dashboard or story that use the same data source in the same connection.

When you are done, use the switcher on the app bar to return to your dashboard or story.

Results

You can now drill through from your visualization to the target report. To do so, click one or more columns in your visualization and click the Drill-through icon

in the toolbar.