Using the Drilldown wizard

Although it can be done manually, the Drilldown wizard automates the process of creating the click event, identifying the destination scene, and mapping the required scene parameters.

About this task

The ability to drill down to additional information is a very important navigation feature. It enables users to click an object and jump to another scene that contains more information that relates specifically to the original object's value. The Drilldown wizard is available for all layout objects that can display query result data (support data templates).
Note: You can also create click events, identify the destination scene and map the required scene parameters manually.

To set up a click event to a new destination scene using the Drilldown wizard:

Procedure

  1. From the Project Explorer view, expand the layout object's folder to which you want to add the click event navigation feature. Expand the data template folder for that layout object. Expand the level folder. Right-click the object to which you want to apply the click event and select Drilldown from the pop-up menu. You can also open the object in the editor and right-click the object in the editor window. The Drilldown wizard opens.
  2. The first page of the wizard summarizes the steps necessary to create the click event.
  3. Click Next..

    On the first page of the Drilldown wizard, select the query result data columns whose values you would like to pass through to your target scene. Any data values that you pass can be used by the target scene to deliver additional information that applies specifically to that originating data value. Use the arrow keys to move the data columns from the Available fields list box to the Fields to be displayed list box. Each data column that you add to the Fields to be displayed list is passed to the destination scene as a parameter.

  4. Click Next
    On the second page of the Drilldown wizard, specify the scene to jump to. Choose from the Location radio group to determine whether the drilldown action will jump to a scene in the currently selected dashboard, or in another visual project.
    • Select This dashboard to jump to a scene in the currently selected dashboard.
    • Select Another visual project to jump to a scene or a page in another visual project. The Visual project field becomes available.

      Use the ellipsis (...) to browse for the visual project you would like to jump to.

    • Click Retrieve Parameters to select from the available parameters of the specified visual project.
      Note: To open the visual project in a new tab, select the Open in new tab check box.
  5. Select the destination scene that you want the user to jump to from the Scene list box. If the scene does not exist, you will be asked to create one. Specify the viewpoint in the scene by selecting a viewpoint from the Viewpoint list box.
  6. Click Next

    On the third page of the Drilldown wizard, specify the destination scene's parameter values. All the parameters that have been defined for the destination scene are listed in the Parameter field. These include parameters that apply only to the destination scene as well as the parameters for all the data columns that will be passed to the destination scene.

  7. Click Finish.

    The click event navigation feature has been set for the layout object.