Creating a drill-down relation

Sets a widget to dashboard level interaction to display related details. You first set a source widget and then add a target dashboard to it. If the target dashboard contains multiple widgets, then you must select a target drill-down widget when you map the metrics data. You can add a drill-down dashboard either to a source widget or to a listener widget in a master-listener relation.

Before you begin

  • Ensure that both the dashboards, such as the one that contains the source widget and another dashboard that contains the target widget are already created and are complete. For example, all the widget-level and page-level filters are mapped, and all the widget and chart properties are set.
  • Ensure that both the dashboards display proper data when previewed.
  • If you want to add a drill-down dashboard to a master-listener relation, then ensure that the master-listener relation is already defined.
  • Ensure that the widgets that you plan to pair as master and drill-down widgets have a common metric value.
  • For widgets that contain custom data definition, ensure that the parameter name and the common metric value that you specify for the master widget are already specified in the custom data definition of the drill-down widget.

About this task

You can define master-drill-down relation is the following ways:
  • A single source widget can be connected to a single drill-down dashboard. If the drill-down dashboard contains multiple widgets, then you must select a target widget from the drill-down dashboard whenever you map the metrics data. You can select a widget with an embedded website or web application as a target widget.
  • You can add a drill-down dashboard to a master-listener relation. The listener widget acts as a source widget for the target drill-down dashboard.
  • An all instances custom widget must always be set as a master widget only. You cannot set the widget as a drill-down widget.
If a dashboard contains a multi-chart widget, then all the widgets in that multi-widget function as any other dashboard widgets. Hence, you can set drill-down relation for these widgets as well.
Note: After the drill-down relation is set, you cannot add any other relation to the target drill-down widget.

Procedure

Complete the following steps to set a drill-down relation:

  1. In the left navigation pane of Dashboard Designer, click Dashboards.

    Open a dashboard where you want to set the drill-down relation. You can open a dashboard, either from the Most Recently Created Dashboard list, or from Manage Dashboards list.

    Note: Both the source widget and the target dashboard must contain common metrics.
  2. Click the Set RelationSet Relation icon.

    The Set Relation window opens. The window displays a Widgets tab and a Dashboard tab. The Widgets tab shows all the widgets that are available in the current dashboard. If the dashboard contains a multi-chart widget, then those widgets are also displayed in the Widgets tab.

    The Dashboard tab lists all the dashboards that are available in the user group.

  3. From the Widgets tab, either select a widget or locate it by entering its name in the Search field. Drag the widget to the widget area to set it as a source widget.
    Note: If you are using the all instances custom widget, then you must set it as a source widget only.
  4. Right-click the source widget and click Add a Drilldown Dashboard to add a target drill-down dashboard.
  5. From the Dashboard tab, select and drag the dashboard that you want to set as a target drill-down dashboard for communications.
    Note: If you are adding a drill-down dashboard to a master-listener widget, then you must first set the mapping in the master-listener relation, and then add the target drill-down dashboard to it.
  6. Optional: If you want to add drill-down relation for another source widget, then right-click the source widget, and click Add Another Relation.

    You can specify a source widget and a target dashboard as mentioned in the earlier steps. Similarly, you can set drill-down relation for all the widgets within a dashboard or for a few widgets within a dashboard.

  7. After all the drill-down relations are set, you must set parameters that must be passed from the source widget to a target widget within a target dashboard for communication. For more information, see Mapping metrics data.
  8. Optional: You can complete any of the following steps to modify or delete the mapping or relations:
    • To delete a drill-down relation, you must first delete the mapping in its target widget. For more information, see Mapping metrics data.
    • To delete an existing drill-down relation, right-click the target drill-down dashboard, and click Delete.
    • To replace a target dashboard in an existing drill-down relation, you must first delete the drill-down dashboard, and then add another target dashboard to the widget.
  9. Click Save to save the relation.

What to do next

You must map metrics data. For more information, see Mapping metrics data.