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Drill-Downs

Drill-downs turn chart elements into interactive links. When a user clicks on a bar, row, slice, or data point, the dashboard can respond by filtering the current view or navigating to another dashboard with context passed along. This makes dashboards more explorable — users can start with a high-level summary and click through to the details that matter.

Use Cases​

  • Master-detail within a dashboard — Clicking a category on a bar chart filters a detail table on the same dashboard, without requiring users to interact with the filter bar.
  • Cross-dashboard navigation — Clicking a region on a map chart navigates to a regional dashboard with that region pre-selected.
  • Progressive disclosure — A summary dashboard links to specialized dashboards for deeper analysis, each receiving the relevant context automatically.

How Drill-Downs Work​

A drill-down connects a chart element to a target dashboard and one or more filter values to apply on that dashboard. When the user clicks, the target dashboard opens with the configured filter values pre-filled from the clicked data.

For example, a bar chart showing revenue by region can be configured so that clicking a bar navigates to a regional detail dashboard with the region filter set to the clicked bar's label.

Configuration​

Drill-downs are configured in the report editor. When the selected chart type supports drill-downs, a Drill-Down section appears next to the column configuration.

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To set up a drill-down:

  1. Choose the target dashboard — the dashboard to navigate to when the user clicks.
  2. Select which filters to apply on the target dashboard.
  3. Map each filter's value to a result column from the current report, so the clicked data provides the filter value.

The specific chart element that becomes clickable depends on the chart type (e.g. bars, rows, slices). Some chart types let you choose which element triggers the drill-down.

Supported Chart Types​

Each chart type has its own drill-down options and configuration. See the chart-type specific documentation for details: