Set Drill into Dashboard

On dashboards, you can add drill interactions to your visualizations which link the original visualization to any existing dashboard. By clicking the data in the visualization, the target dashboard then opens.

Create a Drill into Dashboard

Steps:

  1. Edit your dashboard and click on the visualization that you want to set up a drill path for.

    The options menu opens.

  2. Select Interactions.

    select visualization to edit

  3. Click + Add interaction and select the metric you would like to drill in on.

    select a metric

  4. In the first dropdown menu, select Drill into dashboard.

    In the second dropdown menu, select the target dashboard you would like to drill into.

    define the drill action

  5. Save & Publish your changes.

    Notice that now if you hover over the visualization, you are able to click on a metric to drill in on it.

    observe the metrics are clickable now

    For example if you click on the Outdoor section of the pie chart shown on the previous image, you open the Product details dashboard and in it you filter for the Outdoor category.

    when the metric is clicked

How the attribute and date filters interact

When drilling, the dashboards work with multiple filters: from the source dashboard, from the visualization, and from the target dashboard.

Attribute filters

The attribute filters from the source dashboard are applied during drilling with the following conditions:

The same attribute filter exists on the target dashboard

  • The attribute is selected in the Filter by section of the widget configuration on the source dashboard
  • If the visualization on the source dashboard uses attributes to break down measures, the intersection attribute values are used to filter the target dashboard. The same conditions apply.

The visualization attribute filters have higher priority than the global attribute filters on the source dashboard.

Date filters

The date filters from the source dashboard are applied during drilling with the following conditions:

  • The date filter can be configured on the target dashboard.
  • The date attribute is selected in the Filter by section of the widget configuration on the source dashboard.
Set Drill into Visualization
Set Drill into URL