Using drillthrough

Let's learn how to use a drillthrough:

  1. Start by creating a new page, Page 4. Rename this page to Details by double-clicking on the page name and then typing Details.
  2. Now, click on Page 2 and select the Matrix visualization on the left-hand side of the page. This is the matrix that has Names in Rows, Category in Columns, and Hours in Values. Use Ctrl+C to copy this visualization. Click back on the Details page and use Ctrl+V to paste this visualization onto the canvas.
  3. Now, click on Page 3 and copy and paste the Hours by Division visualization and the Hours by Locations visualization onto the Details page. Adjust the location and sizes of these visualizations as necessary. Make sure to shrink the matrix and other visualizations to leave some blank space at the top of the page.
  4. Click on a blank area of the page canvas. Now, expand the People table and click on Location
  5. Change this visualization to a Card visualization and move this visualization to the upper-right-hand corner of the page. Adjust the size as necessary. Note that this Card visualization displays the First Location, which is Charlotte alphabetically.
  6. Click on a blank area off of the canvas. Then, in the VISUALIZATIONS pane, drag and drop Location from the People table into the Add drillthrough fields here area of the Drillthrough section of the VISUALIZATIONS pane.
  7. Also, drag and drop the Division field from the Hours table as a Drillthrough field. Note that, in the upper-left-hand corner of the page, a left-pointing arrow icon appears, surrounded by a circle.
  1. Click back onto Page 3. In the Hours by Location visualization, right-click the column for Nashville, choose Drillthrough, and then Details. Note that you are transported to the Details page and that only Nashville appears in the Hours by Location visualization. In addition, Nashville appears in our Card visualization as well. In fact, all the visualizations on this page are now being filtered to only show data that's linked to the Nashville location.
  2. Now, hold down the Ctrl key and click on the left arrow icon in the upper-left corner. This is a back button. You will be taken back to Page 3. Now, right-click on the Cleveland column in the Hours by Location visualization. This time, only Cleveland information is displayed on the Details page.
  3. Use the back button to go back to Page 3. This time, right-click the 3001 Management column in the Hours by Division visualization, choose Drillthrough, and then Details. You will be transported to the Details page one more. Note that only the 3001 Management column is displayed in the Hours by Division visualization. This time, all of the information on the page is being filtered by the 3001 Management division.

Note that the Hours by Location visualization only displays Nashville and Cleveland. This is because the employees belonging to the 3001 Management division only work in Nashville and Cleveland. Why, then, does the Card visualization at the top of the page still say Charlotte? This is because the cross filter direction of the relationship in our model between the People and Hours table is Single, from People to Hours.

To fix this, we need to do the following:

  1. Click on the Modeling tab of the ribbon and choose Manage Relationships from the Relationships section of the ribbon.
  2. In the Manage relationships dialog, click anywhere on the From Hours (EmployeeID) To People (ID) relationship except the Active checkbox.
  3. Now, click the Edit button.
  4. Change the cross filter direction to Both and then click the OK button.
  5. Click the Close button to close out of the Manage relationships dialog.
  6. After a brief update to the visualization, our Card visualization now says Cleveland.
The Data/Drill tab of the ribbon contains a Drillthrough button in the Data actions section. This tab is activated whenever a visualization contains a hierarchy or has the ability to use Drillthrough. Clicking on this button activates the Drillthrough feature so that clicking on a visualization element will display the Drillthrough menu.
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