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Holistics Documentation

Welcome to the Holistics Documentation page. You'll find comprehensive guides and documentation to help you start working with Holistics as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Holistics Drilldowns feature helps you link different reports and dashboards together to tell a better story with your data.

Reports are often closely related with one report answering a question that supplements the other, but constantly navigating the report folder tree is inconvenient. With Drilldown, you can directly click the charts to navigate to related reports.

You have a data table shows revenues of the Shoes category. You would want to have a setup where clicking on a category displays all stores selling that category, and clicking on a store shows the revenue growth of all shoe categories in that store.

Setting up Drilldowns

Drilldowns are made up of three parts:

  • The destination report with a filter receiving values from the source report.
  • The original report with a column that contains values that can be passed to a filter in the destination report.
  • A drilldown to link reports:
    • Link column: The column containing links that users click in to navigate to the destination report.
    • Value column: A column that provides data for the filter in the destination report.

Simply following these steps:

  • Select "Drilldowns" from settings dropdown menu at the top of your report:
  • Select "New Drilldown":
  • Fill in fields for your source report, destination report and their linking values and click Submit:

Drill It!

Now we can click on a value in a data table, and see information about that specific item.

See our video guide here for a more detailed walkthrough.


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