How To Use Drill-through

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With data drill-through, you can explore additional data related to one or more data in the original report. For example, you are presented with a table of sales revenue of each category by country.

Let's say you want to see related information about T-shirts' revenue like Revenue by year or Revenue by city in the United States. With drill-through, we can easily navigate to such data with a click.

How to set up Drill-through

Before you set up drill-through, you should determine the source dashboard that you want to drill from, and the target dashboard that you want to drill through to.

In our example, we have a Category Analysis dashboard that contains the total sales revenue by year and by city. This is our target dashboard. Category analysis dashboard

On the other hand, our source dashboard is Category revenue by country category sales revenue by country

Set up drill-through at the target dashboard

⁣1. On the target dashboard Category Analysis, select Add Filters, and create a filter with the field Category Name. In Update Reports, select the widgets that you want to apply the filter to.

Since we want to apply category T-shirts to both widgets, we will select both of them.

Setting up filter

We are doing this so that when we click on the revenue field of Category T-shirts in Category revenue by country, we will be able to navigate to Category Analysis with filter Category Name = T-shirts

⁣2. In Enable drill-through, toggle on. After you complete this step, you can start drilling through from any widget (in any dashboard) that contain the field Category.

enable drill-through toggle

At the moment, Holistics only supports fields that belong to the same dataset and has Field Type equals to Field. Therefore, if we change Field Type from Field to other types, it will automatically disable drill-through. To resolve this, simply change the Field Type to Field, then you can toggle drill-through on.

drill-through filter type

⁣3. Repeat this in other target dashboards.

Suppose that when you are looking at sales revenue by city, you notice one that is under-performing. You might want to explore the Customer Demographics of that city to find customer's contacts, so that you can launch a segmented marketing campaign to boost sales.

Now, the dashboard Category Analysis becomes a source dashboard and the dashboard Customer Demographic becomes a target dashboard.

We will repeat all the above steps at the target dashboard. Since you want to see the Customer Demographics of people who bought T-shirts and are in a certain city, you will need to set up two filters at Customer Demographics dashboard: Category Name and City Name.

Use drill-through from the source dashboard

Now that you have enabled drill-through for filter Category at target dashboard, let's try drilling from the source dashboard Category revenue by country

⁣1. At dashboard Category revenue by country, right-click on any field that relates to Category T-Shirts. Choose Drill-through, then click on Category Analysis. A pop-up opens, showing you a dashboard of Category analysis with Category = T-Shirts.

drill through from source to target dashboard

T-shirts, despite being one of the top performers when it comes to revenue, actually has its sales going down in recent years.

⁣2. You see that Medan is performing slightly more poorly than other cities. Right-click on Medan's column to drill through one more time. You will navigate to the Customer Demographic dashboard where Category = T-shirts and City = Medan are applied as filters.

drill through one more time

⁣3. Click the left arrow button () to go back to the previous Category Analysis dashboard. If you want to revisit Customer Demographic dashboard again, click the right arrow button (→). You can easily download or edit the drill-through dashboard by using the corresponding icons on the upper right.

navigate between drilled dashboards

Remember that once you set up drill-through filter at the target dashboard, you can drill from any source dashboard, as long as (for now) the source and the target contains reports that are created from the same dataset.

That's all for data drill-through! If you have any feedback or special use-case that you want us to cover, let us know!