Drilldown & Drill-Through
Two different moves that are easy to confuse â one goes deeper, the other goes elsewhere.
| Drilldown | Drill-Through | |
|---|---|---|
| What happens | The same visual shows a more granular level of the same data. | The reader is taken to a different report, carrying context with them. |
| Example | Click a country bar, see states within it. | Click a customer, open the customer detail report for them. |
| Configured on | The visual. | The report, on both ends. |
Drilldown
Drilldown moves within one visual. Click a data point and the visual reloads at the next level of detail; drill up returns.
On drag-and-drop visuals this follows the attributes stacked in the For every box â see Creating Visuals. On query-based visuals you provide the drilldown query yourself and mark where the filter belongs â see Drilldown in Query-Based Visuals.
Drill-Through
Drill-through hands the reader off to another report. It has to be configured at both ends.
On the Destination Report
- Open Report Settings and turn on Use as drill through report.
- Nominate the parameters it accepts. These are the values a calling report can pass in â the customer, the region, the date range that the destination should open scoped to.
On the Source Report
- Open Allow drill through into reports under Advanced.
- Add the destination reports readers should be able to reach.
Readers then see a show more details action offering the eligible destinations. Which reports appear depends on the attributes in play where they clicked â a report expecting a customer isn't offered from a chart that has no customer in it.
Analyse the Change
A related move, on the same menu: where a visual is configured for change analysis, a reader can ask why a value moved between two adjacent points and get a breakdown of what contributed to the difference.
