Forum Discussion

shaunwilks's avatar
shaunwilks
Helper V
8 years ago

Drill Through Pages - Ranks, Queries and Concerns

 

Ok I have a few dislikes about the drill through pages but that may well be as I havent set them up correctly.

Table the following examples..

 

Table A - Customers

Fields 

CUSTOMER_ID

CUSTOMER_NAME

CUSTOMER_DISPLAY_NAME .......... (Which will include code and name formatted)

ADDRESS

PHONE

LAST_ORDER_DATE

LAST_ORDER_REF

LAST_INV_DATE

LAST_INV_REF

LAST_QUOTE_DATE

LAST_QUOTE_REF

 

Table B - Sales

REFERENCE

CUSTOMER_CODE

QTY

PRICE

NET_VALUE

 

- I want to have a drill through page for Customers

- On that page I need a ranking of that customer against other customers

- The drill through page also should have a slicer that means the Drill Through page isnt a "dead page" that can only be populated on a drill through, but also filtered using a drop down slicer on the page itself.

- The pther pages are to have the customer display name on the tables for sales.

 

Question 1

Is the Drill through field in this instance Table A CUSTOMER_DISPLAY_NAME ?

This is the field I wish to display in the sale tables.

My suggestion is that it has to be. 

 

i) When I go to the Drill through page all the rankings on that page get et to 1, as the filter applies to the sales records and ranks this customer as 1 as its the only customer

 

ii) Having a slicer on the page to select other customers to view customer information on doesnt work, as the page is filtering by the customer that the drill through previously selected. If I have a drop down then I must de-select the selection made before the drill through works properly again,  

 

What I have done in the end is added the CUSTOMER_DISPLAY_NAME field to the Table B Sales table.

The Sales table doesnt filter the debtor table and allows for rankings to work.

But I cant get the slicer selection to work, and then have problems as I need to use the Sales page description on every page if I am to get the Drill through page to work.

 

Can someone please set me straight as I feel I have been going in circles.

 

Thanks in advance,

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3 Replies

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Microsoft Employee
    8 years ago

    Hi shaunwilks,

     

    Yes. The Drill through field should be Table A CUSTOMER_DISPLAY_NAME. After jumping to drill through page, all related items are filtered by selected CUSTOMER_DISPLAY_NAME, including the slicer. So, if you want to other customers, you have to clean and re-select CUSTOMER_DISPLAY_NAME under drillthrough filters.

     

    Best regards,

    Yuliana Gu

    • shaunwilks's avatar
      shaunwilks
      Helper V
      8 years ago

       

      This is really prohibiting the user of a drill through page.

      Imagine beiung able to open it up far more and use the page for far more than a drill through page.

       

      I tried using bookmarks. Added a Search button on the drill through page and when click it clears the filter.

      The user can then select a customer have the page load correctly.

       

      Problem is if they leave the page in that state, and drill through from another page to get to it again - the drill through doesnt work as the previous filter is not replaced.

       

      • shaunwilks's avatar
        shaunwilks
        Helper V
        8 years ago

        The comment suggested as a solution is not a solution at all.

         

        The Drill through page functionality leaves the user with Dead pages in the Report.

        If you manually go to the page - unless the user works out how to clear any active filters the experience of having to search a new element on a drill through page is far from intuitive.