Drill Through query

[richrich123]

Afternoon,

I have a 2 user reports, phone call data and revenue data. I also use a date table with both so I can see chart data by month.

I have 2 further hidden reports phonedata and revenuedata which are used for drill through so users can see a table of the data behind the chart. Because both my phone call and revenue reports display charts based on month, it means I have to add the same MonthName from the date table to the drilldown fields on both phonedata and revenuedata reports

So when you right click and drill through on the phone call data or revenue reports, you see the drill report option for both phonedata and revenuedata which is confusing for the user 

Is there a way when you can restict the drill down report so on the Phone report you only see the phonedata drill down report (and vice versa for revenue). Seems a bit shortsighed if you had 10 reports and 10 reports with drill down data and all are based on dates and use the same month/Qtr chart that when ou drill you have to see 9 other irrelevant drilldown options and have to find the right one.

Thanks

[bhanu_gautam · Accepted solution]

@richrich123 , Try using below method

Create a Conditional Column in the Date Table:
Add a new column in your Date table that will act as a conditional filter.

For example, you can create a column called ReportType that will differentiate between phone call data and revenue data.

ReportType = IF([MonthName] IN {"January", "February", "March"}, "Phone", "Revenue")

Add the Conditional Column to Your Reports:

In your phone call data report, add the ReportType column to the visual level filters and set it to "Phone".
In your revenue data report, add the ReportType column to the visual level filters and set it to "Revenue".

Set Up Drill-Through Filters:

Go to your phonedata drill-through report.
Add the ReportType column to the drill-through filters pane and set it to "Phone".
Similarly, go to your revenuedata drill-through report.
Add the ReportType column to the drill-through filters pane and set it to "Revenue".

[richrich123]

@bhanu_gautam Thanks fo your suggestion, it makes sense but I dont think it fits the problem, possibly me not explaining well enough.

Table = PhoneCalls 

Table = Appointments 

Table = Emails 

Table = DateTable (mainly for using Month and QTR to report on)

Report = Phone Calls - Chart showing Calls by Month + PhoneCallData report (drill down report)

Report = Appointments - Chart showing Appointments by Month + AppointmentData report (drill down report)

Report = Emails - Chart showing Emails by Month + EmailData report (drill down report)

So the common field DateTable(Month) is used on the X-Axis of PhoneCall, Appointment and Email reports so when you go to PhoneCall and drill, you see all 3 when all I want to see is the Phone Call Data drill through

Hope that makes more sense

[Anonymous · Accepted solution]

Hi,@richrich123 I am glad to help you.
Hello,@bhanu_gautam ,thanks for your concern about this issue.

Your answer is excellent! And I would like to share some additional solutions below.

According to your description, you want to set up a cross-page drilldown in a report where all three pages have the same drilldown field date, but you need to click on the drilldown to show only one of the target drilldown pages and hide the other two page options even though they have the same drilldown field.

This requirement may be difficult to fulfill as it really goes against the basic principles of setting up drilldowns in Power BI.

Generally speaking, if multiple pages use the same drilldown field, all the pages containing that field will be shown as optional when the drilldown operation is performed, and the system will automatically make the association, as this is the basic principle of drilldown settings.
In fact, you could try what @bhanu_gautam has suggested.
I think the alternative is feasible. By creating a conditional column and using it to differentiate between different types of data, you can achieve the desired effect.
Or you could try to use specific buttons or links to direct the user to a specific page!
Here's my suggestion: create additional drill-down buttons to attract the user's attention (please try to use different fields)
url:Create buttons in Power BI reports - Power BI | Microsoft Learn

Successfully drill down to page4 and display the corresponding results (but you still need to set up page1 related drill down fields on page4, and according to your request, the drill down fields on page4 can't be the same as the drill down fields on page2 and page3), if you don't set up the drill down fields on page4, an error will be reported:

As a conclusion, if you set up multiple pages to share the same drill-down fields, it is unavoidable that the system will automatically display all drill-down fields according to the principle of drill-down.
Therefore, you can choose to set up additional drill-down buttons to attract users' attention or create new fields to categorize the discussion to artificially control the drill-down available pages.

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.

Best Regards,

Carson Jian,

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[bhanu_gautam · Accepted solution]

@richrich123 , Try using below method

Create a Conditional Column in the Date Table:
Add a new column in your Date table that will act as a conditional filter.

For example, you can create a column called ReportType that will differentiate between phone call data and revenue data.

ReportType = IF([MonthName] IN {"January", "February", "March"}, "Phone", "Revenue")

Add the Conditional Column to Your Reports:

In your phone call data report, add the ReportType column to the visual level filters and set it to "Phone".
In your revenue data report, add the ReportType column to the visual level filters and set it to "Revenue".

Set Up Drill-Through Filters:

Go to your phonedata drill-through report.
Add the ReportType column to the drill-through filters pane and set it to "Phone".
Similarly, go to your revenuedata drill-through report.
Add the ReportType column to the drill-through filters pane and set it to "Revenue".