Drill Through

[Rich_Wyeth]

Hi all,

I have a report that I am building and on my summary page, I have table that gives an overview of my data. I then want to Drill Through to a more detailed table. 

The trouble I am having is that in my data I have a field that scores a 1 or Zero if there is no stock. 1 being a count for those that have no stock.

In my summary table I then pull in this column and display it as a sum, so that it sums up the total for each group. When I try to drill this, it just goes through and shows all data. If I remove the sum, and drill through then it brings back the expected number of lines.

Given that I want my summary page to display the summed number, say 10, instead of 1, but want to drill through on that 10 and only see that 10, rather than all data, how do I do this?

I have tried changing from Summarised and Used as Category, but I can't get it to work. Is this possible.

Thanks in advance.

[KPR1006 · Accepted solution]

Hi @Rich_Wyeth 
Please try the below steps to resolve the issue:

1. Make sure relationships in your data model are established correctly. 

2. Create a summary measure using the below DAX formula 

      Total No Stock = SUM(YourTable[YourStockField]) 

3.Configure the Summary Table:   

   Add a table visual to your summary page that includes groupings (e.g., by product) along with the Total No Stock measure.  

4. Set Up the Detailed Table:  

     Create another table visual that lists the detailed records pertaining to stock status and Add necessary fields, including the stock status field.  

5. Set up your drill-through filters in the detailed table to ensure they match the context    passed from the summary table.  

6. Testing

     a. Verify the total in the summary table correctly displays the sum.  

     b.Right-click on the total and select drill-through; confirm it shows only relevant  records. 

Please let me if this works for you.
Thank you.

[Kedar_Pande · Accepted solution]

@Rich_Wyeth 

• Instead of using the SUM aggregation directly in the drill-through setup, create a measure to count rows where there's no stock. This will maintain row-level context and filter correctly.

  No Stock Count = 
  
  CALCULATE(
  
  COUNTROWS('YourTable'),
  
  'YourTable'[NoStockColumn] = 1
  
  )

• Replace the SUM field with this new No Stock Count measure in your summary table. This measure will display the total count but maintain row context when drilling through.
• On the detailed table page, set up the drill-through using the same fields or relevant dimensions from the summary table. Power BI will now pass the row context of No Stock Count when drilling through.

💌 If this helped, a Kudos 👍 or Solution mark would be great! 🎉
Cheers,
Kedar
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[Rich_Wyeth]

Thank you for your help, I have managed to get it working now!

[KPR1006 · Accepted solution]

Hi @Rich_Wyeth 
Please try the below steps to resolve the issue:

1. Make sure relationships in your data model are established correctly. 

2. Create a summary measure using the below DAX formula 

      Total No Stock = SUM(YourTable[YourStockField]) 

3.Configure the Summary Table:   

   Add a table visual to your summary page that includes groupings (e.g., by product) along with the Total No Stock measure.  

4. Set Up the Detailed Table:  

     Create another table visual that lists the detailed records pertaining to stock status and Add necessary fields, including the stock status field.  

5. Set up your drill-through filters in the detailed table to ensure they match the context    passed from the summary table.  

6. Testing

     a. Verify the total in the summary table correctly displays the sum.  

     b.Right-click on the total and select drill-through; confirm it shows only relevant  records. 

Please let me if this works for you.
Thank you.

[Rich_Wyeth]

Thank you for your help, I have managed to get it working now!