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Jmccoy's avatar
Jmccoy
Icon for Helper II rankHelper II
6 years ago
Solved

Drilling into a visual

Is it possible to drill down into a total on a card? or into table to show where that data is making up that visual. 

Ex. I have a total bookings card with $XXXX I want to be able to click on that and see what jobs are making up this dollar amount. Same with the table visual. I have a customer and total for the year on each customer. Id like to be able to click the customer and show a list of jobs make up that total. 

  • Jmccoy 

     

    As has been mentioned, you can set up a drill through page for a table visual.

     

    As regards a card visual, you cannot set up a drill through page. You can however set up a report page tooltip for a card (and for a table for that matter).

    Here are a couple of examples in case you are interested:

    The report page tooltips refer to the following data (for your reference):

     

     

    1) Card Visual with report page tooltip type column chart

     

     2) Card visual with report page tooltip type table

     

    3) Table visual with report page tooltip type column chart:

     

    Does this help?

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