How to use drill through in specific scenario

[DeBIe]

Hi all,

I have designed a report for a customer to monitor changes based on invoicing. Theres a bar chart on the page with all possible changes where they can click the change they want to inspect. Theres a physical drill through button which lights up and can be clicked. The user will be brought to the details page for that change. Which imo is perfect. However.

The customer does not want to navigate to the drill through page via the bar chart. They want to see tiles with possible changes and then navigate to the details page via that specific tile. For example, below is one of the 15 possible changes as a tile with the count.

I've added a button image of an magnifier, for an user to be clicked. I've created a detail page specifically for InvoiceDate details. This works, but I will have to do this for all 15 possible changes. The only difference between these 15 details pages is that theres a filter applied to only show the desired changes. Is there a better way to design this? 

I think it's hard to manage this and not efficient at all. If theres one change needed for the detail page, then I would need to change all 15 pages. I also think this will slow down my report by creating 15 pages (which are hidden, for the user, but still).

Any thoughts? Thanks for your time!

[MFelix]

Hi @DeBIe ,

Not sure how you have those different tiles setup, but you can create an MGI, Calculation Groups or Field Parameter to have a single measure that picks up the correct measure for each card then if you use that measure on the drill trough page you will be abble to reuse the same option without the need to redo the page 15 times.

Only work would be to set up a filter in each tile with the correct "metric value" so that the drill trough would be correct.

[DeBIe]

@MFelix  This sounds like the exact solution that I am looking for. Do you have a example model for me so I can try to implement it in my model? I was just about to start creating those 15 pages for the time being, but if you can help me out?

[MFelix]

Hi @DeBIe ,

I will prepare a setup and send you the PBIX and explanation by tomorrow.

[MFelix]

Hi @DeBIe ,

In this case you need to use an MGI table with the metrics for the use on the drill trough, however you can have two options, the creation of an MGI table itself or the use of field parameters.

Field Parameters:

• Go to Modeling
  • New Parameter
  • Fields
• Select the measures that you need

Now you need to setup you cards and drill troughs:

• Start by creating the cards with the measures you need
• Add the measure KPI Selection to your filter and any additional filter you need

Setup you drill trough page

• Create the table has you need instead of using the Measure you need to use the KPI column 

• Has you can see your table will present all the option for now
• Add all your measure to the Drill Trough option:

Now the drill trough is available on the card:

MGI

• Create a table with your measures

• Add the following measure to your model:

KPI Value = SWITCH(SELECTEDVALUE('KPI'[ID]),
1, [Quantity Total],
2, [Value Total])

• Setup your cards using this measure and be sure to have the KPI column has a filter:

• Drill trough page is setup in the same way only difference is that you need to use the new metric (KPI value) has a part of your table and has the drill trough:

In this case has you see the table show has blank.

Now the drill trough is available:

There are pro and cons for using any of this setups so you need to check wich one is best for you.

Believe that the Field parameters altough you have to select the cards the corresponding metric and then add the filter of the parameter it can work better on your case since you don't need to redo your cards just add the field parameter filter, and also add the metrics on the drill trough.

If you need further assistance please tell me.

Check the PBIX file attach.

[DeBIe]

Hi @MFelix 

Thank you very much for the file! I have one question tho. How can I navigate to the drill through with the required magnifyer button, without rightclicking?

Thanks again!

[MFelix · Accepted solution]

This is not possible using a button navigation, since to have the drill trough button you have to have a single point select for the drill trough filter.

In this case you can use a different optioon that are the new tooltips that allow the drill trough to appear on hovering:

[DeBIe]

For some reason the menu doesn't popup when hovering over the card. I've enabled the option and restarted PowerBI. It does work on a barchart. Anything else you did extra to make it work on the card visual?

Thanks a lot so far. 

[MFelix]

On the card you need to turn on the tooltips, by default on the cards they are turnoff.

Can you please check?

[DeBIe]

Thank you very much for your help Felix. This works for me.

Do you know if it's possible to show the drillthrough possibility instant/immediately, instead of hovering for 1,5 second?

[MFelix]

HI @DeBIe ,

We can not change the time that the popup takes.