Please help, need Creative Drill Through Options

[DadJokeMaster]

My application starts out pretty standard, give leadership visualizations to into the 1,000 plus jobs following one of several possible “happy paths” based on the criteria of each particular job.  Produce a dashboard that summarizes the performance by different attributes (Job Type, Time, Status, Employee responsible, etc…)

The dashboard is simple, the drill through page is simple.  My challenge is the next level.  On the drill through page one of the visualizations is a table that shows elements from the individual records that make up the data subset indicated by the user with their filtering selections from the dashboard.  One of the record elements in that table visual is a field for the employee assigned to that job.  Leadership would like to be able to “click” on that employee and be taken to another page that shows all the jobs for that employee (no filters applied other than employee_ID) to ascertain their workload to determine if the job needs to be reassigned. 

He is what I have tried so far with no success:

1. Set up a second drill through page and link it to the first.  I cannot figure out how to not carry the filters from the first drill through page to the second.  When I drill through,  my card visual is working fine (title, division, manager etc…) but my other visuals are all filtered for the one job from the table on the previous page.  It makes sense as that is one record. 

Is there a way to take the value from a card and use that to force in a value into a slice on another page.  If I can get help with that, I can figure out the rest with bookmarks and navigation to make it feel intuitive for the users.  Or is there a way to not carry all the filters from the first drill through page into the second?

Thanks,

[v-mdharahman]

Hi @DadJokeMaster,

Thanks for reaching out to the Microsoft fabric community forum.

It looks like you are facing issues while trying to set up a drill through and wants to exclude filters on your other visuals of the report. As @DataNinja777 and @lbendlin both responded to your query, please go through their responses and check if they answers your query.

I would also take a moment to thank @DataNinja777 and @lbendlin, for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.

If I misunderstand your needs or you still have problems on it, please feel free to let us know.  

Best Regards,
Hammad.
Community Support Team

If this post helps then please mark it as a solution, so that other members find it more quickly.

Thank you.

[v-mdharahman]

Hi @DadJokeMaster,

As we haven’t heard back from you, so just following up to our previous message. I'd like to confirm if you've successfully resolved this issue or if you need further help.

If yes, you are welcome to share your workaround and mark it as a solution so that other users can benefit as well. If you find a reply particularly helpful to you, you can also mark it as a solution.

If you still have any questions or need more support, please feel free to let us know. We are more than happy to continue to help you.
Thank you for your patience and look forward to hearing from you.

[v-mdharahman]

Hi @DadJokeMaster,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution so that other community members can find it easily.

Thank you.

[v-mdharahman]

Hi @DadJokeMaster,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[DataNinja777 · Accepted solution]

Hi @DadJokeMaster ,

To create a more powerful and flexible employee workload analysis page, it's important to move beyond a simple drillthrough that only shows assigned jobs. By incorporating a disconnected calendar table and using task start and end dates, you can enable a timeline view that reveals how jobs are distributed across days, weeks, or months. This helps leadership identify overlaps, bottlenecks, or underutilization.

Start by building a disconnected calendar table that spans the full range of job durations and includes grouping columns using ADDCOLUMNS:

Calendar = 
ADDCOLUMNS(
    CALENDAR(MIN('Jobs'[StartDate]), MAX('Jobs'[EndDate])),
    "YearMonth", FORMAT([Date], "YYYY-MM"),
    "Week", WEEKNUM([Date])
)

This calendar is not related directly to your Jobs table. Instead, it is used as the basis for analyzing workload over time. Since tasks span multiple dates, we calculate active jobs for each date by checking whether the date falls between the task's start and end date. To isolate the workload for a selected employee, create a disconnected NavigationEmployee table like this:

NavigationEmployee = DISTINCT(SELECTCOLUMNS('Jobs', "EmployeeID", 'Jobs'[EmployeeID], "EmployeeName", 'Jobs'[EmployeeName]))

Then build a measure that shows how many jobs are active on any given date for the selected employee:

ActiveJobCount = 
CALCULATE (
    DISTINCTCOUNT('Jobs'[JobID]),
    FILTER (
        'Jobs',
        MAX('Calendar'[Date]) >= 'Jobs'[StartDate]
        && MAX('Calendar'[Date]) <= 'Jobs'[EndDate]
    ),
    TREATAS(VALUES('NavigationEmployee'[EmployeeID]), 'Jobs'[EmployeeID])
)

Place a slicer using the NavigationEmployee table on both the job detail page and the employee workload page, and sync them via the "Sync slicers" view. On the employee workload page, use the Calendar table as the axis in a line chart, area chart, or matrix to display ActiveJobCount across time. This lets leadership visually grasp how heavily an employee is scheduled over the coming days or months.

Instead of using a drillthrough (which passes along filters you don’t want), add a navigation button on the job detail page. When a user selects an employee from a table or card, the synced slicer captures that employee, and the button takes them to the workload page, which now shows a time-distributed job view based solely on that employee's assignments—no over-filtering from job-specific fields.

This method provides a much richer, timeline-aware view of employee workload, enabling smarter resource decisions while preserving flexibility and clean filter context in your Power BI report.

Best regards,

[lbendlin]

The usual approach to break out of the drillthrough filter context is to have shadow tables for your visuals, so you can decide for yourself (with measures) if you want to apply the upstream filters or not.