Is there a way to limit the drill through list items to only the "matching" item?

[gweeber]

I have a report with a summary page and 52 "detail" pages, one page for each client. Not every client has data every month, so the summary page shows the clients who DO have data for a particular month. For example, the summary page for January 2024 has 8 clients listed, not 52. This is working fine.

I have added the appropriate field ("client") to the "add drill-through fileds here" area on each of the 52 client pages. I did NOT check any boxes in the drill-through field's list, though. I can't figure out what checking a box does, or, at least it does nothing that I can see in my example.

Back to the summary page...when I right-click on any one of the 8 clients listed, I see the Drill Through option fine. The problem is that I see ALL 52 choices in the list that becomes visible when I right-click and select Drill Through.

Is there a way to see ONLY the client's detail page listed when I drill through? So, if I drill through on Client A, I would only like to see Client A as an option. Better yet, I'd rather click on Client A in the summary page and be taken directly to Client A's detail page. Is that possible?

[Bipin-Lala · Accepted solution]

If you create 52 different detailed pages and use the same field "Client" for drill-through to each page, you will see all 52 pages as options in the drill-through.

I guess there can be multiple ways to tackle this and come up with a solution

One of the ways is instead of using drill-through to navigate to specific detailed client page, you can use page navigation using a measure and a button.

• Create a table called PageNavigation that maps each client and page name. Means a table of 52 rows.

• Create a measure called PageSelection, which uses SELECTEDVALUE to get the corresponding value of the page, based on what filter has been applied. In this case, it would be when you select a client on the summary page

PageSelection = SELECTEDVALUE(PageNavigation[Page])

• Create a button that will be used to navigate to the selected page. We will use Action property of button to use it for page navigation. Turn on Action -> Select Page Navigation -> Click on fx (conditional formatting)

• Select the PageSelection measure you created

• You can also create a bonus measure to show page name dynamically on button. Apply the below measure on the Style -> Text property of button (conditional formatting)

Go to Page = "Go to Page: " & PageNavigation[PageSelection]

• Important: Create the 52 detailed client pages. The names of the pages should exactly match the Page value in your table.
• Voila! Its done.

For example - We select Client 3 in the visual below. This populates the button to show "Go to Page: Client 3 - Detailed". Clicking on this button would take you to the select Client 3 - Detailed page.

You can read more about it here. Let me know if you face any issues. ✌️

Another way can be to use RLS to restrict page names of clients based on the Client/ UPN logged in. This will filter the page navigation table of the Client for that user only, so they would be able to navigate to that page only.

[gweeber]

Thank you so much! This was so detailed and helpful. However, I couldn't get this to work until I did the following:

1. I did not create a new, separate table. Instead, I added the "Page" column to my existing dataset table by duplicating the "Client" column in Power Query then renaming the duplicate column "Page". I have only 1 table/dataset in this Report.
2. I added the PageSelection measure to the existing dataset table.
3. I added the "Go to Page " measure to the existing dataset table.
4. When adding the button to the Summary page, I added the PageSelection measure to the Action, the same as you recommended.
5. For the "Go to Page " measure, I added that like the PageSelection measure in step 4 but in the Style > Text > Text (fx) field instead.

Now it works! I would never have figured this out without your help! Thanks again!