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Niels_T
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How to drill-through with a button

Hello,

 

I don't really understand how a drill-through with a button works.

 

I have a customer sheet where you can select a specific customer. You then get the data for that specific customer.

 

I wanted to make a button next to some data about back orders where it could drill-through and redirect you to another tab where more data is present about the back orders.

 

I added on the tab where I want to be redirected to, the names of the customers in the drill-through data field.

 

I then made a button with action -> type -> Drill through and the destination -> format by -> field value based on field  -> First name -> Summarization -> First

 

After that I tried to click on the button but nothing happens.

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Step 2. When you set an action for that button,
first select customer from the visual
then click on button
Under action, select the destination page where you have backorder details for the customer:

mohityash_1-1624966874069.png

 



Step 1. In Destination Drill Page i.e. you backorder detail page, dont forget to add drill field which is customer in our case, see below screenshot:

mohityash_0-1624966484646.png

 

View solution in original post

8 REPLIES 8
Anonymous
Not applicable

You need to select that customer name from customer sheet, then need to click on drill through button which you created.

Hello,

 

I did and I get the following message:

Niels_T_0-1624964578086.png

 

Anonymous
Not applicable

Step 2. When you set an action for that button,
first select customer from the visual
then click on button
Under action, select the destination page where you have backorder details for the customer:

mohityash_1-1624966874069.png

 



Step 1. In Destination Drill Page i.e. you backorder detail page, dont forget to add drill field which is customer in our case, see below screenshot:

mohityash_0-1624966484646.png

 

Now when I click I get the following message:

Niels_T_0-1624975850144.png

 

Name in this case is Customer Name. 

 

I made sure at the destination drill page I did the following:

Niels_T_1-1624975908563.png

 

I also made sure the customer is selected on the other tab:

Niels_T_2-1624975957462.png

The action of the button is set as followed:

Niels_T_3-1624975985427.png

 

Anonymous
Not applicable

You have to select single customer name from table or matrix as i shared in the image not via filter.

Single name of customer need to be selected in table visual instead of slicer

Is there a way to use the slicer instead of selecting a customer name in a table or matrix?

Anonymous
Not applicable

I tried it wont work on slicer

I see no problem.

 

I think my best bet then would be to just use page navigation with a synced slicer on the other tab.

 

Thank you for your help I will accept your response as a solution

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