Drillable Dashboards (Studio)
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About Drillable Dashboards
Let your viewers jump to specific views of data using dashboard drilling. Drillable dashboards let you drill from a reporting item in one dashboard to another dashboard filtered on that item’s definition.
Example: We have a dashboard designed to view different customer demographics. We set up drilling so that we can click a specific demographic and see the top products for that demographic.
You can drill from a dashboard or a tab in a book, and then easily return to the original dashboard or book.
Qtip: Drilling is only possible for dashboards that share the same default project defined in their properties.
Drilling Permissions
To enable dashboard drilling, you need to either own both the original dashboard and the one you want to drill to, or have permission to share both dashboards.
To be able to drill from one dashboard to another, a user needs to have at least viewer-level access to both the original and the dashboard being drilled to.
Qtip: In the dashboard properties, you can set whether view-only users are allowed to drill into feedback.
How Dashboard Drilling Works
Let’s imagine we want to drill to Dashboard B from inside Dashboard A.
Everyone who has access to both dashboards will see an additional drilling option (Dashboard B) when drilling on any widget in Dashboard A. You can drill into a widget by clicking any data point on the widget.
Example: This is what a drillable dashboard looks like in Dashboard A’s drilling menu. Here, we clicked the red segment in our pie chart.
Clicking the Dashboard B option in the drilling menu takes you to Dashboard B, filtered according to the Dashboard A reporting item you drilled into.
Qtip: When drilling into dashboard B, the original widget and dashboard filters will be ignored.
When Dashboard B is open, you can click Return To Dashboard to return to Dashboard A, or Return To Book if you drilled from a tab in a book.
Qtip: You cannot make any changes to Dashboard B while it is opened in this mode.
To Enable Dashboard Drilling
You can add up to 5 dashboards you can drill.
Qtip: If a previously selected dashboard appears as a strikethrough, it means that it doesn’t have the correct user permissions for drilling anymore.
Qtip: To disable dashboard drilling, remove dashboards from the Drillable Dashboards field.
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