Drill Down into Dashboard Data

Drill down on a Chart, Gauge, and Matrix Widget to see more detailed data. Drill-down options include:

  • Go to a Record List: Drill-down displays a Grid list of pertinent records. Use the CSM Grid capabilities (print, export, sort, filter, group, size, move, and add/remove columns) to display only the data you want and in a way that is meaningful to you. Click a record to view it in detail.
  • Execute a command: Drill-down executes a command (ex: Display an Action Catalog, Calendar, Dashboard, Document Repository, HTML Page or Visualization, or run a command, One-Step, search, or report).
  • Go to a Dashboard: Drill-down displays another Dashboard (ex: A Dashboard dedicated to the Widget data). Filtering can be honored so that the filtering criteria on the source Dashboard is extended to the drill-down Dashboard (ex: If Widget is being filtered by month, the drill-down Dashboard will initially be filtered by month, as well).

Good to know:

  • Dashboard drill-down is configurable, so behaviors can vary. For more information, see Dashboard Drill-Down.
  • Dashboard drill-down can be defined to honor filtering. For example, if the drill-down honors filtering (Filter Dashboard is selected on the Dashboard's Drill-Down page), when you filter a Dashboard to show only Today's data and then drill down into another Dashboard, then the drill-down Dashboard will also be filtered to show only Today's data. A Filter bar at the top of a drill-down Dashboard displays any filtering criteria. Users can remove the filter by clearing the filters.
    Drill-Down Honors Filter

To drill down into Dashboard data:

  1. View a Dashboard
  2. On the Dashboard, double-click a Widget to drill down into the data.
  3. Click the Back button 01_Arrow_Left_Green_Round on the toolbar to navigate back to the Dashboard.
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