For using drill-down functionality, user needs to create two reports i.e. a parent report & a child report:-

Parent report: Primary report to which the drill-down functionality is to be applied

Child report: Secondary report which will open in a new tab or at same place (depending upon the option selected)

Note: Child report should have a filter which would be the input parameter to be passed in parent report. It is always better to create the Child report first.

Example:

Let us create a tabular report of Employees and their expenses. We will then apply a drill-down functionality on the Employee name; so if any of the employee name is clicked, a new report showing Travel date and Destination for that particular employee will open in a new tab.

So in this case, parent report is the one which shows Employee name & Expenses. And Child report is the one which shows Destination & Travel date.

We will first see how to create the child report. Following are the steps to create child report:

Step 1: Create a report with Destination & Travel date as columns

Step 2: Now add ‘Employee name’ column in the filter section and edit the filter

Step 3: Select mode & values as ‘auto’. Select any employee name as a default

Step 4: Click on Generate report

Step 5: Save this report in the file repository by giving an appropriate name

The child report is now ready. We can now make the parent report to which drill-down functionality is to be applied. Following are the steps to create a parent report:

Step 1: Create a tabular report with Employee name & Expense as columns

Step 2: Click on the ‘Customize’ button

Step 3: Double-click on ‘Drill down’ icon

Step 4: Now select the column on which the drill down functionality is to be applied and then click on more

Step 5: Now make sure that the column is selected and then click on browse button to open the child report

Step 6: Select the child report from the folder where it is saved and click on ‘select’ button at the bottom. Make sure that you do not double click on the child report

Step 7: Now make sure that in the parameters section, the column ‘Employee name’ is selected.

Note: By default the parameters section will show a default value that was selected in the filter for child report. In above case ‘Alvin Singh’ is shown as the default value. It needs to be changed to ‘Employee name’

Step 8: Click on ‘OK’ and then click on the apply tick mark

You can now see that the names in the Employee name column are underlined indicating that clicking on them would open a new report in a new browser tab

Parent report:

Drill-downed child report:

To undo the changes, user can again click on the ‘Drill-down’ icon and then click on the apply tick mark.

For More Info, Contact us at demo@helicalinsight.com