Adding a Drilldown

The drilldowns are initially displayed in the order they were created. The first drilldown is automatically the default.

To add a drilldown from a query viewer:

  1. Access the Drilldowns tab in one of two ways:

    • Right-click on the query viewer or data monitor results in a dashboard and select Drilldowns/Edit Drilldowns to open the editor to the Drilldowns tab.

      Or

    • Right-click on a query viewer or data monitor in the Navigator panel and select the Edit option, then select the Drilldowns tab.

  2. Click Add () to open the Add Drilldown panel.

  3. In the Destination field, select a resource type, for example, Dashboards.

    4. Then choose the corresponding specific resource, for example, My_Dashboard.

  1. Enter a menu label (defaults to the specific resource’s name). This label will represent this drilldown when the user right-clicks and selects Drilldowns on the Viewer panel.

  2. Enter an optional description containing useful information about the drilldown.

  3. Options for the Drilldown's Resource Destinations

    If resource type is ...

    Follow these steps ...

    Active Channels

    For an active channel destination, the settings in the Channel Display Options tab are not required; you may click Finish. If you want to set display options:

    1. Select a field set from the drop-down list and click OK.

    2. Change the Sort By field from the drop-down list and the sort order.

    3. Click Finish.

    Dashboards

    Click Finish. You are done.

    Query Viewers

    For a query viewer destination, field mapping is required:

    1. On the Field Mapping tab, click Add to display a dropdown list of source fields. You must define at least one field map.

      The source fields are from the source query viewer (the one you are drilling down from). The mapping condition is always set to =.

    2. Under the Destination Field column, select a field from the destination query viewer (the one you are drilling down to).

      The Drilldown definition shown in the example maps the source query viewer/data monitor “Name” column to the target query viewer/data monitor “Name” column. This constructs the following drilldown filter:

      <target>.Name = <source>.Name

      where <source>.Name is replaced by the actual value from the source query viewer/data monitor row.

      If there are no eligible field mappings, you cannot complete the drilldown definition; the Finish button is disabled. You can add or remove field mappings, but your choices are limited to the columns already provided in the query viewer.

    3. On the Display tab, you can choose to show (check) or hide (uncheck) the data fields in the drilldown result.

    4. On the Sort tab, you can click Add to select the columns to specify the sort order of the resulting values. For each added column, change the sort order to ascending (the default) or descending.

    5. Click Finish.

    Reports

    For a report destination, the settings in the Report Display Options tab are not required. To use the parameters set for the report, click Finish. If you want to change the drilldown’s display options:

    1. Click Add to display a list of the destination report’s custom parameters, then select a parameter.

    2. Under the Value column, select the field whose value will be used for the parameter.

    3. Click Finish.

  4. Repeat the process to add multiple drilldowns as required.

The drilldowns you added will be available for selection when you view the data monitor or query viewer results. From those resources, the drilldowns are displayed for selection in the order they were created. The first drilldown is automatically the default drilldown of choice.

Tips on drilldown definitions: