Drilldown to own container
This section is an extention to the previous one describing the master - detail view. Read that one first and come back to find out how to drilldown on elements sharing a container.
Refer the "Editor interactions" article on the difference between a element and a container.
In the previous example we created a drilldown between two elements where both elements were present and visible at the dashboard prior to creating a drilldown.
Now let's have a look on how to create a drilldown on a element where you do not have a target element before starting to create your drilldown structure:
You have a new dashboard with a nicely formatted visualization.
The visulization is grouped on a category column and has two additional aggregated columns.
We start of as always by rightclicking the FROM column, selecting "Edit Drilldown" from its context menu:
Now the editor opens the structure map tab and sets the drilldown FROM column according to the one you rightclicked in the designspace
Next you need to set in which container you want your new drilldown level to appear on drilldown.
Now we want the drilldown to swap the current visualization with a filtered drildown level appearing in the same container.
Select "Own element" or the name of the current element in this dropdown list
So what visualization do we want to display as our drilldown level?
When the "Use exisiting (...)" radio option is selecte you do not get much of a selection since you are not allowed to drilldown back to the parent level.
Since the target visualization do not exist in your dashboard yet, you need to select the other option "Create a new element based on a copy of the selected element".
Once that other option is selected, the dropdown list is filled with all visualizations on your dashboard (prefixed by Dashboard: ) and all visualization templates defined in DataCentral (prefixed with DataCentral: ).
Select the option best suited for what you planned to display as your drilldown level and move on (you will do more adjustments to your drilldown element later)
Just like the previous scenario (the master-detail view) we assume that columns match on both levels and selects Automatic column filtering.
Since the parent level is grouped on the category columns, the drilldown will apply a column filter on the category column at the drilldown level
Click the Save button at the top.
Once you click the save button at the top and the "Create a new element based on (...)" radio button is selected, the selected target element is copied into your dashboard definition.
When the save operation has completed the "Design drill level" tab should be enabled.
By clicking this tab you will be able to edit your local copy of the element selected. This is the element that your drilldown defintion will use during drilldown.
If you copied a template from the datacentral, edit its table definition and switch of the central lock checkbox.
Now you can rename and regroup your visualization if needed.
Swich back to your dashboard design space and test your new drilldown!
Now you have got a dashboard with a drilldown from a visualization grouped by category to a new visualization which is filtered by category. If this drilldown level is also grouped, you can create additional drilldown levels by following the exact same procedure as the one above starting from your drilldown level.
You can create new drilldown levels by:
- Rightclicking on drilldown column after drilldown in dashboard designspace (just like above)
- Rightclicking on drilldown column in "Design drill level" section
- Rightclicking the structure map treeview selecting "Add drilldown" on the level where you want to create additional drilldowns