Charts Drill Down

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 in which the value will get passed based on where we have clicked in the parent report. If the parent report is a grouped bar chart an onclick event will pass 2 dimensions. It is always better to create the Child report first. Child report can also have even more filters to get the values of the other filters which the parent report might also be having. So we created first child report, then parent report and then in the parent report we apply customization script.

In order to apply the drilldown script, click on the “Customize” button on the report create or report edit page.

Double click on the drilldown icon to open the following modal window

Click on the checkbox to select whether you want to open the child report in a new tab or in the same tab or you want to implement InterPanel Communication (IPC).
Here in this blog we are going to cover more about “Open in New Tab” or “Open in Current Tab”. If you want to implement InterPanel Communication please go through this blog. With interpanel communication as soon as we click in the chart here the other panels of the dashboard will get updated accordingly.
Open in New Tab: This option opens the child report in a new tab.
Open in Current Tab: When this option is selected, the child report opens in the same div/frame/tab as the parent report. So, the child report replaces the space occupied by the parent report. If this option is used, you can add a back button by applying the Back Button customization script. You can refer this blog to add back button.

Click on the Browse button to select the child report to be opened upon drilldown. The file browser will open. Browse to the child report. Select it by left click and then click on the “Select” button.

The report URL will be added in the placeholder. Select the X axis column as Category and the other dimension as Series. Series needs to be selected for group chart only.
Category is the first dimension and is shown on the X axis. In a grouped bar chart, the second dimension is represented by the individual bars. This is the Series.
As soon as the child report is selected, the filters in the child report are populated in the Category and Series dropdown. Select the appropriate filter names to be mapped.

Once selected, click on Ok and apply the customization by clicking on the small tick.
Additionally, if you want to pass the selected filter values from parent report to child report, you can click on “Add” button to map parameters. The filter values are mapped by passing the filter ID. The ID is the number shown next to the filter label. So, filters can be recognised as “Filter_0”, “Filter_1” etc.

Click Ok. You will see Chart Drilldown icon is highlighted. Click on the small tick to apply the customization.
If you are not using grouped bar chart and using single dimension charts such as bar chart, line chart, pie chart etc., then you can uncheck the Set Series checkbox to disable it.

Click on Ok and apply the customization by clicking on the small tick.

When you click on the bar, the respective values of the category and series are passed in the URL alongwith the filter value of the filter in the parameter section.

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

You May Also Like

Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered