Is it possible to have a different layout for the drill-through and main dataview?

Christian Vazquez · 2023-04-11T22:32:43+00:00

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We want to filter the drill-through based on a specific block so we want to create a filter block. We want the drill-through to hide rows where the Fiscal YTD is zero, and we want the main dataview to filter where WS P&L Filter is zero. Is it possible to have a different layout for the drill-through and main dataview? We tried to change the drill-through layout but the configuration does not get saved.

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Leone Scaburri

Hi @Christian Vazquez,

it seems you are confused between Drill-Down and Drill-Through which are two different functionalities.

The former is based on a Board Layout which can be different from the main dataview's layout. You just have to use the Drill and edit the layout it in design mode, it will create a pre-defined drill path that users can use through Drill-Down in Play Mode. Users can still use the Drill To Anywhere which will not inherited the layout defined for the Drill-Down.

On the other side a Drill-Through is based on a SQL query.

Valentina Sarti

Hi Christian,
yes, it is possible to do it.
You should go in Edit mode, click on Drill anywhere and then on the window that appears you could edit the layout.
By closing it and saving the screen, you will obtain the customized screen when drilling down on the main dataview.
In the customized screen, you can add whatever you want, even the filter you are referring to.

Note: please pay attention that Drill Down and Drill Through are two different functionalities.

Valentina

Fabian Frommann

Hi @Christian Vazquez,

for Drill down, drill anywhere it is possible, as described by Valentina.

for Drill Through it is not possible because it is not defined in Board but in SQL. If you want to integrate a filter here you need to do it in the SQL Statement.

Fabian

Christian Vazquez

User should to be able to drill down based on the layout we have configured for the drill down, currently only one entity at a time can be used with the configuration we want. If we select a different entity, the drill down configuration does not carry over. Furthermore, the configuration goes away after a drill anywhere. We want to be able to configure data view based on drill down via entity selection, and have the ability to apply the configuration to all entities as required.

Anastasia Pesyakova

Hi Christian,

It's possible to configure a drill to a separate screen, which might work well in your case. See this article for more info:

https://community.board.com/discussion/17106/drill-anywhere-options-drill-to-vs-go-to

Thanks,

Anastasia

Mirela Simion

Hi Christian, yes it is possible either from design mode or play mode
However, to have the layout saved, you need to be in design mode and of course have the right license to be able to go in Design mode of the screen.

Zachary Turner

For those reading and needing more information on creating a drill through, more information can be found here:
https://www.boardmanual.com/2021/summer/data-modeling/2_Database_design_functions/5_Drill-Trough/Basic_concepts_drillthrough.htm