Adding Drilling Capability to a Classic Designer Column
You can add drilling capability to any column in a report. Drilling
enables the person viewing the report to click on a data value in the
column to view a greater level of detail or to navigate to another dashboard
with related information. See Drilling.
To add drilling capability to a column
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1.
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In Classic Designer, open the report. |
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2.
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Click on a column header and select Column Properties
from the menu. The Column Properties dialog box opens. |
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3.
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Click the Drilling tab at the top. |
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4.
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For Drill Type, select Drill Down or Drill to Dashboard.
Drill Down means that by clicking on the column, the user can get more
detailed information; for example, clicking on a year could display the
quarters in the year. Drill to Dashboard means by clicking on a column
a dashboard page will open displaying additional information. |
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5.
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If you select Drill Down, the name of the column
will be displayed in the Drill Down Column box.
If you select Drill to Dashboard, select the dashboard page to drill to
from the Navigate to Dashboard dropdown list. The dashboard must be previously
created and saved. (It can be empty.) If your target dashboard is not
already set up, you can select another one here, but be sure to come back
to this dialog box and change it to the correct dashboard once it has
been created. |
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6.
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To set up optional drill targets (for a Drill Type
of Drill Down) to give users other options to follow for drilling,
click the Change button next to Drill Down Column and select the columns
you want users to be able to choose from. The user will be able to right-click
on a field in the dashboard to see the other drill options. |
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7.
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If you selected Drill to Dashboard, the name of the
column you are drilling on is displayed in the Prompt Param Name field. |
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8.
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If you want to pass additional column values as parameters
to the target report or dashboard, drag and drop the columns from the
Available Columns area to the Selected Columns area. |
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9.
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To add additional parameters, you can type the parameter
and the value at the bottom. |
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10.
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Click the Remove Column on Drill box if you do not
want the column to be displayed after it has been clicked on. |
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11.
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Click Save in the Column Properties dialog box. |
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12.
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The values in the column you enabled drilling on
will now be displayed as blue underlined links to indicate they are drill-down
columns. |
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13.
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Click Report, Save to save the report. |
See Also
Drilling
Creating New Dashboards
Adding a Hyperlink
to a Report Element
Adding Drilling Capability
to a Button