Back to Kantata.com Blog Tour Status

Add a Drill-In to an Insights Dashboard

Add drill-ins to an Insights dashboard to break down data into more granular ways.

 
User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports Viewer
Insights Permissions: Can Edit

Drill-ins allow a user to click on a metric or attribute to see the report data broken down further.

  1. While editing a dashboard, select the report you want to add a drill-in to.
  2. In the upper right of the report, select the Configure (“ ”) icon.
    Select_the_Configure_icon.png
    The configuration popup will appear below the report.
    Configure_report_popup_-_Drilling_tab.png
  3. In the Drilling tab of the configuration popup, click Add Drilling.
  4. In the When I click on drop-down menu, select the metric or attribute you want to make clickable.
    Select_a_metric_or_attribute.png
  5. Click Select.
  6. In the Show me drop-down menu, select the attribute to break the data down by.
    Select_an_attribute.png
  7. Click Select.
  8. Once you’ve finished adding all drill-ins, click Apply.
  9. Click Save to save the dashboard.
    Click_Save.png

TIP

You can also set up drill-ins that open other reports or dashboards when a user clicks on a metric or attribute. To learn more, please reach out to your Business Intelligence Consultant.

Related articles

Created on