Drill down into table

jrtomici
jrtomici Member
in Charting

Hi, I have a table and I'd like the ability to click on a field and open a new view that shows a more granular table. My table looks like this:

Account | Dollars

If a user clicks on an account in the table, it will drill down into a new table:

Account | Media Outlet | Dollars

How can I achieve this? Thank you.

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Best Answer

  • ColemenWilson
    ColemenWilson Coach
    edited July 2023 Answer ✓

    You can create a custom drill down. Follow the images below for the steps:

    Screen Shot 2023-07-12 at 10.46.11 AM.png
    Screen Shot 2023-07-12 at 10.46.36 AM.png

    In your custom drill view create a table card with the fields you listed.

    If I solved your problem, please select "yes" above

Answers

  • ColemenWilson
    ColemenWilson Coach
    edited July 2023 Answer ✓

    You can create a custom drill down. Follow the images below for the steps:

    Screen Shot 2023-07-12 at 10.46.11 AM.png
    Screen Shot 2023-07-12 at 10.46.36 AM.png

    In your custom drill view create a table card with the fields you listed.

    If I solved your problem, please select "yes" above

  • jrtomici
    jrtomici Member

    Thank you — just needed to edit the card interaction to drill down instead of filter.

  • ColemenWilson
    ColemenWilson Coach

    Ah yes from a dashboard view you would need to change the interaction to "Drill in place" as you mentioned. For others viewing this, this only works if a drill path has been created for the selected card, if it has not then you will not be able to select this option as shown below:

    Screen Shot 2023-07-12 at 11.38.27 AM.png

    If I solved your problem, please select "yes" above

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