Drilling down from a chart

Being able to drill down from higher-level data to more granular data is a very important feature in SAP BusinessObjects Dashboards. We want to be able to retrieve high-level and granular-level data easily without hunting for it. By using drilldowns, users can easily navigate through the different levels of data.

Getting ready

Insert two charts into the canvas (Parent = Column Chart; Child = Line Chart). Data in the child chart is driven from the parent chart.

Tip

Please refer to the example Drilling down from a chart.xlf from the code bundle on how to set up and bind data appropriately to the charts.

How to do it...

  1. In our example, the parent chart contains Regional Sales information. The child chart contains a drilldown of a monthly trend.
  2. Turn on the drilldown capability from the parent chart by clicking on the Insertion icon and then on the Enable Data Insertion checkbox.
    How to do it...
  3. Select the Insertion Type that you will use for the drilldown bars. In our case, we will drill down based on Row and bind to the line chart data in cells D6:I9. Then, select the destination of the drilldown value. We have selected cells D3:I3 in our case.
    How to do it...
  4. The destination cells D3:I3 control the chart data for our monthly trend dataset as shown in the following screenshot:
    How to do it...
  5. Preview the finished example and verify that the drilldown works by clicking on each bar of the Regional Sales chart.
    How to do it...

How it works...

In our example, we showed how to drill down from a set of regional sales to a monthly trend for a selected region. In the drilldown properties screen, the source rows D6:I9 from step 3 are linked to each bar. When a user clicks on the bar, it will select the appropriate row from D6:I9 and transfer it to the destination at D3:I3, to which the child chart will bind its data.

There's more...

In our example, we had all the data available to us on the spreadsheet. We can also accomplish drilldown capability on a query by sending in the drilldown parameter when clicking on a bar and then retrieving the appropriate child data by calling the child query.

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