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Configure cross-filters and drillthroughs to use selections in one dashboard visual to filter related data in other visuals or on another page.
Prerequisites
- Completion of Create and manage Real-Time Dashboard parameters.
- Editor permissions on a Real-Time Dashboard.
- A dashboard with visuals.
Configure cross-filters
A cross-filter lets you select a value in one visual and filter the data in other visuals on the same dashboard. Using a cross-filter has the same result as selecting the equivalent value for the parameter in the parameter list at the top of the dashboard.
To create a cross-filter, turn on the option in the visual, and then specify the parameter that filters the data.
Go to the query of the tile where you want to add cross-filters.
Select Visual.
In the right pane, select Interactions, and then turn on cross-filters.
Optionally, specify the Interaction type. The default is Point, where you select a value in the visual. To select a range of values, such as in a time chart, select Drag.
Specify both the column that provides the value and a parameter that filters the visuals' query.
Important
The column and parameter must be of the same data type.
Use cross-filters
After you define the cross-filter, select data points in the visual to filter the current dashboard page. For table visuals, right-click the relevant cell, and then select Cross-filter.
Reset cross-filters
To reset a cross-filter, select Reset at the top of the visual where you selected it.
Configure drillthroughs
Drillthroughs let you select a value in a visual and use it to filter visuals on a target page in the same dashboard. When the target page opens, the value is preselected in the relevant filters. The visuals on the page, such as line or scatter charts, show only related data. This feature is useful when you want to drill through from a summary page to a details page. For information about creating pages, see Add page.
To create a drillthrough, turn on the option in the visual, and then specify one or more drillthrough parameters that filter the data.
On your primary page, enter Editing mode.
Edit the visual where you want to add a drillthrough. Make sure that the Visual tab is selected.
In the right pane, select Interactions, and then turn on drillthrough.
Under Drillthrough, select Create new, and specify the following information. Optionally select Add another pair to add multiple parameters for a target page. Repeat this step to add drillthroughs to other pages in the current dashboard by using different parameters.
Field Description Destination page One or more target pages to drill through to by using the defined parameters. Column The query result's column to use as the value for a parameter in the target page. Parameter The parameter used to filter visuals in the target page by using the column value. Notes Optional short description. Important
Column and parameter pairs must be of the same data type.
Use drillthroughs
After you define drillthroughs, right-click a data point in a configured visual or table, and then select Drill through to > destination page. The values from the data point filter the visuals on the target page.
