Set up drillthrough in Power BI reports
APPLIES TO: Power BI Desktop Power BI service
With drillthrough in Power BI reports, you can create a destination target page in your report that focuses on a specific entity such as a supplier, customer, or manufacturer. When your report readers right-click a data point in other source report pages, they drill through to the target page to get details that are filtered to that context. You can set up drillthrough in your reports in Power BI Desktop or the Power BI service.
Want to investigate this report yourself? Open this GitHub repo for Power BI Desktop samples. Then select Download to download the Sales & Returns sample .pbix file to your computer.
Here are some articles explaining other ways to use drillthrough.
- Create a button that drills through to details when they click it.
- Set up cross-report drillthrough to jump from one report to another in the same Power BI service workspace or app.
Set up the drillthrough target page
To set up drillthrough, create a target report page that has the visuals you want for the type of entity that you're going to provide drillthrough for.
For example, suppose you want to provide drillthrough for manufacturers. You might create a drillthrough target page with visuals that show total sales, total units shipped, sales by category, and so on. That way, when you drill through to that page, the visuals are specific to the manufacturer you selected.
Then, on that drillthrough target page, in the Build visual section of the Visualizations pane, drag the field for which you want to enable drillthrough into the Drill through well.
When you add a field to the Drillthrough filters well, Power BI automatically creates a back button visual. That visual becomes a button in published reports. Users who view your report in the Power BI service use this button on the target page to get back to the original source report page from which they came.
Use your own image for a back button
Because the back button is an image, you can replace that image with any image you want. It still operates as a back button so that report consumers can go back to the original source page. You can only add your own images in Power BI Desktop, not in the Power BI service.
To use your own image for a back button, follow these steps:
In Power BI Desktop, on the Insert tab, select Image. Then, locate your image and place it on the drillthrough target page.
Select your new image on the drillthrough target page. Under the Format image pane, set the Action slider to On, and then set the Type to Back. Your image now functions as a back button.
Now users can right-click a data point on the other source pages in your report, and get a context menu that supports drillthrough to that target page.
When report readers choose to drill through, the target page is filtered to show information about the data point they right-clicked on. For example, suppose you right-click a data point about Contoso, a manufacturer, and select Drill through. The drillthrough page they go to is filtered to Contoso.
Pass all filters in drillthrough
You can set up drillthrough to pass all applied filters to the drillthrough target page. For example, you can select only a certain category of products and the visuals filtered to that category, and then select drillthrough on a source. You might be interested in what the drillthrough target page would look like with all those filters applied.
To keep all applied filters, go to the destination page. In the Drillthrough section of the Visualizations pane, set Keep all filters to On.
When you then drill through on a visual on a source page, the temporary filters that you applied to the source visual are also applied to the drillthrough target page. In the Drillthrough section of the Visualization pane, those transient filters are shown in italics.
Although you could do this with tooltips pages, that would be an odd experience because the tooltip wouldn't appear to be working properly. For this reason, we don't recommend doing so with tooltips.
Add a measure to drillthrough
Besides passing all filters to the drillthrough target page, you can also add a measure or a summarized numeric column to the drillthrough area. Drag the drillthrough field to the Drillthrough card on the drillthrough target page to apply it.
When you add a measure or summarized numeric column, you can drill through to the page when the field is used in the Value area of a visual.
That's all there is to setting up drillthrough in your reports. It's a great way to get an expanded view of the entity information that you selected for your drillthrough filter.
You might also be interested in the following articles:
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