Implementing Multi-Level Top N Rank Filtering with Drilldown, Drill up and Linking in a Chart Widget
Implementing multi-level top N rank filtering with drill down and linking in a chart widget enhances dashboard interactivity and provides a more detailed data analysis. This can be particularly useful when you want to focus on top-performing items at various levels and then examine their detailed information in a linked dashboard. Below are the steps required to set up this functionality in a dashboard’s chart widget:
Step 1: Configure Chart Widget
- Begin by configuring your dashboard with the necessary filter widgets. Also, add a chart widget and bind the required columns and value fields.
Step 2: Open Filter Dialog
- Go to the Assign Data tab of the chart widget.
- Click on the Settings icon of the column you’ve bound under the Column(s) field.
- Select the Filter option followed by the Edit option.
Step 3: Apply Rank based Filtering in Filter Dialog
- In the Filter dialog, enable the Rank option.
- Set the mode as Top in the mode field.
- Choose the relevant column for your rank filter.
- Select the appropriate summary type in the Summary field for aggregation and click Ok to save your filter.
- Now, the widget will render with the applied rank-based filtering
Step 4: Multi-Level Drill Down
- Drag a second column into the Column(s) section of the chart widget.
- Confirm the operation to enable multi-level drill down.
- Reapply the top N rank filtering for the second column, similar to step 2 and step 3.
- Now, when you click on any Bar from the chart widget, the drill-down action will work and you can view the top 10 customers sales details.
- The drill-up feature allows you to return to the previous view by clicking on the "Product Name" in the above chart widget.
Step 5: Chart Widget Subtitle
- Enter the relevant information about the drill-down data in the Subtitle section of the Properties tab. This setup will serve as the main dashboard.
Step 6: Enabling Linking to Another Dashboard
Create a separate dashboard that will be linked to for detailed views.
In the main dashboard, navigate to the Link section under the chart widget’s Properties tab.
Enable the Link option and provide the target dashboard link with the necessary URL parameters.
Set the Target option to Pop-up.
Step 7: Interacting with the Dashboard
In preview mode, drill down by clicking on a data point in the chart:
Use master widgets to apply filters as needed.
Select a product to view top customer details in the drill-down chart.
Click on the desired bar in the chart and choose the Link option to access a detailed view in the linked dashboard.
By performing these steps, you will set up a dashboard that allows you to filter for top items at multiple levels, drill down for more specifics, and drill up to return to higher-level data, complete with links to further detailed dashboards.
For more detailed instructions on each part of this setup, refer to the following supplementary resources:
Additional References:
