Enhancing Charts in Bold BI with Row Drill-down for Detailed Data

Overview

This article provides guidance on how to implement a row level drill-down feature in the Chart widget of Bold BI, specifically focusing on navigating to a higher granularity of data. Users can utilize linking and URL parameter features in Bold BI to achieve it and enhance data analysis. To achieve this row-level drill down effect, two dashboards need to be created: Primary Dashboard for high-level summary with links, and Linked Dashboard for detailed data based on selected parameters.

Linking Dashboard Configuration

To create a dashboard that allows users to drill down into specific data, follow these steps:

1. Create a Dashboard: Start by creating a dashboard that includes a Stacked column chart.
2. Set Up Columns: Configure the Column section with any desired fields. Additionally, you can add another field to allow for column-level drill down in the widget.
3. Configure Rows: Configure the Row section by including a field of lower hierarchy, ensuring it is subordinate to the field being set up in the main dashboard’s Row section.
4. Publish the Dashboard: Once the dashboard is configured, publish it.
5. Configure Dashboard Link: In the main dashboard, configure the dashboard link with parameters to enable row-level drill-down and filter specific data for display.

For Example:

We have developed a linking dashboard featuring a stacked bar chart. The Year section is configured in two formats: as a higher hierarchy (Year) and as a lower hierarchy (Month/Year). In the Row section, we have configured the City field, which is a lower hierarchy compared to the Country field that will be set in the Main dashboard’s Row section. Then the dashboard has been published. Refer to the below shared screenshot for the field configured in assign data section for better understanding.

Main Dashboard Configuration

Next, configure the main dashboard to facilitate the linking:

1. Create a Main Dashboard: Create another dashboard that also add a Stacked Column chart.
2. Set Up Columns: As with the linking dashboard, configure the Column section using the same field that was used in the Linking dashboard.
3. Configure Rows: In the Row section, ensure that a higher hierarchy field is set up, which must be higher order to the field being configured in the linking dashboard’s row section.
4. Enable Link Option: In the properties section, enable the Link option. Add the Link Dashboard link and include parameters with an AND condition to fetch only the respective records selected in the chart widget.

5. Publish the Dashboard: After completing the configuration, publish the dashboard.
6. Access Specific Data: Click on the link option to access data specific to the selected chart column.

By following these steps, users can ensure a seamless experience when navigating between linked dashboards. This guarantees that only relevant data is displayed based on user selections.

In the provided screenshot, the linked dashboard shows only the related data for the year 2020 and cities in Austria.

Additional References

• Stacked Column Chart
• Linking Dashboards in BoldBI