Introduction

In many business intelligence and analytics scenarios, users need to evaluate the same dataset at different levels of aggregation without maintaining multiple dashboards. For example, a healthcare organization may want to analyze patient counts based on detailed age ranges such as 0–5, 6–11, 12–15, 16–17, and 18+, while also requiring a broader classification that groups patients into Minor (0–17) and Adult (18+) categories.

In Bold BI this behavior can be achieved by leveraging the Tab Widget in combination with Inter Widget Linking.This article explains how to implement this functionality.

Sample Dataset

The sample dataset contains an Age column.

Step 1 – Create the Age Group Expression

Navigate to Data Source → Expression and create a calculated field named Age Group using the expression shown

CASE
    WHEN [Age] >= 0 AND [Age] <= 5 THEN '0-5'
    WHEN [Age] >= 6 AND [Age] <= 11 THEN '6-11'
    WHEN [Age] >= 12 AND [Age] <= 15 THEN '12-15'
    WHEN [Age] >= 16 AND [Age] <= 17 THEN '16-17'
    ELSE '18+'
END

Step 2 – Create the Business Group Expression

Create another expression named Business Group that classifies records into Minor (0–17) and Adult (18+) categories.

CASE
    WHEN [Age] >= 0 AND [Age] <= 17 THEN 'Minor (0-17)'
    ELSE 'Adult (18+)'
END

Step 3 – Add a Tab Widget

Add a Tab Widget and create two tabs: Age Group and Business Group.

Step 4 – Create the Age Group Chart

Configure a chart with Distinct Count of Patient ID as the measure and Age Group as the dimension.

Example output:

Step 4 – Create the Business Group Chart

Duplicate the previous chart and replace the dimension with Business Group.

Example output:

Step 6 – Create a Dashboard Parameter

Create a Dashboard Parameter that allows users to switch between the available aggregation views.

Example:

This dashboard parameter will be used by the Combo Box widget.

Step 7 – Create a Combo Box Widget

Drag and drop a Combo Box widget to the dashboard.

Configure the widget to use the Selector dashboard parameter created in the previous step.

Screenshot

Step 8 – Configure Inter Widget Linking

• Go to the properties panel for the Combo box widget.
• Check the box next to Inter Widget Linking.
• Choose the Tab widget from the list of items.

Step 9 – Preview the Dashboard

Selecting a value in the Combo Box displays the corresponding chart, providing a seamless aggregation-switching experience.

Selecting Business Group displays Business Group Chart

The user experiences seamless switching between aggregation levels while using the same dashboard.

Note: You can hide the headers of the tabs.

Conclusion

By combining the Tab Widget and Inter Widget Linking, you can provide users with a simple way to switch between different aggregation views of the same dataset.

Although the underlying chart definitions remain separate, the end-user experiences a dynamic and intuitive interface without navigating between multiple dashboards.