Why should I handle filtering in a dashboard before executing drill-down action in a listener widget?
In Bold BI dashboards, it is important to apply filters before performing a drill-down action on the widget data. This is because, when a filter is applied in a dashboard and any drill-down enabled widget has its current state in one of the inner levels, it will redirect to the first level and the data will be changed based on the applied filter.
To handle the dashboard filtering with drill-down enabled widgets in Bold BI more effectively, follow these steps:
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Create your dashboard: Design your dashboard with the necessary widgets and data sources.
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Apply filters: Before performing a drill-down action, apply the desired filters to your data. This will ensure that the data displayed in the drill-down is accurate and relevant to your needs.
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Perform drill-down: After applying the filters, you can now perform the drill-down action on your data. This will display the detailed information based on the applied filters.
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Perform drill up: After analyzing the detailed data, you can perform a drill-up action to return to the previous level of data. This allows you to navigate back through the hierarchy of information seamlessly.
By following these steps, you can effectively apply filters and perform both drill-down and drill-up actions in Bold BI dashboards.