Sunday, April 6, 2014

Drill down for multiple items using one query

Drill down on a chart and have a crosstab synchonized to the drilldown so that it shows detailed information without having to drill down on the crosstab. 


Resolving the problem


You can have multiple items (lists, charts, crosstabs) linked to a query. When drilling down on one of the items, the other ones will also display the detailed information if they are all using the same query, and if each of the layout objects contains the query item which the user is drilling down on.
You can also have one item show more detailed information on one axis compared to the other. For example, a report with a crosstab and a chart. The crosstab can display Years, Products and Revenue while the chart displays Quarters, Products and Revenue.
If you are trying to synchronize drilldown with a 2nd layout object which does not display the query item being drilled on, you need to add this query item to one of the edges in the layout object. For example, if you are trying to drill down on a crosstab and you want to have a pie chart which does not contain the drilldown query item synchronize with the crosstab, you need to add that query item into one of the Chart Node Member objects. See the attached report spec "chart drilldown sync.txt" for a demonstration of this technique based on the Great Outdoors samples.


Steps:

1. Create a crosstab report.
2. Add the items to the crosstab.
3. Add a chart to the report.
4. In the chart Query properties, select Query 1 (the one you created for the crosstab).
5. If you will not be displaying the query item the user will drill on in the chart, click the Unlock button on the toolbar.

6. Drag the query item into one of the existing Chart Node Member objects, so it sits to the left of the item you are displaying.

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