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17. Drill Through

17.3 Drill-through Options

Start with a problem

Rani filtered the overview to Blinkit with a slicer, then drilled through on Pune. She expected only Blinkit orders on the detail page but saw all platforms.

Explain simply

Keep all filters decides whether the other filters on the source (slicers, other fields) travel with the drill-through. Cross-report allows drill-through from another report (17.5).

Show the data

Order ID City Platform Amount (₹)
301 Pune Blinkit 400
302 Pune Amazon Now 200
306 Pune Blinkit 250

About this data: This table uses columns: Order ID, City, Platform, Amount (₹). This table uses columns: Keep all filters, Rows on detail page, Total. This table uses columns: Option (Build visual pane › Drill through), What it does, When to use. This table uses columns: Wrong result, Reason, Correction. Values shown are the lesson examples already on this page (not a new dataset).

Fictional sample data. Practice file: visuals_orders_apr_may_2026.csv (source: src/practice/).

Demonstrate

  1. Source page: Platform slicer = Blinkit.
  2. Target page Drill through well: Keep all filters = Off. Drill through on Pune.
  3. Note the table rows.
  4. Set Keep all filters = On, go back and drill again.

Show the result

Your result should look like this (fictional sample):

Keep all filters Rows on detail page Total
Off 301, 302, 306 ₹850
On 301, 306 ₹650

Explain what happened

With Keep all filters On, the Platform = Blinkit slicer filter is passed along with City = Pune.

Explore further

  • Turning it On is usually what users expect; document the choice.

Detailed reference for this lesson:

Option (Build visual pane › Drill through) What it does When to use
Cross-report (On/Off) Allows other reports in the same workspace to drill into this page Separate "Operations" and "Store Detail" reports
Keep all filters (On/Off) On: passes all filters from the source (slicers, page filters, the other fields of the clicked point, e.g. Platform = Blinkit). Off: passes only the drill-through field(s) On when the context matters (selected month, platform); Off for a clean store view
Drill through when: Used as category / Summarized (per field) Used as category: drill appears when the field is on an axis/rows. Summarized: drill appears when the field is used as a value (e.g. Count of Store Name) Leave the default Used as category in most cases

What gets passed. With Keep all filters off, the target page receives the drill-through field value (Store Name = Blinkit Kothrud Hub). Filters that were directly applied on the source page (for example a Platform slicer) are not passed. With it on, the date slicer (October 2025), Platform = Blinkit and the clicked point's other fields are also passed. Check the result on the target page in Filters pane › Drill through filter card.

Multiple drill-through fields

Add City and Store Name to the drill-through well. Users can then drill from visuals showing either field. The page is available whenever at least one of the fields (depending on settings) is present in the source point.

Ravindra Bagale's Tip

Friends, remember: with Keep all filters On, the filters can combine with a conflicting filter on the target page and show blank visuals. Decide whether the target page should inherit slicers like Month, and check the Filters pane on the target page when it shows nothing. Keep this in mind!

Fix common mistakes

Wrong result Reason Correction
Detail page ignores the slicer Keep all filters Off Turn it On
Detail page unexpectedly blank Conflicting filters passed Check the filter pane on the target
Users unsure which filters applied No indicator Show filters in a text box or the Filters pane

Practise independently

Practice task

With Keep all filters On and slicer = Amazon Now, drill through on Nashik.

Hints
  • Nashik Amazon Now: order 307.
Solution

One row: 307 College Road ₹350.

Think like a professional

Filter carry-over is where trust is won or lost. Test drill-through with slicers set, not only from a clean page.

Ravi Sir's Cards for this lesson

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