Cross-report Drillthrough in Power BI
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- Опубліковано 30 чер 2024
- Patrick shows the magic of getting cross-report drillthrough working in Power BI. He teaches you the clicks to getting this going successfully.
Demo files: guyinacu.be/demofiles
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Check out my Tools page - guyinacube.com/tools/ - Наука та технологія
Patrick and Adam.... You just make a lot of people happy here! congrats again!
Keep on the great work.
Thanks, Patrick! This is helpful for figuring out which report to toggle the "cross-report" toggle for. I will always picture Nick Fury when I'm designing my Cross-Report filters now!
Thanks Patrick, this was a perfect demo and my customer is gonna love it.
This video is awesome, thanks for sharing so many small things to do to get it working!
This Is damn good. Thanks Patrick & Adam for creating such good content
Great description, very helpful, I actually understand now, thank you, your awesome! I am going to watch more of your videos!
Great Video Buddy! Helped a lot to understand the concept. Keep posting! Thanks.
Very good feature and good explanation
Thanks.. It is fabulous as u said... Mr. Patrick... Is it possible to cross report drill through power bi report to paginated report.?
Almost forgot doing this, thank you for the magic :D
Nice one patrick 🙌🙌
Thanks for making these great videos!
Most welcome! Thanks for watching Michelle! 👊
Excellent tutorial - well done!
If you wanted to go back to the original report, would you add a backspace button?
Also, would this method improve system optimization vs incorporating both taps into one report? Specifically, I would usually just join the tables and then copy-paste visuals into a new tab which would take that much time. However, I know that optimization can become a challenge.
Nice video Patrick. Quick question: you mentioned that both source and target reports must be in the same workspace, but do they both need to be PUBLISHED to the App? What happens if the target report is not a published report in the App? Are we then dependent upon the shared permissions on the target report, or will it not work at all?
Thank you, so useful! Exactly what I needed ))
Gonna need to practise this one!
Thanks for sharing Patrick. It's really cool for Power BI user. But, it's not easy for other users if this is the first time for them using Power BI reports. Is there any way to let them click directly on the order number and open target report?
Excellent, this opens up another big door in Power BI.
Very helpful indeed - much appreciated.
Awesome! I see that it opens up the new report in the same target (no new tab or page). Is this possible to do with link buttons?
Amazing explanation! 😎
Very good video. Can be created a nested scenario ? I mean: Master calls Detail 1, now Detail 1 calls Details 2 .. so on ? Is possible ?
You're the best, ever!
This is Great! If I build an app with these two reports for a customer, does it still work? Thanks!
Hi Patrick thanks for wonderful you're doing for changing lives, I tried all the steps but couldn't get it right. My question is does this process work in trial version of power bi please?
Great Video and very beneficial feature
You are the man!!! Thank you!!!
So Great that's what I am looking for Thanks a lot.
Thank you much for the Video , very helpful. I do have a couple of questions for you . Any limitations going for dataset from with import data option going to direct query if table names are the same? When you selected to keep all Filters do all those have same requirement as having same table name and field names in the target report ?
As much as the Table and field names in both the source and target report have to be the same, do they have to be from the same source? I have my Source report pulling data from analysis service and the target is using a direct query to the datawarehouse that is used by the very same model. This is because some of the details we left out in the model but we have the in the DW.
Nice feature
Amazing video :)
Hi Patrick.!!,thanks for the video , I have a question ,Navigating back to the main report can be achievable in the same tab..? please suggest.
Super easy. Barely an inconvenience. Bonus points if you know where that phrase is from.
Hi Patrick , is it possible to use this feature by not putting the drill through field as a field in a table or matrix visual in the source report, in other words can we use the cross report drill through feature by drilling through directly from a field in filter pane in the source report?
What if multiple detail/target reports have the Table/Field name? Will they all show up as drill to options from the source table field if they also have the option set?
This will work only if the column is in the drill through filter and also need to toggle the cross filter button.
You're the BEST
That was so cool
Hi Patrick, If I want this cross-report filtering to work from within an App, do both Reports have to be published within that same App? Thanks.
I have 2 different dataset with RLS implementation, 2 reports published in same workspace. In both the dataset i am using the common table from source. Does the driill through croos report works for the common field used in both reports?
Hi Patric, Thanks for the solution. I have also implemented the cross report drillthrough in one of my report but when I am sharing it with one of my team mates he is not able to see the drillthrough option in the shared report. Can you help me know why he is not able to see it. Currently he has "READ" permission to source and target reports. He do not have workspace access.
Question: I am creating a power bi project with multiple pages. Each page contains multiple visuals (bar charts, line charts etc.). I am calling these my sources. I have also created many pages with detailed matrix information (these are my targets). I have watched the videos on drill through and cross drilling. When I am on a source video and right click so that I can drill through to my target, because I have built many target pages (which are hidden to the end user), I see ALL the target pages that are available. What I would like is to create a one-to-one relationship between the source visual and the target page that is associated with that visual and not a list of all targets that I am currently seeing. Is it possible to create this one-to-one relationship between the source and the target?
Hi Patrick,
Nice video as always. I had been looking forward to this functionality for some time and in principle it does exactly what it says. However when using a live connection the target report doesn´t refresh the data. So the filter are passed through, only the data are not being filtered accordingly. The user needs to manually refresh the data for the filtering to actually take place. The Power BI support team indicated that cross report drillthrough is not supported for live connections, but I find that very hard to believe. Can you confirm if this is indeed the case? If so, does it matter if I work on a multidimensional model or tabular? We´re still working on OLAP cubes, but this might be yet another good reason to migrate to tabular. Please let me know if you know anything more about this!
Kind regards,
Guust
I'm really interested in this as well. Would you mind posting an update here if you ever figure it out?
@@travist603 will do! In the mean time please vote for the idea to also support this for live connections;
ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/37653658-drill-through-to-another-report-refresh-with-live
Do we need to publish both source and target reports into the App? What about the RLS, do we need to set up in both the reports?
I know this is a bit older but is is possible to restrict the drillthrough to certain reports even if other reports in that workspace are available for drillthrough as well? I dont want the users to get overwhelmed with too many options
Curious if this is possible to do between two different Workspaces. Let's say I have a Workspace for my Management Reports separate ones for Operations and Finances, can my report in the Management Reports workspace jump to the report in the Operations workspace?
It's Really cool ..
Scenario: I have a matrix with 5 levels with no hierarchical type fields in Page 1 (Source Report) . The drillthrough is not working when I use it in any level. The Power Bi goes to the Page 2 (Target Report) fine, but I don't see any data from the selected level at Page 1. The Page 2 is set up as it is in your video.
What I´m doing wrong ?
Hi, is there any way to drill down multiple visuals, as we drill one of the visual.
Example: I have three different bar charts with x axis value (which is common in three charts) as company name hierarchy (company name and then product name), one of the chart has revenues as values another has gross margin percentage and last bar chart has cost. Now if I drill down on Revenues bar chart to product level, other two bar charts should also go to product level.
Hi Patrick - could you let me know the link for the drill-through vid? thanks :)
Thanks for info, quick question - I want to create source report from AAS (Azur analysis service) and my Target report from Azure DW, do it work in this cross report drilldown if I keep similar table and column names.
if possible could you please share the video
Is the drill-through for now just restricted to some visuals? I wanted to try it from e.g. a KPI card but not possible. Is that the way it is for now?
Hi Patrick! Do you think it will be possible to cross-report drill through on multiple selections? For example I may have a list of codes in a table. Would it be possible to drill onto all selected using CTRL ?
I don't believe it works on that. Honestly haven't tried it. Will try to take a look.
@@GuyInACube Thanks, I cant get it to work. I've raised it as an Idea on the Power Bi Community forum.
does cross-report drillthrough works in PBI report server On-premises ?
I'm having problems making this work form the mobile app. Is this some sort of limitation?
Hello there, thanks for the video Patrick,
I have a question.. I don't know if it gonna work.
What I want is to connect from an Index page ( where I have all my menu) a button to another report that I have made, with anotther database. Like clicking that button, it can to go the other report that will be in my same workspace
It's like to bulk up my "Source Report" with another report that has another data base.
Greetings!
Hi Patrick ...
have a doubt
i have Have three pages --> dept , group1 , group2
from dept drill through to group1 and from group1 drill through to group2 based on same field
the problem is in dept page when i choose drill through it is showing both options group1 and group2
how to make it show only group1?
Have you figure out the solution for your problem
So i have a question. When i publish it to web and pin both reports to dashboard and share the dashboard to someone in my organization. He cant drillthrough the reports, He cant see the drillthrough option. I want to know if this is the functionality or am i doing anythng wrong here??Please someone help i need info on this asap.Thank you
You say you are sharing the dashboard to someone. Is this person a member of the workspace where the dashboard and the reports are published? I would think that would need to be a pre-requisite. Also, s/he would need to have a Pro license if you workspace is not backed by Premium.
@@alt-enter237 its not working even for Workspace backed by premium
Hi Patrick, can I apply this to a MAtrix where I can pass the value reference for each cell - for example, matrix - column=date, row=office supplies - cell value $3500.00 - if I click the cell it will take me to another report that shows the details that make up the $3500.00 based on the column(date) and row (line of account) - please advise.
Hey, is this feature also available for PBI server ? any thoughts ?
How do you get back to the source report?
Good question Scott. You will need to either use the browsers back button or build a measure that captures the filter context and use it as a URL back.
🤔 Don't think it's final users friendly. Could be a bottom / bookmark action go to other report.?
@@GuyInACube I think it should be available OOTB. I mean that when a report is called from an other report it should show a button to get back to the previous one.
@@GuyInACube Hello Patrick. I am a fan of your videos. I turned ON cross report filter in both reports and I was able to navigate or drill through from summary to detail and detail to summary. BANANA. It worked.
Hey Patrik, I have one question can cross drill through work for KPI card
How we can exclude the filters/Parameters passed in the source Report to Target Report. Please let me know, if you have any such functionality in Power BI.
For example:
I have a source Report, which will give you couple of records, let's say list of KPI Details. If in the source report I have kept current month as a filter for I wanted to see the history from last 6 month for the same selected KPI in target report, How we can exclude the Month filter from source to target .
It's just *back* button is not working for crossreport drillthrough...
How to select only one option in two different filters? example: In Filttro 1 it has the options (A, B ,C) and in Filttro 2 it has the options (D,E,F). So, how to select only 1 option among all options (A,B,C,D,E,F)?
Can Tackometer have drill down or drill through?
Does this work with streaming datasets?
Hi
Can you please help me with this problem.I am using report server and rs version of power bi desktop. I am having main report and sub report where I can give user input to sub report which should get updated in main report.
What if the Source report is also a Target report for another Drill-Through?
Hi, were you able to find answers to your question
Can a Cross Report drill through done with a drill through button?
How to return to the same item after using the drill thru function???
Does this work when working with the reportserver in stead of the online pbi service?
Does anyone have an answer for this? I'm also wondering
Is it possible to click on the category itself to drill-through to target report? Rather than right click ..
No, the drillthrough action is a specific right click action.
Hello sir,
I need your help...
I have two separate reports 1. sales by channel report and 2. Sales by region report that have India drill-down choropleth map.
I want to link both reports in a map like this:
INDIA Filled Map [Only visual on the Report] - Drilldown Choropleth
a. If the region is selected it will drill down to States
b. If a state is selected it will take us to sales channel report (of that state)
Please provide me solution how to do this.
Hi Patrick this is good and its working in workspace but it's not working in the web portal can you please help me here to make this work in web portal?
I guess this wont be available in report server in upcoming report server update.
tysm!
Most welcome 👊
Superb! But how should users back to the source report? The button with the action "Back" doesn't work
If you want to return to the source report after the cross-report drillthrough action, use the browser's Back button.
How do I cross report grand total drill through ?
How can I include a button to cross-report drillthrough?
How to cross filter in the same table ?
how do we achieve this on in premise report server?
Where can I buy that t-shirt? :-P
Can Power BI Desktop handle this too?
Hi Patrik,
How to pin live page without header and filter?
There are two ways to pin visual from report to dashboard. One pin visual which is snapshot and other is Pin live .
Simple pin visual is like snapshot
Issue >dont refresh every time report refreshes.
Second is Pin live, which auto refreshes the live dashboard.
Issue >I am having issues with logo,filter and page header, I mean it pins entire report page rather than just visual. Is there any workaround on that.
Thanks
Not sure what you are asking. When I pin a live page I see the name of the report and page. Can you elaborate?
@@GuyInACube I just want to pin live visual not whole page? when I pin live page it also pin page header,filter logo etc. which makes dashboard looks like collection of reports not visuals and my client are specific about the Dashboard ?
@@GuyInACube To avoid that I have created Dashboard in desktop but unable to create link or hyper link to between visual and main report ,so that if user click on particular visual it takes them to main report ?Because Customize link option dashboard is grayed out ?
Why drill through option is not showing in the source visual by right clicking.?? I tried alot but nothing worked.
Not sure. Would need to look it over to understand. Maybe post a larger post on community.powerbi.com?
So Cross Report is work only on Power BI Services Right ?
Not for Power BI Report Server
Yes, online the Service. I show a workaround for PBIRS in this video ua-cam.com/video/S-OE1T1_k3Y/v-deo.html.
How do I click “chart 1” then “chart 2” in the same report and NOT have chart 1 data change?
Not sure if I understand your question right, but if I do, then EDIT INTERACTIONS should help you with that. Go to the FORMAT tab (once you have selected the visual in question), and toggle EDIT INTERACTIONS on. Then, on the visual you have selected, choose the STOP sign icon at the top right corner.
Does it work for free user? I have tried the same approach.But when i tried with other free user, I am not getting the option to drill thru with free user but i can see the drill thru option and drill thru with my login
It shouldn't be based on the license per se. For non-pro users, the content would need to be backed by Premium capacity. And, you'd need to make sure you aren't hitting any other limitation for the feature.
How to get the search box at 2:34?
Does this works with an report published in a web page?
I tested it with Publish to Web and Secure and embed and it did not work in either. Now, whether it works in a true embedding scenario I have not tested that.
Back button is not working. can you please suggest
Does this work for Power BI embedded?
Yes it is supported. However, you can have drill-through as an additional custom command. Check out this link github.com/Microsoft/PowerBI-JavaScript/wiki/Commands.