How to create a tabular report with Drill-Through capability

Overview

SolveXia Analytics & Reporting provides a simple way to create powerful reports based on managed tables. With the latest BI and data visualisation techniques, you can create reports that communicate and inform effectively.

This article is a tutorial which will act as a guide to creating tabular reports with drill-through capability. After completing this tutorial, you will be able to create a tabular report with hyperlinked data column, whereby clicking on a particular hyperlinked data value will take you to another tabular report. Two reports will therefore have to be created: 1) the parent report, which will contain hyperlinks; 2) the child report, which will open up if a hyperlink in the parent report is selected.

Before we get started

Before you start, please ensure that you have a managed table with at least one row of data. If you need help to create a managed table or to import data into a managed table, please refer to the articles below.

[message type=”warning”]For the purposes of this article we will continue to use the example from the How to create a report with a pie chart tutorial.[/message]

Steps – Child Report

1. Create a new Report with the managed table used in the How to create a report with a pie chart tutorial. For the sake of convenience, you can name the Report as “Child” within SolveXia.

2. At the ‘Report Data’ stage, [highlight txt=’drag’] the ‘AirlineInfo_Date,’ ‘AirlineInfo_Carrier_Name’ and ‘AirlineInfo_Amount’ field from the [highlight txt=’Data Field’] pane into the [highlight txt=’Columns’] pane.

3. [highlight txt=’Aggregate’] the ‘AirlineInfo_Amount’ column.

4. [highlight txt=’Drag’] the ‘AirlineInfo_Date’ field into the [highlight txt=’Filters’] pane.

5. [highlight txt=’Navigate’] directly to the ‘Preview’ stage. [highlight txt=’Save’] the report with the name of “CHILD” and [highlight txt=’Activate’].

Steps – Parent Report

1. [highlight txt=’Create’] a new Report with the managed table used in the How to create a report with a pie chart tutorial.

2. At the ‘Report Data’ stage, [highlight txt=’drag’] the ‘AirlineInfo_Date’ and ‘AirlineInfo_Amount’ field from the [highlight txt=’Data Field’] pane into the [highlight txt=’Columns’] pane.

3. [highlight txt=’Aggregate’] the ‘AirlineInfo_Amount’ column.

4. Within the ‘Report Options’ pane, and under the ‘Analysis’ section, [highlight txt=’select’] ‘Drill Through’.

5. [highlight txt=’Navigate’] to the next stage (the ‘Related Reports’ stage).

6. In the left-hand ‘Search’ pane, find the Child report. It might help if you search through [highlight txt=’Recent Reports’]. Click the [highlight txt=’blue arrow’] to the right of “Search”. Select ‘Recent Reports’ from the [highlight txt=’dropdown’] that appears.

7. [highlight txt=’Drag’] the report you saved as “CHILD” into the ‘Drill Through’ pane.

8. In the right-hand side pane, under ‘Join’, configure the ‘Master Field’ by selecting the collapsed [highlight txt=’dropdown’] containing the value “- – Select Field – -”. [highlight txt=’Select’] “AirlineInfo_Date” from the dropdown.

9. Then, under ‘Options’, configure the ‘Hyperlink field’ by selecting the collapsed [highlight txt=’dropdown’] containing the value “- – Select Field – -”. [highlight txt=’Select’] “AirlineInfo_Date” from the dropdown.

10. Again, under ‘Options’. Tick the [highlight txt=’white box’] to the right-hand side of ‘Popup New Window’. Click [highlight txt=’Update’].

11. [highlight txt=’Navigate’] to the ‘Preview’ stage.

12. To ‘drill-through’ for a breakdown of the ‘Amount’ for the 27th of February 2012, click the [highlight txt=’blue hyperlink’] for this date.

A window should pop-up, containing the breakdown for this date in the Child Report:

13. [highlight txt=’Save’] the report with the name of “PARENT” and [highlight txt=’Activate’].

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