Power BI - Drill options

laptop computer on glass-top table
Photo by Carlos Muza / Unsplash

Drill-down

Enables users to explore data at different levels of granularity.

In order for drill down to be on, the downwards facing arrow needs to be selected.

Up wards arrow - Drill up

Downwards arrow - Drill Mode is on: Click a data point to drill down

Two downwards arrows - Go to the next level in the hierarchy

Fork arrows - Expand all down one level in the hierarchy

Drill-through

Allows users to navigate from one report to another, usually from a summary report to a detailed report, for deeper insights.

Here are the steps for this to be achieved:

  1. Insert > Shape on to the page you want to drill through from. (In the image this is 'Sales Exercise' )
  2. Go to the page you want the drill-through to (Sales Breakdown). In the visualization pane at the bottom right, add the fields you want to drill through on. (For the instance of the image above, State/Province and Category have been selected for drill-through).
  1. Now it's time to add and action 'drill-thorough' to your shape. Switch back to the drill-through from page (example- Sales Exercise).
  2. Select shape > Format > Action > Type : Drill through > Destination : Page you want to drill-through to (in this case Sales Breakdown).

Making your text dynamic

Steps to create the ' Category' Label in the image above:

  1. Create a measure:

Selected Category = SELECTEDVALUE(Orders[Category],"All Categories")

  1. Text Box> +Value > 'insert measure' (Selected Category) > Save

This exercise used the Sample Store Dataset.

Author:
Alexandra Skelly
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