Drilldown through Panel for Deeper Analysis

kenlyle

What's the best practice in v7 for allowing the user to drill into the data set presented in a chart or table panel?

I tried embedding an HTML link in the header in the Title field, which broke the chart. I don't see another way to get a button into the panel header. The best I have been able to come up with so far is to add an extra row and put in a Button with text "Drilldown" with a Switch VP action.

Please let me know if there's a better way.

kenlyle

I am going to look at creating a Custom Header for the panel, and pasting in the button code for the Change Perspective action.

tford

I have not explored V7 charts very much, but when you say "data presented in a ... table panel", do you mean a query or grid?

kenlyle

I am specifically using the Chart query from the v7 CRM sample in my mockup. I think that everything that shows up in a panel is the result of a query, right? So, for either a chart or a grid in a panel, the user might want to further filter the results. You can only put about two filters into the Panel header, when it's 25% of a 1920 pixel display width.

So I am thinking to allow the user to open a grid (the result of another query), full width, with the filter row across the top. Unfortunately, date filtering seems very limited in the filter row, as ">" {date} doesn't work, and only retrieves exact matches for the timestamp selected in the dropdown.

So, I think I'll need to do something very like the Sales Portal example, with the date range filters as an outer frame around the grid, if that makes sense.

I think that this touches on some of the "BI" discussions in other threads. I just want to be sure to go as far as possible with native Aware before considering JasperServer or something else for analysis.

Thanks for the reply, and I hope this clarifies my use case.