9. Drillthrough Filters

Overview

Drillthrough filters allow you to present a full report page filtered according to a user’s selection on a different page. We’ll learn how to create them in this lesson.

Summary

Drillthrough Filters

  • Drillthrough filters let a user select a data point on one page, and see a page of visuals on another page, filtered according to their selection
  • The filter is placed on the page that users will drillthrough to
  • The user can drill through from anywhere in the report where the filter field is found
  • Drillthrough filters let you create a full report page that responds dynamically to user selections on another page

Transcript

In the previous lesson, we looked at visual, page, and report filters and how they differ from slicers.

In this lesson, we'll look at the final filter type called drillthrough filters.

To illustrate drillthrough filters, we've created two new pages in our report.

The Drillthrough Filters page displays a simple bar chart of revenue by sales person.

The Drillthrough Result page contains copies of several charts that we've seen in previous lessons. A drillthrough filter allows report users to filter a chart on one page based on a selection from another page.

In this example, we'll select a sales person from the Drillthrough Filters page and see how it affects the visuals on this page.

Let's see this in action.

We'll start by dragging Sales person to the drillthrough filters area of the Filters pane.

This has not immediately changed the charts on this page, but we can see that a back arrow has appeared in the top left corner of the canvas.

The back arrow allows users to return to the page where the filter originates.

Let's navigate to the Drillthrough Filters page.

This chart shows us revenue by sales person.

To access the drillthrough filter, we need to right click on one of the bars, say that of Holmberg.

We then select Drillthrough and Drillthrough Result.

This brings us back to the Drillthrough Result page, however, the charts are now all filtered to show only data for the sales person Holmberg.

We can see that Holmberg generated $0.7 million of revenue in the Midwest region, more than any other region.

The backer on the top left corner is most useful if the report is uploaded to Power BI online service where people can view the report without editing it.

However, we can try it out here by holding Control and clicking the arrow.

This brings us back to the Drillthrough Filters page.

Let's try another drillthrough filter. This time, we'll right click on the bar for Russ, select Drillthrough, and Drillthrough Result.

Again, we're brought to the Drillthrough Result page, but this time our charts are filtered for the sales person Russ.

The drillthrough filter can be used from any visual in this report that features sales people.

In effect, this Drillthrough page is a full report page that's dynamic and responsive to the user selection on any other page.

Drillthrough filters can be particularly useful in the Power BI online service where people often navigate around reports and dashboards by interacting with charts.

Let's stop the lesson here.

In the next lesson, we'll continue our review of filtering by looking at how charts can be used to filter each other with interactions.

Dashboards and Visualizations
Introduction to Visualizations in Power BI

Contents

My Notes

You can take notes as you view lessons.

Sign in or start a free trial to avail of this feature.

Free Trial

Download our training resources while you learn.

Sign in or start a free trial to avail of this feature.

Free Trial